CIK 1741736
Financial Gravity Asset Management, Inc.
Institutional 13F holdings & portfolio
Holdings
789
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 551–600 of 789
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| XLF | STE STRT FINCL SLCT SECTOR SPDR ETF | 97 | $1K–$15K | SH |
| — | UTAH ST CHARTER SCH 4 45CHAR EDUC DUE 10/15/45OID XTRO | 6K | $1K–$15K | SH |
| — | AMERICAN CENTURY ONE CHOICE AGRSV INV | 310 | $1K–$15K | SH |
| AOR | ISHARES CORE 60 40 BAL ALL ETF | 80 | $1K–$15K | SH |
| NIO | NIO INC F | 1K | $1K–$15K | SH |
| — | VERMONT EDL & HEALT 5 46SYST HLTH DUE 12/01/46XTRO | 5K | $1K–$15K | SH |
| — | ALEDO TEX INDPT SCH 0 26GO UTX DUE 02/15/26OID | 5K | $1K–$15K | SH |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 206 | $1K–$15K | SH |
| ETN | EATON CORP PLC F | 15 | $1K–$15K | SH |
| — | WISCONSIN HEALTH 3.5 33CCRC HLTH DUE 07/01/33OID XTRO | 5K | $1K–$15K | SH |
| — | KENSINGTON MANAGED INCOME INST | 484 | $1K–$15K | SH |
| FNDF | SCHWAB FUNDAMNTL INTRNL EQT ETF | 102 | $1K–$15K | SH |
| IYE | ISHARES US ENERGY ETF | 97 | $1K–$15K | SH |
| EMXC | ISHARES MSCI EMERGING MARKETS ETF | 60 | $1K–$15K | SH |
| OTIS | OTIS WORLDWIDE CORP | 48 | $1K–$15K | SH |
| EMB | ISHARES JPMORGAN USD MTSBOND ETF | 42 | $1K–$15K | SH |
| — | NEXPOINT MERGER ARBITRAGE Z | 203 | $1K–$15K | SH |
| FT | FRANKLIN UNIVERSAL CF | 500 | $1K–$15K | SH |
| PSEC | PROSPECT CAP CORP | 2K | $1K–$15K | SH |
| VYM | VANGUARD HIGH DIVIDEND YIELD ETF | 27 | $1K–$15K | SH |
| NOW | SERVICENOW INC | 25 | $1K–$15K | SH |
| CSCO | CISCO SYS INC | 48 | $1K–$15K | SH |
| SNSR | GLOBAL X INTERNET OF THINGS ETF | 100 | $1K–$15K | SH |
| CORP | PIMCO INVEST GRADE CORP BND IDX ETF | 36 | $1K–$15K | SH |
| STPZ | PIMCO 1-5 YEAR US TIPS INDEX ETF | 65 | $1K–$15K | SH |
| J | JACOBS SOLUTIONS INC | 25 | $1K–$15K | SH |
| SPHY | STATE SRT SPDR PRTFL HGHYLD BND ETF | 135 | $1K–$15K | SH |
| CCL | CARNIVAL CORP F | 100 | $1K–$15K | SH |
| PM | PHILIP MORRIS INTL INC | 19 | $1K–$15K | SH |
| — | L OREAL ORDF | 7 | $1K–$15K | SH |
| — | COMCAST CORP 3.15 28 DUE 02/15/28 | 3K | $1K–$15K | SH |
| — | ORACLE CORP 3.25 27 DUE 11/15/27 | 3K | $1K–$15K | SH |
| SCHA | SCHWAB US SMALL CAP ETF | 98 | $1K–$15K | SH |
| — | AMERICAN FUNDS CAPITAL WORLD GR&INC F1 | 38 | $1K–$15K | SH |
| APP | APPLOVIN CORP CLASS A | 4 | $1K–$15K | SH |
| — | NEUBERGER BERMAN LARGE CAP VALUE INSTL | 52 | $1K–$15K | SH |
| NXDT | NEXPOINT DIVERSIFIED REA | 669 | $1K–$15K | SH |
| APLS | APELLIS PHARMACEUTICALS | 100 | $1K–$15K | SH |
| — | LORD ABBETT SHORT DURATION HIGH YIELD I | 256 | $1K–$15K | SH |
| — | OCEAN PARK TACTICAL CORE INCOME INSTL | 123 | $1K–$15K | SH |
| — | INVESCO CAPITAL MARKET UNIT SER 15 MONTHLY CASH | 100 | $1K–$15K | SH |
| HEFA | ISHARES CURRENCY HEDG MSCI EAFE ETF | 57 | $1K–$15K | SH |
| NBIS | NEBIUS GROUP N V A FCLASS A | 27 | $1K–$15K | SH |
| — | US TREASURY 2.875 11/46UST BOND DUE 11/15/46 | 3K | $1K–$15K | SH |
| VSS | VGRD FTSE ALL WRLD EX USSML CAP ETF | 15 | $1K–$15K | SH |
| SJT | SAN JUAN BASIN RTY T ROYALTY TRUST | 366 | $1K–$15K | SH |
| RSPN | INVSC SP 500 EQUAL WGHT INDSTRL ETF | 36 | $1K–$15K | SH |
| RSPH | INVSC SP 500 EQL WGHT HLTH CARE ETF | 63 | $1K–$15K | SH |
| — | APPLE INC. 3.25 26 DUE 02/23/26 | 2K | $1K–$15K | SH |
| — | JPMORGAN CHASE & 2.95 26 DUE 10/01/26 | 2K | $1K–$15K | SH |