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 151–200 of 789
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 273 | $100K–$500K | SH |
| MICC | THE MAGNUM ICE CREAM C F | 8K | $100K–$500K | SH |
| — | VANGUARD EXTENDED MARKET INDEX ADMIRAL | 811 | $100K–$500K | SH |
| GNL | GLOBAL NET LEASE INC | 15K | $100K–$500K | SH |
| — | BLACKROCK HEALTH SCIENCES OPPS INV A | 2K | $100K–$500K | SH |
| COST | COSTCO WHSL CORP NEW | 147 | $100K–$500K | SH |
| — | INVESCO ROCHESTER MUNICIPAL OPPS A | 19K | $100K–$500K | SH |
| FEGE | FIRST EAGLE GLOBAL EQUITY ETF | 3K | $100K–$500K | SH |
| SUSB | ISHARES ESG AWR 1-5 Y USD CP BND ETF | 5K | $100K–$500K | SH |
| — | CIM REAL ASSETS & CREDIT A | 6K | $100K–$500K | SH |
| SUSC | ISHARES TRU ESG AWR USD CORP BND ETF | 5K | $100K–$500K | SH |
| — | NUVEEN DIVIDEND GROWTH A | 2K | $100K–$500K | SH |
| — | CITIGROUP GLOBAL MA 0 27 DUE 09/03/27 | 100K | $100K–$500K | SH |
| JPM | JPMORGAN CHASE & CO | 362 | $100K–$500K | SH |
| — | FIDELITY ADVISOR ENERGY FUND A | 2K | $100K–$500K | SH |
| IJH | ISHARES CORE S&P MID CAPETF | 2K | $100K–$500K | SH |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | 1K | $100K–$500K | SH |
| — | VANGUARD 500 INDEX ADMIRAL | 178 | $100K–$500K | SH |
| HOOD | ROBINHOOD MKTS INC CLASS A | 975 | $100K–$500K | SH |
| — | MORGAN STANLEY FIN 0 27 DUE 12/03/27 | 100K | $100K–$500K | SH |
| SYLD | CAMBRIA SHAREHOLDER YIELD ETF | 2K | $100K–$500K | SH |
| SO | SOUTHERN CO | 1K | $100K–$500K | SH |
| D | DOMINION ENERGY INC | 2K | $100K–$500K | SH |
| MGV | VANGUARD MEGA CAP VALUE ETF | 710 | $100K–$500K | SH |
| — | LORD ABBETT MUNICIPAL OPPORTUNITIES I | 10K | $100K–$500K | SH |
| — | CAPITAL ONE, NTNL 3.2 27CD FDIC INS DUE 06/15/27US | 100K | $50K–$100K | SH |
| — | CAUSEWAY INTERNATIONAL VALUE INSTL | 4K | $50K–$100K | SH |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 293 | $50K–$100K | SH |
| PFFA | VIRTUS INFRCP US PRERD STCK ETF | 5K | $50K–$100K | SH |
| FTGS | FIRST TRUST GROWTH STRENGTH ETF | 3K | $50K–$100K | SH |
| PNW | PINNACLE WEST CAP CORP | 1K | $50K–$100K | SH |
| — | FIDELITY BLUE CHIP GROWTH | 359 | $50K–$100K | SH |
| AFLG | FIRST TRUST ACTV FCTR LRG CAP ETF | 2K | $50K–$100K | SH |
| — | MORGAN STANLEY FIN 0 27 DUE 04/05/27 | 100K | $50K–$100K | SH |
| SPDW | SPDR PORTFOLIO DVLPD WRLD EX-US ETF | 2K | $50K–$100K | SH |
| SILA | SILA RLTY TR INC REIT | 4K | $50K–$100K | SH |
| FANG | DIAMONDBACK ENERGY INC | 618 | $50K–$100K | SH |
| FSSL | FS SPECIALTY LENDING | 6K | $50K–$100K | SH |
| BITB | BITWISE BITCOIN ETF | 2K | $50K–$100K | SH |
| — | US TREASUR NT 3.75 08/26UST NOTE DUE 08/31/26 | 90K | $50K–$100K | SH |
| COP | CONOCOPHILLIPS | 959 | $50K–$100K | SH |
| — | MORGAN STANLEY VAR 31 DUE 03/25/31 | 123K | $50K–$100K | SH |
| IBM | IBM CORP | 300 | $50K–$100K | SH |
| — | MORGAN STANLEY VAR 32 DUE 01/31/32 | 100K | $50K–$100K | SH |
| FTSM | FIRST TRST ENHNCD SHRT MRTY ETF IV | 1K | $50K–$100K | SH |
| VCEB | VANGUARD ESG U.S. CORPORATE BOND ETF | 1K | $50K–$100K | SH |
| CME | CME GROUP INC CLASS CLASS A | 317 | $50K–$100K | SH |
| — | NATIONAL HEALTHCARE PROPERTIES, INC | 3K | $50K–$100K | SH |
| — | FIDELITY ADVISOR GROWTH OPPS A | 403 | $50K–$100K | SH |
| VFL | ABRDN NATL MUN INCOM | 8K | $50K–$100K | SH |