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 251–300 of 789
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| — | IHEARTCOMMUNICA 6.375 26 DUE 05/01/26 | 50K | $15K–$50K | SH |
| HR | HEALTHCARE REALTY TR A CLASS A | 3K | $15K–$50K | SH |
| FTHI | FIRST TRUST BUYWRITE INCOME ETF | 2K | $15K–$50K | SH |
| HIG | HARTFORD INS GROUP INC | 346 | $15K–$50K | SH |
| VOT | VANGUARD MID CAP GROWTH ETF | 170 | $15K–$50K | SH |
| — | FIDELITY CONTRAFUND | 2K | $15K–$50K | SH |
| XLG | INVSC S P 500 TOP 50 ETF | 795 | $15K–$50K | SH |
| SAP | SAP SE FSPONSORED ADR 1 ADR REPS 1 ORD SHS | 194 | $15K–$50K | SH |
| EFG | ISHARES MSCI EAFE GROWTHETF | 413 | $15K–$50K | SH |
| XYL | XYLEM INC | 344 | $15K–$50K | SH |
| — | MORGAN STANLEY FIN 0 27 DUE 11/04/27 | 40K | $15K–$50K | SH |
| FTQI | FIRST TRUST NASDAQ BUYWRITE INC ETF | 2K | $15K–$50K | SH |
| — | FIRST EAGLE GLOBAL A | 547 | $15K–$50K | SH |
| — | FIDELITY ADVISOR FLOATING RATE HI INC A | 5K | $15K–$50K | SH |
| — | PIMCO INCOME I2 | 4K | $15K–$50K | SH |
| LLY | ELI LILLY AND CO | 40 | $15K–$50K | SH |
| — | CITIGROUP GLOBAL MA 0 26 DUE 11/05/26 | 40K | $15K–$50K | SH |
| MGK | VANGUARD MEGA CAP GROWTHETF | 103 | $15K–$50K | SH |
| XLK | STATE STRET TEC SELECT SEC SPDR ETF | 295 | $15K–$50K | SH |
| — | BLACKSTONE PRIVATE CREDIT FUND CLASS I | 2K | $15K–$50K | SH |
| XNTK | STATE STREET SPDR NYSE TECHNOLGY ETF | 146 | $15K–$50K | SH |
| CGBL | CAPITAL GROUP CORE BALANCED ETF | 1K | $15K–$50K | SH |
| — | LORD ABBETT GROWTH LEADERS I | 714 | $15K–$50K | SH |
| — | AQR EQUITY MARKET NEUTRAL I | 3K | $15K–$50K | SH |
| IBB | ISHARES BIOTECHNOLOGY ETF | 230 | $15K–$50K | SH |
| SDVY | FIRST TRUST SMID CAP RISING DIVI ETF | 1K | $15K–$50K | SH |
| IEMG | ISHARES CORE MSCI EMERGING ETF | 572 | $15K–$50K | SH |
| BAC | BANK OF AMERICA CORP | 697 | $15K–$50K | SH |
| — | FIDELITY SELECT TECHNOLOGY | 921 | $15K–$50K | SH |
| — | NEXPOINT REAL ES 9 PFDPFD SER B | 2K | $15K–$50K | SH |
| — | VANGUARD INSTITUTIONAL INDEX I | 67 | $15K–$50K | SH |
| ACWI | ISHARES MSCI ACWI ETF | 260 | $15K–$50K | SH |
| FTMH | PUTNAM ETF TR FRANKLIN MUNICIPAL HIGH YIELD ETF | 3K | $15K–$50K | SH |
| — | FIDELITY DISCIPLINED EQUITY | 503 | $15K–$50K | SH |
| BX | BLACKSTONE INC | 235 | $15K–$50K | SH |
| TSCO | TRACTOR SUPPLY CO | 715 | $15K–$50K | SH |
| — | THORNBURG GLOBAL OPPORTUNITIES I | 731 | $15K–$50K | SH |
| APOG | APOGEE ENTERPRISES INC | 945 | $15K–$50K | SH |
| — | HOLBROOK INCOME I | 4K | $15K–$50K | SH |
| — | LORD ABBETT INVESTMENT GRADE FLTNG RT I | 3K | $15K–$50K | SH |
| RCL | ROYAL CARIBBEAN GROU F | 120 | $15K–$50K | SH |
| — | MORGAN STANLEY VAR 33 DUE 10/31/33 | 51K | $15K–$50K | SH |
| — | BNP PARIBAS SA 0 27F DUE 08/04/27 | 25K | $15K–$50K | SH |
| SELF | GLOBAL SELF STORAGE INC REIT | 6K | $15K–$50K | SH |
| — | THORNBURG INVESTMENT INCOME BUILDER I | 985 | $15K–$50K | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | 740 | $15K–$50K | SH |
| GME | GAMESTOP CORP NEW CLASS A | 2K | $15K–$50K | SH |
| VBK | VANGUARD SMALL CAP GROWTH ETF | 106 | $15K–$50K | SH |
| CGDG | CAPITAL GROUP DIVIDEND GROWER ETF | 885 | $15K–$50K | SH |
| — | EATON VANCE FLOATING RATE ADV | 4K | $15K–$50K | SH |