CIK 1741736

Financial Gravity Asset Management, Inc.

Institutional 13F holdings & portfolio

Holdings

789

Portfolio Value

$1M+

Latest Report

Dec 31, 2025

Report Periods

Holdings

13F filings as of Dec 31, 2025 · Showing 301–350 of 789

Ticker	Company	Shares	Value	Type
SIEGY	SIEMENS A G FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS	223	$15K–$50K	SH
UNP	UNION PAC CORP	134	$15K–$50K	SH
—	THE BANK OF NOV9.41 33F DUE 07/29/33	39K	$15K–$50K	SH
—	AMERICAN FUNDS AMERICAN HIGH-INC A	3K	$15K–$50K	SH
FTLS	FIRST TRUST LONG SHORT EQUITY ETF	424	$15K–$50K	SH
ITT	ITT INC	172	$15K–$50K	SH
MINT	PIMCO ENHANCED SHRT MATURTY ACTV ETF	297	$15K–$50K	SH
JEPI	JPMORGAN EQUITY PREMIUM INCOME ETF	519	$15K–$50K	SH
UAL	UNITED AIRLINES HLDG	265	$15K–$50K	SH
SA	SEABRIDGE GOLD INC F	1K	$15K–$50K	SH
OKE	ONEOK INC NEW	400	$15K–$50K	SH
NLY	ANNALY CAP MGMT INC REIT	1K	$15K–$50K	SH
—	APOLLO DIVERSIFIED CREDIT FD CL C	1K	$15K–$50K	SH
AIRR	FT RBA AMERICAN IND RENAISSANCE ETF	291	$15K–$50K	SH
SBLK	STAR BULK CARRIERS COR F	1K	$15K–$50K	SH
JMUB	JPMORGAN MUNICIPAL ETF	565	$15K–$50K	SH
—	INVESCO STEELPATH MLP ALPHA A	3K	$15K–$50K	SH
—	BLUEROCK HIGH INCOME INSTITUTIONAL CDT I	1K	$15K–$50K	SH
DFAE	DIMENSIONAL EMERG CORE EQY MRKT ETF	847	$15K–$50K	SH
VNOM	VIPER ENERGY INC NEW CLASS A	714	$15K–$50K	SH
BND	VANGUARD TOTAL BOND MARKET ETF	370	$15K–$50K	SH
IWP	ISHARES RUSSELL MID CAP GROWTH ETF	200	$15K–$50K	SH
—	APOLLO DIVERSIFIED RE FD CL C	1K	$15K–$50K	SH
IMCB	ISHARES MORNINGSTAR MID CAP ETF	328	$15K–$50K	SH
BRSP	BRIGHTSPIRE CAP INC CLASS A	5K	$15K–$50K	SH
BIL	ST STERT SPDR BLMBG 1 3 MN T BL ETF	293	$15K–$50K	SH
FIIG	FT INTRMDT DRTN INVT GRDCOR ETF	1K	$15K–$50K	SH
SCHG	SCHWAB US LARGE CAP GROWTH ETF	818	$15K–$50K	SH
VB	VANGUARD SMALL CAP ETF	103	$15K–$50K	SH
XLV	STATE STRT HLTH CRE SLT SEC SPDR ETF	167	$15K–$50K	SH
—	MORGAN STANLEY VAR 31 DUE 11/30/31	36K	$15K–$50K	SH
IVE	ISHARES S&P 500 VALUE ETF	120	$15K–$50K	SH
CGUS	CAPITAL GROUP CORE EQUITY ETF	630	$15K–$50K	SH
WCMI	FIRST TRUST WCM INTRNL EQUITY ETF	1K	$15K–$50K	SH
—	VOYA GNMA INCOME A	3K	$15K–$50K	SH
—	NEW MEXICO FIN AUTH 5 36POOL AUTH DUE 06/01/36	25K	$15K–$50K	SH
ODFL	OLD DOMINION FREIGHT LIN	160	$15K–$50K	SH
TCAF	T ROWE PRICE CPTL APRCTNEQT ETF	654	$15K–$50K	SH
VZ	VERIZON COMMUNICATIONS I	613	$15K–$50K	SH
GLW	CORNING INC	282	$15K–$50K	SH
SCHV	SCHWAB US LARGE CAP VALUE ETF	831	$15K–$50K	SH
—	V.F. CORP 6 33 DUE 10/15/33	25K	$15K–$50K	SH
KNG	FT VST S P 500 DIV ARISTTRGT ETF	491	$15K–$50K	SH
IHDG	WISDOMTREE INTER HDG QLYDIV GRT ETF	494	$15K–$50K	SH
IWS	ISHARES RUSSELL MID CAP VALUE ETF	170	$15K–$50K	SH
JAVA	JPMORGAN ACTIVE VALUE ETF	334	$15K–$50K	SH
—	FIDELITY LARGE CAP GROWTH IDX	518	$15K–$50K	SH
—	ROCHE HLDG LTD FSPONSORED ADR 1 ADR RE 0.125 ORD SHS	463	$15K–$50K	SH
RPG	INVSC S P 500 PURE GROWTH ETF	511	$15K–$50K	SH
XLY	STATE STRT CONS DSRY SLTSE SP ETF IV	198	$15K–$50K	SH