Financial Gravity Companies, Inc.

Q2 2026 13F-HR Holdings

Location
Lakeway, TX
Holdings as of
6/30/2026
Date filed
8/5/2026
Form type
13F-HR
Num holdings
1,040
Total value ($000)
$616,353
Net value change ($000)
—
New positions
946
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: — SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IAGG 32,415 —
HYLB 28,647 —
SPSM 24,340 —
SHYG 23,759 —
EPS 23,672 —
SPMD 20,763 —
HYDW 19,683 —
SPYG 19,622 —
SPIB 19,318 —
STIP 19,213 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type