Financial Gravity Asset Management, Inc.
All 13F Filings
- Location
- Lakeway, TX
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 561,969
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/8/2026 | 973 | 561,969 | 13F-HR | Financial Gravity Asset Management, Inc. |
| Q4 2025 | 2/13/2026 | 793 | 519,511 | 13F-HR | Financial Gravity Asset Management, Inc. |
| Q3 2025 | 11/14/2025 | 999 | 505,925 | 13F-HR | Financial Gravity Asset Management, Inc. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 182.9 K | 32.5% | 6.4 K | 0 | 6.4 K |
| ETFs | 369.5 K | 65.8% | 32.89 K | 0 | 32.89 K |
| Debt | 9.144 K | 1.6% | 3.393 K | 0 | 3.393 K |
| Other | 250 | 0.0% | 74 | 0 | 74 |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
5/8/2026
Total value ($000)
561,969
Holdings
973
QoQ value change ($000)
42,458
(8.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.