Financial Gravity Asset Management, Inc. has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $506 Billion distributed in 999 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Core Intl Aggregate with a value of $29B, Xtrackers Usd High Yield Corp with a value of $25.6B, Ishares 0 5 Year High Yield CO with a value of $21.2B, Wisdomtree U.S. Largecap Fund with a value of $18.2B, and Dbx ETF Tr X Trackers Low Beta with a value of $17.2B.
Examining the 13F form we can see an increase of $47.3B in the current position value, from $459B to 506B.
Also it can be appreciated an additional of 290 stocks purchases and 1 closed positions.
Below you can find more details about Financial Gravity Asset Management, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$506 Billion
ETFs: $320 Billion
Technology: $32.8 Billion
Consumer Cyclical: $27.9 Billion
Healthcare: $19.4 Billion
Communication Services: $16.1 Billion
Consumer Defensive: $15.1 Billion
Industrials: $14.3 Billion
Financial Services: $7.44 Billion
Other: $10.4 Billion
Stock Holdings Table
Stock
Market Cap.
Holding Value (Reported)
# of Shares.
Last Trade
Trade History
Fnma Pl 346951 7.526 Due 05/01/26
-
$2,000
0.0% of portfolio
-
Q1 2024Reduced 94.74%
First Trust Portfolios Unit 11988 Vest Large Cap Buffered 10 Portfolio
-
$7.94 Million
0.0% of portfolio
-
Q3 2025New
First Trust Portfolios Unit 11967 Cap Strength Opportunity Port Ser 36
-
$8.08 Million
0.0% of portfolio
-
Q3 2025New
First Trust Portfolios Unit 11884 Ai Robotics & Technology Opportunity
