Financial Gravity Companies, Inc. Portfolio Holdings

Financial Gravity Companies, Inc.

  • $509 Billion
  • Q2 2025

Financial Gravity Companies, Inc. has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $509 Billion distributed in 1015 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 $28.1B, Xtrackers Usd High Yield Corp with a value of $25B, Ishares 0 5 Year High Yield CO with a value of $20.3B, Wisdomtree U.S. Largecap Fund with a value of $17.8B, and Ishares Barclays 0 5 Year Tips with a value of $16.7B.

Examining the 13F form we can see an increase of $71.5B in the current position value, from $438B to 509B. Also it can be appreciated an additional of 172 stocks purchases and 2 closed positions.

Financial Gravity Companies, Inc. is based out at Lakeway, TX

Below you can find more details about Financial Gravity Companies, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $509 Billion
ETFs: $308 Billion
Technology: $27.9 Billion
Consumer Cyclical: $26.1 Billion
Healthcare: $17.5 Billion
Financial Services: $17.1 Billion
Communication Services: $16.2 Billion
Consumer Defensive: $15.2 Billion
Industrials: $12.1 Billion
Other: $12 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$28.1 Billion 5.52% of portfolio
550,506
Q2 2025 Added 14.17%
$0
$25 Billion 4.91% of portfolio
677,665
Q2 2025 Added 15.61%
$0
$20.3 Billion 3.99% of portfolio
471,100
Q2 2025 Added 15.7%
$0
$17.8 Billion 3.49% of portfolio
277,453
Q2 2025 Added 15.11%
$0
$16.7 Billion 3.28% of portfolio
162,378
Q2 2025 Added 11.29%
$0
$16.6 Billion 3.25% of portfolio
350,053
Q2 2025 Added 14.05%
$0
$16.4 Billion 3.23% of portfolio
489,280
Q2 2025 Added 15.39%
$0
$16.2 Billion 3.18% of portfolio
380,771
Q2 2025 Added 23.1%
$0
$15.4 Billion 3.03% of portfolio
283,724
Q2 2025 Added 19.2%
$0
$15.1 Billion 2.96% of portfolio
157,950
Q2 2025 Added 13.12%
$0
$12.6 Billion 2.48% of portfolio
384,109
Q2 2025 Added 123.72%
$0
$12.3 Billion 2.42% of portfolio
288,104
Q2 2025 Added 16.62%
$0
$12 Billion 2.35% of portfolio
282,168
Q2 2025 Added 17.12%
$0
$11 Billion 2.15% of portfolio
374,959
Q2 2025 Added 14.87%
$0
$8.95 Billion 1.76% of portfolio
170,978
Q2 2025 Added 14.95%
Schwab Prime Advantage Money Investor
-
$8.19 Billion 1.61% of portfolio
-
Q2 2025 Added 10.04%
$0
$7.51 Billion 1.48% of portfolio
83,388
Q2 2025 Added 9.33%
$0
$7.43 Billion 1.46% of portfolio
112,263
Q2 2025 Added 14.31%
$1.08T
$7.37 Billion 1.45% of portfolio
23,194
Q2 2025 Added 7.08%
$3.95T
$7.36 Billion 1.45% of portfolio
14,803
Q2 2025 Added 22.36%
$3.69T
$5.97 Billion 1.17% of portfolio
29,122
Q2 2025 Reduced 17.17%
$257B
$5.35 Billion 1.05% of portfolio
44,198
Q2 2025 Added 15.57%
$0
$5.27 Billion 1.03% of portfolio
253,974
Q2 2025 Reduced 1.15%
$1.8B
$5.12 Billion 1.0% of portfolio
380,836
Q2 2025 Added 15.06%
$545B
$4.94 Billion 0.97% of portfolio
3,688
Q2 2025 Added 3.51%
$1.78T
$4.87 Billion 0.96% of portfolio
6,599
Q2 2025 Added 19.92%
$0
$4.51 Billion 0.89% of portfolio
97,427
Q2 2025 Added 14.31%
$0
$4.52 Billion 0.89% of portfolio
57,496
Q2 2025 Added 14.92%
$0
$4.48 Billion 0.88% of portfolio
76,269
Q2 2025 Added 13.54%
$0
$4.42 Billion 0.87% of portfolio
87,249
Q2 2025 Added 16.65%
$92.8B
$4.38 Billion 0.86% of portfolio
12,762
Q3 2024 New
$0
$4.37 Billion 0.86% of portfolio
86,232
Q2 2025 Added 12.55%
$0
$4.07 Billion 0.8% of portfolio
59,306
Q2 2025 Added 16.37%
Arm Holdings PLC
-
$3.86 Billion 0.76% of portfolio
-
Q2 2025 Added 12.18%
$1.27T
$3.82 Billion 0.75% of portfolio
16,855
Q2 2025 Added 26.82%
$621B
$3.76 Billion 0.74% of portfolio
7,732
Q2 2025 Added 37.34%
$142B
$3.44 Billion 0.67% of portfolio
8,684
Q2 2025 Added 14.53%
$0
$3.4 Billion 0.67% of portfolio
5,482
Q2 2025 Reduced 4.04%
$281B
$3.38 Billion 0.66% of portfolio
34,613
Q2 2025 Added 12.21%
$201B
$3.1 Billion 0.61% of portfolio
3,940
Q2 2025 Added 20.82%
$1.24T
$2.96 Billion 0.58% of portfolio
16,663
Q2 2025 Added 19.27%
Bluerock Total Income Real Estate A
-
$2.89 Billion 0.57% of portfolio
-
Q2 2025 Added 16.18%
$87.3B
$2.85 Billion 0.56% of portfolio
18,726
Q2 2025 Added 17.18%
$1.06B
$2.8 Billion 0.55% of portfolio
306,055
Q2 2025 Added 1.01%
$1.19B
$2.79 Billion 0.55% of portfolio
49,726
Q2 2025 Added 23.22%
$86B
$2.74 Billion 0.54% of portfolio
10,038
Q2 2025 Added 13.6%
$207B
$2.72 Billion 0.53% of portfolio
21,920
Q2 2025 Added 19.18%
$139B
$2.69 Billion 0.53% of portfolio
12,843
Q2 2025 Added 18.98%
$53.1B
$2.64 Billion 0.52% of portfolio
8,535
Q2 2025 Added 19.71%

Summary

  • Portfolio
  • No. of Stocks 1,015
  • Current Value $509 Billion
  • Prior Value $438 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 172 stocks
  • Additional Purchases 202 stocks
  • Sold out of 2 stocks
  • Reduced holdings in 234 stocks
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