Financial Gravity Companies, Inc.
Annual return '25
+13.9%
SPY '25
+17.7%
Alpha
-3.8ptsvs SPY
Invested
$1.2M
Holdings
1,608
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$FLOT
ISHARES TR
Held since at least Q1 2024
0.6%
02
$NVDA
NVIDIA CORPORATION
Q2 2025: New position (7.4k shares)
0.5%
03
$RELY
REMITLY GLOBAL INC
Held since at least Q1 2024
0.4%
04
$VCSH
VANGUARD SCOTTSDALE FDS
Q2 2025: New position (192 shares)
0.4%
05
$LNG
CHENIERE ENERGY INC
Q2 2025: New position (50 shares)
0.4%
06
$MBLY
MOBILEYE GLOBAL INC
Held since at least Q1 2024
0.4%
07
$EOG
EOG RES INC
Held since at least Q1 2024
0.4%
08
$PFE
PFIZER INC
Q1 2026: Increased +100.2% (341.2k → 683.1k shares)
0.3%
09
$MTCH
MATCH GROUP INC NEW
Held since at least Q1 2024
0.3%
10
$FRO
FRONTLINE PLC
Q2 2025: New position (1.5k shares)
0.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 11:10 UTC.