Financial Gravity Asset Management, Inc.
Annual return '25
+14.6%
SPY '25
+17.7%
Alpha
-3.1ptsvs SPY
Invested
$562M
Holdings
944
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IAGG
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF
Q4 2025: Exited (was 565.6k shares)
5.6%
02
$HYLB
XTRACKERS USD HIGH YIELDCORPORATE BOND ETF
Q4 2025: Exited (was 690.6k shares)
5.0%
03
$SHYG
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
Q4 2025: Exited (was 490.4k shares)
4.1%
04
$SPSM
STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF
Q4 2025: Exited (was 366.9k shares)
3.6%
05
$EPS
WISDOMTREE U.S. LARGECAPFUND
Q4 2025: Exited (was 264.0k shares)
3.5%
06
$STIP
ISHARES 0-5 YEAR TIPS BOND ETF
Q4 2025: Exited (was 165.8k shares)
3.4%
07
$HYDW
XTRACKERS LOW BETA HIGH YIELD BOND ETF
Q4 2025: Exited (was 363.4k shares)
3.4%
08
$SPIB
STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
Q4 2025: Exited (was 504.0k shares)
3.4%
09
$SPMD
STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF
Q4 2025: Exited (was 272.2k shares)
3.2%
10
$SPYG
STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF
Q4 2025: Exited (was 151.1k shares)
2.9%
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 08:27 UTC.