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Asset Manager ← All Institutions

Financial Gravity Asset Management, Inc.

2501 RANCH RD 620 S, SUITE 110, LAKEWAY, TX 78734 • 800.920.9722

Q4 2025 · Filed 2026-02-13
Market Value
$499M
Holdings
789
+2
New Purchases
42
Added To
130
Closed
212
Reduced
164
Top 10 Concentration
41.4%
Turnover
32.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IAGG 6.15% 0.00% +6.15% $31M
HYLB 5.51% 0.00% +5.51% $27M
SHYG 4.53% 0.00% +4.53% $23M
EPS 3.92% 0.00% +3.92% $20M
STIP 3.71% 0.00% +3.71% $18M
HYDW 3.67% 0.00% +3.67% $18M
SPIB 3.65% 0.00% +3.65% $18M
SPSM 3.64% 0.00% +3.64% $18M
SPMD 3.34% 0.00% +3.34% $17M
SPYG 3.32% 0.00% +3.32% $17M
VWOB 2.93% 0.00% +2.93% $15M
SPEM 2.81% 0.00% +2.81% $14M
SPYD 2.59% 0.00% +2.59% $13M
SPBO 2.50% 0.00% +2.50% $12M
TSLA 2.14% 0.00% +2.14% $11M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 72.4%
Technology 7.0%
Consumer Cyclical 5.2%
Healthcare 4.4%
Communication Services 2.9%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 83 $97M 19.5%
Large Cap 427 $219M 43.8%
Mid Cap 140 $114M 22.9%
Small Cap 97 $48M 9.7%
Micro Cap 42 $20M 4.1%

Portfolio Analytics

Avg Market Cap
$117.1B
Median Market Cap
$23.9B
Avg P/E
34.3
Median P/E
22.6
Avg Dividend Yield
0.03%
Avg Beta
0.15
# Stocks
381
# ETFs / Funds
408

Top Holdings (789 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IAGG 6.15% 612,666 $31M $50.01 $2M +47,097 +8.3%
2 HYLB 5.51% 745,317 $27M $36.83 $2M +54,755 +7.9%
3 SHYG 4.53% 526,684 $23M $42.87 $1M +36,272 +7.4%
4 EPS 3.92% 276,068 $20M $70.86 $1M +12,066 +4.6%
5 STIP 3.71% 180,432 $18M $102.39 $1M +14,600 +8.8%
6 HYDW 3.67% 387,299 $18M $47.18 $1M +23,873 +6.6%
7 SPIB 3.65% 538,057 $18M $33.81 $1M +34,049 +6.8%
8 SPSM 3.64% 387,498 $18M $46.86 $1M +20,582 +5.6%
9 SPMD 3.34% 287,163 $17M $57.91 $1M +14,990 +5.5%
10 SPYG 3.32% 154,950 $17M $106.70 $741K +3,847 +2.5%
11 VWOB 2.93% 216,296 $15M $67.43 $917K +11,991 +5.9%
12 SPEM 2.81% 298,897 $14M $46.81 $607K +12,973 +4.5%
13 SPYD 2.59% 298,193 $13M $43.25 $899K +25,511 +9.4%
14 SPBO 2.50% 425,259 $12M $29.34 $686K +27,330 +6.9%
15 TSLA 2.14% 23,686 $11M $449.72 $162K +98 +0.4%
16 SPYV 2.01% 176,158 $10M $56.81 $821K +10,123 +6.1%
17 ICVT 1.70% 85,926 $8M $98.50 $106K +2,392 +2.9%
18 IEUR 1.65% 115,968 $8M $70.98 $732K +5,870 +5.3%
19 UPWK 1.60% 401,665 $8M $19.82 $694K +10,355 +2.6%
20 AMZN 1.58% 34,153 $8M $230.82 $638K +1,157 +3.5%
21 MSFT 1.57% 16,214 $8M $483.63 -$250K +592 +3.8%
22 AAPL 1.40% 25,609 $7M $271.86 $651K +825 +3.3%
23 NVS 1.34% 48,437 $7M $137.87 $846K +2,956 +6.5%
24 TSM 1.04% 17,064 $5M $303.89 $528K +387 +2.3%
25 GOOG 1.04% 16,460 $5M $313.80 $1M +130 +0.8%
26 VGSH 1.00% 84,754 $5M $58.73 $157K +2,841 +3.5%
27 BSV 1.00% 62,989 $5M $78.81 $102K +1,374 +2.2%
28 VMBS 0.99% 105,247 $5M $47.08 $44K +673 +0.6%
29 TFLO 0.97% 96,275 $5M $50.46 $77K +1,772 +1.9%
30 ICSH 0.97% 95,990 $5M $50.58 $95K +2,185 +2.3%
31 META 0.90% 6,800 $4M $660.10 -$355K +205 +3.1%
32 BRK-B 0.90% 8,902 $4M $502.65 $364K +725 +8.9%
33 IPAC 0.85% 57,834 $4M $73.21 $222K +3,199 +5.9%
34 WMT 0.83% 37,163 $4M $111.41 $457K +1,421 +4.0%
35 SHW 0.78% 12,021 $4M $324.03 -$524K -741 -5.8%
36 ASML 0.74% 3,433 $4M $1,069.86 $511K +167 +5.1%
37 NFLX 0.73% 38,704 $4M $93.76 -$684K +35,107 +976.0%
38 MAR 0.68% 10,864 $3M $310.25 $668K +488 +4.7%
39 MMM 0.65% 20,298 $3M $160.10 $231K +844 +4.3%
40 JNJ 0.63% 15,272 $3M $206.95 $469K +758 +5.2%
41 IVV 0.62% 4,519 $3M $684.94 -$527K -893 -16.5%
42 BA 0.61% 13,993 $3M $217.12 $242K +1,037 +8.0%
43 ARM 0.58% 26,539 $3M $109.31 -$556K +2,105 +8.6%
44 INTU 0.57% 4,319 $3M $662.44 $140K +334 +8.4%
45 SYK 0.56% 7,940 $3M $351.48 $64K +563 +7.6%
46 CRM 0.56% 10,501 $3M $264.92 $576K +1,193 +12.8%
47 ADSK 0.55% 9,346 $3M $296.01 $874 +640 +7.3%
48 DIS 0.55% 23,952 $3M $113.77 $191K +1,821 +8.2%
49 KO 0.54% 38,471 $3M $69.91 $367K +3,454 +9.9%
50 SPTM 0.53% 32,012 $3M $82.50 $172K +1,393 +4.5%
51 TFIN 0.52% 41,557 $3M $62.63 +41,557 NEW
52 PG 0.50% 17,479 $3M $143.31 $124K +1,984 +12.8%
53 CMG 0.48% 65,147 $2M $37.00 $269K +10,508 +19.2%
54 SBUX 0.47% 28,021 $2M $84.21 $229K +2,839 +11.3%
55 CL 0.47% 29,758 $2M $79.02 $208K +2,940 +11.0%
56 NVO 0.47% 46,020 $2M $50.88 $184K +7,132 +18.3%
57 SMG 0.47% 39,998 $2M $58.35 $289K +4,097 +11.4%
58 MRNA 0.46% 78,537 $2M $29.49 $500K +8,212 +11.7%
59 NKE 0.45% 35,548 $2M $63.71 $83K +4,261 +13.6%
60 DEO 0.42% 24,412 $2M $86.27 $242K +4,881 +25.0%
61 SWVXX 0.33% 1,631,466 $2M $1.00 $87K +86,554 +5.6%
62 SPY 0.26% 1,874 $1M $681.92 $1M
63 VTSAX 0.26% 7,794 $1M $163.19 $30K +22 +0.3%
64 MIDSX 0.24% 338,655 $1M $3.49 $186K
65 QUAL 0.23% 5,771 $1M $198.62 -$229K -1,299 -18.4%
66 FECRX 0.22% 48,004 $1M $22.35 $12K +850 +1.8%
67 GIREX 0.21% 44,200 $1M $24.09 -$5K +437 +1.0%
68 WPC 0.16% 12,271 $790K $64.36 -$39K
69 VOO 0.13% 1,016 $637K $626.88 $364K +570 +127.8%
70 VUG 0.12% 1,197 $584K $487.86 $10K
71 VTCLX 0.11% 1,588 $558K $351.65 $13K
72 VTV 0.11% 2,917 $557K $191.00 -$42K -295 -9.2%
73 ESGU 0.11% 3,692 $550K $148.98 -$137K -1,029 -21.8%
74 SCHD 0.11% 19,307 $530K $27.43 $240K +8,703 +82.1%
75 XOM 0.10% 4,230 $509K $120.34 $4K -245 -5.5%
76 FSK 0.10% 33,904 $502K $14.81 -$61K -3,822 -10.1%
77 VWNFX 0.10% 10,453 $491K $47.02 $17K +940 +9.9%
78 INTC 0.10% 13,062 $482K $36.90 $44K
79 NEE 0.10% 5,969 $479K $80.28 $22K -84 -1.4%
80 AVGO 0.10% 1,380 $478K $346.10 -$67K -271 -16.4%
81 LMT 0.09% 938 $454K $483.67 -$15K
82 NVDA 0.09% 2,312 $431K $186.52 -$173K -924 -28.6%
83 MA 0.08% 734 $419K $570.88 $2K
84 PLTR 0.08% 2,188 $389K $177.75 $12K +121 +5.8%
85 IEFA 0.08% 4,308 $385K $89.46 -$232K -2,759 -39.0%
86 QQQ 0.08% 626 $385K $614.31 +626 NEW
87 CFR 0.08% 3,023 $383K $126.63 -$424
88 EPD 0.08% 11,732 $376K $32.06 $9K -16 -0.1%
89 DIVZ 0.07% 9,204 $335K $36.36 -$104K -2,863 -23.7%
90 HD 0.07% 944 $325K $344.10 -$58K
91 IYW 0.06% 1,606 $321K $199.68 -$20K -133 -7.7%
92 PSFF 0.06% 9,000 $291K $32.33 $7K
93 XEL 0.06% 3,867 $286K $73.86 -$28K -27 -0.7%
94 TAKNX 0.05% 32,645 $271K $8.30 $4K +718 +2.2%
95 IQLT 0.05% 5,757 $262K $45.45 -$51K -1,309 -18.5%
96 GE 0.05% 806 $248K $308.03 $6K
97 IQSU 0.05% 4,467 $245K $54.75 $5K -36 -0.8%
98 LOW 0.05% 1,005 $242K $241.16 -$23K -50 -4.7%
99 HYXF 0.05% 5,113 $242K $47.26 $69 +26 +0.5%
100 IWB 0.05% 647 $242K $373.44 $5K

New Positions

SymbolValue% Port
TFIN $3M 0.52%
QQQ $385K 0.08%
VGK $189K 0.04%
RTX $165K 0.03%
MICC $129K 0.03%
PNW $96K 0.02%
AMD $74K 0.01%
FTMH $37K 0.01%
SA $30K 0.01%
AFL $22K —%
ABT $20K —%
AGI $19K —%
TFPM.TO $17K —%
KR $14K —%
FTCS $14K —%

Sold Out Positions

SymbolValue% Port
AVB —%
AFB —%
CB —%
ED —%
ALL —%
CVS —%
LHX —%
BMY —%
GSBD —%
ZTS —%
AIG —%
DLR —%
KEYS —%
ARE —%
AWR —%
View SEC EDGAR Filings for Financial Gravity Asset Management, Inc. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms