Financial Gravity Asset Management, Inc.
All 13F Filings
- Location
- Lakeway, TX
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 519,511
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/13/2026 | 793 | 519,511 | 13F-HR | Financial Gravity Asset Management, Inc. |
| Q3 2025 | 11/14/2025 | 999 | 505,925 | 13F-HR | Financial Gravity Asset Management, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 176.5 K | 34.0% | 2.202 K | 0 | 2.202 K |
| ETFs | 336.7 K | 64.9% | 12.6 K | 0 | 12.6 K |
| Debt | 5.751 K | 1.1% | 0 | 1.737 K | -1.737 K |
| Other | 176 | 0.0% | 71 | 0 | 71 |
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Fund Snapshot
Q4 2025
Latest filed
2/13/2026
Total value ($000)
519,511
Holdings
793
QoQ value change ($000)
13,586
(2.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.