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Manager record

Financial Gravity Companies, Inc.

CIK 1377167 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$616.35MReported 13F valueQ2 2026 · as filed
1,040Holdings listed
+21.0%vs prior quartervalue change includes market moves
2Quarters on record
Aug 05Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $509.3M$509.3MQ2 20251,015 holdingsQ2 2026: $616.4M$616.4MQ2 20261,040 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 05 2026 13F-HR · period Q2 2026

$616.35M · 1,040 holdings listed · View original SEC filing ↗
Aug 08 2025 13F-HR · period Q2 2025

$509.30M · 1,015 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 05, 2026 · Change methodology