Financial Gravity Asset Management, Inc. Q4 2025 Filing

Filed February 13, 2026

Portfolio Value

$519.5M

Holdings

789

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (789 positions)

StockValue
EIFAXEATON VANCE FLOATING-RATE ADVANTAGE I
$17K
OHIOMEGA HEALTHCARE INVS INREIT
$17K
SWISXSCHWAB INTERNATIONAL INDEX
$17K
WABWABTEC
$17K
LMBSFRST TRT LOW DTN OPNTS ETF IV
$16K
ADDYYADIDAS AG FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS
$16K
PGXINVESCO PREFERRED ETF
$16K
BLDXIMPAX GLOBAL ENVIRONMENTAL MARKETS INV
$16K
ZBHZIMMER BIOMET HLDGS INC
$16K
DFUVDIMENSIONAL US MARKETWIDE VALUE ETF
$16K
CGIECAPITAL GROUP INTERNATNLEQTY ETF
$16K
KSS 6 01/15/33KOHL S CORP 6 33 DUE 01/15/33
$16K
SDIVGLOBAL X SUPERDIVIDEND ETF
$16K
HTGCHERCULES CAP INC
$16K
TFPMTRIPLE FLAG PRECIOUS M F
$16K
JPEMJPMRG DVSFD RETN EMRG MRKS EQY ETF
$16K
OSCYXINVESCO MAIN STREET SMALL CAP Y
$16K
SC ANDSCD 5 03/01/2028ANDERSON CNTY S C S 5 28GO UTX DUE 03/01/28
$15K
CGXUCAPITAL GROUP INTRTNL FOC EQY ETF
$15K
SPGPINVESCO S AND P 500 GARPETF
$15K
SC SCS 5 04/01/2030SOUTH CAROLINA ST 5 30DB UTX DUE 04/01/30
$15K
SC BEA 4 03/01/2026BEAUFORT CNTY S C 4 26GO UTX DUE 03/01/26
$15K
HEINYHEINEKEN N V FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS
$15K
ITYAXINVESCO TECHNOLOGY A
$14K
IMAMSC INCOME FUND LOCKUP
$14K
GSYINVSC ULTRA SHORT DURATION ETF
$14K
FGDFST TST DOW JNS GLBL SELDVD IDX ETF
$14K
FTCSFIRST TRUST CAPITAL STRENGTH ETF
$14K
KRKROGER CO
$14K
VSMAXVANGUARD SMALL CAP INDEX ADMIRAL SHARES
$14K
ITEQAMPLIFY BLUESTAR ISRAEL TECH ETF
$14K
T 5 05/15/37US TREASURY 5 05/37UST BOND DUE 05/15/37
$14K
AWCAMERICAN WTR WKS CO INC
$14K
MBBISHARES MBS ETF
$13K
IWOISHARES RUSSELL 2000 GROWTH ETF
$13K
VGLTVANGUARD LONG-TERM TREASINDEX FD ETF SHS
$13K
ADIANALOG DEVICES INC
$13K
SPIDXINVESCO S&P 500 INDEX Y
$13K
ETWEATON VNCE MGD GLBL BUY
$13K
RSVAXVICTORY RS VALUE A
$13K
FSMAXFIDELITY EXTENDED MARKET INDEX
$13K
VSIAXVANGUARD SMALL CAP VALUE INDEX ADMIRAL
$13K
JMSTJPMORGAN ULTRA SHRT MUNCIPL INCM ETF
$13K
FNDXSCHWAB FUNDMNTL US LARGECOM ETF
$13K
CCITIGROUP INC. 6 33 DUE 10/31/33
$12K
PPTAPERPETUA RES CORP F
$12K
APAAPA CORP
$12K
ARCCARES CAP CORP EQUITY CLASS EQUITY
$12K
STMSTMICROELECTRONICS N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS
$12K
COPYTWEEDY BROWNE INSIDER VALUE ETF
$12K
IJRISHARES CORE S&P SMALL CAP ETF
$12K
MTUMISHARES MSCI USA MOMNTUMFCT ETF
$12K
QGROAMERICAN CENTURY US QLT GRWT ETF
$12K
GABGABELLI EQUITY CF
$12K
FBIOXFIDELITY SELECT BIOTECHNOLOGY
$12K
F 7.45 07/16/31FORD MOTOR CO 7.45 31 DUE 07/16/31
$11K
BONDPIMCO ACTIVE BOND ETF
$11K
JPIEJPMORGAN INCOME ETF
$11K
COSCO SHIPPING HLD ORDFCLASS CLASS H
$11K
FGCOFINL GRAVITY COS INC
$11K
VTIPVANGUARD SHRT INF PROT SEC INDEX ETF
$11K
MALMXBLACKROCK SHORT DURATION MUNI INSTL
$11K
XFEBFIRST TRUST PREFERRED SEC INCOME ETF
$11K
FRIFIRST TRUST S&P REIT INDEX ETF
$11K
FTSLFIRST TRUST SENIOR LOAN ETF
$11K
DGSIXDFA GLOBAL ALLOCATION 60/40 I
$11K
FCOMFIDELITY MSCI COMM SRV INDEX ETF
$11K
USMVISHARES MSCI USA MIN VOLFCTR ETF
$11K
QTECFIRST TST NASDAQ 100 TEC ID ETF
$11K
LNT 5.375 03/30/34WISCONSIN POWER 5.375 34 DUE 03/30/34
$11K
IL ILSFAC 5 06/15/2026ILLINOIS SPORTS FAC 5 26COMB TAX DUE 06/15/26ASSURED GUARANTY MUN
$10K
WM 4.625 02/15/33WASTE MANAGEMEN 4.625 33 DUE 02/15/33
$10K
SC CLEHGR 5 05/01/2026CLEMSON UNIV S C HI 5 26PUB EDUC DUE 05/01/26
$10K
LFRIXLORD ABBETT FLOATING RATE I
$10K
DYNFISHS US EQTY FACTR ROTATN ACT ETF
$10K
NV CLA 4 06/01/2034CLARK CNTY NEV 4 34DB LTX DUE 06/01/34
$10K
RKTROCKET COMPANIES CLA A CLASS A
$10K
AADAXINVESCO SELECT RISK: GROWTH INVESTOR A
$10K
SPG 5.5 03/08/33SIMON PROPERTY GR 5.5 33 DUE 03/08/33
$10K
PERSHING SQUARE HL ORDF
$10K
PRHSXT. ROWE PRICE HEALTH SCIENCES
$10K
SC YORSCD 5 03/01/2029YORK CNTY S C SCH D 5 29GO UTX DUE 03/01/29
$10K
ETR 5.45 06/01/34ENTERGY ARKANSAS 5.45 34 DUE 06/01/34
$10K
DSUBLACKROCK DEBT STRAT FD
$10K
SKNRXDWS ENHANCED COMMODITY STRATEGY A
$10K
GE 5.25 05/15/34 NOTZGENERAL ELECTRIC 5.25 34 DUE 05/15/34
$10K
VOCVOC ENERGY TR ROYALTY TRUST
$10K
LUBYXLORD ABBETT ULTRA SHORT BOND I
$10K
PECOPHILLIPS EDISON & CO INC
$10K
DE 5.375 10/16/29DEERE & CO 5.375 29 DUE 10/16/29
$10K
EBAY 6.3 11/22/32EBAY INC. 6.3 32 DUE 11/22/32
$10K
SFIXSTITCH FIX INC CLASS A
$9K
IEFISHARES 7-10 YEAR TRSURYBOND ETF
$9K
XSVMINVESCO S & P SMALLCAP VALUE WITH MOMENTUM ETF
$9K
FASDXFIDELITY ADVISOR STRATEGIC DIV & INC A
$9K
GBTCGRAYSCALE BITCOIN TRUST ETF
$9K
DBRGDIGITALBRIDGE GROUP INC CLASS CLASS A
$9K
IVWISHARES S&P 500 GROWTH ETF
$9K
ISRGINTUITIVE SURGICAL INC
$9K
JPSTJPMORGAN ULTRA SHORT INCOME ETF
$9K
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