Financial Gravity Companies, Inc. reported 371 positions worth $187.99M for the quarter ended Jun 30, 2026. Its largest holding is Tesla, Inc. at 5.4% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | TSLA Tesla, Inc. | Consumer Discretionary | 24.2K | $10.17M | 5.41% | – | – | – | 0% |
| 2 | PANW Palo Alto Networks Inc | Technology | 27.3K | $9.31M | 4.95% | – | – | – | 0% |
| 3 | ARM Arm Holdings Plc | Technology | 25.7K | $9.11M | 4.84% | – | – | – | 0% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 38.0K | $9.06M | 4.82% | – | – | – | 0% |
| 5 | AAPL Apple Inc. | Technology | 27.6K | $7.97M | 4.24% | – | – | – | 0% |
| 6 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 16.2K | $7.73M | 4.11% | – | – | – | 0% |
| 7 | NVS Novartis Ag | Healthcare | 48.0K | $7.53M | 4% | – | – | – | 0% |
| 8 | MSFT Microsoft Corp | Technology | 17.9K | $6.66M | 3.54% | – | – | – | 0% |
| 9 | ASML Asml Holding Nv | Technology | 3,327 | $6.62M | 3.52% | – | – | – | 0% |
| 10 | GOOG Alphabet Inc. | Technology | 15.4K | $5.43M | 2.89% | – | – | – | 0% |
| 11 | MRNA Moderna, Inc. | Healthcare | 76.1K | $5.33M | 2.83% | – | – | – | 0.02% |
| 12 | BRK-B Berkshire Hathaway Inc | Financial Services | 9,126 | $4.57M | 2.43% | – | – | – | 0% |
| 13 | SHW Sherwin Williams Co | Basic Materials | 12.0K | $4.14M | 2.2% | – | – | – | 0% |
| 14 | WMT Walmart Inc. | Consumer Staples | 36.2K | $4.11M | 2.18% | – | – | – | 0% |
| 15 | JNJ Johnson & Johnson | Healthcare | 16.1K | $4.08M | 2.17% | – | – | – | 0% |
Tip. Select a row to see that position’s full history at Financial Gravity Companies.
As of its Q2 2026 13F filing, Financial Gravity Companies, Inc.’s five largest positions were Tesla, Inc. (TSLA) at 5.4%, Palo Alto Networks Inc (PANW) at 5.0%, Arm Holdings Plc (ARM) at 4.8%, Amazon Com Inc (AMZN) at 4.8%, Apple Inc. (AAPL) at 4.2% of the reported portfolio.
Financial Gravity Companies, Inc. reported a 13F portfolio worth $187.99M across 371 positions for Q2 2026.
From the Form 13F-HR reports Financial Gravity Companies, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.