F
Financial Gravity Wealth, Inc.
Financial Gravity Wealth, Inc. is an institution, managing $470.5M across 639 long positions as of Q3 2025 with 69% ETF concentration.
- Portfolio Value
- $470.5M
- Positions
- 639
- Top Holding
- IAGG at 6.16%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Financial Gravity Wealth, Inc.'s portfolio (41.2% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $29.0M | 6.16% | +$2.2M Bought | — 565.6K shares | |
ETF ETF | $25.6M | 5.45% | +$2.2M Bought | — 690.6K shares | |
ETF ETF | $21.2M | 4.51% | +$2.1M Bought | — 490.4K shares | |
ETF ETF | $18.2M | 3.87% | +$227.2K Bought | — 264.0K shares | |
ETF ETF | $17.2M | 3.65% | +$1.5M Bought | — 363.4K shares | |
ETF ETF | $17.1M | 3.64% | +$1.3M Bought | — 165.8K shares | |
ETF ETF | $17.1M | 3.63% | +$1.7M Bought | — 504.0K shares | |
ETF ETF | $17.0M | 3.61% | +$968.6K Bought | — 366.9K shares | |
ETF ETF | $15.8M | 3.36% | -$150.9K Sold | — 151.1K shares | |
ETF ETF | $15.6M | 3.31% | +$474.7K Bought | — 272.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Financial Gravity Wealth, Inc.'s latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
-99.63% | |
-99.32% | |
-98.91% | |
-98.84% | |
-97.96% |
Analytics
Portfolio insights and performance metrics for Financial Gravity Wealth, Inc.
GthenA