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Financial Gravity Companies, Inc.
Financial Gravity Companies, Inc., headquartered in Lakeway, Texas, is a financial services holding company founded in 2005. It operates through subsidiaries to provide systems, technology, proprietary resources, and expertise for investment advisors and tax professionals. The firm offers a platform for professionals to deliver comprehensive services including tax planning, retirement and estate planning, wealth management, and risk mitigation. As of 2025, Financial Gravity employs 27 people and primarily serves independent financial advisors and tax professionals who seek to expand their offerings or launch their own multi-family office.
Investment Strategy
Financial Gravity Companies, Inc. does not operate as a traditional asset manager but enables registered investment advisors and tax professionals to expand their service capabilities. Through its subsidiaries, the firm focuses on integrating proactive tax planning, wealth management, retirement, and estate planning, aiming to deliver a comprehensive service experience for clients. Its strategy emphasizes leveraging proprietary technology, domain expertise, and operational systems to help advisors launch and manage their own multi-family offices.
Latest 13F Filing Activity
Financial Gravity Companies, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 621 equity positions with a total 13F market value of $509M. The fund increased holdings in Ishares TR, DBX Etf TR, Ishares TR among other positions. Financial Gravity Companies, Inc. reduced exposure to Unit Corp. 27 Wtswarrants Exp 09/03/27, Ibio Inc., Plug Power Inc. among others.
Top Holdings
Equity Positions (621)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IAGG | ISHARES TR | 5.52% | $28.1M | 550,506 | $51.09 | $51.09 | +$28.1M |
H HYLB | DBX ETF TR | 4.91% | $25.0M | 677,665 | $36.92 | $36.92 | +$25.0M |
S SHYG | ISHARES TR | 3.99% | $20.3M | 471,100 | $43.14 | $43.14 | +$20.3M |
E EPS | WISDOMTREE TR | 3.49% | $17.8M | 277,453 | $64.01 | $64.01 | +$17.8M |
S STIP | ISHARES TR | 3.28% | $16.7M | 162,378 | $102.91 | $102.91 | +$16.7M |
Industry Allocation
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