Financial Gravity files $616M Form 13F portfolio

Financial Gravity Companies, Inc. filed a quarterly Form 13F as an institutional investment manager.

Accepted by SEC EDGAR 08/05/2026 - 03:13 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

Financial Gravity Companies, Inc. filed a quarterly Form 13F as an institutional investment manager. The report is a 13F Holdings Report, meaning all of its reportable positions are included. The filing lists 1,040 reportable holdings with an aggregate reported market value of $616,352,520, rounded to the nearest dollar, and no other included managers.

Key Figures

Form 13F Information Table Entry Total: 1,040 Form 13F Information Table Value Total: $616,352,520 Number of Other Included Managers: 0

3 metrics

Form 13F Information Table Entry Total 1,040 Number of reportable holdings in the Form 13F Information Table

Form 13F Information Table Value Total $616,352,520 Aggregate reported market value of all reportable holdings, rounded to the nearest dollar

Number of Other Included Managers 0 Count of other institutional managers included in this Form 13F report

Key Terms

Form 13F, Institutional Investment Manager, 13F HOLDINGS REPORT

3 terms

Form 13F regulatory

"Form 13F Information Table Entry Total"

A Form 13F is a quarterly filing that large investment managers must submit to disclose their holdings in publicly traded stocks and certain other securities. It acts like a peek into the portfolios of big investors, helping other market participants see what large players are buying or selling and offering clues about investment trends, crowded trades, and potential market impact.

Institutional Investment Manager regulatory

"The institutional investment manager filing this report"

13F HOLDINGS REPORT regulatory

"13F HOLDINGS REPORT. (Check here if all holdings"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What does Financial Gravity Companies, Inc. (FGCO) report in this Form 13F?

Financial Gravity Companies, Inc. reports its Form 13F Holdings Report as an institutional investment manager, disclosing 1,040 reportable positions with a total reported market value of $616,352,520 as of the filing.

How many securities holdings does FGCO disclose in this 13F filing?

The Form 13F lists 1,040 reportable holdings. This count reflects all positions that meet the SEC’s Form 13F reporting thresholds and are included under the 13F Holdings Report designation for this manager.

What is the total reported market value of FGCO’s 13F portfolio?

The Form 13F reports an aggregate portfolio value of $616,352,520, rounded to the nearest dollar. This figure represents the combined market value of all reportable positions included in the 13F Information Table.

Is this FGCO Form 13F a holdings report, notice, or combination report?

This filing is marked as a 13F HOLDINGS REPORT. That means all of Financial Gravity Companies, Inc.’s reportable holdings are disclosed in this single report, rather than being split with other managers.

Does FGCO list any other included managers in this Form 13F?

No. The Form 13F Summary Page shows 0 other included managers, and the “List of Other Included Managers” section is stated as NONE, indicating no additional reporting managers are linked.

Who signed the FGCO Form 13F and in what capacity?

The report is signed by Samantha Winters, identified as Operations and Compliance Liaison. The signature block confirms she is authorized to submit the report and that the information is represented as true, correct, and complete.

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The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F COVER PAGE

OMB APPROVAL

OMB Number:			3235-0006
Estimated average burden
hours per response:			23.8

Report for the Calendar Year or Quarter Ended: 06-30-2026

Check here if Amendment		Amendment Number:
This Amendment (Check only one.):		is a restatement.
		adds new holdings entries.

Institutional Investment Manager Filing this Report:
Name:	Financial Gravity Companies, Inc.
Address:	2501 Ranch Road 620 South
	Suite 110
	Lakeway, TX 78734
Form 13F File Number:	028-18405
CRD Number (if applicable):
SEC File Number (if applicable):

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

Person Signing this Report on Behalf of Reporting Manager:
Name:		Samantha Winters
Title:		Operations and Compliance Liaison
Phone:		800-588-3893
Signature, Place, and Date of Signing:
/s/ Samantha Winters			Lakeway, TX	08-05-2026
[Signature]			[City, State]	[Date]

Report Type (Check only one.):
X	13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)
	13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)
	13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

Form 13F Summary Page
	Report Summary:
	Number of Other Included Managers:		0
	Form 13F Information Table Entry Total:		1,040
	Form 13F Information Table Value Total:		616,352,520
			(round to nearest dollar)

List of Other Included Managers:

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state "NONE" and omit the column headings and list entries.]

NONE