Financial Gravity Companies, Inc. holds a diversified book of 1580 stocks worth $97.7M as of Q1 2018 (disclosed May 4, 2018, a ~34-day 13F lag). This quarter they opened Goldman Sachs Access Treasur and trimmed Ishares Tips Bond ETF. Their largest long position is State Street SPDR S&P Midcap at 7% of the equity book. Cloning the disclosed picks since 2018 would be +118% (+9.6%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1377167/holdings"
Use Arkolith to show Financial Gravity Companies, Inc.'s latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Financial Gravity Companies, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~34 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
36% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | SPDR S&P Midcap 400 ETF ETF | $7.3M | 21.4K | 7.5% | ▲+12% Added · +2K sh | |
| 2 | Goldman Sachs Treasuryaccess 0-1 Year ETF ETF | $5.3M | 53.1K | 5.4% | ▲New New position | |
| 3 | SPDR Bloomberg Barclays 1-3 Month T-Bill ETF ETF | $2.7M | 29.4K | 2.8% | ▲+16% Added · +4K sh | |
| 4 | Powershares DB Optimum Yield Diversified Commodity Strategy No K-1 Portfoli ETF | $2.3M | 128.2K | 2.4% | ▲+8.8% Added · +10K sh | |
| 5 | Ishares 3-7 Year Treasury Bond ETF ETF | $2.2M | 18.5K | 2.3% | ▲+16% Added · +3K sh | |
| 6 | Vanguard Real Estate ETF ETF | $1.9M | 25.1K | 2.0% | ▲+30% Added · +6K sh | |
| 7 | Ishares Iboxx $ High Yield Corporate Bond ETF ETF | $1.9M | 22.2K | 1.9% | ▲+18% Added · +3K sh | |
| 8 | Schwab Short-Term U.S. Treasury ETF ETF | $1.9M | 38.2K | 1.9% | ▲+23% Added · +7K sh | |
| 9 | Pimco 1-3 Year U.S. Treasury Index Exchange-Traded Fund ETF | $1.7M | 33.6K | 1.7% | ▲+16% Added · +5K sh | |
| 10 | Ishares Iboxx $ Investment Grade Corporate Bond ETF ETF | $1.7M | 14.6K | 1.7% | ▲+22% Added · +3K sh | |
| 11 | Vanguard Intermediate-Term Corporate Bond ETF ETF | $1.6M | 19.5K | 1.7% | ▲+16% Added · +3K sh | |
| 12 | Vanguard Intermediate-Term Bond Index Fund ETF | $1.6M | 19.6K | 1.6% | ▲+27% Added · +4K sh | |
| 13 | Ishares 7-10 Year Treasury Bond ETF ETF | $1.3M | 12.6K | 1.3% | ▲+22% Added · +2K sh | |
| 14 | Ishares 20 Plus Year Treasury Bond ETF ETF | $1.2M | 10.5K | 1.3% | ▲+22% Added · +2K sh | |
| 15 | Ishares Tips Bond ETF ETF | $1.2M | 10.9K | 1.2% | ▼−41% Reduced · −7K sh | |
| 16 | Schwab Intermediate-Term U.S. Treasury ETF ETF | $1.2M | 22.7K | 1.2% | ▲+23% Added · +4K sh | |
| 17 | Vanguard Long-Term Bond Index Fund ETF | $1.1M | 12.7K | 1.1% | ▲+23% Added · +2K sh | |
| 18 | Radnet Inc Com Stock | $759K | 55.4K | 0.8% | ▲+0.5% Added · +265 sh | |
| 19 | Health Care Select Sector SPDR Fund ETF | $736K | 9.1K | 0.8% | ▲New New position | |
| 20 | Genworth Finl Inc Com CL A Stock | $668K | 225.5K | 0.7% | ▲+114% Added · +120K sh | |
| 21 | Vanguard Short-Term Corporate Bond Index Fund ETF | $667K | 8.5K | 0.7% | ▲+13% Added · +969 sh | |
| 22 | Vanguard Mortgage-Backed Securities ETF ETF | $665K | 13.0K | 0.7% | ▲+19% Added · +2K sh | |
| 23 | Amgen Inc Com Stock | $579K | 3.4K | 0.6% | ▼−12% Reduced · −466 sh | |
| 24 | Harmony Gold MNG Ltd Sponsored ADR ADR | $559K | 272.2K | 0.6% | ▲+406% Added · +218K sh | |
| 25 | Alphabet Inc Cap STK CL A Stock | $550K | 536 | 0.6% | ▲+358% Added · +419 sh | |
| 26 | SPDR S&P Global Natural Resources ETF ETF | $549K | 10.9K | 0.6% | ▲New New position | |
| 27 | Ishares Core Msci Emerging Markets ETF ETF | $537K | 9.6K | 0.5% | ▲23× Added · +9K sh | |
| 28 | Global X Superdividend ETF ETF | $530K | 25.5K | 0.5% | ▼−40% Reduced · −17K sh | |
| 29 | Ishares Short Treasury Bond ETF ETF | $506K | 4.6K | 0.5% | ▲+0.8% Added · +37 sh | |
| 30 | Ishares Latin America 40 ETF ETF | $505K | 14.2K | 0.5% | ▲106× Added · +14K sh | |
| 31 | Cisco Sys Inc Com Stock | $502K | 11.4K | 0.5% | ▲+29% Added · +3K sh | |
| 32 | Apple Inc Com Stock | $491K | 2.8K | 0.5% | ▲+129% Added · +2K sh | |
| 33 | Marathon Pete Corp Com Stock | $470K | 6.2K | 0.5% | ▲+19% Added · +994 sh | |
| 34 | Financial Select Sector SPDR Fund ETF | $469K | 17.3K | 0.5% | ▲New New position | |
| 35 | Boeing Co Com Stock | $463K | 1.4K | 0.5% | ▲+34% Added · +360 sh | |
| 36 | Caterpillar Inc Del Com Stock | $459K | 3.2K | 0.5% | ▲+95% Added · +2K sh | |
| 37 | Celgene Corp Com Stock | $417K | 4.8K | 0.4% | ▲+52% Added · +2K sh | |
| 38 | Packaging Corp Amer Com Stock | $410K | 3.7K | 0.4% | ▲+22% Added · +647 sh | |
| 39 | Valero Energy Corp New Com Stock | $408K | 3.6K | 0.4% | ▲+19% Added · +580 sh | |
| 40 | Cummins Inc Com Stock | $400K | 2.7K | 0.4% | ▲+19% Added · +442 sh | |
| 41 | Abbvie Inc Com Stock | $396K | 3.9K | 0.4% | ▲+50% Added · +1K sh | |
| 42 | AT&T Inc Com Stock | $377K | 11.8K | 0.4% | ▲+11% Added · +1K sh | |
| 43 | Gilead Sciences Inc Com Stock | $375K | 5.6K | 0.4% | ▲+45% Added · +2K sh | |
| 44 | Sony Corp Sponsored ADR ADR | $364K | 7.8K | 0.4% | ▲+49% Added · +3K sh | |
| 45 | Lockheed Martin Corp Com Stock | $359K | 1.2K | 0.4% | ▲+30% Added · +268 sh | |
| 46 | X-Trackers Barclays International Treasury Bond Hedged ETF ETF | $343K | 7.0K | 0.4% | ▲+19% Added · +1K sh | |
| 47 | First Trust Low Duration Mortgage Opportunities ETF ETF | $342K | 6.7K | 0.4% | ▼−4.6% Reduced · −324 sh | |
| 48 | General Electric Co Com Stock | $342K | 24.2K | 0.4% | ▲+2.3% Added · +546 sh | |
| 49 | Douglas Dynamics Inc Com Stock | $327K | 7.9K | 0.3% | ▲+22% Added · +1K sh | |
| 50 | International Business Machs Com Stock | $327K | 2.3K | 0.3% | ▲+58% Added · +841 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.