Samantha Winters

Financial Gravity Asset Management, Inc.

Assets Managed

$561.969M

Holdings

973

Last Quarter

2026 - Q1

Filed Date

14d ago

Growth Rate

8.18%(2Q avg: 5.43%)

Sustained Growth

4 quarters

Portfolio positions

This chart displays the top 10 holdings in Financial Gravity Asset Management, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 973 positions.

Assets under management

The assets under management (AUM) of Financial Gravity Asset Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 561.969M in assets, with a quarterly growth rate of 8.18% and a 2-quarter average growth rate of 5.43%. The portfolio is managed by Samantha Winters, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
IAGG Ishares Intl Aggregate Bond Recent Activity Increased 2.68%	5.61%	$31.478M 629,064 shares@ $50.04 avg price	Increased 2.68%
HYLB Xtrackers Usd High Yield Cor Recent Activity Increased 3.37%	4.96%	$27.858M 770,421 shares@ $36.16 avg price	Increased 3.37%
SHYG Ishares 0-5 Yr Hy Corp Bond Recent Activity Increased 2.87%	4.08%	$22.923M 541,783 shares@ $42.32 avg price	Increased 2.87%
SPSM Spdr Portfolio S&p 600 Small Recent Activity Increased 6.83%	3.56%	$20.002M 413,944 shares@ $48.32 avg price	Increased 6.83%
EPS Wisdomtree Us Large Cap Fund Recent Activity Increased 3.8%	3.48%	$19.517M 286,548 shares@ $68.11 avg price	Increased 3.8%
STIP Ishares 0-5 Year Tips Bond E Recent Activity Increased 3.22%	3.43%	$19.262M 186,235 shares@ $103.43 avg price	Increased 3.22%
HYDW Xtrs Low Beta Hi Yield Etf Recent Activity Increased 5.64%	3.4%	$19.072M 409,131 shares@ $46.62 avg price	Increased 5.64%
SPIB Spdr Port Int Corp Bond Etf Recent Activity Increased 5.46%	3.39%	$19.032M 567,434 shares@ $33.55 avg price	Increased 5.46%
SPMD Spdr Portfolio S&p 400 Mid C Recent Activity Increased 4.24%	3.16%	$17.726M 299,322 shares@ $59.23 avg price	Increased 4.24%
SPYG Spdr Portfolio S&p 500 Growt Recent Activity Increased 5.25%	2.85%	$15.967M 163,078 shares@ $97.91 avg price	Increased 5.25%

1-10 of 973