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Leverty Financial Group

Latest statistics and disclosures from Leverty Financial Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, IEFA, CGCB, IJH, IEMG, and represent 73.49% of Leverty Financial Group's stock portfolio.
Added to shares of these 10 stocks: JPST (+$26M), IVV, SCHX, CGCB, JMST, CGMU, JPEF, IEFA, JMUB, IJH.
Started 4 new stock positions in BTC, WPM, IWF, JPST.
Reduced shares in these 10 stocks: TAFM, HIMU, BITB, BSX, IBIT, SPY, IJR, , AMZN, .
Sold out of its positions in AMZN, BITB, HIMU, BSX, HD, SLV, IBIT, GLD.
Leverty Financial Group was a net buyer of stock by $42M.
Leverty Financial Group has $452M in assets under management (AUM), dropping by 8.09%.
Central Index Key (CIK): 0001908386

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Positions held by Leverty Financial Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Leverty Financial Group

Leverty Financial Group holds 44 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	37.2	$168M	+2%	258k	653.21	View chart
Ishares Tr Core Msci Eafe (IEFA)	12.3	$56M		614k	90.53	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	9.8	$44M	+6%	1.7M	26.26	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	7.4	$34M		497k	67.53	View chart
Ishares Core Msci Emkt (IEMG)	6.8	$31M		438k	69.75	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	5.8	$26M	NEW	517k	50.61	View chart
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)	5.4	$24M	+5%	339k	71.81	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	3.2	$14M	+28%	563k	25.64	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	2.7	$12M	+7%	244k	49.99	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.7	$7.5M		302k	24.75	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.2	$5.5M	-4%	8.5k	650.34	View chart
Ishares Tr Msci Eafe Etf (EFA)	1.0	$4.6M		47k	97.13	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.9	$3.9M	+99%	144k	27.15	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.9	$3.9M	+164%	76k	50.98	View chart
3M Company (MMM)	0.6	$2.8M		19k	145.23	View chart
Ecolab (ECL)	0.4	$1.9M		7.0k	266.02	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$1.6M	-14%	13k	124.31	View chart
Ab Active Etfs Tax Aware Interm (TAFM)	0.3	$1.4M	-39%	56k	25.30	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.2	$964k	+2%	21k	45.65	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$751k	+6%	24k	30.96	View chart
Victory Portfolios Ii Victoryshares We (MODL)	0.1	$657k		15k	44.69	View chart
Tesla Motors (TSLA)	0.1	$558k		1.5k	371.75	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$505k	-3%	17k	29.08	View chart
Apple (AAPL)	0.1	$500k	+47%	2.0k	253.80	View chart
Caterpillar (CAT)	0.1	$474k		670.00	708.00	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$437k	-10%	5.7k	76.54	View chart
Sherwin-Williams Company (SHW)	0.1	$380k	-7%	1.2k	320.55	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.1	$373k		10k	36.11	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$362k	+17%	3.8k	95.62	View chart
Solventum Corp Com Shs (SOLV)	0.1	$329k	+25%	5.0k	65.31	View chart
Hawkins (HWKN)	0.1	$324k	-13%	2.1k	153.60	View chart
Xcel Energy (XEL)	0.1	$322k		4.1k	79.45	View chart
Microsoft Corporation (MSFT)	0.1	$316k		853.00	370.31	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$303k	-16%	2.1k	141.42	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$298k	+14%	6.0k	49.89	View chart
Exxon Mobil Corporation (XOM)	0.1	$285k		1.7k	169.62	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$245k		425.00	577.18	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$237k	-4%	4.2k	56.68	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.0	$226k	NEW	7.5k	29.99	View chart
Wheaton Precious Metals Corp (WPM)	0.0	$223k	NEW	1.7k	131.01	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$209k	NEW	491.00	426.40	View chart
Gabelli Utility Trust (GUT)	0.0	$189k		31k	6.05	View chart
Cemex Sa Euro Mtn Be 144a Spon Adr New (CX)	0.0	$114k		10k	11.44	View chart
Rocky Mtn Chocolate Factory (RMCF)	0.0	$91k		40k	2.25	View chart

Past Filings by Leverty Financial Group

SEC 13F filings are viewable for Leverty Financial Group going back to 2021

Leverty Financial Group 2026 Q1 filed April 9, 2026
Leverty Financial Group 2025 Q4 filed Jan. 9, 2026
Leverty Financial Group 2025 Q3 filed Oct. 8, 2025
Leverty Financial Group 2025 Q2 filed July 17, 2025
Leverty Financial Group 2025 Q1 filed April 10, 2025
Leverty Financial Group 2024 Q4 filed Jan. 24, 2025
Leverty Financial Group 2024 Q3 filed Oct. 16, 2024
Leverty Financial Group 2024 Q2 filed July 15, 2024
Leverty Financial Group 2024 Q1 filed April 23, 2024
Leverty Financial Group 2023 Q4 filed Jan. 10, 2024
Leverty Financial Group 2023 Q3 filed Oct. 18, 2023
Leverty Financial Group 2023 Q2 filed July 27, 2023
Leverty Financial Group 2023 Q1 restated filed April 21, 2023
Leverty Financial Group 2023 Q1 filed April 21, 2023
Leverty Financial Group 2022 Q4 filed Jan. 30, 2023
Leverty Financial Group 2022 Q3 filed Oct. 20, 2022

View all past filings

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