Leverty Financial Group, LLC Top Holdings and 13F Report (2026) About Leverty Financial Group, LLCInvestment ActivityLeverty Financial Group, LLC has $514.14 million in total holdings as of June 30, 2026.Leverty Financial Group, LLC owns shares of 49 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 3.78% of the portfolio was purchased this quarter.About 0.96% of the portfolio was sold this quarter.This quarter, Leverty Financial Group, LLC has purchased 44 new stocks and bought additional shares in 14 stocks.Leverty Financial Group, LLC sold shares of 13 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $193,332,972iShares Core MSCI EAFE ETF $61,197,274CAPITAL GRP FIXED INCM ETF T $42,537,418iShares Core S&P Mid-Cap ETF $39,496,338iShares Core MSCI Emerging Markets ETF $36,241,496 Largest New Holdings this Quarter 46641Q159 - JPMorgan Income ETF $10,330,118 Holding921937819 - Vanguard Intermediate-Term Bond ETF $334,259 Holding46438F101 - ISHARES BITCOIN TRUST ETF $253,170 Holding46434G863 - iShares ESG Aware MSCI EM ETF $240,253 Holding874039100 - Taiwan Semiconductor Manufacturing $222,548 Holding Largest Purchases this Quarter JPMorgan Income ETF 224,324 shares (about $10.33M)iShares Core MSCI EAFE ETF 20,104 shares (about $1.94M)iShares Core S&P Mid-Cap ETF 15,749 shares (about $1.21M)JPMorgan Ultra-Short Municipal ETF 23,345 shares (about $1.19M)Capital Group Municipal Income ETF 23,337 shares (about $641.07K) Largest Sales this Quarter CAPITAL GRP FIXED INCM ETF T 61,721 shares (about $1.62M)JPMorgan Municipal ETF 19,817 shares (about $1.00M)JPMorgan Ultra-Short Income ETF 12,418 shares (about $627.98K)SPDR Portfolio Developed World ex-US ETF 3,602 shares (about $181.50K)SPDR S&P 500 ETF Trust 142 shares (about $106.04K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLeverty Financial Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$193,332,972$392,419 â–²0.2%258,15937.6%ETFIEFAiShares Core MSCI EAFE ETF$61,197,274$1,941,645 â–²3.3%633,64311.9%ETFCAPITAL GRP FIXED INCM ETF T$42,537,418$1,615,856 â–¼-3.7%1,624,8068.3%CORE BOND ETFIJHiShares Core S&P Mid-Cap ETF$39,496,338$1,214,405 â–²3.2%512,2087.7%ETFIEMGiShares Core MSCI Emerging Markets ETF$36,241,496$5,219 â–¼0.0%437,4887.0%ETFJ P MORGAN EXCHANGE TRADED F$27,763,939$514,675 â–²1.9%345,6235.4%EQUITY FOCUS ETFJPSTJPMorgan Ultra-Short Income ETF$25,508,625$627,978 â–¼-2.4%504,4225.0%ETFSCHXSchwab US Large-Cap ETF$16,967,765$413,138 â–²2.5%576,5473.3%ETFJMUBJPMorgan Municipal ETF$11,361,302$1,003,830 â–¼-8.1%224,2882.2%ETFJPIEJPMorgan Income ETF$10,330,118$10,330,118 â–²New Holding224,3242.0%ETFSCHFSchwab International Equity ETF$8,436,924$63,350 â–²0.8%304,5821.6%ETFSPYSPDR S&P 500 ETF Trust$6,228,062$106,041 â–¼-1.7%8,3401.2%FinanceJMSTJPMorgan Ultra-Short Municipal ETF$5,048,254$1,190,599 â–²30.9%98,9851.0%ETFEFAiShares MSCI EAFE ETF$4,879,244$45,396 â–¼-0.9%46,9700.9%FinanceCGMUCapital Group Municipal Income ETF$4,601,307$641,067 â–²16.2%167,5030.9%ETFMMM3M$3,036,496$59,907 â–¼-1.9%18,7540.6%Multi-Sector ConglomeratesECLEcolab$2,116,329$156,022 â–²8.0%7,5960.4%Basic MaterialsAB ACTIVE ETFS INC$1,929,030$486,276 â–²33.7%75,1180.4%TAX AW INTER ETFIJRiShares Core S&P Small-Cap ETF$1,832,773$38,115 â–¼-2.0%12,3580.4%ETFSPDWSPDR Portfolio Developed World ex-US ETF$882,732$181,505 â–¼-17.1%17,5180.2%ETFSCHMSchwab U.S. Mid-Cap ETF$794,180$100,065 â–¼-11.2%21,5400.2%ETFCATCaterpillar$713,0200.0%6700.1%IndustrialsMODLVictoryShares WestEnd US Sector ETF$669,032$80,380 â–¼-10.7%13,1260.1%ETFTSLATesla$631,7410.0%1,5020.1%Auto/Tires/TrucksSCHASchwab US Small-Cap ETF$617,733$9,357 â–¼-1.5%17,0980.1%ETFAAPLApple$570,0550.0%1,9700.1%Computer and TechnologySPLGSPDR Portfolio S&P 500 ETF$462,776$39,019 â–¼-7.8%5,2660.1%ETFNUDMNuveen ESG International Developed Markets Equity ETF$413,1260.0%10,3230.1%ETFSOLVENTUM CORP$410,296$21,140 â–²5.4%5,3180.1%COM SHSSHWSherwin-Williams$407,6750.0%1,1840.1%Basic MaterialsESGDiShares ESG Aware MSCI EAFE ETF$389,4440.0%3,7880.1%ManufacturingESGUiShares ESG Aware MSCI USA ETF$361,547$11,130 â–²3.2%2,2090.1%ManufacturingBIVVanguard Intermediate-Term Bond ETF$334,259$334,259 â–²New Holding4,3580.1%ETFXELXcel Energy$325,8880.0%4,0580.1%UtilitiesMSFTMicrosoft$318,3030.0%8530.1%Computer and TechnologyQQQInvesco QQQ$313,706$736 â–²0.2%4260.1%FinanceVTEBVanguard Tax-Exempt Bond ETF$302,1650.0%5,9740.1%ETFISHARES BITCOIN TRUST ETF$253,170$253,170 â–²New Holding7,6050.0%SHS BEN INTIWFiShares Russell 1000 Growth ETF$243,870$182,903 â–²300.0%1,9640.0%ETFESGEiShares ESG Aware MSCI EM ETF$240,253$240,253 â–²New Holding4,3930.0%ManufacturingXOMExxonMobil$229,7780.0%1,6810.0%EnergyTSMTaiwan Semiconductor Manufacturing$222,548$222,548 â–²New Holding4660.0%Computer and TechnologyNVDANVIDIA$215,897$215,897 â–²New Holding1,0790.0%Computer and TechnologyHDHome Depot$208,369$208,369 â–²New Holding5910.0%Retail/WholesaleGUTThe Gabelli Utility Trust$206,0500.0%31,2670.0%Financial ServicesVEAVanguard FTSE Developed Markets ETF$203,276$203,276 â–²New Holding2,8530.0%ETFAPGAPi Group$200,781$200,781 â–²New Holding4,7410.0%Business ServicesCXCemex$120,0000.0%10,0000.0%ConstructionRMCFRocky Mountain Chocolate Factory$35,9180.0%40,3710.0%Retail/WholesaleHWKNHawkins$0$323,482 â–¼-100.0%00.0%Basic MaterialsJEPIJPMorgan Equity Premium Income ETF$0$236,696 â–¼-100.0%00.0%ETFGRAYSCALE BITCOIN MINI TR ET$0$225,525 â–¼-100.0%00.0%SHS NEWWPMWheaton Precious Metals$0$223,241 â–¼-100.0%00.0%Basic MaterialsShowing largest 100 holdings. 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