Leverty Financial Group, LLC Top Holdings and 13F Report (2026) About Leverty Financial Group, LLCInvestment ActivityLeverty Financial Group, LLC has $548.51 million in total holdings as of September 30, 2026.Leverty Financial Group, LLC owns shares of 48 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 11.26% of the portfolio was purchased this quarter.About 4.67% of the portfolio was sold this quarter.This quarter, Leverty Financial Group, LLC has purchased 49 new stocks and bought additional shares in 16 stocks.Leverty Financial Group, LLC sold shares of 17 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $191,737,347iShares Core MSCI EAFE ETF $66,676,543JPMorgan Income ETF $43,885,202iShares Core S&P Mid-Cap ETF $42,301,522iShares Core MSCI Emerging Markets ETF $38,298,899 Largest New Holdings this Quarter 464288661 - iShares 3-7 Year Treasury Bond ETF $681,094 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $273,525 Holding962879102 - Wheaton Precious Metals $226,254 Holding Largest Purchases this Quarter JPMorgan Income ETF 753,292 shares (about $33.82M)iShares Core S&P Mid-Cap ETF 75,721 shares (about $5.45M)iShares Core MSCI EAFE ETF 54,595 shares (about $5.29M)AB ACTIVE ETFS INC 163,099 shares (about $3.91M)Capital Group Municipal Income ETF 133,560 shares (about $3.46M) Largest Sales this Quarter CAPITAL GRP FIXED INCM ETF T 521,379 shares (about $13.02M)iShares Core S&P 500 ETF 7,800 shares (about $5.97M)J P MORGAN EXCHANGE TRADED F 106,665 shares (about $5.08M)SOLVENTUM CORP 1,691 shares (about $149.08K)SPDR S&P 500 ETF Trust 174 shares (about $132.70K) 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$191,737,347$5,973,627 ▼-3.0%250,35935.0%ETFIEFAiShares Core MSCI EAFE ETF$66,676,543$5,289,167 ▲8.6%688,23812.2%ETFJPIEJPMorgan Income ETF$43,885,202$33,815,293 ▲335.8%977,6168.0%ETFIJHiShares Core S&P Mid-Cap ETF$42,301,522$5,448,130 ▲14.8%587,9297.7%ETFIEMGiShares Core MSCI Emerging Markets ETF$38,298,899$2,792,390 ▲7.9%471,8947.0%ETFJ P MORGAN EXCHANGE TRADED F$28,789,229$699,752 ▲2.5%354,2335.2%EQUITY FOCUS ETFCAPITAL GRP FIXED INCM ETF T$27,563,616$13,024,052 ▼-32.1%1,103,4275.0%CORE BOND ETFJPSTJPMorgan Ultra-Short Income ETF$25,616,582$208,834 ▲0.8%508,5684.7%ETFSCHXSchwab US Large-Cap ETF$17,705,232$408,810 ▲2.4%590,1743.2%ETFSCHFSchwab International Equity ETF$8,648,520$281,650 ▲3.4%314,8351.6%ETFCGMUCapital Group Municipal Income ETF$7,809,574$3,464,546 ▲79.7%301,0631.4%ETFJ P MORGAN EXCHANGE TRADED F$6,644,258$1,639,564 ▲32.8%131,4131.2%ULTRA SHT MUNCPLSPYSPDR S&P 500 ETF Trust$6,227,637$132,698 ▼-2.1%8,1661.1%ETFAB ACTIVE ETFS INC$5,714,826$3,912,745 ▲217.1%238,2171.0%TAX AW INTER ETFJ P MORGAN EXCHANGE TRADED F$5,596,512$5,075,129 ▼-47.6%117,6231.0%MUNICIPAL ETFMMM3M$5,434,999$2,356,534 ▲76.5%33,1101.0%IndustrialsEFAiShares MSCI EAFE ETF$4,872,441$7,272 ▼-0.1%46,9000.9%ETFECLEcolab$2,073,361$12,356 ▼-0.6%7,5510.4%MaterialsIJRiShares Core S&P Small-Cap ETF$1,560,748$120,392 ▼-7.2%11,4730.3%ETFSPDWSPDR Portfolio Developed World ex-US ETF$847,043$32,536 ▼-3.7%16,8700.2%ETFSCHMSchwab U.S. Mid-Cap ETF$710,576$22,215 ▼-3.0%20,8870.1%ETFMODLVictoryShares WestEnd US Sector ETF$687,0150.0%13,1260.1%ETFIEIiShares 3-7 Year Treasury Bond ETF$681,094$681,094 ▲New Holding6,0040.1%ETFAAPLApple$654,735$1,332 ▼-0.2%1,9660.1%TechnologyESGDiShares ESG Aware MSCI EAFE ETF$559,974$169,620 ▲43.5%5,4340.1%ETFSCHASchwab US Small-Cap ETF$545,264$12,627 ▼-2.3%16,7110.1%ETFCATCaterpillar$542,8770.0%6700.1%IndustrialsTSLATesla$532,9250.0%1,5020.1%Consumer DiscretionarySPLGSPDR Portfolio S&P 500 ETF$483,896$11,220 ▲2.4%5,3910.1%ETFMSFTMicrosoft$435,423$2,051 ▼-0.5%8490.1%TechnologyNUDMNuveen ESG International Developed Markets Equity ETF$409,9260.0%10,3230.1%ETFISHARES BITCOIN TRUST ETF$384,022$24,001 ▲6.7%8,1120.1%SHS BEN INTSHWSherwin-Williams$382,7520.0%1,1840.1%MaterialsESGUiShares ESG Aware MSCI USA ETF$368,4610.0%2,2090.1%ETFSOLVENTUM CORP$319,756$149,078 ▼-31.8%3,6270.1%COM SHSQQQInvesco QQQ$314,402$740 ▼-0.2%4250.1%ETFESGEiShares ESG Aware MSCI EM ETF$309,958$72,033 ▲30.3%5,7230.1%ETFEXXONMOBIL HOLDINGS CORP$273,525$273,525 ▲New Holding1,6810.0%COM SHSXELXcel Energy$269,049$16,987 ▼-5.9%3,8170.0%UtilitiesNVDANVIDIA$246,4220.0%1,0790.0%TechnologyIWFiShares Russell 1000 Growth ETF$246,0110.0%1,9640.0%ETFWPMWheaton Precious Metals$226,254$226,254 ▲New Holding1,6920.0%MaterialsTSMTaiwan Semiconductor Manufacturing$212,5850.0%4660.0%TechnologyVTEBVanguard Tax-Exempt Bond ETF$203,932$78,996 ▼-27.9%4,3060.0%ETFVEAVanguard FTSE Developed Markets ETF$200,885$565 ▼-0.3%2,8450.0%ETFGUTThe Gabelli Utility Trust$177,9090.0%31,2670.0%FinanceCXCemex$95,1000.0%10,0000.0%MaterialsRMCFRocky Mountain Chocolate Factory$32,7090.0%40,3710.0%Consumer StaplesBIVVanguard Intermediate-Term Bond ETF$0$334,259 ▼-100.0%00.0%ETFXOMExxonMobil$0$229,778 ▼-100.0%00.0%EnergyHDHome Depot$0$208,369 ▼-100.0%00.0%Consumer DiscretionaryAPGAPi Group$0$200,781 ▼-100.0%00.0%IndustrialsShowing largest 100 holdings. 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