Leverty Financial Group, LLC Top Holdings and 13F Report (2026) About Leverty Financial Group, LLCInvestment ActivityLeverty Financial Group, LLC has $451.99 million in total holdings as of March 31, 2026.Leverty Financial Group, LLC owns shares of 44 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 10.10% of the portfolio was purchased this quarter.About 0.87% of the portfolio was sold this quarter.This quarter, Leverty Financial Group, LLC has purchased 48 new stocks and bought additional shares in 20 stocks.Leverty Financial Group, LLC sold shares of 12 stocks and completely divested from 8 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $168,289,668iShares Core MSCI EAFE ETF $55,543,694CAPITAL GRP FIXED INCM ETF T $44,288,189iShares Core S&P Mid-Cap ETF $33,525,895iShares Core MSCI Emerging Markets ETF $30,519,167 Largest New Holdings this Quarter 46641Q837 - JPMorgan Ultra-Short Income ETF $26,157,258 Holding389930207 - GRAYSCALE BITCOIN MINI TR ET $225,525 Holding962879102 - Wheaton Precious Metals $223,241 Holding464287614 - iShares Russell 1000 Growth ETF $209,362 Holding Largest Purchases this Quarter JPMorgan Ultra-Short Income ETF 516,840 shares (about $26.16M)iShares Core S&P 500 ETF 6,208 shares (about $4.06M)Schwab US Large-Cap ETF 123,973 shares (about $3.18M)CAPITAL GRP FIXED INCM ETF T 104,590 shares (about $2.75M)JPMorgan Ultra-Short Municipal ETF 47,049 shares (about $2.40M) Largest Sales this Quarter AB ACTIVE ETFS INC 36,092 shares (about $912.95K)SPDR S&P 500 ETF Trust 428 shares (about $278.35K)iShares Core S&P Small-Cap ETF 2,119 shares (about $263.41K)iShares ESG Aware MSCI USA ETF 411 shares (about $58.12K)Hawkins 331 shares (about $50.84K) 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$168,289,668$4,055,126 ▲2.5%257,63537.2%ETFIEFAiShares Core MSCI EAFE ETF$55,543,694$1,043,539 ▲1.9%613,53912.3%ETFCAPITAL GRP FIXED INCM ETF T$44,288,189$2,746,533 ▲6.6%1,686,5279.8%CORE BOND ETFIJHiShares Core S&P Mid-Cap ETF$33,525,895$603,786 ▲1.8%496,4597.4%ETFIEMGiShares Core MSCI Emerging Markets ETF$30,519,167$256,610 ▲0.8%437,5516.8%ETFJPSTJPMorgan Ultra-Short Income ETF$26,157,258$26,157,258 ▲New Holding516,8405.8%ETFJ P MORGAN EXCHANGE TRADED F$24,358,979$1,228,735 ▲5.3%339,2165.4%EQUITY FOCUS ETFSCHXSchwab US Large-Cap ETF$14,422,732$3,178,668 ▲28.3%562,5093.2%ETFJMUBJPMorgan Municipal ETF$12,202,803$807,038 ▲7.1%244,1052.7%ETFSCHFSchwab International Equity ETF$7,481,803$121,028 ▲1.6%302,2951.7%ETFSPYSPDR S&P 500 ETF Trust$5,516,184$278,346 ▼-4.8%8,4821.2%FinanceEFAiShares MSCI EAFE ETF$4,604,642$31,276 ▼-0.7%47,4071.0%FinanceCGMUCapital Group Municipal Income ETF$3,914,107$1,955,126 ▲99.8%144,1660.9%ETFJMSTJPMorgan Ultra-Short Municipal ETF$3,856,146$2,398,570 ▲164.6%75,6400.9%ETFMMM3M$2,777,411$28,611 ▲1.0%19,1240.6%Multi-Sector ConglomeratesECLEcolab$1,871,723$3,724 ▼-0.2%7,0360.4%Basic MaterialsIJRiShares Core S&P Small-Cap ETF$1,568,136$263,407 ▼-14.4%12,6150.3%ETFAB ACTIVE ETFS INC$1,421,124$912,947 ▼-39.1%56,1820.3%TAX AWARE INTERMSPDWSPDR Portfolio Developed World ex-US ETF$964,128$22,186 ▲2.4%21,1200.2%ETFSCHMSchwab U.S. Mid-Cap ETF$750,904$46,471 ▲6.6%24,2540.2%ETFMODLVictoryShares WestEnd US Sector ETF$657,077$3,531 ▼-0.5%14,7030.1%ETFTSLATesla$558,369$1,859 ▲0.3%1,5020.1%Auto/Tires/TrucksSCHASchwab US Small-Cap ETF$504,727$17,447 ▼-3.3%17,3570.1%ETFAAPLApple$499,980$160,400 ▲47.2%1,9700.1%Computer and TechnologyCATCaterpillar$474,3600.0%6700.1%IndustrialsSPLGSPDR Portfolio S&P 500 ETF$437,043$50,287 ▼-10.3%5,7100.1%ETFSHWSherwin-Williams$379,531$30,773 ▼-7.5%1,1840.1%Basic MaterialsNUDMNuveen ESG International Developed Markets Equity ETF$372,7640.0%10,3230.1%ETFESGDiShares ESG Aware MSCI EAFE ETF$362,209$53,069 ▲17.2%3,7880.1%ManufacturingSOLVENTUM CORP$329,400$66,220 ▲25.2%5,0440.1%COM SHSHWKNHawkins$323,482$50,842 ▼-13.6%2,1060.1%Basic MaterialsXELXcel Energy$322,3980.0%4,0580.1%UtilitiesMSFTMicrosoft$315,8710.0%8530.1%Computer and TechnologyESGUiShares ESG Aware MSCI USA ETF$302,780$58,124 ▼-16.1%2,1410.1%ManufacturingVTEBVanguard Tax-Exempt Bond ETF$298,043$38,565 ▲14.9%5,9740.1%ETFXOMExxonMobil$285,1390.0%1,6810.1%EnergyQQQInvesco QQQ$245,302$4,040 ▲1.7%4250.1%FinanceJEPIJPMorgan Equity Premium Income ETF$236,696$12,186 ▼-4.9%4,1760.1%ETFGRAYSCALE BITCOIN MINI TR ET$225,525$225,525 ▲New Holding7,5200.0%SHS NEWWPMWheaton Precious Metals$223,241$223,241 ▲New Holding1,7040.0%Basic MaterialsIWFiShares Russell 1000 Growth ETF$209,362$209,362 ▲New Holding4910.0%ETFGUTThe Gabelli Utility Trust$189,1650.0%31,2670.0%Financial ServicesCXCemex$114,4000.0%10,0000.0%ConstructionRMCFRocky Mountain Chocolate Factory$90,8350.0%40,3710.0%Retail/WholesaleBLACKROCK ETF TRUST II$0$435,783 ▼-100.0%00.0%ISHARES HIGH YIEBITWISE BITCOIN ETF TR$0$311,898 ▼-100.0%00.0%SHS BEN INTBSXBoston Scientific$0$286,336 ▼-100.0%00.0%MedicalISHARES BITCOIN TRUST ETF$0$280,920 ▼-100.0%00.0%SHS BEN INTSLViShares Silver Trust$0$263,349 ▼-100.0%00.0%ETFAMZNAmazon.com$0$234,051 ▼-100.0%00.0%Retail/WholesaleGLDSPDR Gold Shares$0$204,892 ▼-100.0%00.0%FinanceHDHome Depot$0$204,332 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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