Leverty Financial Group
$514M 13F equity value
53 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Leverty Financial Group covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 258,159 | $193M | 37.6% |
| IEFA | ISHARES TR | 633,643 | $61M | 11.9% |
| CGCB | CAPITAL GRP FIXED INCM ETF T | 1,624,806 | $43M | 8.3% |
| IJH | ISHARES TR | 512,208 | $39M | 7.7% |
| IEMG | ISHARES INC | 437,488 | $36M | 7.0% |
| JPEF | J P MORGAN EXCHANGE TRADED F | 345,623 | $28M | 5.4% |
| JPST | J P MORGAN EXCHANGE TRADED F | 504,422 | $26M | 5.0% |
| SCHX | SCHWAB STRATEGIC TR | 576,547 | $17M | 3.3% |
| JMUB | J P MORGAN EXCHANGE TRADED F | 224,288 | $11M | 2.2% |
| JPIE | J P MORGAN EXCHANGE TRADED F | 224,324 | $10M | 2.0% |
Track Leverty Financial Group's 13F portfolio: $514M in reported holdings, 53 positions. Top holdings and quarterly changes on SentiSense.
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