§ 13F · FUND PROFILE
Leverty Financial Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $385M (13F)Positions · 44Turnover · — · Q1Filed · Apr 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$27M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 258K | $168M | 37.2% | +2% |
| 2 | IEFA | ISHARES TR | 614K | $56M | 12.3% | +2% |
| 3 | CGCB | CAPITAL GRP FIXED INCM ETF T | 1.69M | $44M | 9.8% | +7% |
| 4 | IJH | ISHARES TR | 496K | $34M | 7.4% | +2% |
| 5 | IEMG | ISHARES INC | 438K | $31M | 6.8% | +1% |
| 6 | JPST | J P MORGAN EXCHANGE TRADED F | 517K | $26M | 5.8% | NEW |
| 7 | JPEF | J P MORGAN EXCHANGE TRADED F | 339K | $24M | 5.4% | +5% |
| 8 | SCHX | SCHWAB STRATEGIC TR | 563K | $14M | 3.2% | +28% |
| 9 | JMUB | J P MORGAN EXCHANGE TRADED F | 244K | $12M | 2.7% | +7% |
| 10 | SCHF | SCHWAB STRATEGIC TR | 302K | $7M | 1.7% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LEVERTY SIGNAL
AC read
Leverty Financial Group, LLC is a Other fund managing $385 million in assets. The fund runs a portfolio of 44 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed