§ 13F · FUND PROFILE
Leverty Financial Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $335.0T (13F)Positions · 44Turnover · — · Q4Filed · Jan 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 251K | $172.2T | 41.2% | +12% |
| 2 | IEFA | ISHARES TR | 602K | $53.9T | 12.9% | +6% |
| 3 | CGCB | CAPITAL GRP FIXED INCM ETF T | 1.58M | $42.0T | 10.0% | +1% |
| 4 | IJH | ISHARES TR | 488K | $32.2T | 7.7% | +2% |
| 5 | IEMG | ISHARES INC | 434K | $29.2T | 7.0% | ±0% |
| 6 | JPEF | J P MORGAN EXCHANGE TRADED F | 322K | $24.1T | 5.8% | ±0% |
| 7 | SCHX | SCHWAB STRATEGIC TR | 439K | $11.8T | 2.8% | +4% |
| 8 | JMUB | J P MORGAN EXCHANGE TRADED F | 228K | $11.5T | 2.8% | −5% |
| 9 | SCHF | SCHWAB STRATEGIC TR | 297K | $7.1T | 1.7% | ±0% |
| 10 | SPY | SPDR S&P 500 ETF TR | 9K | $6.1T | 1.5% | ±0% |
§ 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 $334968.4 trillion in assets. The fund runs a portfolio of 44 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed