§ 13F · FUND PROFILE
Leverty Financial Group, LLC.
AUM · $514M (13F)Positions · 49Turnover · n/a · Q2Filed · Jul 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$12M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 258K | $193M | 37.6% | ±0% |
| 2 | IEFA | ISHARES TR | 634K | $61M | 11.9% | +3% |
| 3 | CGCB | CAPITAL GRP FIXED INCM ETF T | 1.62M | $43M | 8.3% | −4% |
| 4 | IJH | ISHARES TR | 512K | $39M | 7.7% | +3% |
| 5 | IEMG | ISHARES INC | 437K | $36M | 7.0% | ±0% |
| 6 | JPEF | J P MORGAN EXCHANGE TRADED F | 346K | $28M | 5.4% | +2% |
| 7 | JPST | J P MORGAN EXCHANGE TRADED F | 504K | $26M | 5.0% | −2% |
| 8 | SCHX | SCHWAB STRATEGIC TR | 577K | $17M | 3.3% | +3% |
| 9 | JMUB | J P MORGAN EXCHANGE TRADED F | 224K | $11M | 2.2% | −8% |
| 10 | JPIE | J P MORGAN EXCHANGE TRADED F | 224K | $10M | 2.0% | NEW |
§ 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 $514 million in assets. The fund runs a portfolio of 49 positions.
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