Institutions / Leverty Financial Group, LLC
Leverty Financial Group, LLC
CIK 1908386 · Institution · as of Dec 31, 2025
Portfolio value
$418.04M
Positions
48
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 48 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $172.21M | 41.2% |
| iShares Tr | $53.86M | 12.9% |
| Capital Grp Fixed Incm ETF T | $41.95M | 10.0% |
| iShares Tr | $32.18M | 7.7% |
| iShares Inc | $29.16M | 7.0% |
| J P Morgan Exchange Traded F | $24.06M | 5.8% |
| Schwab Strategic Tr | $11.80M | 2.8% |
| J P Morgan Exchange Traded F | $11.51M | 2.8% |
| Schwab Strategic Tr | $7.15M | 1.7% |
| SPDR S&P 500 ETF Tr | $6.08M | 1.5% |
| iShares Tr | $4.58M | 1.1% |
| 3M Co | $3.03M | 0.7% |
| AB Active Etfs Inc | $2.35M | 0.6% |
| Capital Grp Fixed Incm ETF T | $1.98M | 0.5% |
| Ecolab Inc. | $1.85M | 0.4% |
| iShares Tr | $1.77M | 0.4% |
| J P Morgan Exchange Traded F | $1.46M | 0.3% |
| SPDR Index Shs Fds | $916.4K | 0.2% |
| Victory Portfolios II | $702.4K | 0.2% |
| Schwab Strategic Tr | $684.2K | 0.2% |
| Tesla Inc | $673.2K | 0.2% |
| Schwab Strategic Tr | $511.4K | 0.1% |
| SPDR Series Trust | $510.8K | 0.1% |
| BlackRock ETF Trust II | $435.8K | 0.1% |
| Sherwin Williams Co | $414.8K | 0.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.