CIK 1908386
Leverty Financial Group, LLC
Institutional 13F holdings & portfolio
Holdings
48
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–48 of 48
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IVV | ISHARES TR | 251K | $1M+ | SH |
| IEFA | ISHARES TR | 602K | $1M+ | SH |
| CGCB | CAPITAL GRP FIXED INCM ETF T | 1.6M | $1M+ | SH |
| IJH | ISHARES TR | 488K | $1M+ | SH |
| IEMG | ISHARES INC | 434K | $1M+ | SH |
| JPEF | J P MORGAN EXCHANGE TRADED F | 322K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 439K | $1M+ | SH |
| JMUB | J P MORGAN EXCHANGE TRADED F | 228K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 297K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 9K | $1M+ | SH |
| EFA | ISHARES TR | 48K | $1M+ | SH |
| MMM | 3M CO | 19K | $1M+ | SH |
| TAFM | AB ACTIVE ETFS INC | 92K | $1M+ | SH |
| CGMU | CAPITAL GRP FIXED INCM ETF T | 72K | $1M+ | SH |
| ECL | ECOLAB INC | 7K | $1M+ | SH |
| IJR | ISHARES TR | 15K | $1M+ | SH |
| JMST | J P MORGAN EXCHANGE TRADED F | 29K | $1M+ | SH |
| SPDW | SPDR INDEX SHS FDS | 21K | $500K+ | SH |
| MODL | VICTORY PORTFOLIOS II | 15K | $500K+ | SH |
| SCHM | SCHWAB STRATEGIC TR | 23K | $500K+ | SH |
| TSLA | TESLA INC | 1K | $500K+ | SH |
| SCHA | SCHWAB STRATEGIC TR | 18K | $500K+ | SH |
| SPYM | SPDR SERIES TRUST | 6K | $500K+ | SH |
| HIMU | BLACKROCK ETF TRUST II | 9K | $100K–$500K | SH |
| SHW | SHERWIN WILLIAMS CO | 1K | $100K–$500K | SH |
| MSFT | MICROSOFT CORP | 853 | $100K–$500K | SH |
| CAT | CATERPILLAR INC | 670 | $100K–$500K | SH |
| ESGU | ISHARES TR | 3K | $100K–$500K | SH |
| NUDM | NUSHARES ETF TR | 10K | $100K–$500K | SH |
| AAPL | APPLE INC | 1K | $100K–$500K | SH |
| HWKN | HAWKINS INC | 2K | $100K–$500K | SH |
| SOLV | SOLVENTUM CORP | 4K | $100K–$500K | SH |
| BITB | BITWISE BITCOIN ETF TR | 7K | $100K–$500K | SH |
| ESGD | ISHARES TR | 3K | $100K–$500K | SH |
| XEL | XCEL ENERGY INC | 4K | $100K–$500K | SH |
| BSX | BOSTON SCIENTIFIC CORP | 3K | $100K–$500K | SH |
| SLV | ISHARES SILVER TR | 4K | $100K–$500K | SH |
| VTEB | VANGUARD MUN BD FDS | 5K | $100K–$500K | SH |
| QQQ | INVESCO QQQ TR | 418 | $100K–$500K | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 4K | $100K–$500K | SH |
| AMZN | AMAZON COM INC | 1K | $100K–$500K | SH |
| GLD | SPDR GOLD TR | 517 | $100K–$500K | SH |
| HD | HOME DEPOT INC | 594 | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP | 2K | $100K–$500K | SH |
| GUT | GABELLI UTIL TR | 31K | $100K–$500K | SH |
| CX | CEMEX SAB DE CV | 10K | $100K–$500K | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 2K | $50K–$100K | SH (Call) |
| RMCF | ROCKY MTN CHOCOLATE FACTORY | 40K | $50K–$100K | SH |