Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Leverty Financial Group, LLC (CIK 1908386) reported $452.0M across 44 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($168.3M, 37.23%), IEFA ($55.5M, 12.29%), CGCB ($44.3M, 9.80%), IJH ($33.5M, 7.42%), IEMG ($30.5M, 6.75%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $168.3M | 37.23% | 257,635 | Added |
| 2 | IEFA | ISHARES TR | $55.5M | 12.29% | 613,539 | Added |
| 3 | CGCB | CAPITAL GRP FIXED INCM ETF T | $44.3M | 9.80% | 1.7M | Added |
| 4 | IJH | ISHARES TR | $33.5M | 7.42% | 496,459 | Added |
| 5 | IEMG | ISHARES INC | $30.5M | 6.75% | 437,551 | Added |
| 6 | JPST | J P MORGAN EXCHANGE TRADED F | $26.2M | 5.79% | 516,840 | New |
| 7 | JPEF | J P MORGAN EXCHANGE TRADED F | $24.4M | 5.39% | 339,216 | Added |
| 8 | SCHX | SCHWAB STRATEGIC TR | $14.4M | 3.19% | 562,509 | Added |
| 9 | JMUB | J P MORGAN EXCHANGE TRADED F | $12.2M | 2.70% | 244,105 | Added |
| 10 | SCHF | SCHWAB STRATEGIC TR | $7.5M | 1.66% | 302,295 | Added |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | $5.5M | 1.22% | 8,482 | Trimmed |
| 12 | EFA | ISHARES TR | $4.6M | 1.02% | 47,407 | Trimmed |
| 13 | CGMU | CAPITAL GRP FIXED INCM ETF T | $3.9M | 0.87% | 144,166 | Added |
| 14 | JMST | J P MORGAN EXCHANGE TRADED F | $3.9M | 0.85% | 75,640 | Added |
| 15 | MMM | 3M CO | $2.8M | 0.61% | 19,124 | Added |
| 16 | ECL | ECOLAB INC | $1.9M | 0.41% | 7,036 | Trimmed |
| 17 | IJR | ISHARES TR | $1.6M | 0.35% | 12,615 | Trimmed |
| 18 | TAFM | AB ACTIVE ETFS INC | $1.4M | 0.31% | 56,182 | Trimmed |
| 19 | SPDW | SPDR INDEX SHS FDS | $964,128 | 0.21% | 21,120 | Added |
| 20 | SCHM | SCHWAB STRATEGIC TR | $750,904 | 0.17% | 24,254 | Added |
| 21 | MODL | VICTORY PORTFOLIOS II | $657,077 | 0.15% | 14,703 | Trimmed |
| 22 | TSLA | TESLA INC | $558,369 | 0.12% | 1,502 | Added |
| 23 | AAPL | APPLE INC | $499,980 | 0.11% | 1,970 | Added |
| 24 | SCHA | SCHWAB STRATEGIC TR | $504,727 | 0.11% | 17,357 | Trimmed |
| 25 | SPLG | SPDR SERIES TRUST | $437,043 | 0.10% | 5,710 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31