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 $514.1M across 49 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($193.3M, 37.60%), IEFA ($61.2M, 11.90%), CGCB ($42.5M, 8.27%), IJH ($39.5M, 7.68%), IEMG ($36.2M, 7.05%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $193.3M | 37.60% | 258,159 | Added |
| 2 | IEFA | ISHARES TR | $61.2M | 11.90% | 633,643 | Added |
| 3 | CGCB | CAPITAL GRP FIXED INCM ETF T | $42.5M | 8.27% | 1.6M | Trimmed |
| 4 | IJH | ISHARES TR | $39.5M | 7.68% | 512,208 | Added |
| 5 | IEMG | ISHARES INC | $36.2M | 7.05% | 437,488 | Trimmed |
| 6 | JPEF | J P MORGAN EXCHANGE TRADED F | $27.8M | 5.40% | 345,623 | Added |
| 7 | JPST | J P MORGAN EXCHANGE TRADED F | $25.5M | 4.96% | 504,422 | Trimmed |
| 8 | SCHX | SCHWAB STRATEGIC TR | $17.0M | 3.30% | 576,547 | Added |
| 9 | JMUB | J P MORGAN EXCHANGE TRADED F | $11.4M | 2.21% | 224,288 | Trimmed |
| 10 | JPIE | J P MORGAN EXCHANGE TRADED F | $10.3M | 2.01% | 224,324 | New |
| 11 | SCHF | SCHWAB STRATEGIC TR | $8.4M | 1.64% | 304,582 | Added |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | $6.2M | 1.21% | 8,340 | Trimmed |
| 13 | JMST | J P MORGAN EXCHANGE TRADED F | $5.0M | 0.98% | 98,985 | Added |
| 14 | EFA | ISHARES TR | $4.9M | 0.95% | 46,970 | Trimmed |
| 15 | CGMU | CAPITAL GRP FIXED INCM ETF T | $4.6M | 0.89% | 167,503 | Added |
| 16 | MMM | 3M CO | $3.0M | 0.59% | 18,754 | Trimmed |
| 17 | ECL | ECOLAB INC | $2.1M | 0.41% | 7,596 | Added |
| 18 | TAFM | AB ACTIVE ETFS INC | $1.9M | 0.38% | 75,118 | Added |
| 19 | IJR | ISHARES TR | $1.8M | 0.36% | 12,358 | Trimmed |
| 20 | SPDW | SPDR INDEX SHS FDS | $882,732 | 0.17% | 17,518 | Trimmed |
| 21 | SCHM | SCHWAB STRATEGIC TR | $794,180 | 0.15% | 21,540 | Trimmed |
| 22 | CAT | CATERPILLAR INC | $713,020 | 0.14% | 670 | Hold |
| 23 | MODL | VICTORY PORTFOLIOS II | $669,032 | 0.13% | 13,126 | Trimmed |
| 24 | TSLA | TESLA INC | $631,741 | 0.12% | 1,502 | Hold |
| 25 | SCHA | SCHWAB STRATEGIC TR | $617,733 | 0.12% | 17,098 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30