Leverty Financial Group, LLC
CIK: 1908386SEC EDGAR →
Portfolio Value
$331.1B
Holdings
48
As of
Q3 2026
New Positions
2
Closed Positions
4
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 688,238 | $66.7B | 20.14% |
| 2 | J P MORGAN EXCHANGE TRADED F | 977,616 | $43.9B | 13.25% |
| 3 | ISHARES TR | 587,929 | $42.3B | 12.77% |
| 4 | ISHARES INC | 471,894 | $38.3B | 11.57% |
| 5 | J P MORGAN EXCHANGE TRADED F | 354,233 | $28.8B | 8.69% |
| 6 | CAPITAL GRP FIXED INCM ETF T | 1,103,427 | $27.6B | 8.32% |
| 7 | J P MORGAN EXCHANGE TRADED F | 508,568 | $25.6B | 7.74% |
| 8 | SCHWAB STRATEGIC TR | 590,174 | $17.7B | 5.35% |
| 9 | SCHWAB STRATEGIC TR | 314,835 | $8.6B | 2.61% |
| 10 | CAPITAL GRP FIXED INCM ETF T | 301,063 | $7.8B | 2.36% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 29 | $234.8B | 70.9% |
| Unknown | 4 | $95.5B | 28.8% |
| Healthcare | 1 | $319.8M | 0.1% |
| Utilities | 1 | $269.0M | 0.1% |
| Technology | 5 | $179.5M | 0.1% |
| Basic Materials | 4 | $97.8M | 0.0% |
| Consumer Defensive | 1 | $32.7M | 0.0% |
| Industrials | 2 | $6.0M | 0.0% |
| Consumer Cyclical | 1 | $533K | 0.0% |