Leverty Financial Group, LLC
CIK: 1908386SEC EDGAR →
Portfolio Value
$298.1B
Holdings
49
As of
Q2 2026
New Positions
49
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 633,643 | $61.2B | 20.53% |
| 2 | CAPITAL GRP FIXED INCM ETF T | 1,624,806 | $42.5B | 14.27% |
| 3 | ISHARES TR | 512,208 | $39.5B | 13.25% |
| 4 | ISHARES INC | 437,488 | $36.2B | 12.16% |
| 5 | J P MORGAN EXCHANGE TRADED F | 345,623 | $27.8B | 9.31% |
| 6 | J P MORGAN EXCHANGE TRADED F | 504,422 | $25.5B | 8.56% |
| 7 | SCHWAB STRATEGIC TR | 576,547 | $17.0B | 5.69% |
| 8 | J P MORGAN EXCHANGE TRADED F | 224,288 | $11.4B | 3.81% |
| 9 | J P MORGAN EXCHANGE TRADED F | 224,324 | $10.3B | 3.47% |
| 10 | SCHWAB STRATEGIC TR | 304,582 | $8.4B | 2.83% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 29 | $207.8B | 69.7% |
| Unknown | 3 | $89.0B | 29.8% |
| Healthcare | 1 | $410.3M | 0.1% |
| Utilities | 1 | $325.9M | 0.1% |
| Technology | 5 | $207.4M | 0.1% |
| Industrials | 3 | $204.5M | 0.1% |
| Basic Materials | 3 | $122.5M | 0.0% |
| Consumer Defensive | 1 | $35.9M | 0.0% |
| Consumer Cyclical | 2 | $840K | 0.0% |
| Energy | 1 | $230K | 0.0% |