Leverty Financial Group, LLC
CIK 1908386
13F filing for Q2 2026・No. 3,829
- Holdings
- US$514.14M
- Quarter change
- +US$62.15M
- Entries
- 49
- Net bought (estimate)
- +US$14.33M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 9
- Sold out 4
- Cut 13
- Added 13
- Corporate actions 0
- Unchanged 14
Largest holdings
49 stocks worth US$514.14M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | Added | 258,159 | US$193.33M | 37.60% |
| ISHARES TRCORE MSCI EAFE | Added | 633,643 | US$61.2M | 11.90% |
| CAPITAL GRP FIXED INCM ETF TCORE BOND ETF | Cut | 1,624,806 | US$42.54M | 8.27% |
| IJHISHARES TRCORE S&P MCP ETF | Added | 512,208 | US$39.5M | 7.68% |
| IEMGISHARES INCCORE MSCI EMKT | Cut | 437,488 | US$36.24M | 7.05% |
| J P MORGAN EXCHANGE TRADED FEQUITY FOCUS ETF | Added | 345,623 | US$27.76M | 5.40% |
| JPSTJ P MORGAN EXCHANGE TRADED FULTRA SHRT ETF | Cut | 504,422 | US$25.51M | 4.96% |
| SCHWAB STRATEGIC TRUS LRG CAP ETF | Added | 576,547 | US$16.97M | 3.30% |
| J P MORGAN EXCHANGE TRADED FMUNICIPAL ETF | Cut | 224,288 | US$11.36M | 2.21% |
| J P MORGAN EXCHANGE TRADED FINCOME ETF | New | 224,324 | US$10.33M | 2.01% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 10, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.