Leverty Financial Group, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 9, 2026, for the 2025 Q4 period, Leverty Financial Group, LLC held in its portfolio 48 assets valued at $418,144,215 (i.e. $418.14M).
The most valuable assets in the portfolio included: ISHARES TR ($172.21M), ISHARES TR ($53.86M), and CAPITAL GRP FIXED INCM ETF T ($41.95M).
The chart below shows the top 10 valuable assets, and the table below shows the top 48 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Leverty Financial Group, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 251427 | 172212363 | CORE S&P500 ETF |
| ISHARES TR | 602012 | 53856023 | CORE MSCI EAFE |
| CAPITAL GRP FIXED INCM ETF T | 1581937 | 41952961 | CORE BOND ETF |
| ISHARES TR | 487518 | 32176202 | CORE S&P MCP ETF |
| ISHARES INC | 433872 | 29164861 | CORE MSCI EMKT |
| J P MORGAN EXCHANGE TRADED F | 322105 | 24057071 | EQUITY FOCUS ETF |
| SCHWAB STRATEGIC TR | 438536 | 11801005 | US LRG CAP ETF |
| J P MORGAN EXCHANGE TRADED F | 227961 | 11512024 | MUNICIPAL ETF |
| SCHWAB STRATEGIC TR | 297405 | 7149618 | INTL EQTY ETF |
| SPDR S&P 500 ETF TR | 8910 | 6075907 | TR UNIT |
| ISHARES TR | 47729 | 4583416 | MSCI EAFE ETF |
| 3M CO | 18927 | 3030161 | COM |
| AB ACTIVE ETFS INC | 92274 | 2345605 | TAX AWARE INTERM |
| CAPITAL GRP FIXED INCM ETF T | 72154 | 1975577 | MUNICIPAL INCOME |
| ECOLAB INC | 7050 | 1850773 | COM |
| ISHARES TR | 14734 | 1770698 | CORE S&P SCP ETF |
| J P MORGAN EXCHANGE TRADED F | 28591 | 1456426 | ULTRA SHT MUNCPL |
| SPDR INDEX SHS FDS | 20634 | 916356 | PORTFOLIO DEVLPD |
| VICTORY PORTFOLIOS II | 14782 | 702441 | VICTORYSHARES WE |
| SCHWAB STRATEGIC TR | 22753 | 684183 | US MID-CAP ETF |
| TESLA INC | 1497 | 673231 | COM |
| SCHWAB STRATEGIC TR | 17957 | 511401 | US SML CAP ETF |
| SPDR SERIES TRUST | 6367 | 510761 | STATE STREET SPD |
| BLACKROCK ETF TRUST II | 8952 | 435783 | ISHARES HIGH YIE |
| SHERWIN WILLIAMS CO | 1280 | 414758 | COM |
| MICROSOFT CORP | 853 | 412679 | COM |
| CATERPILLAR INC | 670 | 383574 | COM |
| ISHARES TR | 2552 | 380197 | ESG AWR MSCI USA |
| NUSHARES ETF TR | 10323 | 373796 | NUVEEN ESG INTL |
| APPLE INC | 1338 | 363763 | COM |
| HAWKINS INC | 2437 | 346200 | COM |
| SOLVENTUM CORP | 4030 | 319370 | COM SHS |
| BITWISE BITCOIN ETF TR | 6558 | 311898 | SHS BEN INT |
| ISHARES TR | 3233 | 307426 | ESG AW MSCI EAFE |
| XCEL ENERGY INC | 4058 | 299752 | COM |
| BOSTON SCIENTIFIC CORP | 3003 | 286336 | COM |
| ISHARES BITCOIN TRUST ETF | 5656 | 280920 | SHS BEN INT |
| ISHARES SILVER TR | 4088 | 263349 | ISHARES |
| VANGUARD MUN BD FDS | 5201 | 261558 | TAX EXEMPT BD |
| INVESCO QQQ TR | 418 | 256782 | UNIT SER 1 |
| J P MORGAN EXCHANGE TRADED F | 4391 | 251341 | EQUITY PREMIUM |
| AMAZON COM INC | 1014 | 234051 | COM |
| SPDR GOLD TR | 517 | 204892 | GOLD SHS |
| HOME DEPOT INC | 594 | 204332 | COM |
| EXXON MOBIL CORP | 1681 | 202249 | COM |
| GABELLI UTIL TR | 31267 | 188540 | COM |
| CEMEX SAB DE CV | 10000 | 114900 | SPON ADR NEW |
| ROCKY MTN CHOCOLATE FACTORY | 40371 | 76705 | COM |
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