account_balance

Investment manager · 13F filer · SEC CIK 1908386

Leverty Financial Group, LLC

Reported value$549Mas of Sep 30, 2026
Positions48 2 new, 3 sold out
Top 10 weight89.6%IVV alone is 35%
FiledOct 88 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IVV iShares Tr 35.0% Trimmed −3%
IEFA iShares Tr 12.2% Added +9%
JPIE J P Morgan Exchange Traded F 8.0% Added +336%
IJH iShares Tr 7.7% Added +15%
IEMG iShares Inc 7.0% Added +8%
JPEF J P Morgan Exchange Traded F 5.2% Added +2%
CGCB Capital GRP Fixed Incm ETF T 5.0% Trimmed −32%
JPST J P Morgan Exchange Traded F 4.7% Held
SCHX Schwab Strategic Tr 3.2% Added +2%
SCHF Schwab Strategic Tr 1.6% Added +3%
CGMU Capital GRP Fixed Incm ETF T 1.4% Added +80%
JMST J P Morgan Exchange Traded F 1.2% Added +33%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 8, 2026, compared with the Jul 10, 2026 filing
add_circleNew
  • IEI $681K
  • WPM $226K
arrow_upwardAdded
  • JPIE +336%
  • TAFM +217%
  • CGMU +80%
  • MMM +77%
arrow_downwardTrimmed
  • JMUB −48%
  • CGCB −32%
  • IJR −7%
  • IVV −3%
remove_circleSold out
  • BIV $334K
  • HD $208K
  • APG $201K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast