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Portfolio (Quarterly) Guide ↗

Leverty Financial Group, LLC

· CIK 0001908386
13F Portfolio $452M AUM 44 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 19 Added 11 Reduced 9 Exited
Page 1 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 257,635.0 $168.3M 37.23% +6K +2.5% $653.21 +15.3%
2 IEFA ISHARES TR 613,539.0 $55.5M 12.29% +12K +1.9% $90.53 +8.4%
3 CGCB CAPITAL GRP FIXED INCM ETF T 1,686,527.0 $44.3M 9.80% +105K +6.6% $26.26 -0.4%
4 IJH ISHARES TR 496,459.0 $33.5M 7.42% +9K +1.8% $67.53 +10.3%
5 IEMG ISHARES INC 437,551.0 $30.5M 6.75% +4K +0.8% $69.75 +19.5%
6 J P MORGAN EXCHANGE TRADED F 516,840.0 $26.2M 5.79% NEW $50.61
7 JPEF J P MORGAN EXCHANGE TRADED F 339,216.0 $24.4M 5.39% +17K +5.3% $71.81 +11.6%
8 SCHX SCHWAB STRATEGIC TR 562,509.0 $14.4M 3.19% +124K +28.3% $25.64 +15.0%
9 JMUB J P MORGAN EXCHANGE TRADED F 244,105.0 $12.2M 2.70% +16K +7.1% $49.99 +0.5%
10 SCHF SCHWAB STRATEGIC TR 302,295.0 $7.5M 1.66% +5K +1.6% $24.75 +11.9%
11 SPY STATE STR SPDR S&P 500 ETF T Financial Services 8,482.0 $5.5M 1.22% -428.0 -4.8% $650.34 +15.3%
12 EFA ISHARES TR 47,407.0 $4.6M 1.02% -322.0 -0.7% $97.13 +8.0%
13 CGMU CAPITAL GRP FIXED INCM ETF T 144,166.0 $3.9M 0.87% +72K +99.8% $27.15 +0.6%
14 JMST J P MORGAN EXCHANGE TRADED F 75,640.0 $3.9M 0.85% +47K +164.6% $50.98 -0.1%
15 MMM 3M CO Industrials 19,124.0 $2.8M 0.61% +197.0 +1.0% $145.23 +5.8%
16 ECL ECOLAB INC Basic Materials 7,036.0 $1.9M 0.41% $266.02 -4.7%
17 IJR ISHARES TR 12,615.0 $1.6M 0.35% -2K -14.4% $124.31 +12.0%
18 TAFM AB ACTIVE ETFS INC 56,182.0 $1.4M 0.31% -36K -39.1% $25.30 +0.3%
19 SPDW SPDR INDEX SHS FDS 21,120.0 $964K 0.21% +486.0 +2.4% $45.65 +11.8%
20 SCHM SCHWAB STRATEGIC TR 24,254.0 $751K 0.17% +2K +6.6% $30.96 +13.7%
Page 1 of 3  ·  44 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 41.9%
Industrials 22.1%
Basic Materials 19.8%
Technology 5.5%
Consumer Cyclical 3.8%
Healthcare 2.2%
Utilities 2.2%
Energy 1.9%
Consumer Defensive 0.6%