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Portfolio (Quarterly) Guide ↗

Leverty Financial Group, LLC

· CIK 0001908386
13F Portfolio $418M AUM 49 positions Filed Jan 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 49 New
Page 2 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TSLA TESLA INC Consumer Cyclical 1,497.0 $673K 0.16% NEW $449.72 -3.9%
22 SCHA SCHWAB STRATEGIC TR 17,957.0 $511K 0.12% NEW $28.48 +19.0%
23 SPYM SPDR SERIES TRUST 6,367.0 $511K 0.12% NEW $80.22 +9.9%
24 BLACKROCK ETF TRUST II 8,952.0 $436K 0.10% NEW $48.68
25 SHW SHERWIN WILLIAMS CO Basic Materials 1,280.0 $415K 0.10% NEW $324.03 -4.1%
26 MSFT MICROSOFT CORP Technology 853.0 $413K 0.10% NEW $483.80 -14.5%
27 CAT CATERPILLAR INC Industrials 670.0 $384K 0.09% NEW $572.50 +58.1%
28 ESGU ISHARES TR 2,552.0 $380K 0.09% NEW $148.98 +9.7%
29 NUDM NUSHARES ETF TR 10,323.0 $374K 0.09% NEW $36.21 +8.3%
30 AAPL APPLE INC Technology 1,338.0 $364K 0.09% NEW $271.87 +13.7%
31 HWKN HAWKINS INC Basic Materials 2,437.0 $346K 0.08% NEW $142.06 +8.2%
32 SOLV SOLVENTUM CORP Healthcare 4,030.0 $319K 0.08% NEW $79.25 -4.2%
33 BITB BITWISE BITCOIN ETF TR Financial Services 6,558.0 $312K 0.07% NEW $47.56 -13.5%
34 ESGD ISHARES TR 3,233.0 $307K 0.07% NEW $95.09 +9.1%
35 XEL XCEL ENERGY INC Utilities 4,058.0 $300K 0.07% NEW $73.87 +9.9%
36 BSX BOSTON SCIENTIFIC CORP Healthcare 3,003.0 $286K 0.07% NEW $95.35 -39.6%
37 SLV ISHARES SILVER TR Financial Services 4,088.0 $263K 0.06% NEW $64.42 +7.0%
38 VTEB VANGUARD MUN BD FDS 5,201.0 $262K 0.06% NEW $50.29 -0.4%
39 QQQ INVESCO QQQ TR Financial Services 418.0 $257K 0.06% NEW $614.31 +18.4%
40 JEPI J P MORGAN EXCHANGE TRADED F 4,391.0 $251K 0.06% NEW $57.24 -1.8%
Page 2 of 3  ·  49 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 44.8%
Industrials 20.4%
Basic Materials 16.3%
Consumer Cyclical 6.7%
Technology 4.7%
Healthcare 3.6%
Utilities 1.8%
Energy 1.2%
Consumer Defensive 0.5%