StockDriftsStockDriftsTop 47 Leverty Financial Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 34.96% | 250.4K | $191.7M | -3.02%(-7.80K) | $576.79(+33.50%) | 2026-09-30 | |
| IEFA | ISHARES TR | 12.16% | 688.2K | $66.7M | +8.62%(+54.59K) | $82.09(+16.90%) | 2026-09-30 | |
| JPIE | J P MORGAN EXCHANGE TRADED F | 8% | 977.6K | $43.9M | +335.81%(+753.29K) | $45.59(-1.49%) | 2026-09-30 | |
| IJH | ISHARES TR | 7.71% | 587.9K | $42.3M | +14.78%(+75.72K) | $64.03(+13.05%) | 2026-09-30 | |
| IEMG | ISHARES INC | 6.98% | 471.9K | $38.3M | +7.86%(+34.41K) | $59.15(+30.74%) | 2026-09-30 | |
| JPEF | J P MORGAN EXCHANGE TRADED F | 5.25% | 354.2K | $28.8M | +2.49%(+8.61K) | $68.07(+19.17%) | 2026-09-30 | |
| CGCB | CAPITAL GRP FIXED INCM ETF T | 5.03% | 1.10M | $27.6M | -32.09%(-521.38K) | $26.10(-3.54%) | 2026-09-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 4.67% | 508.6K | $25.6M | +0.82%(+4.15K) | $50.60(-0.51%) | 2026-09-30 | |
| SCHX | SCHWAB STRATEGIC TR | 3.23% | 590.2K | $17.7M | +2.36%(+13.63K) | $21.29(+41.54%) | 2026-09-30 | |
| SCHF | SCHWAB STRATEGIC TR | 1.58% | 314.8K | $8.6M | +3.37%(+10.25K) | $19.51(+37.92%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.97% | +55.99% | — | — | +36.01% |
| Top 20 Holdings Unweighted | +13.37% | +45.69% | — | — | +25.84% |
Leverty Financial Group LLC reports $548.51M in US-listed equity holdings across 48 positions in its most recent 13F filing. Its largest disclosed positions are IVV (35.0%), IEFA (12.2%) and JPIE (8.0%). The top 20 holdings account for 98.09% of reported assets. Its disclosed equity book has returned +55.99% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Leverty Financial Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1908386). View Leverty Financial Group LLC’s 13F filings on SEC