StockDriftsStockDriftsTop 49 Leverty Financial Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 37.6% | 258.2K | $193.3M | +0.20%(+524) | $576.79(+35.04%) | 2026-06-30 | |
| IEFA | ISHARES TR | 11.9% | 633.6K | $61.2M | +3.28%(+20.10K) | $80.83(+25.35%) | 2026-06-30 | |
| CGCB | CAPITAL GRP FIXED INCM ETF T | 8.27% | 1.62M | $42.5M | -3.66%(-61.72K) | $26.10(-0.90%) | 2026-06-30 | |
| IJH | ISHARES TR | 7.68% | 512.2K | $39.5M | +3.17%(+15.75K) | $62.47(+25.73%) | 2026-06-30 | |
| IEMG | ISHARES INC | 7.05% | 437.5K | $36.2M | -0.01%(-63) | $57.36(+44.06%) | 2026-06-30 | |
| JPEF | J P MORGAN EXCHANGE TRADED F | 5.4% | 345.6K | $27.8M | +1.89%(+6.41K) | $67.75(+22.40%) | 2026-06-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 4.96% | 504.4K | $25.5M | -2.40%(-12.42K) | $50.60(-0.19%) | 2026-06-30 | |
| SCHX | SCHWAB STRATEGIC TR | 3.3% | 576.5K | $17.0M | +2.50%(+14.04K) | $21.10(+44.63%) | 2026-06-30 | |
| JMUB | J P MORGAN EXCHANGE TRADED F | 2.21% | 224.3K | $11.4M | -8.12%(-19.82K) | $49.97(-0.54%) | 2026-06-30 | |
| JPIE | J P MORGAN EXCHANGE TRADED F | 2.01% | 224.3K | $10.3M | new | $45.99(-0.25%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.22% | +56.98% | — | — | +36.46% |
| Top 20 Holdings Unweighted | +12.36% | +41.86% | — | — | +28.21% |
Leverty Financial Group, LLC reports $514.14M in US-listed equity holdings across 49 positions in its most recent 13F filing. Its largest disclosed positions are IVV (37.6%), IEFA (11.9%) and CGCB (8.3%). The top 20 holdings account for 97.96% of reported assets. Its disclosed equity book has returned +56.98% on a three-year cumulative basis. Figures reflect the Q2 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