Leverty Financial Group, LLC — 13F holdings

Leverty Financial Group, LLC reported 48 holdings worth $549M in its 13F filing for Q3 2026, filed October 8, 2026.

Largest positions

1. IVV ISHARES TR — $192M (35.0%)
2. IEFA ISHARES TR — $66.7M (12.2%)
3. JPIE J P MORGAN EXCHANGE TRADED F — $43.9M (8.0%)
4. IJH ISHARES TR — $42.3M (7.7%)
5. IEMG ISHARES INC — $38.3M (7.0%)
6. JPEF J P MORGAN EXCHANGE TRADED F — $28.8M (5.2%)
7. CGCB CAPITAL GRP FIXED INCM ETF T — $27.6M (5.0%)
8. JPST J P MORGAN EXCHANGE TRADED F — $25.6M (4.7%)
9. SCHX SCHWAB STRATEGIC TR — $17.7M (3.2%)
10. SCHF SCHWAB STRATEGIC TR — $8.65M (1.6%)