Leverty Financial Group, LLC
Leverty Financial Group, LLC reported 49 positions worth $514.1M as of June 30, 2026 (13F filed July 10, 2026). Largest holding: IVV (37.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $193.3M | 37.60% | 258,159 | — | — | |
| ▸ 2 | IEFA | SH | $61.2M | 11.90% | 633,643 | — | — | |
| ▸ 3 | CGCB | SH | $42.5M | 8.27% | 1,624,806 | — | — | |
| ▸ 4 | IJH | SH | $39.5M | 7.68% | 512,208 | — | — | |
| ▸ 5 | IEMG | SH | $36.2M | 7.05% | 437,488 | — | — | |
| ▸ 6 | JPEF | SH | $27.8M | 5.40% | 345,623 | — | — | |
| ▸ 7 | JPST | SH | $25.5M | 4.96% | 504,422 | — | — | |
| ▸ 8 | SCHX | SH | $17.0M | 3.30% | 576,547 | — | — | |
| ▸ 9 | JMUB | SH | $11.4M | 2.21% | 224,288 | — | — | |
| ▸ 10 | JPIE | SH | $10.3M | 2.01% | 224,324 | — | — |
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Frequently Asked Questions
What stocks does Leverty Financial Group, LLC hold as of Q2 2026?
Leverty Financial Group, LLC reported 49 positions worth $514.1M in its Q2 2026 13F filing. Largest positions: IVV (37.6%), IEFA (11.9%), CGCB (8.3%), IJH (7.7%) and IEMG (7.0%).
What did Leverty Financial Group, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Leverty Financial Group, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.