Institutional Fund
Leverty Financial Group, LLC
Hudson, WICIK 19083865 filings on record
Portfolio Value
$451.99M
Q1 2026
Holdings
44
Reported positions
New Buys
4
Opened this quarter
QoQ Change
+8.1%
from $418.04M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr37.2%
- Ishares Tr12.3%
- Capital Grp Fixed Incm ETF T9.8%
- Ishares Tr7.4%
- Ishares Inc6.8%
- J P Morgan Exchange Traded F5.8%
- Other20.7%
Portfolio Holdings
44 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 257.6K | $168.29M | 37.2% | +6.2K | Added |
| 2 | Ishares Tr | 613.5K | $55.54M | 12.3% | +11.5K | Added |
| 3 | Capital Grp Fixed Incm ETF T | 1.69M | $44.29M | 9.8% | +104.6K | Added |
| 4 | Ishares Tr | 496.5K | $33.53M | 7.4% | +8.9K | Added |
| 5 | Ishares Inc | 437.6K | $30.52M | 6.8% | +3.7K | Added |
| 6 | J P Morgan Exchange Traded F | 516.8K | $26.16M | 5.8% | +516.8K | New |
| 7 | J P Morgan Exchange Traded F | 339.2K | $24.36M | 5.4% | +17.1K | Added |
| 8 | Schwab Strategic Tr | 562.5K | $14.42M | 3.2% | +124.0K | Added |
| 9 | J P Morgan Exchange Traded F | 244.1K | $12.20M | 2.7% | +16.1K | Added |
| 10 | Schwab Strategic Tr | 302.3K | $7.48M | 1.7% | +4.9K | Added |
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