Leverty Financial Group, LLC

Q3 2025 13F-HR Holdings

Location
Hudson, WI
Holdings as of
9/30/2025
Date filed
10/8/2025
Form type
13F-HR
Num holdings
44
Total value ($000)
$385,227
Net value change ($000)
+50,259 (15.0%)
New positions
3
Sold out positions
3
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/17/2025 Next filing: 1/9/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IJH 25,168 414.2%
IVV 9,570 6.8%
JMUB 7,674 172.1%
JPEF 3,718 18.5%
IEMG 3,412 13.6%
IEFA 1,432 3.0%
CGMU 776 134.5%
SCHX 691 6.6%
HWKN 557 NEW
IJR 330 15.7%
Top Reduces (Value $000, Stocks/ETFs)
TAFM -7,861 -97.3%
XVV -451 -100.0%
ESGE -267 -100.0%
SPSC -259 -100.0%
ECL -168 -9.4%
SPDW -101 -10.3%
SPYM -57 -7.1%
BSX -29 -9.0%
JEPI -26 -11.2%
VTEB -14 -5.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type