Leverty Financial Group, LLC

Q4 2025 13F-HR Holdings

Location
Hudson, WI
Holdings as of
12/31/2025
Date filed
1/9/2026
Form type
13F-HR
Num holdings
49
Total value ($000)
$418,144
Net value change ($000)
+32,917 (8.5%)
New positions
5
Sold out positions
1
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/8/2025 Next filing: 4/9/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
IVV 22,505 15.0%
IEFA 4,143 8.3%
TAFM 2,128 976.1%
IJH 932 3.0%
SCHX 709 6.4%
CGMU 623 46.0%
IEMG 595 2.1%
JMST 463 46.6%
SOLV 319 NEW
JPEF 280 1.2%
Top Reduces (Value $000, Stocks/ETFs)
IJR -657 -27.1%
JMUB -621 -5.1%
BITB -273 -46.7%
SPYM -231 -31.1%
EXAS -219 -100.0%
HWKN -211 -37.9%
HIMU -83 -16.0%
AAPL -75 -17.1%
SCHA -62 -10.8%
MODL -47 -6.3%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 99 (0.0% of total reported value)
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type