Leverty Financial Group, LLC

Q1 2026 13F-HR Holdings

Location
Hudson, WI
Holdings as of
3/31/2026
Date filed
4/9/2026
Form type
13F-HR
Num holdings
44
Total value ($000)
$451,992
Net value change ($000)
+33,848 (8.1%)
New positions
4
Sold out positions
8
Turnover %
7.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
JPST 26,157 NEW
SCHX 2,622 22.2%
JMST 2,400 164.8%
CGMU 1,938 98.1%
IEFA 1,688 3.1%
IEMG 1,354 4.6%
IJH 1,350 4.2%
JMUB 691 6.0%
SCHWAB STRATEGIC TRUST 332 4.6%
JPEF 302 1.3%
Top Reduces (Value $000, Stocks/ETFs)
IVV -3,922 -2.3%
TAFM -925 -39.4%
SPY -560 -9.2%
HIMU -436 -100.0%
BITB -312 -100.0%
BSX -286 -100.0%
SLV -263 -100.0%
MMM -253 -8.3%
AMZN -234 -100.0%
GLD -205 -100.0%
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.
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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