Leverty Financial Group, LLC

Q2 2026 13F-HR Holdings

Location
Hudson, WI
Holdings as of
6/30/2026
Date filed
7/10/2026
Form type
13F-HR
Num holdings
49
Total value ($000)
$514,143
Net value change ($000)
+62,151 (13.8%)
New positions
9
Sold out positions
4
Turnover %
2.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 25,043 14.9%
JPIE 10,330 NEW
IJH 5,970 17.8%
IEMG 5,722 18.7%
IEFA 5,653 10.2%
JPEF 3,405 14.0%
SCHX 2,545 17.6%
JMST 1,192 30.9%
SCHWAB STRATEGIC TRUST 955 12.8%
SPY 712 12.9%
Top Reduces (Value $000, Stocks/ETFs)
JMUB -842 -6.9%
JPST -648 -2.5%
HWKN -323 -100.0%
JEPI -237 -100.0%
BTC -226 -100.0%
WPM -223 -100.0%
SPDW -81 -8.4%
RMCF -55 -60.4%
XOM -55 -19.3%
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