Leverty Financial Group, LLC

Q3 2026 13F-HR Holdings

Location
Hudson, WI
Holdings as of
9/30/2026
Date filed
10/8/2026
Form type
13F-HR
Num holdings
48
Total value ($000)
$548,512
Net value change ($000)
+34,369 (6.7%)
New positions
3
Sold out positions
4
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
JPIE 33,555 324.8%
IEFA 5,480 9.0%
TAFM 3,786 196.3%
CGMU 3,209 69.7%
IJH 2,806 7.1%
MMM 2,399 79.0%
IEMG 2,058 5.7%
JMST 1,596 31.6%
JPEF 1,025 3.7%
SCHX 737 4.3%
Top Reduces (Value $000, Stocks/ETFs)
JMUB -5,764 -50.7%
IVV -1,596 -0.8%
BIV -334 -100.0%
IJR -272 -14.8%
XOM -230 -100.0%
HD -208 -100.0%
APG -201 -100.0%
CAT -170 -23.8%
TSLA -99 -15.7%
VTEB -98 -32.5%
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