Leverty Financial Group, LLC
All 13F Filings
- Location
- Hudson, WI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 514,143
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/10/2026 | 49 | 514,143 | 13F-HR | Leverty Financial Group, LLC |
| Q1 2026 | 4/9/2026 | 44 | 451,992 | 13F-HR | Leverty Financial Group, LLC |
| Q4 2025 | 1/9/2026 | 49 | 418,144 | 13F-HR | Leverty Financial Group, LLC |
| Q3 2025 | 10/8/2025 | 44 | 385,227 | 13F-HR | Leverty Financial Group, LLC |
| Q2 2025 | 7/17/2025 | 44 | 334,968 | 13F-HR | Leverty Financial Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 9.969 K | 1.9% | 0 | 1.088 K | -1.088 K |
| ETFs | 461.6 K | 89.8% | 64.99 K | 0 | 64.99 K |
| Debt | 42.54 K | 8.3% | 0 | 1.751 K | -1.751 K |
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Fund Snapshot
Q2 2026
Latest filed
7/10/2026
Total value ($000)
514,143
Holdings
49
QoQ value change ($000)
62,151
(13.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.