Leverty Financial Group, LLC
Q2 2025 13F Holdings
- Locationhudson, WI
- Num holdings
44
- Value ($000)
$334,968
- Date Filed07/17/2025
- Form type13F-HR
- CIK0001908386
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $140.14M | 42 % | 225,722 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $48.28M | 14 % | 578,398 | ||
CGCB CAPITAL GRP FIXED INCM ETF T | CORE BOND ETF | 14020Y508 | $37.54M | 11 % | 1,427,371 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $25.16M | 8 % | 419,203 | ||
JPEF J P MORGAN EXCHANGE TRADED F | EQUITY FOCUS ETF | 46654Q781 | $20.06M | 6 % | 285,994 | ||
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $10.40M | 3 % | 425,566 | ||
AB ACTIVE ETFS INC | TAX AWARE INTERM | 00039J889 | $8.08M | 2 % | 324,172 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $6.73M | 2 % | 304,488 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $6.08M | 2 % | 97,978 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $5.64M | 2 % | 9,127 |
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