Leverty Financial Group, LLC
Q3 2025 13F Holdings
- Locationhudson, WI
- Num holdings
44
- Value ($000)
$385,227
- Date Filed10/08/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $149.71M | 39 % | 223,706 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $49.71M | 13 % | 569,456 | ||
CGCB CAPITAL GRP FIXED INCM ETF T | CORE BOND ETF | 14020Y508 | $41.65M | 11 % | 1,566,844 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $31.24M | 8 % | 478,712 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $28.57M | 7 % | 433,543 | ||
JPEF J P MORGAN EXCHANGE TRADED F | EQUITY FOCUS ETF | 46654Q781 | $23.78M | 6 % | 320,995 | ||
JMUB J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | 46641Q647 | $12.13M | 3 % | 240,395 | ||
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $11.09M | 3 % | 421,107 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $6.91M | 2 % | 296,690 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $5.96M | 2 % | 8,942 |
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