Leverty Financial Group, LLC

Q4 2025 13F Holdings

  • Location
    hudson, WI
  • Num holdings

    49

  • Value ($000)

    $418,144

  • Date Filed
    01/08/2026
  • Form type
    13F-HR
  • CIK
    0001908386
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$172.21 M
41 %

251,427

I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$53.86 M
13 %

602,012

C
CGCB

CAPITAL GRP FIXED INCM ETF T

CORE BOND ETF
14020Y508
$41.95 M
10 %

1,581,937

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$32.18 M
8 %

487,518

I
IEMG

ISHARES INC

CORE MSCI EMKT
46434G103
$29.16 M
7 %

433,872

J
JPEF

J P MORGAN EXCHANGE TRADED F

EQUITY FOCUS ETF
46654Q781
$24.06 M
6 %

322,105

S
SCHX

SCHWAB STRATEGIC TR

US LRG CAP ETF
808524201
$11.80 M
3 %

438,536

J
JMUB

J P MORGAN EXCHANGE TRADED F

MUNICIPAL ETF
46641Q647
$11.51 M
3 %

227,961

S
SCHF

SCHWAB STRATEGIC TR

INTL EQTY ETF
808524805
$7.15 M
2 %

297,405

S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$6.08 M
2 %

8,910

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