Investor
Leverty Financial Group, LLC
CIK 0001908386 · filed 2026-04-09 · SEC filing
13F book
$452M
Positions
44
4 new · 8 sold
Largest name
37.2%
Ishares Tr
Est. mark
−$7.84M
Price effect on 40 names still held. Flow $41.8M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ishares Tr | — | 257.6K | $168.3M | 37.2% | −$7.98M | Added−$3.92M |
| Ishares Tr | — | 613.5K | $55.5M | 12.3% | $644.1K | Added$1.69M |
| Capital Grp Fixed Incm Etf T | — | 1.69M | $44.3M | 9.8% | −$411.3K | Added$2.34M |
| Ishares Tr | — | 496.5K | $33.5M | 7.4% | $745.9K | Added$1.35M |
| Ishares Inc | — | 437.6K | $30.5M | 6.8% | $1.1M | Added$1.35M |
| J P Morgan Exchange Traded F | — | 516.8K | $26.2M | 5.8% | — | New |
| J P Morgan Exchange Traded F | — | 339.2K | $24.4M | 5.4% | −$926.8K | Added$301.9K |
| Schwab Strategic Tr | — | 562.5K | $14.4M | 3.2% | −$556.9K | Added$2.62M |
| J P Morgan Exchange Traded F | — | 244.1K | $12.2M | 2.7% | −$116.3K | Added$690.8K |
| Schwab Strategic Tr | — | 302.3K | $7.48M | 1.7% | $211.2K | Added$332.2K |
| Spdr S&P 500 Etf Tr | — | 8.48K | $5.52M | 1.2% | −$267.9K | Cut−$559.7K |
| Ishares Tr | — | 47.4K | $4.6M | 1.0% | $52.1K | Cut$21.2K |
| Capital Grp Fixed Incm Etf T | — | 144.2K | $3.91M | 0.9% | −$16.6K | Added$1.94M |
| J P Morgan Exchange Traded F | — | 75.6K | $3.86M | 0.9% | $1.15K | Added$2.4M |
| 3M CO | MMM | 19.1K | $2.78M | 0.6% | −$281.4K | Added−$252.8K |
| Ecolab Inc. | ECL | 7.04K | $1.87M | 0.4% | $24.6K | Cut$20.9K |
| Ishares Tr | — | 12.6K | $1.57M | 0.3% | $52.1K | Cut−$202.6K |
| Ab Active Etfs Inc | — | 56.2K | $1.42M | 0.3% | −$7.02K | Cut−$924.5K |
| Spdr Index Shs Fds | — | 21.1K | $964.1K | 0.2% | $25.6K | Added$47.8K |
| Schwab Strategic Tr | — | 24.3K | $750.9K | 0.2% | $20.3K | Added$66.7K |
| Victory Portfolios Ii | — | 14.7K | $657.1K | 0.1% | −$41.6K | Cut−$45.4K |
| Tesla, Inc. | TSLA | 1.5K | $558.4K | 0.1% | −$116.7K | Added−$114.9K |
| Schwab Strategic Tr | — | 17.4K | $504.7K | 0.1% | $10.4K | Cut−$6.67K |
| Apple Inc. | AAPL | 1.97K | $500K | 0.1% | −$24.2K | Added$136.2K |
| Caterpillar Inc | CAT | 670 | $474.4K | 0.1% | $90.8K | Held |
| Spdr Series Trust | — | 5.71K | $437K | 0.1% | −$21K | Cut−$73.7K |
| Sherwin Williams Co | SHW | 1.18K | $379.5K | 0.1% | −$4.12K | Cut−$35.2K |
| Nushares Etf Tr | — | 10.3K | $372.8K | 0.1% | −$1.03K | Held |
| Ishares Tr | — | 3.79K | $362.2K | 0.1% | $1.71K | Added$54.8K |
| Solventum Corp | SOLV | 5.04K | $329.4K | 0.1% | −$56.2K | Added$10K |
| Hawkins Inc | HWKN | 2.11K | $323.5K | 0.1% | $24.3K | Cut−$22.7K |
| Xcel Energy Inc | — | 4.06K | $322.4K | 0.1% | $22.6K | Held |
| Microsoft Corp | MSFT | 853 | $315.9K | 0.1% | −$96.8K | Held |
| Ishares Tr | — | 2.14K | $302.8K | 0.1% | −$16.2K | Cut−$77.4K |
| Vanguard Mun Bd Fds | — | 5.97K | $298K | 0.1% | −$2.08K | Added$36.5K |
| Exxon Mobil Corp | — | 1.68K | $285.1K | 0.1% | $82.9K | Held |
| Invesco Qqq Tr | — | 425 | $245.3K | 0.1% | −$15.5K | Added−$11.5K |
| J P Morgan Exchange Traded F | — | 4.18K | $236.7K | 0.1% | −$2.34K | Cut−$14.6K |
| Grayscale Bitcoin Mini Tr Et | — | 7.52K | $225.5K | 0.1% | — | New |
| Wheaton Precious Metals Corp. | WPM | 1.7K | $223.2K | 0.0% | — | New |
| Ishares Tr | — | 491 | $209.4K | 0.0% | — | New |
| Gabelli Util Tr | — | 31.3K | $189.2K | 0.0% | $625 | Held |
| Cemex Sab De Cv | — | 10K | $114.4K | 0.0% | −$500 | Held |
| Rocky Mtn Chocolate Factory | — | 40.4K | $90.8K | 0.0% | $14.1K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.