Leverty Financial Group, LLC

CIK

1908386

Location

HUDSON, WI

Portfolio Value

Small $514,143,338

Diversification

Highly concentrated

Filing Date

Global Rank

#3,763 / 8,793 ▲ 2649 · as of Jun 2026

Top Industry

Conglomerates 30.5%

Period ended 3 months ago

Filed Jul 10, 2026 · 3mo

19 quarters · since Dec 2021

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

32 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

65.8%

+23.2 pts

Top 5

96.9%

+3.7 pts

Top 10

98.6%

+1.9 pts

HHI

4,683

Highly concentrated+1,695

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	98.1%	$504,173,831	15
Industrials	0.8%	$3,950,724	3
Basic Materials	0.5%	$2,643,995	3
Technology	0.3%	$1,326,669	4
Consumer Cyclical	0.2%	$840,174	2
Healthcare	0.1%	$410,283	1
Utilities	0.1%	$325,857	1
Energy	0.0%	$229,826	1
Financial Services	0.0%	$206,049	1
Consumer Defensive	0.0%	$35,930	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+217,665	1,397,642	$80,012,178
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+41,554	1,913,180	$338,214,966
BUFC	AB Conservative Buffer ETF	+18,936	75,118	$1,929,030
FNDA	Schwab Fundamental U.S. Small Company ETF	+13,352	919,767	$26,816,628
ECL	Ecolab Inc.	+560	7,596	$2,116,321
SOLV	Solventum Corp	+274	5,318	$410,283
QQQ	Invesco Qqq Trust, Series 1	+1	426	$313,706
No positions match the current search.

Trimmed

Positions the filer reduced

6 positions

Ticker	Company	Δ Shares	Shares	Value
CGCB	Capital Group Core Bond ETF	−38,384	1,792,309	$47,138,728
CWI	State Street SPDR MSCI ACWI ex-US ETF	−3,602	17,518	$882,732
ABI	VictoryShares Pioneer Asset-Based Income ETF	−1,577	13,126	$669,032
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−444	5,266	$462,776
MMM	3M Co	−370	18,754	$3,036,460
SPY	Spdr S&P 500 ETF Trust	−142	8,340	$6,228,061
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
BIV	Vanguard Intermediate-Term Bond ETF	4,358	$334,258
IBIT	iShares Bitcoin Trust ETF	7,605	$253,170
TSM	Taiwan Semiconductor Manufacturing Co Ltd	466	$222,547
NVDA	Nvidia Corp	1,079	$215,897
HD	Home Depot, Inc.	591	$208,433
VEA	Vanguard FTSE Developed Markets ETF	2,853	$203,276
APG	APi Group Corp	4,741	$200,781
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
HWKN	Hawkins Inc	2,106	$323,481
BTC	Grayscale Bitcoin Mini Trust ETF	7,520	$225,524
WPM	Wheaton Precious Metals Corp.	1,704	$223,241
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

32 tracked positions · $514,143,338 total · filing declares 49 positions · $514,143,254 · as of Jun 30, 2026

All sectors Basic Materials Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	1,913,180	+41,554	$338,214,966	—	65.78%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Added	1,397,642	+217,665	$80,012,178	+19.8%	15.56%
CGCB	Capital Group Core Bond ETF	Reduced	1,792,309	-38,384	$47,138,728	−2.2%	9.17%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	919,767	+13,352	$26,816,628	+15.8%	5.22%
SPY	Spdr S&P 500 ETF Trust	Reduced	8,340	-142	$6,228,061	+12.9%	1.21%
MMM	3M Co Industrials	Reduced	18,754	-370	$3,036,460	+9.3%	0.59%
ECL	Ecolab Inc. Basic Materials	Added	7,596	+560	$2,116,321	+13.1%	0.41%
BUFC	AB Conservative Buffer ETF	Added	75,118	+18,936	$1,929,030	+35.7%	0.38%
CWI	State Street SPDR MSCI ACWI ex-US ETF	Reduced	17,518	-3,602	$882,732	−8.4%	0.17%
CAT	Caterpillar Inc Industrials	Held	670	0	$713,483	+50.3%	0.14%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Reduced	13,126	-1,577	$669,032	+1.8%	0.13%
TSLA	Tesla, Inc. Consumer Cyclical	Held	1,502	0	$631,741	+13.1%	0.12%
AAPL	Apple Inc. Technology	Held	1,970	0	$570,039	+14.0%	0.11%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Reduced	5,266	-444	$462,776	+5.9%	0.09%
NCLO	Nuveen AA-BBB CLO ETF	Held	10,323	0	$413,126	+10.8%	0.08%
SOLV	Solventum Corp Healthcare	Added	5,318	+274	$410,283	+24.6%	0.08%
SHW	Sherwin Williams Co Basic Materials	Held	1,184	0	$407,674	+7.4%	0.08%
BIV	Vanguard Intermediate-Term Bond ETF	NEW	4,358	NEW	$334,258	NEW	0.07%
XEL	Xcel Energy Inc Utilities	Held	4,058	0	$325,857	+1.1%	0.06%
MSFT	Microsoft Corp Technology	Held	853	0	$318,186	+0.8%	0.06%
QQQ	Invesco Qqq Trust, Series 1	Added	426	+1	$313,706	+27.9%	0.06%
VCRM	Vanguard Core Tax-Exempt Bond ETF	Held	5,974	0	$302,164	+1.4%	0.06%
IBIT	iShares Bitcoin Trust ETF	NEW	7,605	NEW	$253,170	NEW	0.05%
XOM	ExxonMobil Holdings Corp Energy	Held	1,681	0	$229,826	−19.4%	0.04%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	NEW	466	NEW	$222,547	NEW	0.04%
NVDA	Nvidia Corp Technology	NEW	1,079	NEW	$215,897	NEW	0.04%
HD	Home Depot, Inc. Consumer Cyclical	NEW	591	NEW	$208,433	NEW	0.04%
GUT	Gabelli Utility Trust Financial Services	Held	31,267	0	$206,049	+8.9%	0.04%
VEA	Vanguard FTSE Developed Markets ETF	NEW	2,853	NEW	$203,276	NEW	0.04%
APG	APi Group Corp Industrials	NEW	4,741	NEW	$200,781	NEW	0.04%
CX	Cemex Sab De CV Basic Materials	Held	10,000	0	$120,000	+4.9%	0.02%
RMCF	Rocky Mountain Chocolate Factory, Inc. Consumer Defensive	Held	40,371	0	$35,930	−60.4%	0.01%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.