1y return+17.0%S&P 500 +20.9%
3y return+49.0%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $135 against $157 in the S&P 500.2
Leverty Financial Group, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IVVIshares Tr | $193.3M | 37.6% | |
| IEFAIshares Tr | $61.2M | 11.9% | +3.3% |
| CGCBCapital Grp Fixed Incm Etf T | $42.5M | 8.3% | −3.7% |
| IJHIshares Tr | $39.5M | 7.7% | +3.2% |
| IEMGIshares Inc | $36.2M | 7.0% | |
| JPEFJ P Morgan Exchange Traded F | $27.8M | 5.4% | +1.9% |
| JPSTJ P Morgan Exchange Traded F | $25.5M | 5.0% | −2.4% |
| SCHXSchwab Strategic Tr | $17.0M | 3.3% | +2.5% |
| JMUBJ P Morgan Exchange Traded F | $11.4M | 2.2% | −8.1% |
| JPIEJ P Morgan Exchange Traded F | $10.3M | 2.0% | New |
| SCHFSchwab Strategic Tr | $8.4M | 1.6% | |
| SPYState Str Spdr S&p 500 Etf T | $6.2M | 1.2% | −1.7% |
| JMSTJ P Morgan Exchange Traded F | $5.0M | 1.0% | +30.9% |
| EFAIshares Tr | $4.9M | 0.9% | |
| CGMUCapital Grp Fixed Incm Etf T | $4.6M | 0.9% | +16.2% |
| MMM3m Co | $3.0M | 0.6% | −1.9% |
| ECLEcolab Inc | $2.1M | 0.4% | +8.0% |
| TAFMAb Active Etfs Inc | $1.9M | 0.4% | +33.7% |
| IJRIshares Tr | $1.8M | 0.4% | −2.0% |
| SPDWSpdr Index Shs Fds | $883K | 0.2% | −17.1% |
| SCHMSchwab Strategic Tr | $794K | 0.2% | −11.2% |
| CATCaterpillar Inc | $713K | 0.1% | |
| MODLVictory Portfolios II | $669K | 0.1% | −10.7% |
| TSLATesla Inc | $632K | 0.1% | |
| SCHASchwab Strategic Tr | $618K | 0.1% | −1.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| CATCaterpillar Inc | September 30, 2025 | +123.2% | $713K |
| SCHXSchwab Strategic Tr | December 31, 2022 | +95.5% | $17.0M |
| SCHASchwab Strategic Tr | December 31, 2022 | +78.4% | $618K |
| MODLVictory Portfolios II | September 30, 2023 | +71.7% | $669K |
| SCHMSchwab Strategic Tr | December 31, 2022 | +68.6% | $794K |
| AAPLApple Inc | December 31, 2021 | +63.0% | $570K |
| SPYState Str Spdr S&p 500 Etf T | December 31, 2021 | +57.2% | $6.2M |
| SPYMSpdr Series Trust | December 31, 2023 | +57.2% | $463K |
| IVVIshares Tr | December 31, 2021 | +57.0% | $193.3M |
| QQQInvesco Qqq Tr | September 30, 2024 | +50.9% | $314K |
Sold off last quarter
- HWKNHawkins Inc was $323K
- JEPIJ P Morgan Exchange Traded F was $237K
- BTCGrayscale Bitcoin Mini Tr Et was $226K
- WPMWheaton Precious Metals Corp was $223K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.6% | +14.8% |
| March 31, 2026 | −1.9% | −4.6% |
| December 31, 2025 | +1.7% | +2.4% |
| September 30, 2025 | +6.1% | +7.8% |
| June 30, 2025 | +8.3% | +10.5% |
| March 31, 2025 | −0.9% | −4.6% |
| December 31, 2024 | −1.7% | +2.1% |
| September 30, 2024 | +6.1% | +5.4% |
| June 30, 2024 | +1.1% | +4.0% |
| March 31, 2024 | +7.6% | +10.0% |
| December 31, 2023 | +9.0% | +11.2% |
| September 30, 2023 | −4.1% | −3.6% |
| June 30, 2023 | +5.6% | +8.3% |
| March 31, 2023 | +5.9% | +7.0% |
| December 31, 2022 | +10.0% | +7.1% |
| September 30, 2022 | −7.3% | −5.3% |
| June 30, 2022 | −15.5% | −16.5% |
| March 31, 2022 | −6.0% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Leverty Financial Group, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1908386&type=13F-HR&dateb=&owner=include&count=40CIK 1908386
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1908386/000208585326000686/Filed July 10, 2026 · accession 0002085853-26-000686