Leverty Financial Group, LLC ETF holdings
Hudson, WI
Reported $504.2M in 32 ETFs in its Form 13F for June 30, 2026.
ETF value
$504.2M
ETFs held
32
Change from prior quarter
+13.7%
With price moves
ETFs as a share of its 13F
98.1%
of $514.1M
Top 10 of 32 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $193.3M | 258,159 | +524 shares |
| IEFA | iShares Core MSCI EAFE ETF | $61.2M | 633,643 | +20,104 shares |
| CGCB | Capital Group Core Bond ETF | $42.5M | 1,624,806 | −61,721 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $39.5M | 512,208 | +15,749 shares |
| IEMG | iShares Core MSCI Emerging Markets ETF | $36.2M | 437,488 | −63 shares |
| JPEF | JPMorgan Equity Focus ETF | $27.8M | 345,623 | +6,407 shares |
| JPST | JPMorgan Ultra-Short Income ETF | $25.5M | 504,422 | −12,418 shares |
| SCHX | Schwab U.S. Large-Cap ETF | $17.0M | 576,547 | +14,038 shares |
| JMUB | JPMorgan Municipal ETF | $11.4M | 224,288 | −19,817 shares |
| JPIE | JPMorgan Income ETF | $10.3M | 224,324 | New position |
22 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001908386. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Leverty Financial Group, LLC own?
Leverty Financial Group, LLC reported 32 ETF positions worth $504.2M in its Form 13F for June 30, 2026. The largest was IVV, at $193.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.