Skip to content
Disclosery

13F-HR filed by Leverty Financial Group, LLC

Leverty Financial Group, LLC filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-10-08, with 44 holding rows worth $385,227,312.

Accession
0002085853-25-000022
Filer
CIK 1908386
Filed
2025-10-08
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 44 entries on the cover page, a total value of $385,227,312 stated on the cover page (in dollars after the unit check, H1), rows summing to $385,227,312 with VALUE read as dollars as filed, 13F file number 028-21686. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
ISHARES TR CORE S&P 500 ETF464287200SHS223,706$149,707,189dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS569,456$49,712,583dollars as filed
CAPITAL GRP FIXED INCM ETF T14020Y508CORE BOND ETF1,566,844$41,646,396dollars as filed
IJH464287507COM478,712$31,243,675dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS433,543$28,570,146dollars as filed
J P MORGAN EXCHANGE TRADED F46654Q781EQUITY FOCUS ETF320,995$23,776,526dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q647MUNICIPAL ETF240,395$12,132,716dollars as filed
Schwab U.S. Large-Cap ETF808524201SHS421,107$11,091,959dollars as filed
SCHWAB STRATEGIC TR808524805INTL EQTY ETF296,690$6,906,954dollars as filed
SPY78462F103SHS8,942$5,956,982dollars as filed
ISHARES TR464287465MSCI EAFE ETF47,838$4,466,634dollars as filed
3M CO COM88579Y101Stock18,866$2,927,634dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS20,431$2,428,062dollars as filed
ECOLAB INC COM278865100Stock5,903$1,616,603dollars as filed
CAPITAL GRP FIXED INCM ETF T14020Y201MUN INM ETF49,567$1,352,683dollars as filed
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF46641Q654ETF19,457$993,085dollars as filed
SPDW78463X889COM20,634$882,929dollars as filed
VICTORY PORTFOLIOS II92647P126VICT WES U S ETF16,199$748,658dollars as filed
SPDR SER TR STATE STR SPDR PORT S&P 500 ETF78464A854SHS9,469$741,801dollars as filed
Bit Digital, Inc. Ordinary Shares09174C104COM9,409$585,428dollars as filed
Schwab U.S. Small-Cap ETF808524607SHS20,535$572,913dollars as filed
HAWKINS INC420261109COM3,051$557,479dollars as filed
BLACKROCK ETF TRUST092528843ISHARES HIGH YIE10,548$518,856dollars as filed
Tesla Motors, Inc88160R101COM1,058$470,514dollars as filed
SHERWIN WILLIAMS CO824348106COM1,282$443,905dollars as filed
Microsoft Corp594918104COM853$441,973dollars as filed
Apple Inc037833100COM1,724$438,996dollars as filed
Schwab US Mid-Cap ETF808524508SHS14,350$425,334dollars as filed
NUSHARES ETF TR67092P805NUVEEN ESG INTL10,323$388,351dollars as filed
ISHARES TR46435G425COM2,552$371,571dollars as filed
ISHARES TR46435G516COM3,348$311,297dollars as filed
Caterpillar Inc.149123101COM630$300,397dollars as filed
Boston Scientific Corporation101137107COM3,025$295,331dollars as filed
VANGUARD TAX-EXEMPT BOND ETF922907746ETF5,201$260,414dollars as filed
XCELENERGY INC98389B100COM3,166$255,338dollars as filed
INVESCO QQQ TR46090E103COM420$252,155dollars as filed
Amazon.com, Inc023135106COM1,025$225,059dollars as filed
IShares Bitcoin Trust Registered46438F101SHS3,412$221,780dollars as filed
EXACT SCIENCES CORP COM30063P105Stock4,000$218,840dollars as filed
AB ACTIVE ETFS INC00039J889TAX AW INTER ETF8,582$218,154dollars as filed
JPMORGAN EQUITY PREMIUM INCOME ETF46641Q332ETF3,610$206,131dollars as filed
GABELLI UTIL TR36240A101COM31,267$189,791dollars as filed
CEMEX SAB DE CV SPON ADR NEW151290889ADR10,000$89,900dollars as filed
ROCKY MTN CHOCOLATE FACT77467X101Equity40,371$64,190dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002085853-25-000022this filing2025-10-08acceptance time not in the bulk data set