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Leverty Financial Group, LLC

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13F filer, CIK 1908386, HUDSON, WI

Leverty Financial Group, LLC reported $451,992,392 across 44 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-09. Its ten largest share positions make up 92.21% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002085853-26-000307

Period
2026-03-31
Reported value
$452M
Holdings
44
Top 10 weight
92.21%
New
4
Sold out
9

Largest buys vs the previous quarter

SecurityShares changeApprox. value
JPSTnew+516,840$26.2M
IVVadded+6,208$4.06M
SCHXadded+123,973$3.18M
CGCBadded+104,590$2.75M
JMSTadded+47,049$2.4M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
TAFMreduced-36,092-$913K
HIMUexited-8,952-$436K
BITBexited-6,558-$312K
BSXexited-3,003-$286K
SPYreduced-428-$278K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0002085853-26-000307, largest first. % of portfolio is the value over $451,992,392, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,244 shares; 2025Q1: 47,118 shares; 2025Q2: 225,722 shares; 2025Q3: 223,706 shares; 2025Q4: 251,427 shares; 2026Q1: 257,635 shares 257,635$168M37.23%+6,208Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,606 shares; 2025Q1: 5,502 shares; 2025Q2: 578,398 shares; 2025Q3: 569,456 shares; 2025Q4: 602,012 shares; 2026Q1: 613,539 shares 613,539$55.5M12.29%+11,527Timeline
CGCBCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,357,211 shares; 2025Q2: 1,427,371 shares; 2025Q3: 1,566,844 shares; 2025Q4: 1,581,937 shares; 2026Q1: 1,686,527 shares 1,686,527$44.3M9.8%+104,590Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 79,973 shares; 2025Q1: 75,250 shares; 2025Q2: 97,978 shares; 2025Q3: 478,712 shares; 2025Q4: 487,518 shares; 2026Q1: 496,459 shares 496,459$33.5M7.42%+8,941Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 419,203 shares; 2025Q3: 433,543 shares; 2025Q4: 433,872 shares; 2026Q1: 437,551 shares 437,551$30.5M6.75%+3,679Timeline
JPSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 516,840 shares 516,840$26.2M5.79%newTimeline
JPEFJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 285,994 shares; 2025Q3: 320,995 shares; 2025Q4: 322,105 shares; 2026Q1: 339,216 shares 339,216$24.4M5.39%+17,111Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,601,192 shares; 2025Q1: 3,780,762 shares; 2025Q2: 425,566 shares; 2025Q3: 421,107 shares; 2025Q4: 438,536 shares; 2026Q1: 562,509 shares 562,509$14.4M3.19%+123,973Timeline
JMUBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,083 shares; 2025Q2: 89,830 shares; 2025Q3: 240,395 shares; 2025Q4: 227,961 shares; 2026Q1: 244,105 shares 244,105$12.2M2.7%+16,144Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,388,795 shares; 2025Q1: 2,468,385 shares; 2025Q2: 304,488 shares; 2025Q3: 296,690 shares; 2025Q4: 297,405 shares; 2026Q1: 302,295 shares 302,295$7.48M1.66%+4,890Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,047 shares; 2025Q1: 11,187 shares; 2025Q2: 9,127 shares; 2025Q3: 8,942 shares; 2025Q4: 8,910 shares; 2026Q1: 8,482 shares 8,482$5.52M1.22%-428Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,394 shares; 2025Q1: 46,965 shares; 2025Q2: 46,973 shares; 2025Q3: 47,838 shares; 2025Q4: 47,729 shares; 2026Q1: 47,407 shares 47,407$4.6M1.02%-322Timeline
CGMUCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 163,260 shares; 2025Q2: 21,635 shares; 2025Q3: 49,567 shares; 2025Q4: 72,154 shares; 2026Q1: 144,166 shares 144,166$3.91M0.87%+72,012Timeline
JMSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 19,043 shares; 2025Q2: 18,110 shares; 2025Q3: 19,457 shares; 2025Q4: 28,591 shares; 2026Q1: 75,640 shares 75,640$3.86M0.85%+47,049Timeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,149 shares; 2025Q1: 19,758 shares; 2025Q2: 18,773 shares; 2025Q3: 18,866 shares; 2025Q4: 18,927 shares; 2026Q1: 19,124 shares 19,124$2.78M0.61%+197Timeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,638 shares; 2025Q1: 7,272 shares; 2025Q2: 6,623 shares; 2025Q3: 5,903 shares; 2025Q4: 7,050 shares; 2026Q1: 7,036 shares 7,036$1.87M0.41%-14Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,651 shares; 2025Q1: 12,541 shares; 2025Q2: 19,201 shares; 2025Q3: 20,431 shares; 2025Q4: 14,734 shares; 2026Q1: 12,615 shares 12,615$1.57M0.35%-2,119Timeline
TAFMAB ACTIVE ETFS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 313,506 shares; 2025Q2: 324,172 shares; 2025Q3: 8,582 shares; 2025Q4: 92,274 shares; 2026Q1: 56,182 shares 56,182$1.42M0.31%-36,092Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,754 shares; 2025Q1: 24,638 shares; 2025Q2: 24,313 shares; 2025Q3: 20,634 shares; 2025Q4: 20,634 shares; 2026Q1: 21,120 shares 21,120$964K0.21%+486Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45,030 shares; 2025Q1: 50,415 shares; 2025Q2: 15,038 shares; 2025Q3: 14,350 shares; 2025Q4: 22,753 shares; 2026Q1: 24,254 shares 24,254$751K0.17%+1,501Timeline
MODLVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,654 shares; 2025Q1: 17,548 shares; 2025Q2: 17,438 shares; 2025Q3: 16,199 shares; 2025Q4: 14,782 shares; 2026Q1: 14,703 shares 14,703$657K0.15%-79Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 650 shares; 2025Q1: not reported; 2025Q2: 706 shares; 2025Q3: 1,058 shares; 2025Q4: 1,497 shares; 2026Q1: 1,502 shares 1,502$558K0.12%+5Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,771 shares; 2025Q1: 32,991 shares; 2025Q2: 18,844 shares; 2025Q3: 20,535 shares; 2025Q4: 17,957 shares; 2026Q1: 17,357 shares 17,357$505K0.11%-600Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,270 shares; 2025Q1: 2,141 shares; 2025Q2: 2,036 shares; 2025Q3: 1,724 shares; 2025Q4: 1,338 shares; 2026Q1: 1,970 shares 1,970$500K0.11%+632Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 630 shares; 2025Q4: 670 shares; 2026Q1: 670 shares 670$474K0.1%0Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,122 shares; 2025Q1: 70,700 shares; 2025Q2: 10,986 shares; 2025Q3: 9,469 shares; 2025Q4: 6,367 shares; 2026Q1: 5,710 shares 5,710$437K0.1%-657Timeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,280 shares; 2025Q1: 1,280 shares; 2025Q2: 1,280 shares; 2025Q3: 1,282 shares; 2025Q4: 1,280 shares; 2026Q1: 1,184 shares 1,184$380K0.08%-96Timeline
NUDMNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,831 shares; 2025Q1: 9,831 shares; 2025Q2: 9,831 shares; 2025Q3: 10,323 shares; 2025Q4: 10,323 shares; 2026Q1: 10,323 shares 10,323$373K0.08%0Timeline
ESGDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,365 shares; 2025Q1: 3,365 shares; 2025Q2: 3,365 shares; 2025Q3: 3,348 shares; 2025Q4: 3,233 shares; 2026Q1: 3,788 shares 3,788$362K0.08%+555Timeline
SOLVSOLVENTUM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,030 shares; 2026Q1: 5,044 shares 5,044$329K0.07%+1,014Timeline
HWKNHAWKINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,051 shares; 2025Q4: 2,437 shares; 2026Q1: 2,106 shares 2,106$323K0.07%-331Timeline
XELXCEL ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,166 shares; 2025Q1: 3,166 shares; 2025Q2: 3,166 shares; 2025Q3: 3,166 shares; 2025Q4: 4,058 shares; 2026Q1: 4,058 shares 4,058$322K0.07%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 877 shares; 2025Q1: 877 shares; 2025Q2: 831 shares; 2025Q3: 853 shares; 2025Q4: 853 shares; 2026Q1: 853 shares 853$316K0.07%0Timeline
ESGUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,552 shares; 2025Q1: 2,552 shares; 2025Q2: 2,552 shares; 2025Q3: 2,552 shares; 2025Q4: 2,552 shares; 2026Q1: 2,141 shares 2,141$303K0.07%-411Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 69,245 shares; 2025Q1: 18,171 shares; 2025Q2: 5,585 shares; 2025Q3: 5,201 shares; 2025Q4: 5,201 shares; 2026Q1: 5,974 shares 5,974$298K0.07%+773Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,013 shares; 2025Q1: 2,013 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,681 shares; 2026Q1: 1,681 shares 1,681$285K0.06%0Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 413 shares; 2025Q1: 457 shares; 2025Q2: 415 shares; 2025Q3: 420 shares; 2025Q4: 418 shares; 2026Q1: 425 shares 425$245K0.05%+7Timeline
JEPIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 513,776 shares; 2025Q1: not reported; 2025Q2: 4,088 shares; 2025Q3: 3,610 shares; 2025Q4: 4,391 shares; 2026Q1: 4,176 shares 4,176$237K0.05%-215Timeline
BTCGRAYSCALE BITCOIN MINI TR ETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,520 shares 7,520$226K0.05%newTimeline
WPMWHEATON PRECIOUS METALS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,704 shares 1,704$223K0.05%newTimeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 491 shares 491$209K0.05%newTimeline
GUTGABELLI UTIL TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,267 shares; 2025Q1: 31,267 shares; 2025Q2: 31,267 shares; 2025Q3: 31,267 shares; 2025Q4: 31,267 shares; 2026Q1: 31,267 shares 31,267$189K0.04%0Timeline
CXCEMEX SAB DE CVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000$114K0.03%0Timeline
RMCFROCKY MTN CHOCOLATE FACTORYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,371 shares; 2025Q1: 40,371 shares; 2025Q2: 40,371 shares; 2025Q3: 40,371 shares; 2025Q4: 40,371 shares; 2026Q1: 40,371 shares 40,371$90.8K0.02%0Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
HIMUBLACKROCK ETF TRUST II8,952$436Kshares
BITBBITWISE BITCOIN ETF TR6,558$312Kshares
BSXBOSTON SCIENTIFIC CORP3,003$286Kshares
SLVISHARES SILVER TR4,088$263Kshares
AMZNAMAZON COM INC1,014$234Kshares
GLDSPDR GOLD TR517$205Kshares
HDHOME DEPOT INC594$204Kshares
IBITISHARES BITCOIN TRUST ETF3,656$182Kshares
IBITISHARES BITCOIN TRUST ETF2,000$99.4Kcall

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002085853-26-000307 base2026-04-09acceptance time not in the bulk data set