Leverty Financial Group, LLC: 13F holdings
CIK 19083862026Q2
| Positions | 49 |
|---|---|
| Reported value | $514.1m |
| Filed | 2026-07-10 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVV ISHARES TR | 258,159 | $193.3m | 37.6% |
| IEFA ISHARES TR | 633,643 | $61.2m | 11.9% |
| CAPITAL GRP FIXED INCM ETF T | 1,624,806 | $42.5m | 8.3% |
| IJH ISHARES TR | 512,208 | $39.5m | 7.7% |
| IEMG ISHARES INC | 437,488 | $36.2m | 7.0% |
| J P MORGAN EXCHANGE TRADED F | 345,623 | $27.8m | 5.4% |
| JPST J P MORGAN EXCHANGE TRADED F | 504,422 | $25.5m | 5.0% |
| SCHX SCHWAB STRATEGIC TR | 576,547 | $17.0m | 3.3% |
| JMUB J P MORGAN EXCHANGE TRADED F | 224,288 | $11.4m | 2.2% |
| JPIE J P MORGAN EXCHANGE TRADED F | 224,324 | $10.3m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1908386")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.