Leverty Financial Group
Leverty Financial Group reported 48 stocks worth $549M in its 13F filing for Q3 2026, filed Oct 8, 2026. Its largest holdings are IVV (35.0%), IEFA (12.2%) and JPIE (8.0%). Compared with Q2 2026, the fund opened new positions in IEI, XOM and WPM, added to IEFA, JPIE and IJH, trimmed IVV, CGCB and SPY and sold out of BIV, XOM and HD.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $192M | 35.0% | 250K | −7,800 (−3%) | 8 of 8 | |
| 2 |  IEFA Ishares TR | $66.7M | 12.2% | 688K | +55K (+9%) | 8 of 8 | |
| 3 |  JPIE J P Morgan Exchange Traded F | $43.9M | 8.0% | 978K | +753K (+336%) | 2 of 8 | |
| 4 |  IJH Ishares TR | $42.3M | 7.7% | 588K | +76K (+15%) | 8 of 8 | |
| 5 |  IEMG Ishares Inc | $38.3M | 7.0% | 472K | +34K (+8%) | 6 of 8 | |
| 6 |  JPEF J P Morgan Exchange Traded F | $28.8M | 5.3% | 354K | +8,610 (+2%) | 6 of 8 | |
| 7 |  CGCB Capital Group Core Bond ETF | $27.6M | 5.0% | 1.1M | −521K (−32%) | 7 of 8 | |
| 8 |  JPST J P Morgan Exchange Traded F | $25.6M | 4.7% | 509K | +4,146 (+1%) | 3 of 8 | |
| 9 |  SCHX Schwab US Large Cap ETF | $17.7M | 3.2% | 590K | +14K (+2%) | 8 of 8 | |
| 10 |  SCHF Schwab International | $8.6M | 1.6% | 315K | +10K (+3%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 8, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Leverty Financial Group 13F FAQ
What does Leverty Financial Group own?
Leverty Financial Group reported 48 stocks worth $549M in its 13F filing for Q3 2026, filed Oct 8, 2026. Its largest holdings are IVV (35.0%), IEFA (12.2%) and JPIE (8.0%). The table above lists every position in the filing (the top 10 without an account).
What did Leverty Financial Group buy and sell in Q3 2026?
Compared with Q2 2026: 3 new positions, 16 added to, 17 trimmed and 4 sold out. New positions include IEI, XOM and WPM. It sold all of BIV, XOM and HD.
When will Leverty Financial Group file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Leverty Financial Group's portfolio worth?
The Q3 2026 filing reports $549M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.