Leverty Financial Group, LLC has filed its Form 13F-HR report for the period ending September 30, 2026. The filing details the firm's equity portfolio holdings as of the specified date.
The report lists 48 separate holdings. The largest position in the portfolio is the iShares Core S&P 500 ETF, which accounts for 19,173,747 shares valued at $250,359,000. This is followed by the iShares Core MSCI EAFE ETF, which holds 66,676,543 shares valued at $68,823,800.
The portfolio includes significant positions in several other exchange-traded funds (ETFs) and individual companies. Key individual stock holdings include 3M Company with 33,110 shares, Caterpillar Inc. with 670 shares, and CEMEX SAB DE CV with 10,000 shares. The firm also holds shares in major technology and industrial companies such as Apple, Microsoft, ExxonMobil, and Tesla.
Among the ETF holdings, the firm lists several funds focused on fixed income, such as the Capital Group Fixed Income ETF T Core Bond ETF with 1,103,427 shares, and various municipal bond ETFs. Additionally, the portfolio includes exposure to commodities through the iShares Bitcoin Trust and precious metals through Wheaton Precious Metals Corp.
