Leverty Financial Group, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 48 distinct positions held by the firm.
The largest position disclosed in the portfolio is a holding in the iShares Core S&P 500 ETF, which represents 250,359 shares. The firm also holds significant positions in the iShares Core MSCI EAFE ETF (688,238 shares) and the iShares Core S&P Mid-Cap ETF (587,929 shares).
Among individual equities, the firm’s top holdings include 3M Company (33,110 shares), Apple Inc. (1,966 shares), and Caterpillar Inc. (670 shares). The firm also holds positions in Ecolab Inc. (7,551 shares), ExxonMobil Holdings Corp. (1,681 shares), and Microsoft Corp. (849 shares).
The filing indicates that all positions are held as sole beneficial ownership with no shared voting or dispositive rights.
