Leverty Financial Group, LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing, signed by Chief Compliance Officer Holly Kathleen Pizzi on October 8, 2026, lists a total of 48 equity securities held by the firm.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with several funds comprising the majority of the total position value. The largest holding is the iShares Core S&P 500 ETF, which accounts for 250,359 shares. Other significant positions include the iShares Core MSCI EAFE ETF with 688,238 shares and the iShares Core S&P Mid-Cap ETF with 587,929 shares.
Among the individual common stocks held, 3M Company is the largest position, with 33,110 shares. Other notable individual stock holdings include CEMEX SAB DE CV (10,000 shares), Ecolab Inc. (7,551 shares), and ExxonMobil Holdings Corp. (1,681 shares). The filing also lists positions in companies such as Apple Inc., Caterpillar Inc., Microsoft Corporation, Tesla Inc., and Taiwan Semiconductor Manufacturing Company.
The portfolio includes a variety of ETFs focused on different sectors and market caps, including emerging markets, international equity, and municipal bond funds. Additionally, the filing discloses a position in the iShares Bitcoin Trust.
