Leverty Financial Group, LLC
All 13F Filings
- Location
- Hudson, WI
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 451,992
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/9/2026 | 44 | 451,992 | 13F-HR | Leverty Financial Group, LLC |
| Q4 2025 | 1/9/2026 | 49 | 418,144 | 13F-HR | Leverty Financial Group, LLC |
| Q3 2025 | 10/8/2025 | 44 | 385,227 | 13F-HR | Leverty Financial Group, LLC |
| Q2 2025 | 7/17/2025 | 44 | 334,968 | 13F-HR | Leverty Financial Group, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 11.06 K | 2.4% | 0 | 97.88 K | -97.88 K |
| ETFs | 396.6 K | 87.8% | 129.5 K | 0 | 129.5 K |
| Debt | 44.29 K | 9.8% | 2.335 K | 0 | 2.335 K |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
4/9/2026
Total value ($000)
451,992
Holdings
44
QoQ value change ($000)
33,848
(8.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.