Portfolio (Quarterly) Guide ↗

Leverty Financial Group, LLC

· CIK 0001908386

13F Portfolio $514M AUM 49 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 9 New 12 Added 12 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	HWKN	HAWKINS INC	Basic Materials	2,106	$323K	0.07%	SOLD
2	JEPI	J P MORGAN EXCHANGE TRADED F	—	4,176	$237K	0.05%	SOLD
3	BTC	GRAYSCALE BITCOIN MINI TR ET	Financial Services	7,520	$226K	0.05%	SOLD
4	WPM	WHEATON PRECIOUS METALS CORP	Basic Materials	1,704	$223K	0.05%	SOLD

Sector Allocation

Financial Services 41.8%

Industrials 23.6%

Basic Materials 15.8%

Technology 7.9%

Consumer Cyclical 5.0%

Healthcare 2.4%

Utilities 1.9%

Energy 1.4%

Consumer Defensive 0.2%