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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
Page 2 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCHM SCHWAB STRATEGIC TR 21,540.0 $794K 0.15% -3K -11.2% $36.87 -2.9%
22 CAT CATERPILLAR INC Industrials 670.0 $713K 0.14% $1064.21 -23.8%
23 MODL VICTORY PORTFOLIOS II 13,126.0 $669K 0.13% -2K -10.7% $50.97 +3.6%
24 TSLA TESLA INC Consumer Cyclical 1,502.0 $632K 0.12% $420.60 -17.0%
25 SCHA SCHWAB STRATEGIC TR 17,098.0 $618K 0.12% -259.0 -1.5% $36.13 -4.6%
26 AAPL APPLE INC Technology 1,970.0 $570K 0.11% $289.37 +7.2%
27 SPYM SPDR SERIES TRUST 5,266.0 $463K 0.09% -444.0 -7.8% $87.88 +2.3%
28 NUDM NUSHARES ETF TR 10,323.0 $413K 0.08% $40.02 +3.2%
29 SOLV SOLVENTUM CORP Healthcare 5,318.0 $410K 0.08% +274.0 +5.4% $77.15 +18.3%
30 SHW SHERWIN WILLIAMS CO Basic Materials 1,184.0 $408K 0.08% $344.32 +0.7%
31 ESGD ISHARES TR 3,788.0 $389K 0.08% $102.81 +4.1%
32 ESGU ISHARES TR 2,209.0 $362K 0.07% +68.0 +3.2% $163.67 +2.2%
33 BIV VANGUARD BD INDEX FDS 4,358.0 $334K 0.07% NEW $76.70 -1.5%
34 XEL XCEL ENERGY INC Utilities 4,058.0 $326K 0.06% $80.31 -3.7%
35 MSFT MICROSOFT CORP Technology 853.0 $318K 0.06% $373.16 +30.6%
36 QQQ INVESCO QQQ TR Financial Services 426.0 $314K 0.06% $736.40 -4.1%
37 VTEB VANGUARD MUN BD FDS 5,974.0 $302K 0.06% $50.58 -2.1%
38 IBIT ISHARES BITCOIN TRUST ETF Financial Services 7,605.0 $253K 0.05% NEW $33.29 +34.1%
39 IWF ISHARES TR 1,964.0 $244K 0.05% +1K +300.0% $124.17 -2.5%
40 ESGE ISHARES INC 4,393.0 $240K 0.05% NEW $54.69 -2.9%
Page 2 of 3  ·  49 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%