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CIK 0001908386 • 6 13F filings • Apr 10, 2025 – Jul 10, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $2.9M | 0.8%Prev: 0.6% | 18,866 SH | Decreased+112 SH |
| AB ACTIVE ETFS INC | TAX AWARE INTERM | $218K | 0.1% | 8,582 SH | New |
| AMAZON COM INC | COM | $225K | 0.1% | 1,025 SH | New |
| APPLE INC | COM | $439K | 0.1%Prev: 0.1% | 1,724 SH | Decreased-246 SH |
| BITWISE BITCOIN ETF TR | SHS BEN INT | $585K | 0.2% | 9,409 SH | New |
| BLACKROCK ETF TRUST II | ISHARES HIGH YIE | $519K | 0.1% | 10,548 SH | New |
| BOSTON SCIENTIFIC CORP | COM | $295K | 0.1% | 3,025 SH | New |
| CAPITAL GRP FIXED INCM ETF T | CORE BOND ETF | $41.6M | 10.8%Prev: 8.3% | 1,566,844 SH | Decreased-57,962 SH |
| CAPITAL GRP FIXED INCM ETF T | MUNICIPAL INCOME | $1.4M | 0.4% | 49,567 SH | New |
| CATERPILLAR INC | COM | $300K | 0.1%Prev: 0.1% | 630 SH | Decreased-40 SH |
| CEMEX SAB DE CV | SPON ADR NEW | $90K | 0.0% | 10,000 SH | New |
| ECOLAB INC | COM | $1.6M | 0.4%Prev: 0.4% | 5,903 SH | Decreased-1,693 SH |
| EXACT SCIENCES CORP | COM | $219K | 0.1% | 4,000 SH | New |
| GABELLI UTIL TR | COM | $190K | 0.0%Prev: 0.0% | 31,267 SH | Decreased |
| HAWKINS INC | COM | $557K | 0.1% | 3,051 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $252K | 0.1%Prev: 0.1% | 420 SH | Decreased-6 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $222K | 0.1%Prev: 0.0% | 3,412 SH | Decreased-4,193 SH |
| ISHARES INC | CORE MSCI EMKT | $28.6M | 7.4%Prev: 7.0% | 433,543 SH | Decreased-3,945 SH |
| ISHARES TR | CORE MSCI EAFE | $49.7M | 12.9%Prev: 11.9% | 569,456 SH | Decreased-64,187 SH |
| ISHARES TR | CORE S&P MCP ETF | $31.2M | 8.1%Prev: 7.7% | 478,712 SH | Decreased-33,496 SH |
| ISHARES TR | CORE S&P SCP ETF | $2.4M | 0.6%Prev: 0.4% | 20,431 SH | Increased+8,073 SH |
| ISHARES TR | CORE S&P500 ETF | $149.7M | 38.9%Prev: 37.6% | 223,706 SH | Decreased-34,453 SH |
| ISHARES TR | ESG AW MSCI EAFE | $311K | 0.1%Prev: 0.1% | 3,348 SH | Decreased-440 SH |
| ISHARES TR | ESG AWR MSCI USA | $372K | 0.1%Prev: 0.1% | 2,552 SH | Increased+343 SH |
| ISHARES TR | MSCI EAFE ETF | $4.5M | 1.2%Prev: 0.9% | 47,838 SH | Decreased+868 SH |
| J P MORGAN EXCHANGE TRADED F | EQUITY FOCUS ETF | $23.8M | 6.2%Prev: 5.4% | 320,995 SH | Decreased-24,628 SH |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $206K | 0.1% | 3,610 SH | New |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | $12.1M | 3.1%Prev: 2.2% | 240,395 SH | Increased+16,107 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | $993K | 0.3%Prev: 1.0% | 19,457 SH | Decreased-79,528 SH |
| MICROSOFT CORP | COM | $442K | 0.1%Prev: 0.1% | 853 SH | Increased |
| NUSHARES ETF TR | NUVEEN ESG INTL | $388K | 0.1%Prev: 0.1% | 10,323 SH | Decreased |
| ROCKY MTN CHOCOLATE FACTORY | COM | $64K | 0.0%Prev: 0.0% | 40,371 SH | Increased |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $6.9M | 1.8%Prev: 1.6% | 296,690 SH | Decreased-7,892 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $11.1M | 2.9%Prev: 3.3% | 421,107 SH | Decreased-155,440 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $425K | 0.1%Prev: 0.2% | 14,350 SH | Decreased-7,190 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $573K | 0.1%Prev: 0.1% | 20,535 SH | Decreased+3,437 SH |
| SHERWIN WILLIAMS CO | COM | $444K | 0.1%Prev: 0.1% | 1,282 SH | Increased+98 SH |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $883K | 0.2% | 20,634 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $6.0M | 1.5% | 8,942 SH | New |
| SPDR SERIES TRUST | PORTFOLIO S&P500 | $742K | 0.2% | 9,469 SH | New |
| TESLA INC | COM | $471K | 0.1%Prev: 0.1% | 1,058 SH | Decreased-444 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $260K | 0.1%Prev: 0.1% | 5,201 SH | Decreased-773 SH |
| VICTORY PORTFOLIOS II | VICTORYSHARES WE | $749K | 0.2% | 16,199 SH | New |
| XCEL ENERGY INC | COM | $255K | 0.1%Prev: 0.1% | 3,166 SH | Decreased-892 SH |
| 13F-HR |
| 0002085853-25-000022 |
| $385.2M |
| View |
| Jul 10, 2026 | Q2 2026 | 13F-HR | 0002085853-26-000686 | $514.1M | View |
| Jul 17, 2025 | Q2 2025 | 13F-HR | 0001908386-25-000004 | $335.0M | View |
| Apr 9, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000307 | $452.0M | View |
| Apr 10, 2025 | Q1 2025 | 13F-HR | 0001908386-25-000003 | $244.6M | View |