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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 | $5.4M | 1.0%Prev: 0.8% | 33,110 SH | Increased+14,244 SH |
| AB ACTIVE ETFS INC | TAX AW INTER ETF | $5.7M | 1.0% | 238,217 SH | New |
| APPLE INC | COM | $655K | 0.1%Prev: 0.1% | 1,966 SH | Increased+242 SH |
| CAPITAL GRP FIXED INCM ETF T | CORE BOND ETF | $27.6M | 5.0%Prev: 10.8% | 1,103,427 SH | Decreased-463,417 SH |
| CAPITAL GRP FIXED INCM ETF T | MUN INM ETF | $7.8M | 1.4% | 301,063 SH | New |
| CATERPILLAR INC | COM | $543K | 0.1%Prev: 0.1% | 670 SH | Increased+40 SH |
| CEMEX SAB DE CV | SPON ADR NEW | $95K | 0.0%Prev: 0.0% | 10,000 SH | Increased |
| ECOLAB INC | COM | $2.1M | 0.4%Prev: 0.4% | 7,551 SH | Increased+1,648 SH |
| EXXONMOBIL HOLDINGS CORP | COM SHS | $274K | 0.0% | 1,681 SH | New |
| GABELLI UTIL TR | COM | $178K | 0.0%Prev: 0.0% | 31,267 SH | Decreased |
| INVESCO QQQ TR | UNIT SER 1 | $314K | 0.1%Prev: 0.1% | 425 SH | Increased+5 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $384K | 0.1%Prev: 0.1% | 8,112 SH | Increased+4,700 SH |
| ISHARES INC | CORE MSCI EMKT | $38.3M | 7.0%Prev: 7.4% | 471,894 SH | Increased+38,351 SH |
| ISHARES INC | ESG AWR MSCI EM | $310K | 0.1% | 5,723 SH | New |
| ISHARES TR | 3 7 YR TREAS BD | $681K | 0.1% | 6,004 SH | New |
| ISHARES TR | CORE MSCI EAFE | $66.7M | 12.2%Prev: 12.9% | 688,238 SH | Increased+118,782 SH |
| ISHARES TR | CORE S&P MCP ETF | $42.3M | 7.7%Prev: 8.1% | 587,929 SH | Increased+109,217 SH |
| ISHARES TR | CORE S&P SCP ETF | $1.6M | 0.3%Prev: 0.6% | 11,473 SH | Decreased-8,958 SH |
| ISHARES TR | CORE S&P500 ETF | $191.7M | 35.0%Prev: 38.9% | 250,359 SH | Increased+26,653 SH |
| ISHARES TR | ESG AW MSCI EAFE | $560K | 0.1%Prev: 0.1% | 5,434 SH | Increased+2,086 SH |
| ISHARES TR | ESG AWR MSCI USA | $368K | 0.1%Prev: 0.1% | 2,209 SH | Decreased-343 SH |
| ISHARES TR | MSCI EAFE ETF | $4.9M | 0.9%Prev: 1.2% | 46,900 SH | Increased-938 SH |
| ISHARES TR | RUS 1000 GRW ETF | $246K | 0.0% | 1,964 SH | New |
| J P MORGAN EXCHANGE TRADED F | EQUITY FOCUS ETF | $28.8M | 5.2%Prev: 6.2% | 354,233 SH | Increased+33,238 SH |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | $43.9M | 8.0% | 977,616 SH | New |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | $5.6M | 1.0%Prev: 3.1% | 117,623 SH | Decreased-122,772 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $25.6M | 4.7% | 508,568 SH | New |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | $6.6M | 1.2%Prev: 0.3% | 131,413 SH | Increased+111,956 SH |
| MICROSOFT CORP | COM | $435K | 0.1%Prev: 0.1% | 849 SH | Decreased-4 SH |
| NUSHARES ETF TR | NUVEEN ESG INTL | $410K | 0.1%Prev: 0.1% | 10,323 SH | Increased |
| NVIDIA CORPORATION | COM | $246K | 0.0% | 1,079 SH | New |
| ROCKY MTN CHOCOLATE FACTORY | COM | $33K | 0.0%Prev: 0.0% | 40,371 SH | Decreased |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $8.6M | 1.6%Prev: 1.8% | 314,835 SH | Increased+18,145 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $17.7M | 3.2%Prev: 2.9% | 590,174 SH | Increased+169,067 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $711K | 0.1%Prev: 0.1% | 20,887 SH | Increased+6,537 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $545K | 0.1%Prev: 0.1% | 16,711 SH | Decreased-3,824 SH |
| SHERWIN WILLIAMS CO | COM | $383K | 0.1%Prev: 0.1% | 1,184 SH | Decreased-98 SH |
| SOLVENTUM CORP | COM SHS | $320K | 0.1% | 3,627 SH | New |
| SPDR INDEX SHS FDS | ST STR PO EX ETF | $847K | 0.2% | 16,870 SH | New |
| SPDR SERIES TRUST | ST STR P500ETF | $484K | 0.1% | 5,391 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $6.2M | 1.1% | 8,166 SH | New |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $213K | 0.0% | 466 SH | New |
| TESLA INC | COM | $533K | 0.1%Prev: 0.1% | 1,502 SH | Increased+444 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $204K | 0.0%Prev: 0.1% | 4,306 SH | Decreased-895 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $201K | 0.0% | 2,845 SH | New |
| VICTORY PORTFOLIOS II | VICT WES U S ETF | $687K | 0.1% | 13,126 SH | New |
| WHEATON PRECIOUS METALS CORP | COM | $226K | 0.0% | 1,692 SH | New |
| XCEL ENERGY INC | COM | $269K | 0.0%Prev: 0.1% | 3,817 SH | Increased+651 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 |