Leverty Financial Group, LLC - Portfolio Stock Holdings

Leverty Financial Group, LLC disclosed 53 stock positions in a recent SEC 13F filing. $514,143,416 of stock holdings were filed, with the largest holdings including IVV, IEFA, and CGCB. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $676,836,895 and has 8 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.