13F Filings History of Leverty Financial Group, LLC

Latest 13F report
Q4 2025 - 09 Jan 2026
Value $
$418,044,815
Signature - Title
Holly Kathleen Pizzi - Chief Compliance Officer
Location
Hudson, WI
Summary
This page shows a list of all the recent 13F filings made by Leverty Financial Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Leverty Financial Group, LLC reported 48 stock holdings with total value $418,044,815 as of Q4 2025. Top holdings included IVV, IEFA, CGCB, IJH, and IEMG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 48 $418,044,815 +$28,784,313 -$2,376,197 +$26,408,116 IVV, IEFA, CGCB, IJH, IEMG 13F-HR 08 Jan 2026, 17:37
Q3 2025 44 $385,227,312 +$42,102,290 -$12,235,830 +$29,866,460 IVV, IEFA, CGCB, IJH, IEMG 13F-HR 07 Oct 2025, 17:51
Q2 2025 44 $334,968,357 +$214,039,502 -$143,867,104 +$70,172,398 IVV, IEFA, CGCB, IEMG, JPEF 13F-HR 17 Jul 2025, 17:28
Q1 2025 43 $244,617,779 +$82,991,884 -$33,405,088 +$49,586,796 SCHX, SCHF, CGCB, IVV, TAFM 13F-HR 10 Apr 2025, 15:14
Q4 2024 38 $196,507,890 +$73,873,911 -$1,400,462 +$72,473,449 SCHX, SCHF, JEPI, IVV, SPY 13F-HR 24 Jan 2025, 13:44
Q3 2024 36 $183,011,941 +$26,517,818 -$22,892,128 +$3,625,690 SCHX, SCHF, JEPI, IVV, SPY 13F-HR 16 Oct 2024, 15:15
Q2 2024 33 $169,020,326 +$3,763,462 -$4,404,109 -$640,647 SCHX, SCHF, JEPI, IVV, MODL 13F-HR 15 Jul 2024, 10:50
Q1 2024 33 $167,608,211 +$6,635,423 -$4,710,433 +$1,924,990 SCHX, SCHF, JEPI, IVV, MODL 13F-HR 23 Apr 2024, 10:30
Q4 2023 34 $157,710,200 +$9,297,531 -$1,771,035 +$7,526,496 SCHX, SCHF, JEPI, IVV, MODL 13F-HR 10 Jan 2024, 12:11
Q3 2023 30 $137,734,063 +$26,763,004 -$20,653,501 +$6,109,503 SCHX, JEPI, SCHF, IVV, MODL 13F-HR 18 Oct 2023, 09:49
Q2 2023 28 $137,219,603 +$3,410,718 -$771,642 +$2,639,076 SCHX, SCHF, IVV, JEPI, SPY 13F-HR 27 Jul 2023, 09:42
Q1 2023 28 $127,400,652 +$4,800,916 -$1,200,871 +$3,600,045 SCHX, SCHF, IVV, JEPI, SPY Restatement 21 Apr 2023, 14:24
Q4 2022 29 $116,896,435 +$54,002,168 -$50,796,495 +$3,205,673 SCHX, SCHF, IVV, JEPI, IJH 13F-HR 30 Jan 2023, 10:13
Q3 2022 24 $103,413,000 +$4,300,792 -$332,327 +$3,968,465 IVV, SCHF, SPY, IJH, EFA 13F-HR 20 Oct 2022, 10:03
Q2 2022 23 $107,290,000 +$3,698,661 -$3,651,383 +$47,278 IVV, SCHF, SPY, EFA, MMM 13F-HR 18 Jul 2022, 16:09
Q1 2022 24 $126,777,000 +$9,352,497 -$4,682,726 +$4,669,771 IVV, SCHF, EFA, IJH, MMM 13F-HR 20 Apr 2022, 14:37
Q4 2021 127 $129,652,000 $0 $0 $0 IVV, SCHF, MMM, EFA, IJH 13F-HR 09 Feb 2022, 13:46