Notify me when Leverty Financial Group, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 44 | $385M | +$42.1M | -$12.2M | +$29.9M | IVV, IEFA, CGCB, IJH, IEMG | 13F-HR | 10/7/2025, 05:51 PM |
| Q2 2025 | 44 | $335M | +$214M | -$144M | +$70.2M | IVV, IEFA, CGCB, IEMG, JPEF | 13F-HR | 7/17/2025, 05:28 PM |
| Q1 2025 | 43 | $245M | +$83M | -$33.4M | +$49.6M | SCHX, SCHF, CGCB, IVV, TAFM | 13F-HR | 4/10/2025, 03:14 PM |
| Q4 2024 | 38 | $197M | +$73.9M | -$1.4M | +$72.5M | SCHX, SCHF, JEPI, IVV, SPY | 13F-HR | 1/24/2025, 01:44 PM |
| Q3 2024 | 36 | $183M | +$26.5M | -$22.9M | +$3.63M | SCHX, SCHF, JEPI, IVV, SPY | 13F-HR | 10/16/2024, 03:15 PM |
| Q2 2024 | 33 | $169M | +$3.76M | -$4.4M | -$641K | SCHX, SCHF, JEPI, IVV, MODL | 13F-HR | 7/15/2024, 10:50 AM |
| Q1 2024 | 33 | $168M | +$6.64M | -$4.71M | +$1.92M | SCHX, SCHF, JEPI, IVV, MODL | 13F-HR | 4/23/2024, 10:30 AM |
| Q4 2023 | 34 | $158M | +$9.3M | -$1.77M | +$7.53M | SCHX, SCHF, JEPI, IVV, MODL | 13F-HR | 1/10/2024, 12:11 PM |
| Q3 2023 | 30 | $138M | +$26.8M | -$20.7M | +$6.11M | SCHX, JEPI, SCHF, IVV, MODL | 13F-HR | 10/18/2023, 09:49 AM |
| Q2 2023 | 28 | $137M | +$3.41M | -$772K | +$2.64M | SCHX, SCHF, IVV, JEPI, SPY | 13F-HR | 7/27/2023, 09:42 AM |
| Q1 2023 | 28 | $127M | +$4.8M | -$1.2M | +$3.6M | SCHX, SCHF, IVV, JEPI, SPY | Restatement | 4/21/2023, 02:24 PM |
| Q4 2022 | 29 | $117M | +$54M | -$50.8M | +$3.21M | SCHX, SCHF, IVV, JEPI, IJH | 13F-HR | 1/30/2023, 10:13 AM |
| Q3 2022 | 24 | $103M | +$4.3M | -$332K | +$3.97M | IVV, SCHF, SPY, IJH, EFA | 13F-HR | 10/20/2022, 10:03 AM |
| Q2 2022 | 23 | $107M | +$3.7M | -$3.65M | +$47.3K | IVV, SCHF, SPY, EFA, MMM | 13F-HR | 7/18/2022, 04:09 PM |
| Q1 2022 | 24 | $127M | +$9.35M | -$4.68M | +$4.67M | IVV, SCHF, EFA, IJH, MMM | 13F-HR | 4/20/2022, 02:37 PM |
| Q4 2021 | 127 | $130M | $0 | $0 | IVV, SCHF, MMM, EFA, IJH | 13F-HR | 2/9/2022, 01:46 PM |