Leverty Financial Group, LLC

RIA/Wealth

Leverty Financial Group, LLC is a RIA/Wealth based in Hudson, WI led by Michael Thomas Leverty, reporting $567.4M in AUM as of Q3 2025 with 98% ETF concentration, 94% concentrated in top 10 holdings, and 39% allocation to IVV.

CEOMichael Thomas Leverty

Portfolio Value: $384.7M
Positions: 43
Top Holding: IVV at 38.91%
Last Reported: Q3 2025

Address201 2nd Street South, Hudson, WI, 54016, United States

Top Holdings

Largest long holdings in Leverty Financial Group, LLC's portfolio (93.8% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares Core S&P 500 ETF IVV	ETF ETF	$149.7M	38.91%	-$1.3M Sold	— 223.7K shares	Q4 2021 Held for 3y 11m
2 iShares Core MSCI EAFE ETF IEFA	ETF ETF	$49.7M	12.92%	-$780.6K Sold	— 569.5K shares	Q1 2022 Held for 3y 8m
3 Capital Group Core Bond CGCB	ETF ETF	$41.6M	10.83%	+$3.7M Bought	— 1.6M shares	Q1 2025 Held for 8 months
4 iShares Core S&P Mid-Cap ETF IJH	ETF ETF	$31.2M	8.12%	+$24.8M Bought	— 478.7K shares	Q4 2021 Held for 3y 11m
5 iShares Core MSCI Emerging Markets IEMG	ETF ETF	$28.6M	7.43%	+$945.0K Bought	— 433.5K shares	Q2 2025 Held for 5 months
6 JPEF JPMorgan Equity Focus JPEF	ETF ETF	$23.8M	6.18%	+$2.6M Bought	— 321.0K shares	Q2 2025 Held for 5 months
7 JPMorgan Municipal JMUB	ETF ETF	$12.1M	3.15%	+$7.6M Bought	— 240.4K shares	Q1 2025 Held for 8 months
8 SCHX Schwab U.S. Large-Cap ETF SCHX	ETF ETF	$11.1M	2.88%	-$117.5K Sold	— 421.1K shares	Q4 2022 Held for 2y 11m
9 Schwab International Equity SCHF	ETF ETF	$6.9M	1.80%	-$181.5K Sold	— 296.7K shares	Q4 2021 Held for 3y 11m
10 SPDR S&P 500 ETF Trust SPY	ETF ETF	$6.0M	1.55%	-$123.2K Sold	— 8.9K shares	Q4 2021 Held for 3y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Leverty Financial Group, LLC's latest filing

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Market Value

$384.7M

Prior: $334.4M

Q/Q Change

+15.03%

+$50.3M

Net Flows % of MV

+7.69%

Turnover Ratio

6.05%

New Purchases

2 stocks

$779.3K

Added To

19 stocks

+$41.0M

Sold Out Of

3 stocks

$976.7K

Reduced Holdings

15 stocks

-$11.3M

Increased Positions

Position	Shares Δ	Change
1 Hawkins HWKN	New	0 → 3.1K +$557.5K
2 iShares Bitcoin Trust IBIT	New	0 → 3.4K +$221.8K
3 iShares Core S&P Mid-Cap ETF IJH	+388.59%	98.0K → 478.7K +$24.8M
4 JPMorgan Municipal JMUB	+167.61%	89.8K → 240.4K +$7.6M
5 CGMU Capital Group Municipal Income CGMU	+129.11%	21.6K → 49.6K +$762.3K

Decreased Positions

Position	Shares Δ	Change
1 iShares ESG Screened S&P 500 ETF XVV	Sold	9.5K → 0 −$451.3K
2 ESGE iShares ESG Aware MSCI EM ETF ESGE	Sold	6.8K → 0 −$266.7K
3 SPS Commerce SPSC	Sold	1.9K → 0 −$258.7K
4 TAFM AB Tax-Aware Intermediate Municipal TAFM	-97.35%	324.2K → 8.6K −$8.0M
5 Apple AAPL	-15.32%	2.0K → 1.7K −$79.4K