Leverty Financial Group Q2 Activity: Significant Buys & ETF Realignment

As of June 30th, 2026, Leverty Financial Group, LLC has shown notable activity in its portfolio. The firm's holdings have shifted significantly this quarter, with a clear focus on expanding positions within specific Exchange Traded Funds (ETFs) and diversifying into smaller companies.

Major Purchases This Quarter

The largest change by Leverty Financial Group involved substantial additions to J P Morgan ETF holdings. Specifically:

• JPIE (J P Morgan Exchange Traded Fund) experienced a massive increase, with the fund adding an entire position of 224,324 shares. This represents a portfolio allocation jump to 2.01%, indicating a strategic decision to diversify into this specific asset class.
• JMUB (J P Morgan Exchange Traded Fund) saw its position grow by -8.12%, adding shares despite the negative percentage change, suggesting a significant purchase.
• JMST (J P Morgan Exchange Traded Fund) was increased by +30.86% in terms of shares added relative to its previous position, boosting its allocation.
• JPEF (J P Morgan Exchange Traded Fund) also showed a notable increase with +1.89% change in shares from the prior period, contributing to its current allocation.

Beyond J P Morgan ETFs, Leverty Financial Group significantly boosted Capital Group Fixed Income ETF positions:

• CGCB (Capital GRP FIXED INCM ETF T) allocation increased by +8.27%, following a -3.66% change in shares from the prior period.
• CGMU (Capital GRP FIXED INCM ETF T) allocation jumped by +0.89%, with a substantial increase of -61721 shares from the prior period.

The firm also demonstrated interest in broad market exposure and specific sectors:

• IEFA (ISHARES TR) allocation increased by +11.9%, following a significant share increase.
• In the small-cap space, Leverty Financial Group added positions in several stocks: BIV (VANGUARD BD INDEX FDS), IBIT (ISHARES BITCOIN TRUST ETF), and ESGE (ISHARES INC) all saw their allocations rise, indicating a potential tilt towards smaller companies.

Sales & Portfolio Adjustments

Conversely, Leverty Financial Group reduced its exposure in certain areas:

• JMUB (J P Morgan Exchange Traded Fund) allocation decreased by -2.21%, following a large share reduction.
• JPST (J P Morgan Exchange Traded Fund) allocation dropped by -4.96%, with shares also decreasing significantly (-2.4%).
• The SPDR fund holding, SPDW (SPDR INDEX SHS FDS), decreased by -0.17%, following a moderate share reduction.

Overall, the portfolio's structure has evolved significantly this quarter:

• The total number of holdings increased to 48 from previous periods.
• The top five holdings now account for approximately 72.51% of the portfolio value (top5_weight_pct). This concentration level is a key characteristic observed in this filing.
• Sector-wise, while most allocations are categorized as 'Unknown', there were additions to specific sectors like Industrials (with APG) and Technology (with BIV). The firm also maintained exposure across various asset classes including ETFs, small-cap stocks, and a Bitcoin trust.

Leverty Financial Group's actions this quarter reflect strategic adjustments focused on both established J P Morgan funds and diversification into smaller companies and alternative assets like Bitcoin. For more detailed analysis of their portfolio holdings or to explore specific stock changes further, please refer to the official filing data.