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Holly Kathleen Pizzi

Leverty Financial Group, Llc

Assets Managed
$514.143M
Holdings
49
Last Quarter
2026 - Q2
Filed Date
4d ago
Growth Rate
13.76%(2Q avg: 10.93%)
Sustained Growth
15 quarters

Portfolio positions

This chart displays the top 10 holdings in Leverty Financial Group, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 49 positions.

Assets under management

The assets under management (AUM) of Leverty Financial Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 15 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 514.143M in assets, with a quarterly growth rate of 13.76% and a 2-quarter average growth rate of 10.93%. The portfolio is managed by Holly Kathleen Pizzi, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 0.21%
37.61%
$193.333M
258,159 shares@ $748.9 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 3.28%
11.91%
$61.197M
633,643 shares@ $96.59 avg price
CGCB
Cap Group Core Bond
Recent Activity
Decreased -3.65%
8.28%
$42.537M
1.625M shares@ $26.18 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 3.18%
7.69%
$39.496M
512,208 shares@ $77.11 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Decreased -0.01%
7.05%
$36.241M
437,488 shares@ $82.84 avg price
JPEF
Jpmorgan Equity Focus Etf
Recent Activity
Increased 1.89%
5.41%
$27.764M
345,623 shares@ $80.34 avg price
JPST
Jpmorgan Ultra-short Income
Recent Activity
Decreased -2.4%
4.97%
$25.509M
504,422 shares@ $50.58 avg price
SCHX
Schwab Us Large-cap Etf
Recent Activity
Increased 2.5%
3.31%
$16.968M
576,547 shares@ $29.43 avg price
JMUB
Jpmorgan Municipal Etf
Recent Activity
Decreased -8.11%
2.21%
$11.361M
224,288 shares@ $50.66 avg price
JPIE
Jpmorgan Income Etf
Recent Activity
New Position
2.01%
$10.33M
224,324 shares@ $46.05 avg price

1-10 of 49