Leverty Financial Group, LLC
Leverty Financial Group, LLC is a SEC-registered investment adviser headquartered in Hudson, Wisconsin. Founded in 2020, the firm provides discretionary and non-discretionary investment advisory services primarily to individuals, including high net worth clients. Leverty is a boutique firm with approximately 9 employees and manages hundreds of accounts with a focus on serving clients in their local region and across the United States. As a fiduciary, the firm emphasizes transparency and client-focused advice.
Investment Strategy
Leverty Financial Group, LLC utilizes a diversified, ETF-focused approach that emphasizes broad asset class exposures, including U.S. large cap equities, international developed and emerging market equities, and core fixed income. Their 13F filings show significant allocations to passively-managed funds such as S&P 500 ETFs (IVV, SPY), MSCI EAFE and EM ETFs (IEFA, IEMG), and diversified bond ETFs (CGCB). The firm’s investment philosophy centers on balancing long-term growth with risk management using low-cost vehicles, with a tailored strategy for each client profile.
Top Holdings
Equity Positions (43)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 38.86% | $149.7M | 223,706 | $590.88 | $669.30 | +$9.6M |
I IEFA | ISHARES TR | 12.90% | $49.7M | 569,456 | $83.29 | $87.31 | +$1.4M |
C CGCB | CAPITAL GRP FIXED INCM ETF T | 10.81% | $41.6M | 1,566,844 | $26.31 | $26.58 | +$4.1M |
I IJH | ISHARES TR | 8.11% | $31.2M | 478,712 | $63.73 | $65.26 | +$25.2M |
I IEMG | ISHARES INC | 7.42% | $28.6M | 433,543 | $60.22 | $65.92 | +$3.4M |