# EDGAR Filing Document

**Accession Number:** 0001908386
**File Stem:** 0002085853-26-000307
**Filing Date:** 2026-4
**Character Count:** 8124
**Document Hash:** 23c04c4fa1f87c423db9104aa1b4bf22
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002085853-26-000307.hdr.sgml**: 20260409

**ACCESSION NUMBER**: 0002085853-26-000307

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260409

**DATE AS OF CHANGE**: 20260409

**EFFECTIVENESS DATE**: 20260409

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Leverty Financial Group, LLC
- **CENTRAL INDEX KEY:** 0001908386

**ORGANIZATION NAME:**
- **EIN:** 853028301
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-21686
- **FILM NUMBER:** 26850401

**BUSINESS ADDRESS:**
- **STREET 1:** 201 2ND STREET SOUTH
- **CITY:** HUDSON
- **STATE:** WI
- **ZIP:** 54016
- **BUSINESS PHONE:** 715-377-2080

**MAIL ADDRESS:**
- **STREET 1:** 201 2ND STREET SOUTH
- **CITY:** HUDSON
- **STATE:** WI
- **ZIP:** 54016

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Leverty Financial Group LLC<br>**Address:** 201 2ND STREET SOUTH<br>HUDSON, WI 54016

**Form 13F File Number:** 028-21686

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Holly Kathleen Pizzi<br>**Title:** Chief Compliance Officer<br>**Phone:** 715-377-2093

**Signature, Place, and Date of Signing:**

/s/ Holly Kathleen Pizzi  Hudson, WI  04-09-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 44

**Form 13F Information Table Value Total:** $451992392

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 3M CO | COM | 88579Y101 |  | 2777411 | 19124 | SH |  | SOLE |  | 0 | 0 | 19124 |
| AB ACTIVE ETFS INC | TAX AWARE INTERM | 00039J889 |  | 1421124 | 56182 | SH |  | SOLE |  | 0 | 0 | 56182 |
| APPLE INC | COM | 037833100 |  | 499980 | 1970 | SH |  | SOLE |  | 0 | 0 | 1970 |
| CAPITAL GRP FIXED INCM ETF T | MUNICIPAL INCOME | 14020Y201 |  | 3914107 | 144166 | SH |  | SOLE |  | 0 | 0 | 144166 |
| CAPITAL GRP FIXED INCM ETF T | CORE BOND ETF | 14020Y508 |  | 44288189 | 1686527 | SH |  | SOLE |  | 0 | 0 | 1686526 |
| CATERPILLAR INC | COM | 149123101 |  | 474360 | 670 | SH |  | SOLE |  | 0 | 0 | 669 |
| CEMEX SA EURO MTN BE 144A | SPON ADR NEW | 151290889 |  | 114400 | 10000 | SH |  | SOLE |  | 0 | 0 | 10000 |
| ECOLAB INC | COM | 278865100 |  | 1871723 | 7036 | SH |  | SOLE |  | 0 | 0 | 7036 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 285139 | 1681 | SH |  | SOLE |  | 0 | 0 | 1680 |
| GABELLI UTIL TR | COM | 36240A101 |  | 189165 | 31267 | SH |  | SOLE |  | 0 | 0 | 31267 |
| GRAYSCALE BITCOIN MINI TR ET | SHS NEW | 389930207 |  | 225525 | 7520 | SH |  | SOLE |  | 0 | 0 | 7520 |
| HAWKINS INC | COM | 420261109 |  | 323482 | 2106 | SH |  | SOLE |  | 0 | 0 | 2106 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 245302 | 425 | SH |  | SOLE |  | 0 | 0 | 425 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 30519167 | 437551 | SH |  | SOLE |  | 0 | 0 | 437550 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 209362 | 491 | SH |  | SOLE |  | 0 | 0 | 491 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 33525895 | 496459 | SH |  | SOLE |  | 0 | 0 | 496459 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 55543694 | 613539 | SH |  | SOLE |  | 0 | 0 | 613539 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 1568136 | 12615 | SH |  | SOLE |  | 0 | 0 | 12614 |
| ISHARES TR | ESG AW MSCI EAFE | 46435G516 |  | 362209 | 3788 | SH |  | SOLE |  | 0 | 0 | 3788 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 4604642 | 47407 | SH |  | SOLE |  | 0 | 0 | 47407 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 |  | 302780 | 2141 | SH |  | SOLE |  | 0 | 0 | 2141 |
| ISHARES TR | CORE S ETF | 464287200 |  | 168289668 | 257635 | SH |  | SOLE |  | 0 | 0 | 257634 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 |  | 26157258 | 516840 | SH |  | SOLE |  | 0 | 0 | 516839 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 |  | 3856146 | 75640 | SH |  | SOLE |  | 0 | 0 | 75640 |
| J P MORGAN EXCHANGE TRADED F | EQUITY FOCUS ETF | 46654Q781 |  | 24358979 | 339216 | SH |  | SOLE |  | 0 | 0 | 339216 |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | 46641Q647 |  | 12202803 | 244105 | SH |  | SOLE |  | 0 | 0 | 244104 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 236696 | 4176 | SH |  | SOLE |  | 0 | 0 | 4176 |
| MICROSOFT CORP | COM | 594918104 |  | 315871 | 853 | SH |  | SOLE |  | 0 | 0 | 853 |
| NUSHARES ETF TR | NUVEEN ESG INTL | 67092P805 |  | 372764 | 10323 | SH |  | SOLE |  | 0 | 0 | 10323 |
| ROCKY MTN CHOCOLATE FACTORY | COM | 77467X101 |  | 90835 | 40371 | SH |  | SOLE |  | 0 | 0 | 40371 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 7481803 | 302295 | SH |  | SOLE |  | 0 | 0 | 302295 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 14422732 | 562509 | SH |  | SOLE |  | 0 | 0 | 562509 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 |  | 504727 | 17357 | SH |  | SOLE |  | 0 | 0 | 17356 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 |  | 750904 | 24254 | SH |  | SOLE |  | 0 | 0 | 24254 |
| SHERWIN WILLIAMS CO | COM | 824348106 |  | 379531 | 1184 | SH |  | SOLE |  | 0 | 0 | 1184 |
| SOLVENTUM CORP | COM SHS | 83444M101 |  | 329400 | 5044 | SH |  | SOLE |  | 0 | 0 | 5044 |
| SPDR INDEX SHS FDS | STATE STREET SPD | 78463X889 |  | 964128 | 21120 | SH |  | SOLE |  | 0 | 0 | 21120 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A854 |  | 437043 | 5710 | SH |  | SOLE |  | 0 | 0 | 5710 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 5516184 | 8482 | SH |  | SOLE |  | 0 | 0 | 8482 |
| TESLA INC | COM | 88160R101 |  | 558369 | 1502 | SH |  | SOLE |  | 0 | 0 | 1502 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 298043 | 5974 | SH |  | SOLE |  | 0 | 0 | 5974 |
| VICTORY PORTFOLIOS II | VICTORYSHARES WE | 92647P126 |  | 657077 | 14703 | SH |  | SOLE |  | 0 | 0 | 14703 |
| WHEATON PRECIOUS METALS CORP | COM | 962879102 |  | 223241 | 1704 | SH |  | SOLE |  | 0 | 0 | 1704 |
| XCEL ENERGY INC | COM | 98389B100 |  | 322398 | 4058 | SH |  | SOLE |  | 0 | 0 | 4058 |

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