Leverty Financial Group, LLC

**Leverty Financial Group, LLC** manages $418M across a diversified portfolio of 48 positions. The fund exhibits a notable allocation to broad market and international equity exposure, with IVV representing the largest holding at $172.2M. Significant secondary concentrations include IEFA ($53.9M) and CGCB ($42.0M), suggesting a strategic tilt toward core global and sector-specific growth. This positioning indicates a systematic approach to capturing returns across major indices and international markets.

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