Top 46 Leibman Financial Services, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| USFR | WISDOMTREE TR | 13.2% | 394.3K | $19.9M | +61.25%(+149.75K) | $50.31(+0.22%) | 2026-06-30 | |
| EPI | WISDOMTREE TR | 4.1% | 144.2K | $6.2M | +4.54%(+6.26K) | $42.30(+2.78%) | 2026-06-30 | |
| AVDV | AMERICAN CENTY ETF TR | 3.74% | 54.7K | $5.6M | +2.11%(+1.13K) | $76.92(+42.74%) | 2026-06-30 | |
| DGS | WISDOMTREE TR | 3.46% | 80.4K | $5.2M | +18.94%(+12.80K) | $57.91(+10.35%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.24% | 9.7K | $4.9M | +3.58%(+337) | $365.37(+43.24%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 2.97% | 12.7K | $4.5M | +28.50%(+2.81K) | $175.82(+99.35%) | 2026-06-30 | |
| SFM | SPROUTS FMRS MKT INC | 2.91% | 51.7K | $4.4M | +2.44%(+1.23K) | $78.46(+8.66%) | 2026-06-30 | |
| TECK | TECK RESOURCES LTD | 2.8% | 70.9K | $4.2M | -14.37%(-11.89K) | $42.99(+55.40%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.8% | 17.7K | $4.2M | -4.79%(-888) | $204.83(+34.23%) | 2026-06-30 | |
| SE | SEA LTD | 2.79% | 43.8K | $4.2M | +47.30%(+14.07K) | $116.09(+10.96%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ | +23.25% |
| Top 20 Holdings Unweighted | โ | โ | โ | โ | +24.91% |
Leibman Financial Services, Inc. reports $150.43M in US-listed equity holdings across 46 positions in its most recent 13F filing. Its largest disclosed positions are USFR (13.2%), EPI (4.1%) and AVDV (3.7%). The top 20 holdings account for 65.51% of reported assets. Its disclosed equity book has returned +23.25% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Leibman Financial Services, Inc.โs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2006661). View Leibman Financial Services, Inc.โs 13F filings on SEC