StockDriftsStockDriftsTop 45 Leibman Financial Services INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| USFR | WISDOMTREE TR | 11.01% | 316.8K | $16.0M | -19.66%(-77.50K) | $50.31(+0.38%) | 2026-09-30 | |
| AVDV | AMERICAN CENTY ETF TR | 4.71% | 62.4K | $6.8M | +14.24%(+7.79K) | $80.57(+33.21%) | 2026-09-30 | |
| DGS | WISDOMTREE TR | 4.63% | 106.3K | $6.7M | +32.23%(+25.90K) | $59.38(+4.48%) | 2026-09-30 | |
| EPI | WISDOMTREE TR | 4.26% | 151.8K | $6.2M | +5.27%(+7.60K) | $42.27(-2.76%) | 2026-09-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4.05% | 11.8K | $5.9M | +20.80%(+2.03K) | $388.41(+37.03%) | 2026-09-30 | |
| BMY | BRISTOL-MYERS SQUIBB CO | 3.72% | 86.4K | $5.4M | +25.26%(+17.43K) | $57.88(+1.65%) | 2026-09-30 | |
| TECK | TECK RESOURCES LTD | 3.11% | 68.5K | $4.5M | -3.30%(-2.34K) | $42.99(+47.65%) | 2026-09-30 | |
| ILF | ISHARES TR | 3.03% | 127.5K | $4.4M | +77.54%(+55.69K) | $31.64(+18.47%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 2.99% | 17.4K | $4.3M | -1.45%(-256) | $204.83(+28.13%) | 2026-09-30 | |
| COST | COSTCO WHOLESALE CORPORATION | 2.78% | 4.4K | $4.0M | +76.37%(+1.92K) | $926.40(+7.46%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +21.89% |
| Top 20 Holdings Unweighted | — | — | — | — | +22.57% |
Leibman Financial Services INC reports $144.98M in US-listed equity holdings across 45 positions in its most recent 13F filing. Its largest disclosed positions are USFR (11.0%), AVDV (4.7%) and DGS (4.6%). The top 20 holdings account for 67.5% of reported assets. Its disclosed equity book has returned +21.89% cumulatively over 11 quarters. Figures reflect the Q3 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’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2006661). View Leibman Financial Services INC’s 13F filings on SEC