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Leibman Financial Services 13F Portfolio

Portfolio Manager
Leibman Financial Services, Inc.
Performance
+2.70% (2026 Q2)
AUM (13F)
$150.43M
# of Holdings
46
Performance Rank
Allocation (Top 20)
65.51%
Latest filing
Q2 2026

Leibman Financial Services, Inc. Holdings Map

Top 46 Leibman Financial Services, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
USFR
WISDOMTREE TR
13.2%394.3K$19.9M
+61.25%(+149.75K)
2025-Q2: 195.9K shares2025-Q3: 331.2K shares2025-Q4: 295.5K shares2026-Q1: 244.5K shares2026-Q2: 394.3K shares
$50.31(+0.22%)
2026-06-30
EPI
WISDOMTREE TR
4.1%144.2K$6.2M
+4.54%(+6.26K)
2025-Q2: 126.6K shares2025-Q3: 0 shares2025-Q4: 132.0K shares2026-Q1: 137.9K shares2026-Q2: 144.2K shares
$42.30(+2.78%)
2026-06-30
AVDV
AMERICAN CENTY ETF TR
3.74%54.7K$5.6M
+2.11%(+1.13K)
2025-Q2: 50.1K shares2025-Q3: 60.1K shares2025-Q4: 59.1K shares2026-Q1: 53.5K shares2026-Q2: 54.7K shares
$76.92(+42.74%)
2026-06-30
DGS
WISDOMTREE TR
3.46%80.4K$5.2M
+18.94%(+12.80K)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 65.9K shares2026-Q1: 67.6K shares2026-Q2: 80.4K shares
$57.91(+10.35%)
2026-06-30
BRK.B
BERKSHIRE HATHAWAY INC DEL
3.24%9.7K$4.9M
+3.58%(+337)
2025-Q2: 9.0K shares2025-Q3: 9.0K shares2025-Q4: 9.1K shares2026-Q1: 9.4K shares2026-Q2: 9.7K shares
$365.37(+43.24%)
2026-06-30
GOOG
ALPHABET INC
2.97%12.7K$4.5M
+28.50%(+2.81K)
2025-Q2: 22.1K shares2025-Q3: 14.5K shares2025-Q4: 12.3K shares2026-Q1: 9.9K shares2026-Q2: 12.7K shares
$175.82(+99.35%)
2026-06-30
SFM
SPROUTS FMRS MKT INC
2.91%51.7K$4.4M
+2.44%(+1.23K)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 50.5K shares2026-Q2: 51.7K shares
$78.46(+8.66%)
2026-06-30
TECK
TECK RESOURCES LTD
2.8%70.9K$4.2M
-14.37%(-11.89K)
2025-Q2: 96.1K shares2025-Q3: 93.4K shares2025-Q4: 99.1K shares2026-Q1: 82.7K shares2026-Q2: 70.9K shares
$42.99(+55.40%)
2026-06-30
AMZN
AMAZON COM INC
2.8%17.7K$4.2M
-4.79%(-888)
2025-Q2: 19.2K shares2025-Q3: 18.4K shares2025-Q4: 19.1K shares2026-Q1: 18.5K shares2026-Q2: 17.7K shares
$204.83(+34.23%)
2026-06-30
SE
SEA LTD
2.79%43.8K$4.2M
+47.30%(+14.07K)
2025-Q2: 0 shares2025-Q3: 6.8K shares2025-Q4: 13.0K shares2026-Q1: 29.7K shares2026-Q2: 43.8K shares
$116.09(+10.96%)
2026-06-30

About Leibman Financial Services, Inc.โ€™s portfolio

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 concentration

Portfolio concentration
USFR โ€” 13.2% ($19.85M)EPI โ€” 4.1% ($6.17M)AVDV โ€” 3.7% ($5.63M)DGS โ€” 3.5% ($5.20M)BRK.B โ€” 3.2% ($4.87M)GOOG โ€” 3.0% ($4.47M)SFM โ€” 2.9% ($4.37M)TECK โ€” 2.8% ($4.21M)AMZN โ€” 2.8% ($4.21M)SE โ€” 2.8% ($4.20M)Other โ€” 58.0% ($87.24M)
42%in top 10
  • USFR13.2%
  • EPI4.1%
  • AVDV3.7%
  • DGS3.5%
  • BRK.B3.2%
  • GOOG3.0%
  • SFM2.9%
  • TECK2.8%
  • AMZN2.8%
  • SE2.8%
  • Other58.0%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

New buys
4
DUOLDUOLINGO INC1.9%
SMPLSIMPLY GOOD FOODS CO1.8%
EMBJEMBRAER S.A.1.7%
DEDEERE & CO0.1%
Added to
25
USFRWISDOMTREE TR+61.2%
SESEA LTD+47.3%
COSTCOSTCO WHOLESALE CORPORATION+85.0%
GOOGALPHABET INC+28.5%
+21 more
Trimmed
17
FCXFREEPORT-MCMORAN INC-83.5%
LOWLOWES COS INC-87.6%
TGTTARGET CORP-20.6%
CASYCASEYS GEN STORES INC-20.1%
+13 more

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Source filings

Holdings on this page are parsed from Leibman Financial Services, Inc.โ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2006661). View Leibman Financial Services, Inc.โ€™s 13F filings on SEC

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