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Leibman Financial Services, Inc.

Portfolio Manager
Leibman Financial Services, Inc.
Performance
-0.21% (2026 Q1)
AUM (13F)
$136.19M
# of Holdings
49
Performance Rank
Allocation (Top 20)
61.79%

Leibman Financial Services, Inc. Holdings Map

Top 49 Leibman Financial Services, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
USFR
WISDOMTREE TR
9.04%244.5K$12.3M
-17.26%(-50.99K)
2025-Q1: 291.2K shares2025-Q2: 195.9K shares2025-Q3: 331.2K shares2025-Q4: 295.5K shares2026-Q1: 244.5K shares
$50.28(+0.17%)
2026-03-31
EPI
WISDOMTREE TR
4.13%137.9K$5.6M
+4.51%(+5.96K)
2025-Q1: 125.4K shares2025-Q2: 126.6K shares2025-Q3: 0 shares2025-Q4: 132.0K shares2026-Q1: 137.9K shares
$42.35(+1.36%)
2026-03-31
AVDV
AMERICAN CENTY ETF TR
3.92%53.5K$5.3M
-9.42%(-5.57K)
2025-Q1: 0 shares2025-Q2: 50.1K shares2025-Q3: 60.1K shares2025-Q4: 59.1K shares2026-Q1: 53.5K shares
$76.43(+36.61%)
2026-03-31
BRK.B
BERKSHIRE HATHAWAY INC DEL
3.31%9.4K$4.5M
+3.23%(+294)
2025-Q1: 10.7K shares2025-Q2: 9.0K shares2025-Q3: 9.0K shares2025-Q4: 9.1K shares2026-Q1: 9.4K shares
$360.99(+40.66%)
2026-03-31
TECK
TECK RESOURCES LTD
3.14%82.7K$4.3M
-16.51%(-16.36K)
2025-Q1: 99.1K shares2025-Q2: 96.1K shares2025-Q3: 93.4K shares2025-Q4: 99.1K shares2026-Q1: 82.7K shares
$42.99(+39.58%)
2026-03-31
AMGN
AMGEN INC
3.07%11.9K$4.2M
+0.64%(+76)
2025-Q1: 12.5K shares2025-Q2: 11.0K shares2025-Q3: 11.1K shares2025-Q4: 11.8K shares2026-Q1: 11.9K shares
$281.85(+32.75%)
2026-03-31
DGS
WISDOMTREE TR
2.98%67.6K$4.1M
+2.59%(+1.71K)
2025-Q1: 125.4K shares2025-Q2: 126.6K shares2025-Q3: 0 shares2025-Q4: 65.9K shares2026-Q1: 67.6K shares
$57.21(+12.12%)
2026-03-31
BMY
BRISTOL-MYERS SQUIBB CO
2.98%66.9K$4.1Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 66.9K shares
$57.30(+1.46%)
2026-03-31
TMUS
T-MOBILE US INC
2.88%18.7K$3.9M
+15.93%(+2.57K)
2025-Q1: 14.4K shares2025-Q2: 14.4K shares2025-Q3: 14.6K shares2025-Q4: 16.1K shares2026-Q1: 18.7K shares
$179.84(-1.29%)
2026-03-31
SFM
SPROUTS FMRS MKT INC
2.86%50.5K$3.9Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 50.5K shares
$78.40(+14.72%)
2026-03-31

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