Leibman Financial Services, Inc.
CIK: 0002006661Latest portfolio: $138.5M · Q4 2025
Holdings
51
Total Value
$138.5M
New Positions
51
Closed Positions
0
Top Holdings
View All 51 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | USFRWISDOMTREE TR | 295,493 | $14.9M | 10.73% | NEW | |
| 2 | EPIWISDOMTREE TR | 131,987 | $6.1M | 4.41% | NEW | |
| 3 | AVDVAMERICAN CENTY ETF TR | 59,096 | $5.6M | 4.01% | NEW | |
| 4 | TECK/BTECK RESOURCES LTD | 99,097 | $4.7M | 3.42% | NEW | |
| 5 | FCXFREEPORT-MCMORAN INC | 92,129 | $4.7M | 3.38% | NEW | |
| 6 | LULULULULEMON ATHLETICA INC | 22,202 | $4.6M | 3.33% | NEW | |
| 7 | BRK/BBERKSHIRE HATHAWAY INC DEL | 9,115 | $4.6M | 3.31% | NEW | |
| 8 | AMZNAMAZON COM INC | 19,066 | $4.4M | 3.18% | NEW | |
| 9 | ALBALBEMARLE CORP | 29,798 | $4.2M | 3.04% | NEW | |
| 10 | CAVACAVA GROUP INC | 67,324 | $4.0M | 2.85% | NEW | |
| 11 | AMGNAMGEN INC | 11,789 | $3.9M | 2.78% | NEW | |
| 12 | GOOGALPHABET INC | 12,273 | $3.9M | 2.78% | NEW | |
| 13 | DGSWISDOMTREE TR | 65,861 | $3.8M | 2.72% | NEW | |
| 14 | KNSLKINSALE CAP GROUP INC | 9,438 | $3.7M | 2.66% | NEW | |
| 15 | SMINISHARES TR | 48,656 | $3.4M | 2.45% | NEW | |
| 16 | DISDISNEY WALT CO | 29,690 | $3.4M | 2.44% | NEW | |
| 17 | AAPLAPPLE INC | 12,396 | $3.4M | 2.43% | NEW | |
| 18 | TMUST-MOBILE US INC | 16,129 | $3.3M | 2.36% | NEW | |
| 19 | FSLRFIRST SOLAR INC | 11,272 | $2.9M | 2.12% | NEW | |
| 20 | ILFISHARES TR | 86,938 | $2.6M | 1.91% | NEW | |
| 21 | TTDTHE TRADE DESK INC | 69,523 | $2.6M | 1.90% | NEW | |
| 22 | PLDPROLOGIS INC. | 20,246 | $2.6M | 1.87% | NEW | |
| 23 | DYHTARGET CORP | 26,206 | $2.6M | 1.85% | NEW | |
| 24 | LOWLOWES COS INC | 10,525 | $2.5M | 1.83% | NEW | |
| 25 | CASYCASEYS GEN STORES INC | 4,506 | $2.5M | 1.80% | NEW |
Quarterly Changes
Sector Breakdown
Technology0.0% ($3.3692639189816993e+25T)
Consumer Cyclical0.0% ($4.613440039512538e+22T)
Financial Services0.0% ($1.486961095553377e+22T)
Industrials0.0% ($2401210920681025.0T)
Unknown0.0% ($4745458.1T)
Communication Services0.0% ($3851337.7T)
Energy0.0% ($29.4T)
Basic Materials0.0% ($46.8B)
Healthcare0.0% ($38.6B)
Real Estate0.0% ($25.8B)
Consumer Defensive0.0% ($1.1M)
Utilities0.0% ($238K)
Filing History
Fund Information
Leibman Financial Services, Inc. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $138.5M across 51 holdings. The largest position is WISDOMTREE TR (USFR), representing 10.7% of the portfolio. Compared to the previous quarter, the fund opened 51 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.