Leibman Financial Services, Inc.

CIK 0002006661 · LOUISVILLE, NE · Quarter end: 2026-06-30 · Filed on: 2026-07-14 · Open the SEC source

Leibman Financial Services, Inc. reported 46 positions worth $150.4M as of June 30, 2026 (13F filed July 14, 2026). Largest holding: USFR (13.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$150.4M
2026 Q2
Positions
46
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
42.0%
Est. Net Flow (Q)
2026 Q2
10 / 46 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1USFRWISDOMTREE TRSH$19.9M13.20%394,250
2EPIWISDOMTREE TRSH$6.2M4.10%144,201
3AVDVAMERICAN CENTY ETF TRSH$5.6M3.74%54,662
4DGSWISDOMTREE TRSH$5.2M3.46%80,367
5BRK-BBERKSHIRE HATHAWAY INC DELSH$4.9M3.24%9,746
6GOOGALPHABET INCSH$4.5M2.97%12,662
7SFMSPROUTS FMRS MKT INCSH$4.4M2.91%51,711
8TECKTECK RESOURCES LTDSH$4.2M2.80%70,851
9AMZNAMAZON COM INCSH$4.2M2.80%17,653
10SESEA LTDSH$4.2M2.79%43,816

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Leibman Financial Services, Inc. hold as of Q2 2026?

Leibman Financial Services, Inc. reported 46 positions worth $150.4M in its Q2 2026 13F filing. Largest positions: USFR (13.2%), EPI (4.1%), AVDV (3.7%), DGS (3.5%) and BRK-B (3.2%).

What did Leibman Financial Services, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Leibman Financial Services, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.