Filed: 10/20/2025ACC: 0002006661-25-000010
📋 What this filing means
LEIBMAN FINANCIAL SERVICES, INC. filed this quarterly 13F‑HR report disclosing 48 equity positions with a total reported market value of $131.69M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
48
Positions
$131.69M
Total AUM (reported)
2.04M
Total Shares
Allocation by class
COM$65.53M49.8%
FLOATNG RAT TREA$16.65M12.6%
CL B$7.47M5.7%
CL A$6.12M4.6%
MSCI INDIA ETF$5.66M4.3%
INTL SMCP VLU$5.35M4.1%
CL B NEW$4.55M3.5%
Portfolio Concentration
Top 3$27.66M21.0%
4–10$30.79M23.4%
11–25$46.47M35.3%
Rest$26.76M20.3%
Top 3 weight
21.0%
Top 10 weight
44.4%
Voting Authority Distribution
Total shares with voting rights: 131.69M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
131.69M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole48
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings48
Rows:
WISDOMTREE TR
SOLEShares331.17K
TypeSH
Market value$16.65M
12.64%
Sole
0.00
Shared
0.00
None
16.65M
ISHARES TR
SOLEShares128.10K
TypeSH
Market value$5.66M
4.30%
Sole
0.00
Shared
0.00
None
5.66M
AMERICAN CENTY ETF TR
SOLEShares60.07K
TypeSH
Market value$5.35M
4.06%
Sole
0.00
Shared
0.00
None
5.35M
ALEXANDRIA REAL ESTATE EQ IN
SOLEShares56.13K
TypeSH
Market value$4.68M
3.55%
Sole
0.00
Shared
0.00
None
4.68M
BERKSHIRE HATHAWAY INC DEL
SOLEShares9.04K
TypeSH
Market value$4.55M
3.45%
Sole
0.00
Shared
0.00
None
4.55M
UNITED RENTALS INC
SOLEShares4.72K
TypeSH
Market value$4.51M
3.43%
Sole
0.00
Shared
0.00
None
4.51M
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares15.87K
TypeSH
Market value$4.43M
3.37%
Sole
0.00
Shared
0.00
None
4.43M
STERLING INFRASTRUCTURE INC
SOLEShares12.80K
TypeSH
Market value$4.35M
3.30%
Sole
0.00
Shared
0.00
None
4.35M
APPLE INC
SOLEShares16.40K
TypeSH
Market value$4.18M
3.17%
Sole
0.00
Shared
0.00
None
4.18M
TECK RESOURCES LTD
SOLEShares93.41K
TypeSH
Market value$4.10M
3.11%
Sole
0.00
Shared
0.00
None
4.10M
AMAZON COM INC
SOLEShares18.41K
TypeSH
Market value$4.04M
3.07%
Sole
0.00
Shared
0.00
None
4.04M
LULULEMON ATHLETICA INC
SOLEShares22.24K
TypeSH
Market value$3.96M
3.00%
Sole
0.00
Shared
0.00
None
3.96M
AES CORP
SOLEShares270.86K
TypeSH
Market value$3.56M
2.71%
Sole
0.00
Shared
0.00
None
3.56M
ALPHABET INC
SOLEShares14.46K
TypeSH
Market value$3.52M
2.67%
Sole
0.00
Shared
0.00
None
3.52M
T-MOBILE US INC
SOLEShares14.65K
TypeSH
Market value$3.51M
2.66%
Sole
0.00
Shared
0.00
None
3.51M
FREEPORT-MCMORAN INC
SOLEShares85.90K
TypeSH
Market value$3.37M
2.56%
Sole
0.00
Shared
0.00
None
3.37M
ISHARES TR
SOLEShares46.62K
TypeSH
Market value$3.34M
2.54%
Sole
0.00
Shared
0.00
None
3.34M
AMGEN INC
SOLEShares11.14K
TypeSH
Market value$3.14M
2.39%
Sole
0.00
Shared
0.00
None
3.14M
FIRST SOLAR INC
SOLEShares13.74K
TypeSH
Market value$3.03M
2.30%
Sole
0.00
Shared
0.00
None
3.03M
DISNEY WALT CO
SOLEShares25.93K
TypeSH
Market value$2.97M
2.25%
Sole
0.00
Shared
0.00
None
2.97M
ALBEMARLE CORP
SOLEShares32.36K
TypeSH
Market value$2.62M
1.99%
Sole
0.00
Shared
0.00
None
2.62M
APPLIED MATLS INC
SOLEShares12.30K
TypeSH
Market value$2.52M
1.91%
Sole
0.00
Shared
0.00
None
2.52M
LOWES COS INC
SOLEShares9.72K
TypeSH
Market value$2.44M
1.86%
Sole
0.00
Shared
0.00
None
2.44M
THE TRADE TESK INC
SOLEShares45.98K
TypeSH
Market value$2.25M
1.71%
Sole
0.00
Shared
0.00
None
2.25M
PROLOGIS INC
SOLEShares19.11K
TypeSH
Market value$2.19M
1.66%
Sole
0.00
Shared
0.00
None
2.19M
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WISDOMTREE TRSOLE | FLOATNG RAT TREA | 331.17K | SH | $16.65M 12.64% | 0.00 | 0.00 | 16.65M |
ISHARES TRSOLE | MSCI INDIA ETF | 128.10K | SH | $5.66M 4.30% | 0.00 | 0.00 | 5.66M |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 60.07K | SH | $5.35M 4.06% | 0.00 | 0.00 | 5.35M |
ALEXANDRIA REAL ESTATE EQ INSOLE | COM | 56.13K | SH | $4.68M 3.55% | 0.00 | 0.00 | 4.68M |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 9.04K | SH | $4.55M 3.45% | 0.00 | 0.00 | 4.55M |
UNITED RENTALS INCSOLE | COM | 4.72K | SH | $4.51M 3.43% | 0.00 | 0.00 | 4.51M |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 15.87K | SH | $4.43M 3.37% | 0.00 | 0.00 | 4.43M |
STERLING INFRASTRUCTURE INCSOLE | COM | 12.80K | SH | $4.35M 3.30% | 0.00 | 0.00 | 4.35M |
APPLE INCSOLE | COM | 16.40K | SH | $4.18M 3.17% | 0.00 | 0.00 | 4.18M |
TECK RESOURCES LTDSOLE | CL B | 93.41K | SH | $4.10M 3.11% | 0.00 | 0.00 | 4.10M |
AMAZON COM INCSOLE | COM | 18.41K | SH | $4.04M 3.07% | 0.00 | 0.00 | 4.04M |
LULULEMON ATHLETICA INCSOLE | COM | 22.24K | SH | $3.96M 3.00% | 0.00 | 0.00 | 3.96M |
AES CORPSOLE | COM | 270.86K | SH | $3.56M 2.71% | 0.00 | 0.00 | 3.56M |
ALPHABET INCSOLE | CAP STK CL C | 14.46K | SH | $3.52M 2.67% | 0.00 | 0.00 | 3.52M |
T-MOBILE US INCSOLE | COM | 14.65K | SH | $3.51M 2.66% | 0.00 | 0.00 | 3.51M |
FREEPORT-MCMORAN INCSOLE | CL B | 85.90K | SH | $3.37M 2.56% | 0.00 | 0.00 | 3.37M |
ISHARES TRSOLE | MSCI INDIA SM CP | 46.62K | SH | $3.34M 2.54% | 0.00 | 0.00 | 3.34M |
AMGEN INCSOLE | COM | 11.14K | SH | $3.14M 2.39% | 0.00 | 0.00 | 3.14M |
FIRST SOLAR INCSOLE | COM | 13.74K | SH | $3.03M 2.30% | 0.00 | 0.00 | 3.03M |
DISNEY WALT COSOLE | COM | 25.93K | SH | $2.97M 2.25% | 0.00 | 0.00 | 2.97M |
ALBEMARLE CORPSOLE | COM | 32.36K | SH | $2.62M 1.99% | 0.00 | 0.00 | 2.62M |
APPLIED MATLS INCSOLE | COM | 12.30K | SH | $2.52M 1.91% | 0.00 | 0.00 | 2.52M |
LOWES COS INCSOLE | COM | 9.72K | SH | $2.44M 1.86% | 0.00 | 0.00 | 2.44M |
THE TRADE TESK INCSOLE | COM CL A | 45.98K | SH | $2.25M 1.71% | 0.00 | 0.00 | 2.25M |
PROLOGIS INCSOLE | COM | 19.11K | SH | $2.19M 1.66% | 0.00 | 0.00 | 2.19M |
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