Filed: 1/6/2026ACC: 0002006661-26-000001
📋 What this filing means
LEIBMAN FINANCIAL SERVICES, INC. filed this quarterly 13F‑HR report disclosing 51 equity positions with a total reported market value of $138.55M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
51
Positions
$138.55M
Total AUM (reported)
2.25M
Total Shares
Allocation by class
COM$66.76M48.2%
FLOATING RAT TREA$14.87M10.7%
CL B$9.42M6.8%
INDIA ERNGS FD$6.11M4.4%
INTL SMCP VLU$5.55M4.0%
CL A$5.03M3.6%
CL B NEW$4.58M3.3%
Portfolio Concentration
Top 3$26.53M19.2%
4–10$31.19M22.5%
11–25$47.00M33.9%
Rest$33.83M24.4%
Top 3 weight
19.2%
Top 10 weight
41.7%
Voting Authority Distribution
Total shares with voting rights: 2.25M
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
2.25M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole51
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings51
Rows:
WISDOMTREE TR
SOLEShares295.49K
TypeSH
Market value$14.87M
10.73%
Sole
0.00
Shared
0.00
None
295.49K
WISDOMTREE TR
SOLEShares131.99K
TypeSH
Market value$6.11M
4.41%
Sole
0.00
Shared
0.00
None
131.99K
AMERICAN CENTY ETF TR
SOLEShares59.10K
TypeSH
Market value$5.55M
4.01%
Sole
0.00
Shared
0.00
None
59.10K
TECK RESOURCES LTD
SOLEShares99.10K
TypeSH
Market value$4.75M
3.43%
Sole
0.00
Shared
0.00
None
99.10K
FREEPORT-MCMORAN INC
SOLEShares92.13K
TypeSH
Market value$4.68M
3.38%
Sole
0.00
Shared
0.00
None
92.13K
LULULEMON ATHLETICA INC
SOLEShares22.20K
TypeSH
Market value$4.61M
3.33%
Sole
0.00
Shared
0.00
None
22.20K
BERKSHIRE HATHAWAY INC DEL
SOLEShares9.12K
TypeSH
Market value$4.58M
3.31%
Sole
0.00
Shared
0.00
None
9.12K
AMAZON COM INC
SOLEShares19.07K
TypeSH
Market value$4.40M
3.18%
Sole
0.00
Shared
0.00
None
19.07K
ALBEMARLE CORP
SOLEShares29.80K
TypeSH
Market value$4.21M
3.04%
Sole
0.00
Shared
0.00
None
29.80K
CAVA GROUP INC
SOLEShares67.32K
TypeSH
Market value$3.95M
2.85%
Sole
0.00
Shared
0.00
None
67.32K
AMGEN INC
SOLEShares11.79K
TypeSH
Market value$3.86M
2.79%
Sole
0.00
Shared
0.00
None
11.79K
ALPHABET INC
SOLEShares12.27K
TypeSH
Market value$3.85M
2.78%
Sole
0.00
Shared
0.00
None
12.27K
WISDOMTREE TR
SOLEShares65.86K
TypeSH
Market value$3.77M
2.72%
Sole
0.00
Shared
0.00
None
65.86K
KINSALE CAP GROUP INC
SOLEShares9.44K
TypeSH
Market value$3.69M
2.66%
Sole
0.00
Shared
0.00
None
9.44K
ISHARES TR
SOLEShares48.66K
TypeSH
Market value$3.40M
2.46%
Sole
0.00
Shared
0.00
None
48.66K
DISNEY WALT CO
SOLEShares29.69K
TypeSH
Market value$3.38M
2.44%
Sole
0.00
Shared
0.00
None
29.69K
APPLE INC
SOLEShares12.40K
TypeSH
Market value$3.37M
2.43%
Sole
0.00
Shared
0.00
None
12.40K
T-MOBILE US INC
SOLEShares16.13K
TypeSH
Market value$3.27M
2.36%
Sole
0.00
Shared
0.00
None
16.13K
FIRST SOLAR INC
SOLEShares11.27K
TypeSH
Market value$2.94M
2.13%
Sole
0.00
Shared
0.00
None
11.27K
ISHARES TR
SOLEShares86.94K
TypeSH
Market value$2.65M
1.91%
Sole
0.00
Shared
0.00
None
86.94K
THE TRADE DESK INC
SOLEShares69.52K
TypeSH
Market value$2.64M
1.90%
Sole
0.00
Shared
0.00
None
69.52K
PROLOGIS INC.
SOLEShares20.25K
TypeSH
Market value$2.58M
1.87%
Sole
0.00
Shared
0.00
None
20.25K
TARGET CORP
SOLEShares26.21K
TypeSH
Market value$2.56M
1.85%
Sole
0.00
Shared
0.00
None
26.21K
LOWES COS INC
SOLEShares10.53K
TypeSH
Market value$2.54M
1.83%
Sole
0.00
Shared
0.00
None
10.53K
CASEYS GEN STORES INC
SOLEShares4.51K
TypeSH
Market value$2.49M
1.80%
Sole
0.00
Shared
0.00
None
4.51K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WISDOMTREE TRSOLE | FLOATING RAT TREA | 295.49K | SH | $14.87M 10.73% | 0.00 | 0.00 | 295.49K |
WISDOMTREE TRSOLE | INDIA ERNGS FD | 131.99K | SH | $6.11M 4.41% | 0.00 | 0.00 | 131.99K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 59.10K | SH | $5.55M 4.01% | 0.00 | 0.00 | 59.10K |
TECK RESOURCES LTDSOLE | CL B | 99.10K | SH | $4.75M 3.43% | 0.00 | 0.00 | 99.10K |
FREEPORT-MCMORAN INCSOLE | CL B | 92.13K | SH | $4.68M 3.38% | 0.00 | 0.00 | 92.13K |
LULULEMON ATHLETICA INCSOLE | COM | 22.20K | SH | $4.61M 3.33% | 0.00 | 0.00 | 22.20K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 9.12K | SH | $4.58M 3.31% | 0.00 | 0.00 | 9.12K |
AMAZON COM INCSOLE | COM | 19.07K | SH | $4.40M 3.18% | 0.00 | 0.00 | 19.07K |
ALBEMARLE CORPSOLE | COM | 29.80K | SH | $4.21M 3.04% | 0.00 | 0.00 | 29.80K |
CAVA GROUP INCSOLE | COM | 67.32K | SH | $3.95M 2.85% | 0.00 | 0.00 | 67.32K |
AMGEN INCSOLE | COM | 11.79K | SH | $3.86M 2.79% | 0.00 | 0.00 | 11.79K |
ALPHABET INCSOLE | CAP STK CL C | 12.27K | SH | $3.85M 2.78% | 0.00 | 0.00 | 12.27K |
WISDOMTREE TRSOLE | EMG MKTS SMCAP | 65.86K | SH | $3.77M 2.72% | 0.00 | 0.00 | 65.86K |
KINSALE CAP GROUP INCSOLE | COM | 9.44K | SH | $3.69M 2.66% | 0.00 | 0.00 | 9.44K |
ISHARES TRSOLE | MSCI INDIA SM CP | 48.66K | SH | $3.40M 2.46% | 0.00 | 0.00 | 48.66K |
DISNEY WALT COSOLE | COM | 29.69K | SH | $3.38M 2.44% | 0.00 | 0.00 | 29.69K |
APPLE INCSOLE | COM | 12.40K | SH | $3.37M 2.43% | 0.00 | 0.00 | 12.40K |
T-MOBILE US INCSOLE | COM | 16.13K | SH | $3.27M 2.36% | 0.00 | 0.00 | 16.13K |
FIRST SOLAR INCSOLE | COM | 11.27K | SH | $2.94M 2.13% | 0.00 | 0.00 | 11.27K |
ISHARES TRSOLE | LATN AMER 40 ETF | 86.94K | SH | $2.65M 1.91% | 0.00 | 0.00 | 86.94K |
THE TRADE DESK INCSOLE | COM CL A | 69.52K | SH | $2.64M 1.90% | 0.00 | 0.00 | 69.52K |
PROLOGIS INC.SOLE | COM | 20.25K | SH | $2.58M 1.87% | 0.00 | 0.00 | 20.25K |
TARGET CORPSOLE | COM | 26.21K | SH | $2.56M 1.85% | 0.00 | 0.00 | 26.21K |
LOWES COS INCSOLE | COM | 10.53K | SH | $2.54M 1.83% | 0.00 | 0.00 | 10.53K |
CASEYS GEN STORES INCSOLE | COM | 4.51K | SH | $2.49M 1.80% | 0.00 | 0.00 | 4.51K |
Page 1 of 3