Filed: 4/13/2026ACC: 0002006661-26-000003
📋 What this filing means
LEIBMAN FINANCIAL SERVICES, INC. filed this quarterly 13F‑HR report disclosing 49 equity positions with a total reported market value of $136.19M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
49
Positions
$136.19M
Total AUM (reported)
2.37M
Total Shares
Allocation by class
COM$68.11M50.0%
FLOATING RAT TREA$12.31M9.0%
CL B$7.22M5.3%
INDIA ERNGS FD$5.63M4.1%
INTL SMCP VLU$5.35M3.9%
CL A$5.20M3.8%
CL B NEW$4.51M3.3%
Portfolio Concentration
Top 3$23.28M17.1%
4–10$28.90M21.2%
11–25$45.45M33.4%
Rest$38.56M28.3%
Top 3 weight
17.1%
Top 10 weight
38.3%
Voting Authority Distribution
Total shares with voting rights: 2.37M
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
2.37M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole49
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings49
Rows:
WISDOMTREE TR
SOLEShares244.50K
TypeSH
Market value$12.31M
9.04%
Sole
0.00
Shared
0.00
None
244.50K
WISDOMTREE TR
SOLEShares137.94K
TypeSH
Market value$5.63M
4.13%
Sole
0.00
Shared
0.00
None
137.94K
AMERICAN CENTY ETF TR
SOLEShares53.53K
TypeSH
Market value$5.35M
3.92%
Sole
0.00
Shared
0.00
None
53.53K
BERKSHIRE HATHAWAY INC DEL
SOLEShares9.41K
TypeSH
Market value$4.51M
3.31%
Sole
0.00
Shared
0.00
None
9.41K
TECK RESOURCES LTD
SOLEShares82.74K
TypeSH
Market value$4.28M
3.14%
Sole
0.00
Shared
0.00
None
82.74K
AMGEN INC
SOLEShares11.87K
TypeSH
Market value$4.17M
3.07%
Sole
0.00
Shared
0.00
None
11.87K
WISDOMTREE TR
SOLEShares67.57K
TypeSH
Market value$4.06M
2.98%
Sole
0.00
Shared
0.00
None
67.57K
BRISTOL-MYERS SQUIBB CO
SOLEShares66.91K
TypeSH
Market value$4.06M
2.98%
Sole
0.00
Shared
0.00
None
66.91K
T-MOBILE US INC
SOLEShares18.70K
TypeSH
Market value$3.93M
2.88%
Sole
0.00
Shared
0.00
None
18.70K
SPROUTS FMRS MKT INC
SOLEShares50.48K
TypeSH
Market value$3.89M
2.86%
Sole
0.00
Shared
0.00
None
50.48K
AMAZON COM INC
SOLEShares18.54K
TypeSH
Market value$3.86M
2.84%
Sole
0.00
Shared
0.00
None
18.54K
KINSALE CAP GROUP INC
SOLEShares9.68K
TypeSH
Market value$3.31M
2.43%
Sole
0.00
Shared
0.00
None
9.68K
CASEYS GEN STORES INC
SOLEShares4.45K
TypeSH
Market value$3.24M
2.38%
Sole
0.00
Shared
0.00
None
4.45K
TARGET CORP
SOLEShares26.33K
TypeSH
Market value$3.19M
2.34%
Sole
0.00
Shared
0.00
None
26.33K
ISHARES TR
SOLEShares88.29K
TypeSH
Market value$3.14M
2.30%
Sole
0.00
Shared
0.00
None
88.29K
APPLE INC
SOLEShares12.33K
TypeSH
Market value$3.13M
2.30%
Sole
0.00
Shared
0.00
None
12.33K
ISHARES TR
SOLEShares51.90K
TypeSH
Market value$3.11M
2.28%
Sole
0.00
Shared
0.00
None
51.90K
LULULEMON ATHLETICA INC
SOLEShares19.93K
TypeSH
Market value$3.05M
2.24%
Sole
0.00
Shared
0.00
None
19.93K
CAVA GROUP INC
SOLEShares37.21K
TypeSH
Market value$3.01M
2.21%
Sole
0.00
Shared
0.00
None
37.21K
FREEPORT-MCMORAN INC
SOLEShares50.04K
TypeSH
Market value$2.94M
2.16%
Sole
0.00
Shared
0.00
None
50.04K
MERCADOLIBRE INC
SOLEShares1.64K
TypeSH
Market value$2.84M
2.08%
Sole
0.00
Shared
0.00
None
1.64K
ALPHABET INC
SOLEShares9.85K
TypeSH
Market value$2.83M
2.08%
Sole
0.00
Shared
0.00
None
9.85K
PROLOGIS INC.
SOLEShares20.46K
TypeSH
Market value$2.71M
1.99%
Sole
0.00
Shared
0.00
None
20.46K
CAL MAINE FOODS INC
SOLEShares33.41K
TypeSH
Market value$2.64M
1.94%
Sole
0.00
Shared
0.00
None
33.41K
THE TRADE DESK INC
SOLEShares108.67K
TypeSH
Market value$2.47M
1.81%
Sole
0.00
Shared
0.00
None
108.67K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WISDOMTREE TRSOLE | FLOATING RAT TREA | 244.50K | SH | $12.31M 9.04% | 0.00 | 0.00 | 244.50K |
WISDOMTREE TRSOLE | INDIA ERNGS FD | 137.94K | SH | $5.63M 4.13% | 0.00 | 0.00 | 137.94K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 53.53K | SH | $5.35M 3.92% | 0.00 | 0.00 | 53.53K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 9.41K | SH | $4.51M 3.31% | 0.00 | 0.00 | 9.41K |
TECK RESOURCES LTDSOLE | CL B | 82.74K | SH | $4.28M 3.14% | 0.00 | 0.00 | 82.74K |
AMGEN INCSOLE | COM | 11.87K | SH | $4.17M 3.07% | 0.00 | 0.00 | 11.87K |
WISDOMTREE TRSOLE | EMG MKTS SMCAP | 67.57K | SH | $4.06M 2.98% | 0.00 | 0.00 | 67.57K |
BRISTOL-MYERS SQUIBB COSOLE | COM | 66.91K | SH | $4.06M 2.98% | 0.00 | 0.00 | 66.91K |
T-MOBILE US INCSOLE | COM | 18.70K | SH | $3.93M 2.88% | 0.00 | 0.00 | 18.70K |
SPROUTS FMRS MKT INCSOLE | COM | 50.48K | SH | $3.89M 2.86% | 0.00 | 0.00 | 50.48K |
AMAZON COM INCSOLE | COM | 18.54K | SH | $3.86M 2.84% | 0.00 | 0.00 | 18.54K |
KINSALE CAP GROUP INCSOLE | COM | 9.68K | SH | $3.31M 2.43% | 0.00 | 0.00 | 9.68K |
CASEYS GEN STORES INCSOLE | COM | 4.45K | SH | $3.24M 2.38% | 0.00 | 0.00 | 4.45K |
TARGET CORPSOLE | COM | 26.33K | SH | $3.19M 2.34% | 0.00 | 0.00 | 26.33K |
ISHARES TRSOLE | LATN AMER 40 ETF | 88.29K | SH | $3.14M 2.30% | 0.00 | 0.00 | 88.29K |
APPLE INCSOLE | COM | 12.33K | SH | $3.13M 2.30% | 0.00 | 0.00 | 12.33K |
ISHARES TRSOLE | MSCI INDIA SM CP | 51.90K | SH | $3.11M 2.28% | 0.00 | 0.00 | 51.90K |
LULULEMON ATHLETICA INCSOLE | COM | 19.93K | SH | $3.05M 2.24% | 0.00 | 0.00 | 19.93K |
CAVA GROUP INCSOLE | COM | 37.21K | SH | $3.01M 2.21% | 0.00 | 0.00 | 37.21K |
FREEPORT-MCMORAN INCSOLE | CL B | 50.04K | SH | $2.94M 2.16% | 0.00 | 0.00 | 50.04K |
MERCADOLIBRE INCSOLE | COM | 1.64K | SH | $2.84M 2.08% | 0.00 | 0.00 | 1.64K |
ALPHABET INCSOLE | CAP STK CL C | 9.85K | SH | $2.83M 2.08% | 0.00 | 0.00 | 9.85K |
PROLOGIS INC.SOLE | COM | 20.46K | SH | $2.71M 1.99% | 0.00 | 0.00 | 20.46K |
CAL MAINE FOODS INCSOLE | COM NEW | 33.41K | SH | $2.64M 1.94% | 0.00 | 0.00 | 33.41K |
THE TRADE DESK INCSOLE | COM CL A | 108.67K | SH | $2.47M 1.81% | 0.00 | 0.00 | 108.67K |
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