Filed: 7/14/2026ACC: 0002006661-26-000004
📋 What this filing means
LEIBMAN FINANCIAL SERVICES, INC. filed this quarterly 13F‑HR report disclosing 46 equity positions with a total reported market value of $150.43M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
46
Positions
$150.43M
Total AUM (reported)
2.63M
Total Shares
Allocation by class
COM$65.27M43.4%
FLOATING RAT TREA$19.85M13.2%
CL A$6.96M4.6%
INDIA ERNGS FD$6.17M4.1%
INTL SMCP VLU$5.63M3.7%
EMG MKTS SMCAP$5.20M3.5%
CL A COM$5.10M3.4%
Portfolio Concentration
Top 3$31.65M21.0%
4–10$31.54M21.0%
11–25$49.18M32.7%
Rest$38.05M25.3%
Top 3 weight
21.0%
Top 10 weight
42.0%
Voting Authority Distribution
Total shares with voting rights: 2.63M
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
2.63M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole46
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings46
Rows:
WISDOMTREE TR
SOLEShares394.25K
TypeSH
Market value$19.85M
13.20%
Sole
0.00
Shared
0.00
None
394.25K
WISDOMTREE TR
SOLEShares144.20K
TypeSH
Market value$6.17M
4.10%
Sole
0.00
Shared
0.00
None
144.20K
AMERICAN CENTY ETF TR
SOLEShares54.66K
TypeSH
Market value$5.63M
3.74%
Sole
0.00
Shared
0.00
None
54.66K
WISDOMTREE TR
SOLEShares80.37K
TypeSH
Market value$5.20M
3.46%
Sole
0.00
Shared
0.00
None
80.37K
BERKSHIRE HATHAWAY INC DEL
SOLEShares9.75K
TypeSH
Market value$4.87M
3.24%
Sole
0.00
Shared
0.00
None
9.75K
ALPHABET INC
SOLEShares12.66K
TypeSH
Market value$4.47M
2.97%
Sole
0.00
Shared
0.00
None
12.66K
SPROUTS FMRS MKT INC
SOLEShares51.71K
TypeSH
Market value$4.37M
2.91%
Sole
0.00
Shared
0.00
None
51.71K
TECK RESOURCES LTD
SOLEShares70.85K
TypeSH
Market value$4.21M
2.80%
Sole
0.00
Shared
0.00
None
70.85K
AMAZON COM INC
SOLEShares17.65K
TypeSH
Market value$4.21M
2.80%
Sole
0.00
Shared
0.00
None
17.65K
SEA LTD
SOLEShares43.82K
TypeSH
Market value$4.20M
2.79%
Sole
0.00
Shared
0.00
None
43.82K
AMGEN INC
SOLEShares11.57K
TypeSH
Market value$4.19M
2.78%
Sole
0.00
Shared
0.00
None
11.57K
BRISTOL-MYERS SQUIBB CO
SOLEShares69.01K
TypeSH
Market value$3.98M
2.64%
Sole
0.00
Shared
0.00
None
69.01K
ISHARES TR
SOLEShares54.26K
TypeSH
Market value$3.84M
2.55%
Sole
0.00
Shared
0.00
None
54.26K
KINSALE CAP GROUP INC
SOLEShares11.06K
TypeSH
Market value$3.65M
2.43%
Sole
0.00
Shared
0.00
None
11.06K
APPLE INC
SOLEShares12.08K
TypeSH
Market value$3.49M
2.32%
Sole
0.00
Shared
0.00
None
12.08K
UNITED RENTALS INC
SOLEShares3.04K
TypeSH
Market value$3.45M
2.29%
Sole
0.00
Shared
0.00
None
3.04K
T-MOBILE US INC
SOLEShares20.07K
TypeSH
Market value$3.37M
2.24%
Sole
0.00
Shared
0.00
None
20.07K
MERCADOLIBRE INC
SOLEShares1.94K
TypeSH
Market value$3.29M
2.19%
Sole
0.00
Shared
0.00
None
1.94K
OWENS CORNING NEW
SOLEShares20.68K
TypeSH
Market value$3.29M
2.18%
Sole
0.00
Shared
0.00
None
20.68K
CASEYS GEN STORES INC
SOLEShares3.56K
TypeSH
Market value$2.83M
1.88%
Sole
0.00
Shared
0.00
None
3.56K
CAL MAINE FOODS INC
SOLEShares34.84K
TypeSH
Market value$2.81M
1.87%
Sole
0.00
Shared
0.00
None
34.84K
DUOLINGO INC
SOLEShares24.22K
TypeSH
Market value$2.79M
1.85%
Sole
0.00
Shared
0.00
None
24.22K
PROLOGIS INC.
SOLEShares20.32K
TypeSH
Market value$2.75M
1.83%
Sole
0.00
Shared
0.00
None
20.32K
FIRST SOLAR INC
SOLEShares11.63K
TypeSH
Market value$2.74M
1.82%
Sole
0.00
Shared
0.00
None
11.63K
TARGET CORP
SOLEShares20.89K
TypeSH
Market value$2.73M
1.81%
Sole
0.00
Shared
0.00
None
20.89K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WISDOMTREE TRSOLE | FLOATING RAT TREA | 394.25K | SH | $19.85M 13.20% | 0.00 | 0.00 | 394.25K |
WISDOMTREE TRSOLE | INDIA ERNGS FD | 144.20K | SH | $6.17M 4.10% | 0.00 | 0.00 | 144.20K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 54.66K | SH | $5.63M 3.74% | 0.00 | 0.00 | 54.66K |
WISDOMTREE TRSOLE | EMG MKTS SMCAP | 80.37K | SH | $5.20M 3.46% | 0.00 | 0.00 | 80.37K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 9.75K | SH | $4.87M 3.24% | 0.00 | 0.00 | 9.75K |
ALPHABET INCSOLE | CAP STK CL C | 12.66K | SH | $4.47M 2.97% | 0.00 | 0.00 | 12.66K |
SPROUTS FMRS MKT INCSOLE | COM | 51.71K | SH | $4.37M 2.91% | 0.00 | 0.00 | 51.71K |
TECK RESOURCES LTDSOLE | CL B | 70.85K | SH | $4.21M 2.80% | 0.00 | 0.00 | 70.85K |
AMAZON COM INCSOLE | COM | 17.65K | SH | $4.21M 2.80% | 0.00 | 0.00 | 17.65K |
SEA LTDSOLE | SPONSORD ADS | 43.82K | SH | $4.20M 2.79% | 0.00 | 0.00 | 43.82K |
AMGEN INCSOLE | COM | 11.57K | SH | $4.19M 2.78% | 0.00 | 0.00 | 11.57K |
BRISTOL-MYERS SQUIBB COSOLE | COM | 69.01K | SH | $3.98M 2.64% | 0.00 | 0.00 | 69.01K |
ISHARES TRSOLE | MSCI INDIA SM CP | 54.26K | SH | $3.84M 2.55% | 0.00 | 0.00 | 54.26K |
KINSALE CAP GROUP INCSOLE | COM | 11.06K | SH | $3.65M 2.43% | 0.00 | 0.00 | 11.06K |
APPLE INCSOLE | COM | 12.08K | SH | $3.49M 2.32% | 0.00 | 0.00 | 12.08K |
UNITED RENTALS INCSOLE | COM | 3.04K | SH | $3.45M 2.29% | 0.00 | 0.00 | 3.04K |
T-MOBILE US INCSOLE | COM | 20.07K | SH | $3.37M 2.24% | 0.00 | 0.00 | 20.07K |
MERCADOLIBRE INCSOLE | COM | 1.94K | SH | $3.29M 2.19% | 0.00 | 0.00 | 1.94K |
OWENS CORNING NEWSOLE | COM | 20.68K | SH | $3.29M 2.18% | 0.00 | 0.00 | 20.68K |
CASEYS GEN STORES INCSOLE | COM | 3.56K | SH | $2.83M 1.88% | 0.00 | 0.00 | 3.56K |
CAL MAINE FOODS INCSOLE | COM NEW | 34.84K | SH | $2.81M 1.87% | 0.00 | 0.00 | 34.84K |
DUOLINGO INCSOLE | CL A COM | 24.22K | SH | $2.79M 1.85% | 0.00 | 0.00 | 24.22K |
PROLOGIS INC.SOLE | COM | 20.32K | SH | $2.75M 1.83% | 0.00 | 0.00 | 20.32K |
FIRST SOLAR INCSOLE | COM | 11.63K | SH | $2.74M 1.82% | 0.00 | 0.00 | 11.63K |
TARGET CORPSOLE | COM | 20.89K | SH | $2.73M 1.81% | 0.00 | 0.00 | 20.89K |
Page 1 of 2