Q3 2026 13F · SEC CIK 2006661

Leibman Financial Services, Inc.

Wealth managerFiled 2026-10-13 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $145.0M
Reported positions: 45
Top holdings a year, 3 yrs: +11.3%
Average holding period: 1.9 yrs

Leibman Financial Services, Inc. is a wealth manager that reported 45 positions worth $145.0M in its Q3 2026 13F, filed 2026-10-13. Its largest holdings were Wisdomtree Tr (USFR, 11.0%), American Centy ETF Tr (AVDV, 4.7%), Wisdomtree Tr (DGS, 4.6%). A portfolio copying its top holdings returned 11.3% a year over the last 3 years, against 18.8% for the S&P 500.

Leibman Financial Services, Inc. holdings all 45 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Leibman Financial Services, Inc. 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
USFRWisdomtree Tr	11.0%	13.2%	316,752	-19.7%	$16.0M
AVDVAmerican Centy ETF Tr	4.7%	3.7%	62,448	+14.2%	$6.8M
DGSWisdomtree Tr	4.6%	3.5%	106,269	+32.2%	$6.7M
EPIWisdomtree Tr	4.3%	4.1%	151,803	+5.3%	$6.2M
BRK-BBerkshire Hathaway Inc Del	4.0%	3.2%	11,773	+20.8%	$5.9M
BMYBristol-Myers Squibb Co	3.7%	2.6%	86,440	+25.3%	$5.4M
TECKTeck Resources Ltd	3.1%	2.8%	68,512	-3.3%	$4.5M
ILFIshares S & P Latin America 40 Index Fun	3.0%	1.6%	127,510	+77.5%	$4.4M
AMZNAmazon Com Inc	3.0%	2.8%	17,397	-1.5%	$4.3M
COSTCostco Wholesale Corporation	2.8%	1.6%	4,434	+76.4%	$4.0M
AAPLApple Inc	2.7%	2.3%	11,851	-1.9%	$3.9M
KNSLKinsale Cap Group Inc	2.6%	2.4%	11,623	+5.1%	$3.8M
MELIMercadolibre Inc	2.4%	2.2%	2,028	+4.5%	$3.5M
TMUST-Mobile US Inc	2.4%	2.2%	21,218	+5.7%	$3.5M
SFMSprouts Fmrs Mkt Inc	2.4%	2.9%	51,719	+0.0%	$3.4M
DUOLDuolingo Inc	2.4%	1.9%	24,035	-0.8%	$3.4M
SESea Ltd	2.2%	2.8%	32,497	-25.8%	$3.2M
EMBJEmbraer SA ADR	2.1%	1.7%	40,618	+1.1%	$3.1M
FSLRFirst Solar Inc	2.1%	1.8%	17,172	+47.7%	$3.0M
URIUnited Rentals Inc	2.0%	2.3%	2,897	-4.8%	$2.9M
PLDPrologis Inc	1.8%	1.8%	20,288	-0.2%	$2.6M
CRWDCrowdstrike Hldgs Inc	1.8%	1.6%	9,632	+203.5%	$2.6M
CMGChipotle Mexican Grill Inc	1.8%	1.5%	79,464	+16.3%	$2.5M
AREAlexandria Real Estate Eq in	1.7%	1.8%	51,668	+1.7%	$2.5M
GEHCGe Healthcare Technologies I	1.7%	New	37,383	—	$2.4M
DISDisney Walt Co	1.6%	1.4%	22,747	+0.8%	$2.4M
CALMCal Maine Foods Inc	1.6%	1.9%	34,864	+0.1%	$2.4M
GMEDGlobus Med Inc	1.6%	New	31,650	—	$2.4M
OCOwens Corning New	1.6%	2.2%	20,023	-3.2%	$2.3M
CPRTCopart Inc	1.5%	1.3%	81,350	+18.5%	$2.2M
PINSPinterest Inc	1.5%	1.6%	115,147	+0.6%	$2.2M
CASYCaseys Gen Stores Inc	1.5%	1.9%	3,531	-0.7%	$2.1M
ALBAlbemarle Corp	1.5%	0.7%	20,187	+144.2%	$2.1M
GOOGAlphabet Inc	1.5%	3.0%	6,227	-50.8%	$2.1M
CPNGCoupang Inc	1.4%	1.4%	150,251	+22.3%	$2.1M
SMPLSimply Good Foods Co	1.4%	1.8%	217,799	+7.6%	$2.1M
TSMTaiwan Semiconductor Manufac	1.4%	1.5%	4,511	-4.1%	$2.1M
GRABGrab Holdings Limited	1.4%	1.5%	634,393	+8.1%	$2.0M
NXTNextpower Inc	1.3%	0.9%	25,039	+112.7%	$2.0M
DDOGDatadog Inc	1.1%	1.5%	5,896	-33.5%	$1.6M
TTANServicetitan Inc	0.7%	New	15,248	—	$1.0M
FCXFreeport Mcmoran Inc	0.4%	0.3%	7,494	-9.2%	$524K
SHVIshares Tr	0.4%	0.3%	4,721	+7.6%	$521K
DEDeere & Co	0.1%	0.1%	322	+0.0%	$216K
LOWLowes Cos Inc	0.1%	0.2%	1,106	-12.1%	$204K

What Leibman Financial Services, Inc. bought and sold in Q3 2026, against Q2 2026.

Sold out

Share counts compared with the Q2 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +17.0% /yr; S&P 500 +20.1%
3 years: +11.3% /yr; S&P 500 +18.8%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$145.0M	45
Q2 2026	$150.4M	46
Q1 2026	$136.2M	49
Q4 2025	$138.5M	51
Q3 2025	$131.7M	48
Q2 2025	$130.1M	49
Q1 2025	$128.6M	53
Q4 2024	$137.1M	55
Q3 2024	$141.1M	57
Q2 2024	$134.9M	56
Q1 2024	$130.3M	53
Q4 2023	$120.3M	52

Questions about Leibman Financial Services, Inc.'s portfolio

What stocks does Leibman Financial Services, Inc. own?

Leibman Financial Services, Inc.'s latest 13F, for Q3 2026 and filed Oct 13, 2026, lists 45 positions worth $145.0M. The largest are Wisdomtree Tr (USFR) at 11.0%, American Centy ETF Tr (AVDV) at 4.7%, Wisdomtree Tr (DGS) at 4.6%, Wisdomtree Tr (EPI) at 4.3% and Berkshire Hathaway Inc Del (BRK-B) at 4.0%.

What did Leibman Financial Services, Inc. buy last quarter?

In Q3 2026, Leibman Financial Services, Inc. added a new position in Ge Healthcare Technologies I (GEHC), a new position in Globus Med Inc (GMED), a new position in Servicetitan Inc (TTAN), Crowdstrike Hldgs Inc (CRWD) (+203.5% shares), Albemarle Corp (ALB) (+144.2% shares) and Nextpower Inc (NXT) (+112.7% shares), compared with its Q2 2026 filing.

What did Leibman Financial Services, Inc. sell last quarter?

In Q3 2026, Leibman Financial Services, Inc. sold all of Amgen Inc (AMGN), sold all of Ishares Tr (SMIN), sold all of Target Corp (TGT), sold all of Enphase Energy Inc (ENPH), Alphabet Inc (GOOG) (-50.8% shares), Datadog Inc (DDOG) (-33.5% shares) and Sea Ltd (SE) (-25.8% shares), compared with its Q2 2026 filing.

How has Leibman Financial Services, Inc.'s portfolio performed?

A portfolio copying Leibman Financial Services, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +11.3% a year over the last 3 years, against +18.8% for the S&P 500. Over 1 year: +17.0% against +20.1%.

When is Leibman Financial Services, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Leibman Financial Services, Inc.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.