Leibman Financial Services, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on October 13, 2026, Leibman Financial Services, Inc. disclosed 45 stock positions valued at approximately $144.98M as of quarter-end September 30, 2026. The largest holdings include WISDOMTREE TR, AMERICAN CENTY ETF TR, and WISDOMTREE TR.
- Report Period
- September 30, 2026
- No. of Stocks
- 45
- Portfolio Value
- $144.98M
Holdings by Sector
Leibman Financial Services, Inc. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | USFR | Other | 11.01% | 316,752 | -77,498 | -19.66% | $15,961,147 |
| AMERICAN CENTY ETF TR | AVDV | Other | 4.71% | 62,448 | +7,786 | +14.24% | $6,830,528 |
| WISDOMTREE TR | DGS | Other | 4.63% | 106,269 | +25,902 | +32.23% | $6,714,056 |
| WISDOMTREE TR | EPI | Other | 4.26% | 151,803 | +7,602 | +5.27% | $6,182,934 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 4.05% | 11,773 | +2,027 | +20.80% | $5,867,958 |
| BRISTOL-MYERS SQUIBB CO | BMY | Healthcare | 3.72% | 86,440 | +17,433 | +25.26% | $5,393,844 |
| TECK RESOURCES LTD | TECK | Basic Materials | 3.11% | 68,512 | -2,339 | -3.30% | $4,507,416 |
| ISHARES TR | ILF | Other | 3.03% | 127,510 | +55,690 | +77.54% | $4,399,099 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.99% | 17,397 | -256 | -1.45% | $4,334,409 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 2.78% | 4,434 | +1,920 | +76.37% | $4,036,536 |
| APPLE INC | AAPL | Technology | 2.72% | 11,851 | -225 | -1.86% | $3,946,732 |
| KINSALE CAP GROUP INC | KNSL | Financial Services | 2.59% | 11,623 | +560 | +5.06% | $3,751,210 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 2.42% | 2,028 | +87 | +4.48% | $3,505,459 |
| T-MOBILE US INC | TMUS | Communication Services | 2.39% | 21,218 | +1,151 | +5.74% | $3,460,226 |
| SPROUTS FMRS MKT INC | SFM | Consumer Defensive | 2.37% | 51,719 | +8 | +0.02% | $3,431,523 |
| DUOLINGO INC | DUOL | Technology | 2.36% | 24,035 | -187 | -0.77% | $3,422,584 |
| SEA LTD | SE | Consumer Cyclical | 2.18% | 32,497 | -11,319 | -25.83% | $3,163,875 |
| EMBRAER S.A. | ERJ | Industrials | 2.11% | 40,618 | +442 | +1.10% | $3,059,359 |
| FIRST SOLAR INC | FSLR | Technology | 2.07% | 17,172 | +5,544 | +47.68% | $3,007,807 |
| UNITED RENTALS INC | URI | Industrials | 2.00% | 2,897 | -147 | -4.83% | $2,899,735 |
| PROLOGIS INC. | PLD | Real Estate | 1.82% | 20,288 | -31 | -0.15% | $2,634,398 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 1.76% | 9,632 | +6,458 | +203.47% | $2,550,072 |
| CHIPOTLE MEXICAN GRILL INC | CMG | Consumer Cyclical | 1.75% | 79,464 | +11,113 | +16.26% | $2,538,476 |
| ALEXANDRIA REAL ESTATE EQ IN | ARE | Real Estate | 1.69% | 51,668 | +850 | +1.67% | $2,452,155 |
| GE HEALTHCARE TECHNOLOGIES I | GEHC | Healthcare | 1.69% | 37,383 | +37,383 | +100.00% | $2,443,727 |
| DISNEY WALT CO | DIS | Communication Services | 1.65% | 22,747 | +175 | +0.78% | $2,386,354 |
| CAL MAINE FOODS INC | CALM | Consumer Defensive | 1.64% | 34,864 | +20 | +0.06% | $2,372,825 |
| GLOBUS MED INC | GMED | Healthcare | 1.64% | 31,650 | +31,650 | +100.00% | $2,370,585 |
| OWENS CORNING NEW | OC | Industrials | 1.61% | 20,023 | -653 | -3.16% | $2,337,526 |
| COPART INC | CPRT | Industrials | 1.53% | 81,350 | +12,694 | +18.49% | $2,219,237 |
Showing 30 of 45 holdings in the latest reporting period.