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Leibman Financial Services, Inc.

CIK 2006661 · latest 13F filed 13 October 2026 · Read the filing on EDGAR

Leibman Financial Services, Inc. reported 45 US-listed holdings worth $145.0 million in its 13F for the quarter ended 30 September 2026, filed 13 October 2026. Its largest: Wisdomtree Trust (11.0%), American Century ETF Trust (4.7%) and Wisdomtree Trust (4.6%). Against the quarter before, it opened 3 positions, added to 23, trimmed 16 and sold out of 4.

Reported holdings$145.0M-3.6% on Q2 2026
Positions45-1 on Q2 2026
The largest ten44.3%of its reported holdings
Latest 13FQ3 2026filed 13 October 2026
Where the money is
Added toTrimmed
USFR11.0%AVDV4.7%DGS4.6%EPI4.3%BRKB4.0%BMY3.7%TECK3.1%ILF3.0%AMZN3.0%COST2.8%AAPL2.7%KNSL2.6%MELI2.4%TMUS2.4%31 more45.6%

The 14 largest of its 45 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.

Reported holdings, quarter by quarter
Q3 2024: $141.1 million in 57 positions$141MQ3 24Q4 2024: $137.1 million in 55 positions$137MQ4 24Q1 2025: $128.6 million in 53 positions$129MQ1 25Q2 2025: $130.1 million in 49 positions$130MQ2 25Q3 2025: $131.7 million in 48 positions$132MQ3 25Q4 2025: $138.5 million in 51 positions$139MQ4 25Q1 2026: $136.2 million in 49 positions$136MQ1 26Q2 2026: $150.4 million in 46 positions$150MQ2 26Q3 2026: $145.0 million in 45 positions$145MQ3 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +11.0% over the 8 quarters to 30 September 2026, against +32.9% for the S&P 500.

Its reported holdingsThe S&P 500
90100110120130Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Q3 26Its holdings +11.0%S&P 500 +32.9%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 3Added 23Held 3Trimmed 16Sold out 4
Opened: 3Added: 23Held: 3Trimmed: 16Sold out: 4

Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held

Opened 3

  1. GE HealthCare Technologies Inc. GEHC$2.4 million
  2. Globus Medical Inc. GMED$2.4 million
  3. Servicetitan TTAN$1.0 million

Added to 23

  1. iShares Trust Latn Amer 40 ETF ILF+55,690 shares · +78%
  2. Costco Wholesale Corp. COST+1,920 shares · +76%
  3. Wisdomtree Trust DGS+25,902 shares · +32%
  4. Albemarle Corp. ALB+11,919 shares · +144%
  5. Bristol-Myers Squibb Co. BMY+17,433 shares · +25%
  6. Nextpower Inc. NXT+13,267 shares · +113%
  7. Berkshire Hathaway Inc. Class B BRKB+2,027 shares · +21%
  8. First Solar, Inc. FSLR+5,544 shares · +48%

and 15 more in the table below

Trimmed 16

  1. Wisdomtree Trust USFR-77,498 shares · -20%
  2. Alphabet Inc. GOOG-6,435 shares · -51%
  3. Sea Limited SE-11,319 shares · -26%
  4. Datadog, Inc. DDOG-2,973 shares · -34%
  5. CrowdStrike Holdings, Inc. CRWD-3,064 shares · -24%
  6. Teck Resources Ltd TECK-2,339 shares · -3%
  7. United Rentals, Inc. URI-147 shares · -5%
  8. Taiwan Semiconductor Manufacturing Company Limited TSM-195 shares · -4%

and 8 more in the table below

Sold out of 4

  1. Amgen Inc. AMGN$4.2 million last quarter
  2. iShares Trust SMIN$3.8 million last quarter
  3. Target Corp. TGT$2.7 million last quarter
  4. Enphase Energy, Inc. ENPH$1.2 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Wisdomtree Trust USFR316.8K$16.0 million11.01%-77.5K
American Century ETF Trust AVDV62.4K$6.8 million4.71%+7.8K
Wisdomtree Trust DGS106.3K$6.7 million4.63%+25.9K
Wisdomtree Trust EPI151.8K$6.2 million4.26%+7.6K
Berkshire Hathaway Inc. Class B BRKB11.8K$5.9 million4.05%+2.0K
Bristol-Myers Squibb Co. BMY86.4K$5.4 million3.72%+17.4K
Teck Resources Ltd TECK68.5K$4.5 million3.11%-2.3K
iShares Trust Latn Amer 40 ETF ILF127.5K$4.4 million3.03%+55.7K
Amazon.com Inc. AMZN17.4K$4.3 million2.99%-256
Costco Wholesale Corp. COST4.4K$4.0 million2.78%+1.9K
Apple Inc. AAPL11.9K$3.9 million2.72%-225
Kinsale Capital Group, Inc. KNSL11.6K$3.8 million2.59%+560
MercadoLibre, Inc. MELI2.0K$3.5 million2.42%+87
T-Mobile US, Inc. TMUS21.2K$3.5 million2.39%+1.2K
Sprouts Farmers Market, Inc. SFM51.7K$3.4 million2.37%+8
Duolingo, Inc. DUOL24.0K$3.4 million2.36%-187
Sea Limited SE32.5K$3.2 million2.18%-11.3K
Embraer S.a. EMBJ40.6K$3.1 million2.11%+442
First Solar, Inc. FSLR17.2K$3.0 million2.07%+5.5K
United Rentals, Inc. URI2.9K$2.9 million2.00%-147
Prologis, Inc. PLD20.3K$2.6 million1.82%-31
CrowdStrike Holdings, Inc. CRWD9.6K$2.6 million1.76%-3.1K
Chipotle Mexican Grill Inc. CMG79.5K$2.5 million1.75%+11.1K
Alexandria Real Estate Equities, Inc. ARE51.7K$2.5 million1.69%+850
GE HealthCare Technologies Inc. GEHC37.4K$2.4 million1.69%new
Walt Disney Co. DIS22.7K$2.4 million1.65%+175
Cal-Maine Foods Inc. CALM34.9K$2.4 million1.64%+20
Globus Medical Inc. GMED31.6K$2.4 million1.64%new
Owens Corning OC20.0K$2.3 million1.61%-653
Copart Inc. CPRT81.3K$2.2 million1.53%+12.7K
Pinterest, Inc. PINS115.1K$2.2 million1.50%+712
Casey's General Stores, Inc. CASY3.5K$2.1 million1.48%-25
Albemarle Corp. ALB20.2K$2.1 million1.47%+11.9K
Alphabet Inc. GOOG6.2K$2.1 million1.46%-6.4K
Coupang Inc. Class A CPNG150.3K$2.1 million1.44%+27.3K
Simply Good Foods Co. SMPL217.8K$2.1 million1.43%+15.3K
Taiwan Semiconductor Manufacturing Company Limited TSM4.5K$2.1 million1.42%-195
Grab Holdings Limited GRAB634.4K$2.0 million1.36%+47.6K
Nextpower Inc. NXT25.0K$2.0 million1.35%+13.3K
Datadog, Inc. DDOG5.9K$1.6 million1.11%-3.0K
Servicetitan TTAN15.2K$1.0 million0.69%new
Freeport-McMoRan Inc. FCX7.5K$524,2800.36%-762
iShares SHV4.7K$520,8310.36%+332
Deere & Co. DE322$216,2390.15%no change
Lowe's Companies Inc. LOW1.1K$203,8910.14%-152
Every US-listed position in the fund's 13F for the quarter ended 30 September 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 4 it sold out of are in the box above.