Leibman Financial Services, Inc.
CIK 2006661 · Holdings on Sep 30, 2026 · First reported Oct 13, 2026
Top ten holdings
Q3 2026- USFR11.01%
- AVDV4.71%
- DGS4.63%
- EPI4.26%
- BRK.B4.05%
- BMY3.72%
- TECK3.11%
- ILF3.03%
- AMZN2.99%
- COST2.78%
Share classes counted separately44.29%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- USFRWeight decreased · -2.19 pp13.20% → 11.01%Shares -77.50K (-19.66%)
- ILFWeight increased · +1.42 pp1.61% → 3.03%Shares +55.69K (+77.54%)
- COSTWeight increased · +1.22 pp1.56% → 2.78%Shares +1.92K (+76.37%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | USFRWISDOMTREE FLOATING RATE TREFLOATING RAT TREA View history and evidence | $15.96M | 11.01% | 316.75K shares | 13.20% → 11.01%-2.19 pp -77.50K (-19.66%) | Reduced | ↗▾ |
| 02 | AVDVAVANTIS INTL S/C VALUE ETFINTL SMCP VLU View history and evidence | $6.83M | 4.71% | 62.45K shares | 3.74% → 4.71%+0.97 pp +7.79K (+14.24%) | Added | ↗▾ |
| 03 | DGSWISDOMTREE EM SMALL CAPEMG MKTS SMCAP View history and evidence | $6.71M | 4.63% | 106.27K shares | 3.46% → 4.63%+1.17 pp +25.90K (+32.23%) | Added | ↗▾ |
| 04 | EPIWISDOMTREE INDIA EARNINGSINDIA ERNGS FD View history and evidence | $6.18M | 4.26% | 151.80K shares | 4.10% → 4.26%+0.16 pp +7.60K (+5.27%) | Added | ↗▾ |
| 05 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $5.87M | 4.05% | 11.77K shares | 3.24% → 4.05%+0.81 pp +2.03K (+20.80%) | Added | ↗▾ |
| 06 | BMYBRISTOL-MYERS SQUIBB CO View history and evidence | $5.39M | 3.72% | 86.44K shares | 2.64% → 3.72%+1.08 pp +17.43K (+25.26%) | Added | ↗▾ |
| 07 | TECKTECK RESOURCES LTD-CLS BCL B View history and evidence | $4.51M | 3.11% | 68.51K shares | 2.80% → 3.11%+0.31 pp -2.34K (-3.30%) | Reduced | ↗▾ |
| 08 | ILFISHARES LATIN AMERICA 40 ETFLATN AMER 40 ETF View history and evidence | $4.40M | 3.03% | 127.51K shares | 1.61% → 3.03%+1.42 pp +55.69K (+77.54%) | Added | ↗▾ |
| 09 | AMZNAMAZON.COM INC View history and evidence | $4.33M | 2.99% | 17.40K shares | 2.80% → 2.99%+0.19 pp -256 (-1.45%) | Reduced | ↗▾ |
| 10 | COSTCOSTCO WHOLESALE CORP View history and evidence | $4.04M | 2.78% | 4.43K shares | 1.56% → 2.78%+1.22 pp +1.92K (+76.37%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 4
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| AMGN AMGEN INC | Non-derivative | -11,566 | -$4.19M | SEC filing ↗ | SEC filing ↗ |
| SMIN ISHARES MSCI INDIA SMALL-CAP | Non-derivative | -54,262 | -$3.84M | SEC filing ↗ | SEC filing ↗ |
| TGT TARGET CORP | Non-derivative | -20,895 | -$2.73M | SEC filing ↗ | SEC filing ↗ |
3 / 4 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2006661 · Period Sep 30, 2026
Data loaded Nov 10, 2026 · First reported Oct 13, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 144977557
}Research all 45 reported holdings.
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