Leibman Financial Services
Leibman Financial Services reported 45 stocks worth $145M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are USFR (11.0%), AVDV (4.7%) and DGS (4.6%). Compared with Q2 2026, the fund opened new positions in GEHC, GMED and TTAN, added to AVDV, DGS and EPI, trimmed USFR, TECK and AMZN and sold out of AMGN, SMIN and TGT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  USFR Wisdomtree TR | $16M | 11.0% | 317K | −77K (−20%) | 8 of 8 | |
| 2 |  AVDV Avantis International Small Cap Value ETF | $6.8M | 4.7% | 62K | +7,786 (+14%) | 6 of 8 | |
| 3 |  DGS Wisdomtree TR | $6.7M | 4.6% | 106K | +26K (+32%) | 4 of 8 | |
| 4 |  EPI Wisdomtree TR | $6.2M | 4.3% | 152K | +7,602 (+5%) | 7 of 8 | |
| 5 |  BRK.B Berkshire Hathaway Inc Del | $5.9M | 4.0% | 12K | +2,027 (+21%) | 8 of 8 | |
| 6 |  BMY Bristol Myers Squibb Co | $5.4M | 3.7% | 86K | +17K (+25%) | 3 of 8 | |
| 7 |  TECK Teck Resources Ltd | $4.5M | 3.1% | 69K | −2,339 (−3%) | 8 of 8 | |
| 8 |  ILF Ishares TR Latn Amer 40 ETF | $4.4M | 3.0% | 128K | +56K (+78%) | 4 of 8 | |
| 9 |  AMZN Amazon Com Inc | $4.3M | 3.0% | 17K | −256 (−1%) | 8 of 8 | |
| 10 |  COST Costco Whsl Corp New | $4M | 2.8% | 4,434 | +1,920 (+76%) | 4 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 13, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Leibman Financial Services 13F FAQ
What does Leibman Financial Services own?
Leibman Financial Services reported 45 stocks worth $145M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are USFR (11.0%), AVDV (4.7%) and DGS (4.6%). The table above lists every position in the filing (the top 10 without an account).
What did Leibman Financial Services buy and sell in Q3 2026?
Compared with Q2 2026: 3 new positions, 24 added to, 15 trimmed and 4 sold out. New positions include GEHC, GMED and TTAN. It sold all of AMGN, SMIN and TGT.
When will Leibman Financial Services file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Leibman Financial Services's portfolio worth?
The Q3 2026 filing reports $145M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.