Leibman Financial Services, Inc. - Portfolio overview

Leibman Financial Services, Inc. has 57 reported holdings in this dataset, with the latest filing dated 2026-04-13.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Consumer Cyclical and Technology.

Largest reported holdings by portfolio allocation

  1. USFR - WISDOMTREE TR, 8.10%
  2. INDA - ISHARES TR, 3.73%
  3. EPI - WISDOMTREE TR, 3.70%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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