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William Garver

Leibman Financial Services, Inc.

Assets Managed
$150.431M
Holdings
46
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
10.46%(2Q avg: 4.38%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Leibman Financial Services, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 46 positions.

Assets under management

The assets under management (AUM) of Leibman Financial Services, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 150.431M in assets, with a quarterly growth rate of 10.46% and a 2-quarter average growth rate of 4.38%. The portfolio is managed by William Garver, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
USFR
Wisdomtree Floating Rate Tre
Recent Activity
Increased 61.25%
13.2%
$19.851M
394,250 shares@ $50.36 avg price
EPI
Wisdomtree India Earnings
Recent Activity
Increased 4.54%
4.11%
$6.169M
144,201 shares@ $42.79 avg price
AVDV
Avantis Intl S C Value Etf
Recent Activity
Increased 2.12%
3.75%
$5.633M
54,662 shares@ $103.06 avg price
DGS
Wisdomtree Em Small Cap
Recent Activity
Increased 18.95%
3.46%
$5.201M
80,367 shares@ $64.71 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 3.59%
3.24%
$4.873M
9,746 shares@ $500.01 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Increased 28.5%
2.98%
$4.474M
12,662 shares@ $353.33 avg price
SFM
Sprouts Farmers Market Inc
Recent Activity
Increased 2.45%
2.91%
$4.374M
51,711 shares@ $84.58 avg price
TECK
Teck Resources Ltd-cls B
Recent Activity
Decreased -14.36%
2.81%
$4.213M
70,851 shares@ $59.46 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -4.78%
2.8%
$4.207M
17,653 shares@ $238.34 avg price
SE
Sea Ltd-adr
Recent Activity
Increased 47.31%
2.8%
$4.199M
43,816 shares@ $95.83 avg price

1-10 of 46