Leibman Financial Services, Inc.
Leibman Financial Services, Inc. is a registered investment adviser headquartered in Louisville, Nebraska. Founded in 1996, the firm provides financial advisory and investment management services to individuals and families, with a focus on personalized financial planning. It operates with a small team and offers services such as securities through LPL Financial and direct investment advice through its RIA structure.
Investment Strategy
Leibman Financial Services, Inc. focuses on personalized investment management for individuals and families, constructing diversified portfolios that target long-term growth and risk management. The firm executes a fundamental approach, emphasizing asset allocation and holding a mix of equities, ETFs, and other instruments tailored to client needs, with an emphasis on transparency and fiduciary responsibility.
Top Holdings
Equity Positions (48)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
U USFR | WISDOMTREE TR | 12.64% | $16.6M | 331,165 | $50.27 | $50.27 | +$6.8M |
I INDA | ISHARES TR | 4.30% | $5.7M | 128,100 | $51.94 | $52.06 | +$5.4M |
A AVDV | AMERICAN CENTY ETF TR | 4.06% | $5.3M | 60,074 | $80.90 | $89.03 | +$1.4M |
A ARE | ALEXANDRIA REAL ESTATE EQ IN | 3.55% | $4.7M | 56,128 | $109.35 | $83.34 | +$1.4M |
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 3.45% | $4.5M | 9,044 | $359.17 | $502.74 | +$166.6K |