Institutions / Widmann Financial Services, Inc.
Widmann Financial Services, Inc.
CIK 1906640 · Institution · as of Dec 31, 2025
Portfolio value
$163.48M
Positions
113
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 113 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $10.25M | 6.3% |
| American Centy ETF Tr | $8.07M | 4.9% |
| Apple Inc. | $7.52M | 4.6% |
| Microsoft Corp | $7.51M | 4.6% |
| iShares Tr | $7.21M | 4.4% |
| iShares Tr | $6.70M | 4.1% |
| iShares Tr | $5.16M | 3.2% |
| iShares Tr | $4.57M | 2.8% |
| Exxon Mobil Corp | $4.55M | 2.8% |
| International Business Machines Corp | $4.47M | 2.7% |
| iShares Tr | $3.85M | 2.4% |
| Johnson & Johnson | $3.15M | 1.9% |
| Mcdonald'S Corp | $3.02M | 1.8% |
| iShares Tr | $2.97M | 1.8% |
| RTX Corp | $2.92M | 1.8% |
| Caterpillar Inc | $2.56M | 1.6% |
| NVIDIA Corp | $2.48M | 1.5% |
| Home Depot, Inc. | $2.37M | 1.4% |
| Tesla Inc | $2.36M | 1.4% |
| SPDR S&P 500 ETF Tr | $2.17M | 1.3% |
| PROCTER & GAMBLE Co | $2.14M | 1.3% |
| Coca Cola Co | $2.06M | 1.3% |
| VanEck ETF Trust | $2.06M | 1.3% |
| Capital Group Dividend Value | $2.03M | 1.2% |
| AbbVie Inc. | $2.02M | 1.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.