Q1 2026 · 13F-HR
Widmann Financial Services, Inc.holdings as filed
Filed 2026-05-15 · accession 0001906640-26-000002
$0
Reported value
0
Positions
2026-03-31
Period end
The Brief · Widmann Financial Services, Inc. · Q1 2026
AI · grounded in 13F
Widmann Financial Services, Inc. closed its position in IEFA, reducing its holdings by $10.25M. The fund also exited positions in AVUV for $8.07M and AAPL for $7.52M. Additionally, it closed out holdings in MSFT and IWD. In total, the fund reduced 113 positions during the period.
Holdings as filed
No holdings rows on file.
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.