Institutional
Widmann Financial Services, Inc.
CIK 0001906640
$0
Reported AUM
0
Positions
Q1 2026
Period
2026-05-15
Filed
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.
Portfolio · Q1 2026
Top holdings
No holdings ingested yet.
Source: SEC EDGAR · accession 0001906640-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.