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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.