Widmann Financial Services, Inc. — 13F holdings

Widmann Financial Services, Inc. reported 135 holdings worth $186M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

  1. IEFA ISHARES TR — $11.5M (6.1%)
  2. AVUV AMERICAN CENTY ETF TR — $9.87M (5.3%)
  3. IWD ISHARES TR — $8.42M (4.5%)
  4. AAPL APPLE INC — $8.17M (4.4%)
  5. IWF ISHARES TR — $7.30M (3.9%)
  6. MSFT MICROSOFT CORP — $6.23M (3.3%)
  7. EEM ISHARES TR — $6.02M (3.2%)
  8. IWP ISHARES TR — $5.18M (2.8%)
  9. IWS ISHARES TR — $4.90M (2.6%)
  10. CAT CATERPILLAR INC — $4.58M (2.5%)