Widmann Financial Services, Inc.
Widmann Financial Services, Inc. reported 123 positions worth $186.5M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: IEFA (6.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IEFA | SH | $11.5M | 6.15% | 118,732 | — | — | |
| ▸ 2 | AVUV | SH | $9.9M | 5.29% | 79,100 | — | — | |
| ▸ 3 | IWD | SH | $8.4M | 4.52% | 34,728 | — | — | |
| ▸ 4 | AAPL | SH | $8.2M | 4.38% | 28,220 | — | — | |
| ▸ 5 | IWF | SH | $7.3M | 3.91% | 58,788 | — | — | |
| ▸ 6 | MSFT | SH | $6.2M | 3.34% | 16,699 | — | — | |
| ▸ 7 | EEM | SH | $6.0M | 3.23% | 88,042 | — | — | |
| ▸ 8 | IWP | SH | $5.2M | 2.78% | 35,390 | — | — | |
| ▸ 9 | IWS | SH | $4.9M | 2.63% | 29,787 | — | — | |
| ▸ 10 | CAT | SH | $4.6M | 2.46% | 4,300 | — | — |
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Frequently Asked Questions
What stocks does Widmann Financial Services, Inc. hold as of Q2 2026?
Widmann Financial Services, Inc. reported 123 positions worth $186.5M in its Q2 2026 13F filing. Largest positions: IEFA (6.1%), AVUV (5.3%), IWD (4.5%), AAPL (4.4%) and IWF (3.9%).
What did Widmann Financial Services, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Widmann Financial Services, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.