Widmann Financial Services, Inc.: 13F holdings
CIK 19066402026Q2
| Positions | 123 |
|---|
| Reported value | $186.5m |
|---|
| Filed | 2026-08-14 |
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Change since last quarter
| Positions | 123 (+2 vs prior quarter) |
|---|
| Reported value | $186.5m (+10.9%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IEFA ISHARES TR | 118,732 | $11.5m | 6.1% |
| AVUV AMERICAN CENTY ETF TR | 79,100 | $9.9m | 5.3% |
| IWD ISHARES TR | 34,728 | $8.4m | 4.5% |
| AAPL APPLE INC | 28,220 | $8.2m | 4.4% |
| IWF ISHARES TR | 58,788 | $7.3m | 3.9% |
| MSFT MICROSOFT CORP | 16,699 | $6.2m | 3.3% |
| EEM ISHARES TR | 88,042 | $6.0m | 3.2% |
| IWP ISHARES TR | 35,390 | $5.2m | 2.8% |
| IWS ISHARES TR | 29,787 | $4.9m | 2.6% |
| CAT CATERPILLAR INC | 4,300 | $4.6m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1906640")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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