account_balance
Investment manager · 13F filer · SEC CIK 1906640
Widmann Financial Services, Inc.
Reported value$186Mas of Jun 30, 2026
Positions123 7 new, 5 sold out
Top 10 weight38.7%IEFA alone is 6%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
IEFAiShares Tr
6.1%Added +4%
AVUVAmerican Centy ETF Tr
5.3%
IWDiShares Tr
4.5%
AAPLApple Inc.
4.4%Added +3%
IWFiShares Tr
3.9%Added +4%
MSFTMicrosoft Corp
3.3%Added +8%
EEMiShares Tr
3.2%Trimmed −4%
IWPiShares Tr
2.8%Added +3%
IWSiShares Tr
2.6%Added +8%
CATCaterpillar Inc
2.5%
XOMExxonMobil Holdings Corp
2.4%Trimmed −4%
IBMInternational Business Machines Corp
2.2%
IEFAiShares Tr
6.1%Added +4%
AVUVAmerican Centy ETF Tr
5.3%
IWDiShares Tr
4.5%
AAPLApple Inc.
4.4%+3%
IWFiShares Tr
3.9%+4%
MSFTMicrosoft Corp
3.3%
EEMiShares Tr
3.2%
IWPiShares Tr
2.8%
IWSiShares Tr
2.6%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IEFA iShares Tr 6.1% Added +4%
AVUV American Centy ETF Tr 5.3% Held
IWD iShares Tr 4.5% Held
AAPL Apple Inc. 4.4% Added +3%IWF iShares Tr 3.9% Added +4%
MSFT Microsoft Corp 3.3% Added +8%EEM iShares Tr 3.2% Trimmed −4%
IWP iShares Tr 2.8% Added +3%
IWS iShares Tr 2.6% Added +8%
CAT Caterpillar Inc 2.5% HeldXOM ExxonMobil Holdings Corp 2.4% Trimmed −4%IBM International Business Machines Corp 2.2% HeldWhat changed
Biggest moves since Mar 31, 2026
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