Widmann Financial Services, Inc. - Portfolio overview

Widmann Financial Services, Inc. has 126 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. IEFA - ISHARES TR, 6.12%
2. AVUV - AMERICAN CENTY ETF TR, 5.07%
3. IWD - ISHARES TR, 4.32%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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