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Showing Q3 2025 data
HedgeTrack has imported Q4 2025 data overall, but Widmann Financial Services, Inc.'s latest available filing here is Q3 2025.
Widmann Financial Services, Inc.
•CIK: 1906640•Filing: Q3 2025
**Widmann Financial Services, Inc.** manages $159M across a diversified portfolio of 113 positions. The fund exhibits notable concentration in technology and international exposure, with top holdings including IEFA at $9.8M and MSFT at $8.3M. Significant allocations are also visible in AVUV ($7.5M) and AAPL ($7.3M), suggesting a tactical blend of global equity and established mega-cap names. This positioning indicates a mandate focused on capturing growth across varied market segments.
Total AUM
$159.0M
QoQ Performance
+10.9%
Positions
100
Top 10 Concentration
40.2%
Latest Filing
Q3 2025
Top Holdings Allocation
IEFA
MSFT
IEFA6.2%
MSFT5.2%
AVUV4.7%
AAPL4.6%
IWD4.3%
IWF4.1%
EEM3.1%
IWP2.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other50.1%
Technology15.5%
Healthcare6.5%
Consumer6.4%
Industrial5.9%
Energy3.6%
Consumer Staples3.1%
Financial2.8%
Changes from Q2 2025
NEW7 new positions
↑52 increased
↓30 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022