§ 13F · FUND PROFILE
Widmann Financial Services, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $159.0T (13F)Positions · 113Turnover · — · Q4Filed · Feb 18, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 18, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IEFA | ISHARES TR | 115K | $10.3T | 6.3% | +2% |
| 2 | AVUV | AMERICAN CENTY ETF TR | 79K | $8.1T | 4.9% | +5% |
| 3 | AAPL | APPLE INC | 28K | $7.5T | 4.6% | −4% |
| 4 | MSFT | MICROSOFT CORP | 16K | $7.5T | 4.6% | −3% |
| 5 | IWD | ISHARES TR | 34K | $7.2T | 4.4% | +2% |
| 6 | IWF | ISHARES TR | 14K | $6.7T | 4.1% | +1% |
| 7 | EEM | ISHARES TR | 94K | $5.2T | 3.2% | +2% |
| 8 | IWP | ISHARES TR | 33K | $4.6T | 2.8% | +5% |
| 9 | XOM | EXXON MOBIL CORP | 38K | $4.5T | 2.8% | +9% |
| 10 | IBM | INTERNATIONAL BUSINESS MACHS | 15K | $4.5T | 2.7% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WIDMANN SIGNAL
AC read
Widmann Financial Services, Inc. is a Other fund managing $159046.3 trillion in assets. The fund runs a portfolio of 113 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed