13F Filings History of Widmann Financial Services, Inc.

Latest 13F report
Q4 2025 - 18 Feb 2026
Value $
$163,478,264
Signature - Title
Jordan Green - Counsel
Location
Bowie, MD
Summary
This page shows a list of all the recent 13F filings made by Widmann Financial Services, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Widmann Financial Services, Inc. reported 113 stock holdings with total value $163,478,264 as of Q4 2025. Top holdings included IEFA, AVUV, AAPL, MSFT, and IWD.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 113 $163,478,264 +$5,993,427 -$3,871,659 +$2,121,768 IEFA, AVUV, AAPL, MSFT, IWD 13F-HR 17 Feb 2026, 18:06
Q3 2025 113 $159,046,287 +$6,048,499 -$856,751 +$5,191,748 IEFA, MSFT, AVUV, AAPL, IWD 13F-HR 14 Nov 2025, 16:34
Q2 2025 108 $143,414,397 +$8,354,102 -$1,856,911 +$6,497,191 IEFA, MSFT, AVUV, IWD, AAPL 13F-HR 14 Aug 2025, 15:23
Q1 2025 104 $128,733,982 +$5,831,689 -$3,819,296 +$2,012,393 IEFA, AAPL, MSFT, IWD, AVUV 13F-HR 14 May 2025, 17:06
Q4 2024 99 $129,218,330 +$3,281,544 -$4,714,082 -$1,432,538 IEFA, AAPL, MSFT, TSLA, AVUV 13F-HR 14 Feb 2025, 16:58
Q3 2024 101 $132,077,100 +$7,401,831 -$6,658,466 +$743,365 IEFA, MSFT, AAPL, AVUV, IWD 13F-HR 14 Nov 2024, 17:09
Q2 2024 134 $122,929,969 +$6,591,625 -$1,631,092 +$4,960,533 IEFA, MSFT, AAPL, AVUV, IWD 13F-HR 14 Aug 2024, 17:18
Q1 2024 96 $119,047,050 +$2,939,780 -$1,690,672 +$1,249,108 IEFA, MSFT, AVUV, IWD, AAPL 13F-HR 14 May 2024, 13:14
Q4 2023 94 $111,034,358 +$3,493,320 -$2,439,041 +$1,054,279 IEFA, MSFT, AAPL, AVUV, IWD 13F-HR 13 Feb 2024, 13:33
Q3 2023 84 $100,376,085 +$6,444,788 -$5,082,238 +$1,362,550 IEFA, AAPL, MSFT, IWD, AVUV 13F-HR 06 Nov 2023, 15:09
Q2 2023 87 $104,546,229 +$2,700,677 -$849,231 +$1,851,446 IEFA, AAPL, MSFT, IWN, IWD 13F-HR 04 Aug 2023, 13:27
Q1 2023 80 $99,207,816 +$1,549,022 -$1,047,012 +$502,010 IEFA, AAPL, MSFT, IWN, IWD 13F-HR 09 May 2023, 17:01
Q4 2022 81 $95,516,710 +$2,778,794 -$7,255,628 -$4,476,834 IEFA, IWN, AAPL, MSFT, IWD 13F-HR 06 Feb 2023, 12:39
Q3 2022 80 $90,273,180 +$2,615,173 -$1,691,003 +$924,170 IEFA, AAPL, IWN, MSFT, IWD 13F-HR 14 Nov 2022, 09:48
Q2 2022 82 $96,644,000 +$3,599,142 -$5,952,429 -$2,353,287 IEFA, AAPL, MSFT, IWN, IWD 13F-HR 01 Aug 2022, 10:45
Q1 2022 86 $112,860,000 +$10,153,916 -$14,778,366 -$4,624,450 CSX, IEFA, AAPL, MSFT, IWN 13F-HR 03 May 2022, 18:59
Q4 2021 449 $121,292,000 $0 $0 $0 IEFA, AAPL, MSFT, IWN, IWD 13F-HR 28 Jan 2022, 16:29