Widmann Financial Services, Inc.

13F Filings History

Latest 13F report
Q3 2025 - Nov 14, 2025
Value $
$159M
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 $159M as of Q3 2025. Top holdings included IEFA, MSFT, AVUV, AAPL, and IWD.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 113 $159M +$6.05M -$857K +$5.19M IEFA, MSFT, AVUV, AAPL, IWD 13F-HR 11/14/2025, 04:34 PM
Q2 2025 108 $143M +$8.35M -$1.86M +$6.5M IEFA, MSFT, AVUV, IWD, AAPL 13F-HR 8/14/2025, 03:23 PM
Q1 2025 104 $129M +$5.83M -$3.82M +$2.01M IEFA, AAPL, MSFT, IWD, AVUV 13F-HR 5/14/2025, 05:06 PM
Q4 2024 99 $129M +$3.28M -$4.71M -$1.43M IEFA, AAPL, MSFT, TSLA, AVUV 13F-HR 2/14/2025, 04:58 PM
Q3 2024 101 $132M +$7.4M -$6.66M +$743K IEFA, MSFT, AAPL, AVUV, IWD 13F-HR 11/14/2024, 05:09 PM
Q2 2024 134 $123M +$6.59M -$1.63M +$4.96M IEFA, MSFT, AAPL, AVUV, IWD 13F-HR 8/14/2024, 05:18 PM
Q1 2024 96 $119M +$2.94M -$1.69M +$1.25M IEFA, MSFT, AVUV, IWD, AAPL 13F-HR 5/14/2024, 01:14 PM
Q4 2023 94 $111M +$3.49M -$2.44M +$1.05M IEFA, MSFT, AAPL, AVUV, IWD 13F-HR 2/13/2024, 01:33 PM
Q3 2023 84 $100M +$6.44M -$5.08M +$1.36M IEFA, AAPL, MSFT, IWD, AVUV 13F-HR 11/6/2023, 03:09 PM
Q2 2023 87 $105M +$2.7M -$849K +$1.85M IEFA, AAPL, MSFT, IWN, IWD 13F-HR 8/4/2023, 01:27 PM
Q1 2023 80 $99.2M +$1.55M -$1.05M +$502K IEFA, AAPL, MSFT, IWN, IWD 13F-HR 5/9/2023, 05:01 PM
Q4 2022 81 $95.5M +$2.78M -$7.26M -$4.48M IEFA, IWN, AAPL, MSFT, IWD 13F-HR 2/6/2023, 12:39 PM
Q3 2022 80 $90.3M +$2.62M -$1.69M +$924K IEFA, AAPL, IWN, MSFT, IWD 13F-HR 11/14/2022, 09:48 AM
Q2 2022 82 $96.6M +$3.6M -$5.95M -$2.35M IEFA, AAPL, MSFT, IWN, IWD 13F-HR 8/1/2022, 10:45 AM
Q1 2022 86 $113M +$10.2M -$14.8M -$4.62M CSX, IEFA, AAPL, MSFT, IWN 13F-HR 5/3/2022, 06:59 PM
Q4 2021 449 $121M $0 $0 IEFA, AAPL, MSFT, IWN, IWD 13F-HR 1/28/2022, 04:29 PM