SEC Form 13F · Q1 2026

Widmann Financial Services, Inc.

Institutional Holdings Report

13F-HRMD
$168.1M
Portfolio Value
121
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
Widmann Financial Services, Inc.
CIK
1906640
Accession No.
0001906640-26-000002
Location
BOWIE, MD
Form Type
13F-HR
Portfolio Value
$168.1M
Holdings Reported
121
Reporting Period
Q1 2026
Filed
May 15, 2026

About this Filing

Widmann Financial Services, Inc. is an institutional investment manager based in BOWIE, MD reporting approximately $168.1M in 13(f) securities across 121 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.