Arkolith/Funds/Widmann Financial Services, Inc.

Widmann Financial Services, Inc.

CIK 1906640
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR
Active Filer

Widmann Financial Services, Inc. holds a diversified book of 123 reported positions worth $186.5M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Fidelity Enh LRG Cap GWTH and trimmed Ishares Msci Emerging Market. Their largest long position is Ishares Core Msci Eafe ETF at 6% of the reported non-option book. Cloning the disclosed picks since 2025 would be +22% (+20.0%/yr). That is a simulation of the disclosed long book, not audited returns.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+21.7%
+20.0%/yr · since Aug '25
Their reported book
+21.6%
held from quarter-end
S&P 500
+19.8%
same window
$10K$10K$11K$12K$12KAug '25Oct '25Jan '26Apr '26Jun '26Sep '26
Widmann Financial Services, Inc. (copied at disclosure) S&P 500

Growth of $10,000 cloning Widmann Financial Services, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
24%
Top 10 holdings
39%
Top 20 holdings
56%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

58% mapped to company sectors

ETFs / funds
40%
Information Technology
15%
Industrials
9%
Health Care
7%
Consumer Discretionary
6%
Materials
5%
Consumer Staples
4%
Energy
3%

+5 sectors below the cut, 10% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Widmann Financial Services, Inc.

Manager / fundShared namesTheir $ in those
Marest Capital, LLC13 / 80$173.7M
Independent Investors Inc29 / 80$428.5M
Emerald Advisors, LLC35 / 80$649.3M
Ardent Capital Management, Inc.17 / 80$191.7M
AdviceOne Advisory Services, LLC23 / 80$139.3M
Westchester Capital Management, Inc.28 / 80$420.5M
Luts & Greenleigh Group, Inc.42 / 80$99.5M
V. M. Manning & Co., Inc.26 / 80$87.3M

Ranked by the share of each fund's own book sitting in the names it shares with Widmann Financial Services, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

123 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE MSCI EAFE
$11.5M118.7K
6.1%
+3.7%
Added · +4K sh
2American Centy ETF TR
US SML CP VALU
$9.9M79.1K
5.3%
+1.8%
Added · +1K sh
3Ishares TR
RUS 1000 VAL ETF
$8.4M34.7K
4.5%
+1.4%
Added · +489 sh
4Apple Inc
COM
$8.2M28.2K
4.4%
+2.7%
Added · +738 sh
5Ishares TR
RUS 1000 GRW ETF
$7.3M58.8K
3.9%
+316%
Added · +45K sh
6Microsoft Corp
COM
$6.2M16.7K
3.3%
+8.2%
Added · +1K sh
7Ishares TR
MSCI EMG MKT ETF
$6.0M88.0K
3.2%
−3.8%
Reduced · −3K sh
8Ishares TR
RUS MD CP GR ETF
$5.2M35.4K
2.8%
+2.9%
Added · +1K sh
9Ishares TR
RUS MDCP VAL ETF
$4.9M29.8K
2.6%
+7.6%
Added · +2K sh
10Caterpillar Inc
COM
$4.6M4.3K
2.5%
−1.7%
Reduced · −75 sh
11Exxon Mobil Corp
COM
$4.5M33.1K
2.4%
−3.7%
Reduced · −1K sh
12International Business Machs
COM
$4.2M14.8K
2.2%
−1.4%
Reduced · −208 sh
13Johnson & Johnson
COM
$3.8M15.0K
2.0%
−1.0%
Reduced · −157 sh
14Ishares TR
RUS 2000 GRW ETF
$3.6M9.0K
1.9%
−2.1%
Reduced · −195 sh
15RTX Corporation
COM
$2.9M15.5K
1.6%
−2.2%
Reduced · −354 sh
16Capital Group Dividend Value
SHS CREAT UNIT
$2.8M57.7K
1.5%
+13%
Added · +7K sh
17Corning Inc
COM
$2.8M10.8K
1.5%
+9.6%
Added · +950 sh
18McDonalds Corp
COM
$2.7M10.0K
1.4%
+0.3%
Added · +32 sh
19Home Depot Inc
COM
$2.4M6.9K
1.3%
−2.2%
Reduced · −155 sh
20State STR SPDR S&P 500 ETF T
TR UNIT
$2.4M3.2K
1.3%
+1.5%
Added · +48 sh
21Coca Cola Co
COM
$2.4M29.2K
1.3%
−1.6%
Reduced · −469 sh
22Vaneck ETF Trust
AGRIBUSINESS ETF
$2.4M29.8K
1.3%
+3.4%
Added · +966 sh
23Abbvie Inc
COM
$2.2M8.8K
1.2%
Held
24Procter & Gamble Co
COM
$2.1M14.6K
1.1%
−0.4%
Reduced · −55 sh
25Nvidia Corporation
COM
$2.1M10.6K
1.1%
−14%
Reduced · −2K sh
26Citigroup Inc
COM NEW
$2.1M14.9K
1.1%
−1.8%
Reduced · −277 sh
27Microchip Technology Inc.
COM
$1.9M21.2K
1.0%
+6.1%
Added · +1K sh
28Chevron Corporation
COM
$1.9M11.7K
1.0%
−3.5%
Reduced · −428 sh
29Ford MTR Co
COM
$1.6M113.5K
0.8%
−4.5%
Reduced · −5K sh
30Merck & Co Inc
COM
$1.5M11.8K
0.8%
Held
31Verizon Communications Inc
COM
$1.5M35.7K
0.8%
−4.8%
Reduced · −2K sh
32Iron MTN Inc Del
COM
$1.5M11.9K
0.8%
−1.6%
Reduced · −200 sh
33AT&T Inc
COM
$1.4M70.0K
0.8%
+1.0%
Added · +712 sh
34Duke Energy Corp New
COM NEW
$1.4M11.2K
0.8%
−1.3%
Reduced · −149 sh
35Pfizer Inc
COM
$1.4M58.4K
0.8%
+6.3%
Added · +3K sh
36WW Grainger Inc
COM
$1.4M1.0K
0.7%
−1.9%
Reduced · −20 sh
37RBB FD Inc
F/M US TREASURY
$1.4M27.3K
0.7%
+15%
Added · +4K sh
38Tesla Inc
COM
$1.4M3.2K
0.7%
−24%
Reduced · −1K sh
39Altria Group Inc
COM
$1.3M18.2K
0.7%
−5.7%
Reduced · −1K sh
40Johnson Controls Internation
SHS
$1.3M8.8K
0.7%
−0.6%
Reduced · −49 sh
41Eli Lilly & Co
COM
$1.2M1.0K
0.7%
Held
42Main STR Cap Corp
COM
$1.2M23.9K
0.7%
−1.9%
Reduced · −467 sh
43Southern Co
COM
$1.2M12.6K
0.6%
−0.6%
Reduced · −80 sh
44CVS Health Corp
COM
$1.2M11.3K
0.6%
+4.6%
Added · +500 sh
45Trane Technologies PLC
SHS
$1.2M2.4K
0.6%
−2.5%
Reduced · −60 sh
46Pepsico Inc
COM
$1.1M8.4K
0.6%
+0.5%
Added · +40 sh
47Applied Matls Inc
COM
$1.1M1.6K
0.6%
+46%
Added · +495 sh
48Invesco Exch Traded FD TR II
S&P GBL WATER
$1.1M17.2K
0.6%
+2.5%
Added · +417 sh
49Barrick MNG Corp
COM SHS
$1.1M30.7K
0.6%
−3.1%
Reduced · −970 sh
50PPG Inds Inc
COM
$1.1M8.9K
0.6%
+0.2%
Added · +22 sh
Showing 50 of 123 positions
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Filing history

As-of date vs the date the SEC received each filing

$186.5M · Q2 2026Q2 2025 · $143.4MQ2 2026 · $186.5M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 202645d135$186.5M13F-HR
Q1 2026Mar 31, 2026May 15, 202645d121$168.1M13F-HR
Q4 2025Dec 31, 2025Feb 18, 202649d113$163.5M13F-HR
Q3 2025Sep 30, 2025Nov 14, 202545d113$159.0M13F-HR
Q2 2025Jun 30, 2025Aug 14, 202545d108$143.4M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.