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Widmann Financial Services, Inc.
Widmann Financial Services, Inc. is an independent, SEC-registered investment advisory firm headquartered in Bowie, Maryland, United States. Founded in 1988, the firm specializes in wealth management and financial planning for individuals, families, pre-retirees, retirees, and not-for-profit organizations. With a team of approximately 14 employees, they provide personalized financial solutions including retirement planning, estate planning, tax strategies, asset management, and fiduciary services. They focus on building long-term client relationships and serve a mix of high-net-worth and other individuals, as well as charitable organizations.
Investment Strategy
Widmann Financial Services employs a highly personalized, client-centric investment approach, starting with a comprehensive consultation and data gathering to develop tailored financial plans. Their investment management focuses on diversified portfolios aligned with individual client goals and risk tolerance. The firm offers ongoing portfolio monitoring, annual and semi-annual reviews, and adaptive strategies that include estate planning, small business retirement plans, tax strategies, long-term care, life insurance, and fiduciary asset management. They emphasize developing generational relationships and optimizing financial well-being for each client.
Latest 13F Filing Activity
Widmann Financial Services, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 108 equity positions with a total 13F market value of $143M. The fund increased holdings in Microsoft Corp., Nvidia Corporation, Ishares TR among other positions. Widmann Financial Services, Inc. reduced exposure to Barrick Gold Corp., Chevron Corp. New, Kraft Heinz Co. among others.
Top Holdings
Equity Positions (108)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IEFA | ISHARES TR | 6.31% | $9.0M | 108,406 | $73.21 | $83.48 | +$1.0M |
M MSFT | MICROSOFT CORP | 5.57% | $8.0M | 16,048 | $335.08 | $497.41 | +$2.0M |
A AVUV | AMERICAN CENTY ETF TR | 4.52% | $6.5M | 71,090 | $81.85 | $91.10 | +$889.1K |
I IWD | ISHARES TR | 4.29% | $6.2M | 31,683 | $168.68 | $194.23 | +$393.1K |
A AAPL | APPLE INC | 4.07% | $5.8M | 28,436 | $178.65 | $205.17 | -$192.2K |
Industry Allocation
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