Long-term investor
Widmann Financial Services, Inc. @widmannfinancialservices
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001906640).
Record
- Tracked since 2025-06-30 (434 days), 65 trades recorded
- Returns: week n/a · month n/a · 90 days +7.8% · 6 months +11.0% · 1 year +19.1% · all +19.1%
- Max drawdown 0.0% · Sharpe 1.66 · win rate 29% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IEFA · 6.1% · long · since 2025-06-30
- AVUV · 5.3% · long · since 2025-06-30
- IWD · 4.5% · long · since 2025-06-30
- AAPL · 4.4% · long · since 2025-06-30
- IWF · 3.9% · long · since 2025-06-30
- MSFT · 3.3% · long · since 2025-06-30
- EEM · 3.2% · long · since 2025-06-30
- IWP · 2.8% · long · since 2025-06-30
- IWS · 2.6% · long · since 2025-06-30
- 149123101 · 2.5% · long · since 2025-06-30
- 30231G102 · 2.4% · long · since 2025-06-30
- IBM · 2.2% · long · since 2025-06-30