Live Markets
Saturday, September 12, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Widmann Financial Services, Inc.

Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001906640-25-000002

Total Value
$143.4M
Positions
108
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (108)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46432F842108,406$9.0M6.31%
2MICROSOFT CORPMSFT16,048$8.0M5.57%
3AMERICAN CENTY ETF TR02507287771,090$6.5M4.52%
4ISHARES TR46428759831,683$6.2M4.29%
5APPLE INCAAPL28,436$5.8M4.07%
6ISHARES TR46428761413,398$5.7M3.97%
7INTERNATIONAL BUSINESS MACHSINTR15,038$4.4M3.09%
8ISHARES TR46428748131,148$4.3M3.01%
9ISHARES TR46428723488,536$4.3M2.98%
10EXXON MOBIL CORPXOM34,493$3.7M2.59%
11ISHARES TR46428747324,511$3.2M2.26%
12MCDONALDS CORPMCD10,070$2.9M2.05%
13HOME DEPOT INCHD6,973$2.6M1.78%
14ISHARES TR4642876488,534$2.4M1.70%
15JOHNSON & JOHNSONJNJ15,475$2.4M1.65%
16RTX CORPORATIONRTX16,109$2.4M1.64%
17PROCTER AND GAMBLE CO74271810914,739$2.3M1.64%
18NVIDIA CORPORATIONNVDA13,192$2.1M1.45%
19AT&T INCT-PC69,917$2.0M1.41%
20COCA COLA COKO28,495$2.0M1.41%
21SPDR S&P 500 ETF TRSPY3,185$2.0M1.37%
22VANECK ETF TRUST92189F70024,282$1.8M1.25%
23CATERPILLAR INCCAT4,529$1.8M1.23%
24CHEVRON CORP NEWCVX12,264$1.8M1.22%
25TESLA INCTSLA5,247$1.7M1.16%
26ABBVIE INCABBV8,979$1.7M1.16%
27VERIZON COMMUNICATIONS INCVZ34,638$1.5M1.05%
28TRANE TECHNOLOGIES PLCTT3,385$1.5M1.03%
29MAIN STR CAP CORP56035L10424,386$1.4M1.00%
30MICROCHIP TECHNOLOGY INC.MCHPP20,137$1.4M0.99%
31CITIGROUP INCC-PR15,771$1.3M0.94%
32PFIZER INCPFE53,529$1.3M0.90%
33FORD MTR CO345370860119,087$1.3M0.90%
34DUKE ENERGY CORP NEWDUKB10,726$1.3M0.88%
35IRON MTN INC DEL46284V10112,194$1.3M0.87%
36DISNEY WALT CO2546871069,538$1.2M0.82%
37SOUTHERN COSOMN12,871$1.2M0.82%
38ALTRIA GROUP INCMO18,997$1.1M0.78%
39PEPSICO INCPEP8,330$1.1M0.77%
40GRAINGER W W INC3848021041,015$1.1M0.74%
41INVESCO EXCH TRADED FD TR IIIVZ16,884$1.1M0.74%
42SPDR DOW JONES INDL AVERAGE78467X1092,356$1.0M0.72%
43PPG INDS INC6935061079,045$1.0M0.72%
44BOEING COBA-PA4,656$975,5180.68%
45TRUIST FINL CORP89832Q10922,178$953,4330.66%
46MERCK & CO INCMRK11,946$945,6220.66%
47JOHNSON CTLS INTL PLCG515021058,784$927,8170.65%
48GENERAL MLS INC37033410417,217$892,0100.62%
49AIR PRODS & CHEMS INCAIIR3,035$855,9110.60%
50GENERAL DYNAMICS CORPGD2,799$816,3560.57%
51CVS HEALTH CORPCVS11,311$780,2500.54%
52VANGUARD BD INDEX FDS92193783510,218$752,3510.52%
53ELI LILLY & COLLY961$749,1280.52%
54LOCKHEED MARTIN CORPLMT1,608$744,7290.52%
55PHILIP MORRIS INTL INC7181721094,048$737,2620.51%
56GLOBAL X FDS37954Y8899,265$699,0440.49%
57ISHARES TR4642876304,329$682,9750.48%
58WALMART INCWMT6,554$640,8560.45%
59GE AEROSPACE3696043012,413$621,0820.43%
60BARRICK MNG CORP06849F10828,822$600,0740.42%
613M COMMM3,854$586,7330.41%
62FIDELITY COVINGTON TRUST31609284010,621$552,5040.39%
63JPMORGAN CHASE & CO.VYLD1,899$550,3940.38%
64RBB FD INC74933W45210,680$533,9470.37%
65CORNING INCGLW10,141$533,3080.37%
66CAPITAL GROUP DIVIDEND VALUE14020W10612,423$490,5840.34%
67CISCO SYS INCCSCO7,002$485,7990.34%
68ALPHABET INCGOOG2,620$461,7230.32%
69VANGUARD INDEX FDS9229087361,023$448,4830.31%
70BRISTOL-MYERS SQUIBB COCELG-RI8,866$410,4070.29%
71ABBOTT LABSABLZF2,873$390,7570.27%
72MEDTRONIC PLCMDT4,392$382,8510.27%
73ORACLE CORPORCL-PD1,678$366,8610.26%
74AMAZON COM INCAMZN1,634$358,4830.25%
75BERKSHIRE HATHAWAY INC DELBRK-A733$356,0690.25%
76INGERSOLL RAND INCIR4,247$353,2650.25%
77ISHARES TR4642877212,000$346,5400.24%
78DOW INCDOW13,019$344,7390.24%
79BANK AMERICA CORP0605051047,178$339,6630.24%
80LOWES COS INC5486611071,530$339,4610.24%
81COSTCO WHSL CORP NEW22160K105335$331,4680.23%
82SELECT SECTOR SPDR TR81369Y8031,300$329,1990.23%
83NETFLIX INCNFLX239$320,0520.22%
84RPM INTL INC7496851032,860$314,1420.22%
85GE VERNOVA INCGEV581$307,4360.21%
86AMERICAN ELEC PWR CO INC0255371012,952$306,3000.21%
87ASTRAZENECA PLCAZN4,351$304,0480.21%
88CONSTELLATION ENERGY CORPCEG941$303,7800.21%
89ISHARES TR46436E7183,000$302,0700.21%
90ALPHABET INCGOOG1,664$295,1770.21%
91WP CAREY INC92936U1094,618$288,0460.20%
92OWENS CORNING NEWOC1,996$274,4900.19%
93VISA INCV765$271,6130.19%
94HONEYWELL INTL INC4385161061,163$270,8390.19%
95AFLAC INCAFL2,554$269,3450.19%
96SPDR SERIES TRUST78464A8543,701$269,0260.19%
97AMGEN INCAMGN925$258,2690.18%
98VANGUARD INDEX FDS922908769847$257,4290.18%
99WEYERHAEUSER CO MTN BEWY9,612$246,9420.17%
100TARGET CORPTGT2,385$235,2920.16%
101ISHARES TR46434V4641,110$235,1200.16%
102NUCOR CORPNUE1,801$233,2820.16%
103NUVEEN QUALITY MUNCP INCOMENU19,305$217,9510.15%
104ISHARES TR4642874652,421$216,4130.15%
105DOMINION ENERGY INCD3,691$208,6150.15%
106BLACKROCK ENHANCED EQUITY DIBLK22,767$202,3990.14%
107CORTEVA INCCTVA2,702$201,3550.14%
108AMERICAN TOWER CORP NEW03027X100907$200,4650.14%