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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 Q3 2025 · Filed November 14, 2025 · Accession 0001906640-25-000005

Total Value
$159.0M
Positions
113
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (113)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46432F842112,212$9.8M6.16%
2MICROSOFT CORPMSFT16,037$8.3M5.22%
3AMERICAN CENTY ETF TR02507287775,432$7.5M4.72%
4APPLE INCAAPL28,807$7.3M4.61%
5ISHARES TR46428759833,487$6.8M4.29%
6ISHARES TR46428761414,000$6.6M4.12%
7ISHARES TR46428723492,820$5.0M3.12%
8ISHARES TR46428748131,916$4.5M2.86%
9INTERNATIONAL BUSINESS MACHSINTR15,063$4.3M2.67%
10EXXON MOBIL CORPXOM34,633$3.9M2.46%
11ISHARES TR46428747326,136$3.7M2.30%
12MCDONALDS CORPMCD9,956$3.0M1.90%
13ISHARES TR4642876489,109$2.9M1.83%
14JOHNSON & JOHNSONJNJ15,385$2.9M1.79%
15HOME DEPOT INCHD6,859$2.8M1.75%
16RTX CORPORATIONRTX16,085$2.7M1.69%
17NVIDIA CORPORATIONNVDA13,259$2.5M1.56%
18TESLA INCTSLA5,254$2.3M1.47%
19PROCTER AND GAMBLE CO74271810914,483$2.2M1.40%
20CATERPILLAR INCCAT4,474$2.1M1.34%
21SPDR S&P 500 ETF TRSPY3,156$2.1M1.32%
22ABBVIE INCABBV9,060$2.1M1.32%
23AT&T INCT-PC70,267$2.0M1.25%
24VANECK ETF TRUST92189F70026,418$1.9M1.22%
25COCA COLA COKO28,624$1.9M1.19%
26CHEVRON CORP NEWCVX12,178$1.9M1.19%
27CITIGROUP INCC-PR15,698$1.6M1.00%
28MAIN STR CAP CORP56035L10424,561$1.6M0.98%
29VERIZON COMMUNICATIONS INCVZ34,616$1.5M0.96%
30CAPITAL GROUP DIVIDEND VALUE14020W10633,929$1.4M0.90%
31FORD MTR CO345370860118,301$1.4M0.89%
32TRANE TECHNOLOGIES PLCTT3,347$1.4M0.89%
33PFIZER INCPFE53,636$1.4M0.86%
34DUKE ENERGY CORP NEWDUKB10,782$1.3M0.84%
35MICROCHIP TECHNOLOGY INC.MCHPP20,119$1.3M0.81%
36ALTRIA GROUP INCMO18,854$1.2M0.78%
37IRON MTN INC DEL46284V10112,110$1.2M0.78%
38SOUTHERN COSOMN12,798$1.2M0.76%
39PEPSICO INCPEP8,466$1.2M0.75%
40SPDR DOW JONES INDL AVERAGE78467X1092,356$1.1M0.69%
41INVESCO EXCH TRADED FD TR IIIVZ16,923$1.1M0.68%
42DISNEY WALT CO2546871069,379$1.1M0.68%
43TRUIST FINL CORP89832Q10922,179$1.0M0.64%
44MERCK & CO INCMRK12,046$1.0M0.64%
45BARRICK MNG CORP06849F10830,277$992,1770.62%
46BOEING COBA-PA4,556$983,2660.62%
47GENERAL DYNAMICS CORPGD2,864$976,6240.61%
48JOHNSON CTLS INTL PLCG515021058,818$969,5110.61%
49GRAINGER W W INC3848021041,015$966,8730.61%
50GE AEROSPACE3696043013,166$952,3960.60%
51PPG INDS INC6935061078,987$944,6310.59%
52GENERAL MLS INC37033410417,218$868,1270.55%
53CVS HEALTH CORPCVS11,311$852,7550.54%
54CORNING INCGLW10,142$831,9190.52%
55AIR PRODS & CHEMS INCAIIR3,035$827,5690.52%
56LOCKHEED MARTIN CORPLMT1,628$812,7140.51%
57RBB FD INC74933W45215,530$776,5000.49%
58ISHARES TR4642876304,329$765,4930.48%
59VANGUARD BD INDEX FDS92193783510,218$759,9130.48%
60GLOBAL X FDS37954Y8899,265$751,0070.47%
61ELI LILLY & COLLY963$734,7690.46%
62WALMART INCWMT6,555$675,5460.42%
63PHILIP MORRIS INTL INC7181721094,077$661,2890.42%
64JPMORGAN CHASE & CO.VYLD2,012$634,4870.40%
653M COMMM3,964$615,1340.39%
66ALPHABET INCGOOG2,516$611,6400.38%
67FIDELITY COVINGTON TRUST3160928409,809$546,4690.34%
68GE VERNOVA INCGEV847$520,8200.33%
69CISCO SYS INCCSCO7,602$520,1290.33%
70VANGUARD INDEX FDS9229087361,023$490,6410.31%
71ORACLE CORPORCL-PD1,678$471,9210.30%
72ALPHABET INCGOOG1,822$443,7480.28%
73MEDTRONIC PLCMDT4,438$422,6750.27%
74BERKSHIRE HATHAWAY INC DELBRK-A830$417,2740.26%
75AMAZON COM INCAMZN1,869$410,3760.26%
76BRISTOL-MYERS SQUIBB COCELG-RI8,810$397,3310.25%
77LOWES COS INC5486611071,575$395,8130.25%
78ISHARES TR4642877212,000$391,7200.25%
79ABBOTT LABSABLZF2,847$381,3270.24%
80BANK AMERICA CORP0605051047,178$370,3130.23%
81SELECT SECTOR SPDR TR81369Y8031,300$366,4180.23%
82INGERSOLL RAND INCIR4,247$350,8870.22%
83AMERICAN ELEC PWR CO INC0255371013,081$346,6130.22%
84RPM INTL INC7496851032,860$337,1370.21%
85ASTRAZENECA PLCAZN4,351$333,8090.21%
86COSTCO WHSL CORP NEW22160K105357$330,3240.21%
87WP CAREY INC92936U1094,618$312,0110.20%
88SPDR SERIES TRUST78464A8543,968$310,8530.20%
89CONSTELLATION ENERGY CORPCEG934$307,4320.19%
90ISHARES TR46436E7183,000$302,1000.19%
91DOW INCDOW12,630$289,5940.18%
92NETFLIX INCNFLX239$286,5420.18%
93OWENS CORNING NEWOC2,021$285,8910.18%
94AFLAC INCAFL2,554$285,2820.18%
95VISA INCV815$278,2250.17%
96VANGUARD INDEX FDS922908769815$267,4590.17%
97ENBRIDGE INCENNPF5,246$264,7170.17%
98AMGEN INCAMGN925$261,0350.16%
99ISHARES TR46434V4641,110$251,8250.16%
100HONEYWELL INTL INC4385161061,163$244,8120.15%
101NUCOR CORPNUE1,801$243,9270.15%
102ACCENTURE PLC IRELANDACN927$228,5980.14%
103TARGET CORPTGT2,547$228,4250.14%
104ISHARES TR4642874652,421$226,0490.14%
105DOMINION ENERGY INCD3,591$219,6610.14%
106APPLIED MATLS INC0382221051,070$219,0720.14%
107NUVEEN QUALITY MUNCP INCOMENU18,204$212,8100.13%
108NEXTERA ENERGY INCNEE-PW2,819$212,8060.13%
109WEYERHAEUSER CO MTN BEWY8,546$211,8680.13%
110TJX COS INC NEW8725401091,440$208,1380.13%
111BLACKROCK ENHANCED EQUITY DIBLK22,773$207,4650.13%
112CSX CORPCSX5,775$205,0710.13%
113INVESCO QQQ TRIVZ339$203,6630.13%