13F Insight
DOSSIER · 13F-HR · Q1 2026

Womack Financial LLC

Womack Financial's asset manager based in Greenwich, CT — $136M in tracked AUM across 71 positions as of Q1 2026.

WF
Womack Financial·Greenwich, CT·Asset Manager
CIK 0002107079 · last filed Mar 31, 2026
Total AUM
$136M
▲ 7.3%
vs prior
Holdings
71
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
Top sector
Tech
24% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Womack Financial LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SCHM
SCHWAB STRATEGIC TR
$15M490K11.2%
02
SCHG
SCHWAB STRATEGIC TR
$11M364K7.8%
03
SCHD
SCHWAB STRATEGIC TR
$8M256K5.8%
04
SCHA
SCHWAB STRATEGIC TR
$6M211K4.5%
05
BND
VANGUARD BD INDEX FDS
$6M83K4.5%
06
BRK/B
BERKSHIRE HATHAWAY INC DEL
$6M12K4.4%
07
FRDM
EA SERIES TRUST
$6M106K4.3%
08
CSWC
CAPITAL SOUTHWEST CORP
$5M232K3.8%
09
SCHF
SCHWAB STRATEGIC TR
$5M198K3.6%
10
VSS
VANGUARD INTL EQUITY INDEX F
$5M33K3.5%

Filing history

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