DOSSIER · 13F-HR · Q1 2026

Womack Financial LLC

$136M in tracked AUM across 71 positions as of Q1 2026.

WF
CIK 0002107079 · last filed Mar 31, 2026
Total AUM
$136M
as of Q1 2026
Holdings
71
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · 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

2026Q1Mar 31
$136M 0.3%
71 positionsView →
2025Q4Dec 31
$135M 2.8%
66 positionsView →
2025Q3Sep 30
$132M 9.7%
68 positionsView →
2025Q2Jun 30
$120M 9.9%
65 positionsLocked
2025Q1Mar 31
$109M 3.1%
65 positionsLocked
2024Q4Dec 31
$113M
64 positionsLocked