CIK 2107079
Womack Financial LLC
Institutional 13F holdings & portfolio
Holdings
66
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 66
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SCHM | SCHWAB STRATEGIC TR | 478K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 360K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 263K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 12K | $1M+ | SH |
| SCHA | SCHWAB STRATEGIC TR | 209K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 76K | $1M+ | SH |
| FRDM | EA SERIES TRUST | 107K | $1M+ | SH |
| CSWC | CAPITAL SOUTHWEST CORP | 217K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 195K | $1M+ | SH |
| VSS | VANGUARD INTL EQUITY INDEX F | 32K | $1M+ | SH |
| MKL | MARKEL GROUP INC | 2K | $1M+ | SH |
| FNDA | SCHWAB STRATEGIC TR | 117K | $1M+ | SH |
| AAPL | APPLE INC | 11K | $1M+ | SH |
| TFIN | TRIUMPH FINANCIAL INC | 48K | $1M+ | SH |
| BOND | PIMCO ETF TR | 29K | $1M+ | SH |
| BLV | VANGUARD BD INDEX FDS | 37K | $1M+ | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 53K | $1M+ | SH |
| GOOG | ALPHABET INC | 8K | $1M+ | SH |
| AVGO | BROADCOM INC | 7K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 12K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 5K | $1M+ | SH |
| GOOGL | ALPHABET INC | 6K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 63K | $1M+ | SH |
| WNC | WABASH NATL CORP | 196K | $1M+ | SH |
| TSLA | TESLA INC | 4K | $1M+ | SH |
| AMZN | AMAZON COM INC | 7K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 5K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 2K | $1M+ | SH |
| BSV | VANGUARD BD INDEX FDS | 19K | $1M+ | SH |
| BFST | BUSINESS FIRST BANCSHARES IN | 52K | $1M+ | SH |
| MEDP | MEDPACE HLDGS INC | 2K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 2K | $1M+ | SH |
| META | META PLATFORMS INC | 2K | $1M+ | SH |
| SNOW | SNOWFLAKE INC | 5K | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 30K | $500K+ | SH |
| ABBV | ABBVIE INC | 3K | $500K+ | SH |
| COST | COSTCO WHSL CORP NEW | 830 | $500K+ | SH |
| RTX | RTX CORPORATION | 4K | $500K+ | SH |
| FDX | FEDEX CORP | 2K | $500K+ | SH |
| INTC | INTEL CORP | 18K | $500K+ | SH |
| SCHV | SCHWAB STRATEGIC TR | 22K | $500K+ | SH |
| ADBE | ADOBE INC | 2K | $500K+ | SH |
| V | VISA INC | 2K | $500K+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 2K | $500K+ | SH |
| DBX | DROPBOX INC | 19K | $500K+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 5K | $500K+ | SH |
| MRK | MERCK & CO INC | 5K | $500K+ | SH |
| FANG | DIAMONDBACK ENERGY INC | 3K | $500K+ | SH |
| OXY | OCCIDENTAL PETE CORP | 12K | $500K+ | SH |
| VNOM | VIPER ENERGY INC | 13K | $100K–$500K | SH |