Womack Financial LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 10, 2026, for the 2025 Q4 period, Womack Financial LLC held in its portfolio 66 assets valued at $135,433,050 (i.e. $135.43M).
The most valuable assets in the portfolio included: SCHWAB STRATEGIC TR ($14.36M), SCHWAB STRATEGIC TR ($11.74M), and SCHWAB STRATEGIC TR ($7.21M).
The chart below shows the top 10 valuable assets, and the table below shows the top 66 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Womack Financial LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 477566 | 14360422 | US MID-CAP ETF |
| SCHWAB STRATEGIC TR | 360014 | 11743656 | US LCAP GR ETF |
| SCHWAB STRATEGIC TR | 262792 | 7208389 | US DIVIDEND EQ |
| BERKSHIRE HATHAWAY INC DEL | 12214 | 6139185 | CL B NEW |
| SCHWAB STRATEGIC TR | 208737 | 5944841 | US SML CAP ETF |
| VANGUARD BD INDEX FDS | 76406 | 5659392 | TOTAL BND MRKT |
| EA SERIES TRUST | 107238 | 5498092 | FREEDOM 100 EM |
| CAPITAL SOUTHWEST CORP | 217125 | 4809327 | COM |
| SCHWAB STRATEGIC TR | 194866 | 4684567 | INTL EQTY ETF |
| VANGUARD INTL EQUITY INDEX F | 31669 | 4539118 | FTSE SMCAP ETF |
| MARKEL GROUP INC | 1999 | 4297150 | COM |
| SCHWAB STRATEGIC TR | 116519 | 3671500 | FUNDAMENTAL US S |
| APPLE INC | 11382 | 3094193 | COM |
| TRIUMPH FINANCIAL INC | 48419 | 3032482 | COM |
| PIMCO ETF TR | 28576 | 2659854 | ACTIVE BD ETF |
| VANGUARD BD INDEX FDS | 37416 | 2601160 | LONG TERM BOND |
| VANGUARD CHARLOTTE FDS | 52747 | 2548735 | TOTAL INT BD ETF |
| ALPHABET INC | 7925 | 2486865 | CAP STK CL C |
| BROADCOM INC | 6579 | 2277016 | COM |
| NVIDIA CORPORATION | 12123 | 2260940 | COM |
| MICROSOFT CORP | 4599 | 2224202 | COM |
| ALPHABET INC | 5519 | 1727437 | CAP STK CL A |
| SCHWAB STRATEGIC TR | 63393 | 1705906 | US LRG CAP ETF |
| WABASH NATL CORP | 195741 | 1693161 | COM |
| TESLA INC | 3615 | 1625761 | COM |
| AMAZON COM INC | 6900 | 1592658 | COM |
| JPMORGAN CHASE & CO. | 4822 | 1553638 | COM |
| GOLDMAN SACHS GROUP INC | 1717 | 1509243 | COM |
| VANGUARD BD INDEX FDS | 18786 | 1480525 | SHORT TRM BOND |
| BUSINESS FIRST BANCSHARES IN | 51651 | 1350157 | COM |
| MEDPACE HLDGS INC | 2385 | 1339535 | COM |
| MASTERCARD INCORPORATED | 1970 | 1124634 | CL A |
| META PLATFORMS INC | 1660 | 1095758 | CL A |
| SNOWFLAKE INC | 4632 | 1016076 | COM SHS |
| SCHWAB STRATEGIC TR | 29747 | 780252 | US BRD MKT ETF |
| ABBVIE INC | 3349 | 765190 | COM |
| COSTCO WHSL CORP NEW | 830 | 715742 | COM |
| RTX CORPORATION | 3867 | 709208 | COM |
| FEDEX CORP | 2428 | 701352 | COM |
| INTEL CORP | 18308 | 675571 | COM |
| SCHWAB STRATEGIC TR | 22274 | 659533 | US LCAP VA ETF |
| ADOBE INC | 1703 | 596033 | COM |
| VISA INC | 1520 | 533079 | COM CL A |
| UNITEDHEALTH GROUP INC | 1613 | 532467 | COM |
| DROPBOX INC | 19025 | 528895 | CL A |
| UNITED PARCEL SERVICE INC | 5287 | 524418 | CL B |
| MERCK & CO INC | 4969 | 523037 | COM |
| DIAMONDBACK ENERGY INC | 3450 | 518638 | COM |
| OCCIDENTAL PETE CORP | 12452 | 512032 | COM |
| VIPER ENERGY INC | 12834 | 495779 | CL A |
| HOWARD HUGHES HOLDINGS INC | 6091 | 485879 | COM |
| EA SERIES TRUST | 11923 | 441583 | SPARKLINE INTANG |
| SALESFORCE INC | 1486 | 393656 | COM |
| NVR INC | 50 | 364639 | COM |
| SERVICENOW INC | 2250 | 344678 | COM |
| ARK 21SHARES BITCOIN ETF | 11594 | 336690 | SHS BEN INT |
| QUALCOMM INC | 1843 | 315245 | COM |
| LABCORP HOLDINGS INC | 1255 | 314854 | COM SHS |
| SHOPIFY INC | 1932 | 310994 | CL A SUB VTG SHS |
| CHUBB LIMITED | 973 | 303693 | COM |
| LENNAR CORP | 2900 | 298120 | CL A |
| VANGUARD INDEX FDS | 1057 | 272653 | SMALL CP ETF |
| EAGLE MATLS INC | 1250 | 258350 | COM |
| GENERAL MTRS CO | 2952 | 240057 | COM |
| PROCTER AND GAMBLE CO | 1550 | 222131 | COM |
| TARGET CORP | 2077 | 203027 | COM |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.