Womack Financial LLC

Est. AUM

$135.9M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SCHWAB STRATEGIC TR	US MID-CAP ETF	$15.2M	490392	11.17%	SOLE
2	SCHWAB STRATEGIC TR	US LCAP GR ETF	$10.6M	363559	7.79%	SOLE
3	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$7.8M	255716	5.77%	SOLE
4	SCHWAB STRATEGIC TR	US SML CAP ETF	$6.1M	211184	4.52%	SOLE
5	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$6.1M	83125	4.50%	SOLE
6	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$6.0M	12455	4.39%	SOLE
7	EA SERIES TRUST	FREEDOM 100 EM	$5.8M	106453	4.28%	SOLE
8	CAPITAL SOUTHWEST CORP	COM	$5.1M	232275	3.78%	SOLE
9	SCHWAB STRATEGIC TR	INTL EQTY ETF	$4.9M	198180	3.61%	SOLE
10	VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$4.8M	32774	3.52%	SOLE
11	SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$3.9M	121290	2.89%	SOLE
12	MARKEL GROUP INC	COM	$3.8M	1974	2.78%	SOLE
13	TRIUMPH FINANCIAL INC	COM	$3.1M	51755	2.27%	SOLE
14	PIMCO ETF TR	ACTIVE BD ETF	$3.0M	32497	2.21%	SOLE
15	APPLE INC	COM	$2.8M	11155	2.08%	SOLE
16	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$2.7M	56244	1.99%	SOLE
17	VANGUARD BD INDEX FDS	LONG TERM BOND	$2.5M	35985	1.82%	SOLE
18	NVIDIA CORPORATION	COM	$2.1M	12024	1.54%	SOLE
19	ALPHABET INC	CAP STK CL C	$2.1M	7260	1.53%	SOLE
20	BROADCOM INC	COM	$2.0M	6469	1.47%	SOLE
21	WABASH NATL CORP	COM	$2.0M	231077	1.47%	SOLE
22	SCHWAB STRATEGIC TR	US LRG CAP ETF	$1.9M	75693	1.43%	SOLE
23	MICROSOFT CORP	COM	$1.7M	4630	1.26%	SOLE
24	ALPHABET INC	CAP STK CL A	$1.6M	5469	1.16%	SOLE
25	AMAZON COM INC	COM	$1.4M	6870	1.05%	SOLE
26	JPMORGAN CHASE & CO	COM	$1.4M	4723	1.02%	SOLE
27	VANGUARD BD INDEX FDS	SHORT TRM BOND	$1.4M	17677	1.02%	SOLE
28	BUSINESS FIRST BANCSHARES IN	COM	$1.4M	50661	1.01%	SOLE
29	GOLDMAN SACHS GROUP INC	COM	$1.3M	1565	0.97%	SOLE
30	TESLA INC	COM	$1.3M	3542	0.97%	SOLE
31	MEDPACE HLDGS INC	COM	$1.1M	2360	0.83%	SOLE
32	MASTERCARD INCORPORATED	CL A	$998K	1998	0.73%	SOLE
33	META PLATFORMS INC	CL A	$962K	1681	0.71%	SOLE
34	FEDEX CORP	COM	$863K	2422	0.63%	SOLE
35	OCCIDENTAL PETE CORP	COM	$847K	13027	0.62%	SOLE
36	COSTCO WHOLESALE CORPORATION	COM	$817K	820	0.60%	SOLE
37	INTEL CORP	COM	$778K	17628	0.57%	SOLE
38	SCHWAB STRATEGIC TR	US BRD MKT ETF	$768K	30604	0.57%	SOLE
39	RTX CORPORATION	COM	$746K	3867	0.55%	SOLE
40	ABBVIE INC	COM	$722K	3318	0.53%	SOLE
41	SNOWFLAKE INC	COM SHS	$695K	4610	0.51%	SOLE
42	DIAMONDBACK ENERGY INC	COM	$693K	3503	0.51%	SOLE
43	SCHWAB STRATEGIC TR	US LCAP VA ETF	$690K	22621	0.51%	SOLE
44	MERCK & CO INC	COM	$623K	5176	0.46%	SOLE
45	VIPER ENERGY INC	CL A	$618K	13142	0.45%	SOLE
46	UNITED PARCEL SVCS INC	CL B	$526K	5343	0.39%	SOLE
47	HOWARD HUGHES HOLDINGS INC	COM	$522K	8253	0.38%	SOLE
48	VISA INC	COM CL A	$453K	1500	0.33%	SOLE
49	EA SERIES TRUST	SPARKLINE INTANG	$438K	12226	0.32%	SOLE
50	DROPBOX INC	CL A	$424K	18671	0.31%	SOLE

1–50 of 71

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.