account_balance

Investment manager · 13F filer · SEC CIK 2107079

Womack Financial LLC

Reported value$152Mas of Sep 30, 2026
Positions71 4 new, 3 sold out
Top 10 weight53.8%SCHM alone is 11%
FiledOct 1414 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SCHM Schwab Strategic Tr 11.2% Added +3%
SCHG Schwab Strategic Tr 8.8% Added +3%
SCHD Schwab Strategic Tr 5.3% Held
FRDM Ea Series Trust 4.7% Held
SCHA Schwab Strategic Tr 4.5% Added +2%
BND Vanguard Bd Index FDS 4.3% Added +10%
BRK-B Berkshire Hathaway Inc 4.2% Held
SCHF Schwab Strategic Tr 3.7% Added +4%
CSWC Capital Southwest Corp 3.6% Added +4%
VSS Vanguard Intl Equity Index F 3.5% Added +5%
FNDA Schwab Strategic Tr 2.9% Added +3%
AAPL Apple Inc. 2.4% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 14, 2026, compared with the Aug 14, 2026 filing
add_circleNew
arrow_upwardAdded
  • NOW +42%
  • CORP +21%
  • SCHX +19%
  • BSV +14%
arrow_downwardTrimmed
remove_circleSold out
  • VTI $498K
  • RPC $251K
  • GM $218K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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