§ 13F · FUND PROFILE
Womack Financial LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $229.3T (13F)Positions · 130Turnover · — · Q4Filed · Feb 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$443.1B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SCHM | SCHWAB STRATEGIC TR | 478K | $14.4T | 10.6% | +2% |
| 2 | SCHG | SCHWAB STRATEGIC TR | 360K | $11.7T | 8.7% | ±0% |
| 3 | SCHD | SCHWAB STRATEGIC TR | 263K | $7.2T | 5.3% | −3% |
| 4 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 12K | $6.1T | 4.5% | +2% |
| 5 | SCHA | SCHWAB STRATEGIC TR | 209K | $5.9T | 4.4% | ±0% |
| 6 | BND | VANGUARD BD INDEX FDS | 76K | $5.7T | 4.2% | +4% |
| 7 | FRDM | EA SERIES TRUST | 107K | $5.5T | 4.1% | ±0% |
| 8 | CSWC | CAPITAL SOUTHWEST CORP | 217K | $4.8T | 3.6% | +5% |
| 9 | SCHF | SCHWAB STRATEGIC TR | 195K | $4.7T | 3.5% | +1% |
| 10 | VSS | VANGUARD INTL EQUITY INDEX F | 32K | $4.5T | 3.4% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WOMACK SIGNAL
AC read
Womack Financial LLC is a Other fund managing $229291.7 trillion in assets. The fund runs a portfolio of 130 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
10 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed