Womack Financial LLC: 13F holdings
CIK 21070792026Q2
| Positions | 70 |
|---|---|
| Reported value | $151.2m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SCHM SCHWAB STRATEGIC TR | 486,443 | $17.9m | 11.9% |
| SCHG SCHWAB STRATEGIC TR | 362,029 | $12.3m | 8.1% |
| SCHD SCHWAB STRATEGIC TR | 244,484 | $7.8m | 5.1% |
| SCHA SCHWAB STRATEGIC TR | 205,221 | $7.4m | 4.9% |
| EA SERIES TRUST | 101,183 | $7.4m | 4.9% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 12,615 | $6.3m | 4.2% |
| BND VANGUARD BD INDEX FDS | 83,865 | $6.2m | 4.1% |
| CSWC CAPITAL SOUTHWEST CORP | 230,538 | $5.5m | 3.6% |
| SCHF SCHWAB STRATEGIC TR | 196,055 | $5.4m | 3.6% |
| VSS VANGUARD INTL EQUITY INDEX F | 32,798 | $5.1m | 3.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2107079")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.