Womack Financial LLC
Womack Financial LLC reported 70 positions worth $151.2M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: SCHM (11.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SCHM | SH | $17.9M | 11.86% | 486,443 | — | — | |
| ▸ 2 | SCHG | SH | $12.3M | 8.10% | 362,029 | — | — | |
| ▸ 3 | SCHD | SH | $7.8M | 5.13% | 244,484 | — | — | |
| ▸ 4 | SCHA | SH | $7.4M | 4.90% | 205,221 | — | — | |
| ▸ 5 | FRDM | SH | $7.4M | 4.88% | 101,183 | — | — | |
| ▸ 6 | BRK-B | SH | $6.3M | 4.17% | 12,615 | — | — | |
| ▸ 7 | BND | SH | $6.2M | 4.07% | 83,865 | — | — | |
| ▸ 8 | CSWC | SH | $5.5M | 3.62% | 230,538 | — | — | |
| ▸ 9 | SCHF | SH | $5.4M | 3.59% | 196,055 | — | — | |
| ▸ 10 | VSS | SH | $5.1M | 3.35% | 32,798 | — | — |
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Frequently Asked Questions
What stocks does Womack Financial LLC hold as of Q2 2026?
Womack Financial LLC reported 70 positions worth $151.2M in its Q2 2026 13F filing. Largest positions: SCHM (11.9%), SCHG (8.1%), SCHD (5.1%), SCHA (4.9%) and FRDM (4.9%).
What did Womack Financial LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Womack Financial LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.