Q1 2026 · 13F-HR
Womack Financial LLCholdings as filed
Filed 2026-05-12 · accession 0002107079-26-000008
$0
Reported value
0
Positions
2026-03-31
Period end
The Brief · Womack Financial LLC · Q1 2026
AI · grounded in 13F
Womack Financial LLC closed its position in SCHM, reducing its holdings by $14.36M. The fund also exited positions in SCHG and SCHD, representing decreases of $11.74M and $7.21M respectively. In total, the fund reduced 66 positions, including the full liquidation of BRK/B for $6.14M.
Holdings as filed
No holdings rows on file.
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.