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Institutional

Womack Financial LLC

CIK 0002107079
$0
Reported AUM
0
Positions
Q1 2026
Period
2026-05-12
Filed

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.

Portfolio · Q1 2026

Top holdings

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Source: SEC EDGAR · accession 0002107079-26-000008. 13F discloses long positions only — shorts, foreign equities, and options are excluded.