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
No holdings ingested yet.
Source: SEC EDGAR · accession 0002107079-26-000008. 13F discloses long positions only — shorts, foreign equities, and options are excluded.