StockDriftsStockDriftsTop 50 Womack Financial LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHM | SCHWAB STRATEGIC TR | 11.18% | 499.9K | $17.0M | +2.76%(+13.44K) | $28.12(+21.49%) | 2026-09-30 | |
| SCHG | SCHWAB STRATEGIC TR | 8.81% | 373.2K | $13.4M | +3.08%(+11.17K) | $27.41(+29.81%) | 2026-09-30 | |
| SCHD | SCHWAB STRATEGIC TR | 5.3% | 247.7K | $8.1M | +1.30%(+3.19K) | $27.80(+23.15%) | 2026-09-30 | |
| FRDM | EA SERIES TRUST | 4.72% | 102.7K | $7.2M | +1.51%(+1.53K) | $35.25(+83.10%) | 2026-09-30 | |
| SCHA | SCHWAB STRATEGIC TR | 4.51% | 210.3K | $6.9M | +2.48%(+5.08K) | $26.09(+22.90%) | 2026-09-30 | |
| BND | VANGUARD BD INDEX FDS | 4.27% | 92.6K | $6.5M | +10.43%(+8.75K) | $73.43(-3.86%) | 2026-09-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4.21% | 12.9K | $6.4M | +1.90%(+240) | $459.88(+15.73%) | 2026-09-30 | |
| SCHF | SCHWAB STRATEGIC TR | 3.67% | 203.1K | $5.6M | +3.61%(+7.08K) | $20.07(+34.09%) | 2026-09-30 | |
| CSWC | CAPITAL SOUTHWEST CORP | 3.64% | 239.3K | $5.5M | +3.82%(+8.81K) | $23.27(-3.21%) | 2026-09-30 | |
| VSS | VANGUARD INTL EQUITY INDEX F | 3.5% | 34.3K | $5.3M | +4.70%(+1.54K) | $124.23(+22.07%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +17.21% |
| Top 20 Holdings Unweighted | — | — | — | — | +13.74% |
Womack Financial LLC reports $152.14M in US-listed equity holdings across 71 positions in its most recent 13F filing. Its largest disclosed positions are SCHM (11.2%), SCHG (8.8%) and SCHD (5.3%). The top 20 holdings account for 74.7% of reported assets. Its disclosed equity book has returned +17.21% cumulatively over 7 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Womack Financial LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2107079). View Womack Financial LLC’s 13F filings on SEC