Holdings of Womack Financial LLC
64 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 52.9 % of the equity sleeve
Sector breakdown
- Technology 10.0 %
- Financials 8.8 %
- Communication 4.0 %
- Consumer discretionary 3.1 %
- Industrials 2.1 %
- Health care 1.5 %
- Energy 1.3 %
- Consumer staples 0.9 %
- Unattributed 68.4 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 64 | 115.4M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | Schwab Strategic Trust | 363,559 | 10.6M $ | |
| 2 | Schwab US Dividend Equity ETF | 255,716 | 7.8M $ | |
| 3 | Schwab U.S. Small-Cap ETF | 211,184 | 6.1M $ | |
| 4 | Vanguard Total Bond Market ETF | 83,125 | 6.1M $ | |
| 5 | Berkshire Hathaway Inc | 12,455 | 6M $ | |
| 6 | Freedom 100 Emerging Markets E | 106,453 | 5.8M $ | |
| 7 | CAPITAL SOUTHWEST CORP | 232,275 | 5.1M $ | |
| 8 | Schwab International Equity ETF | 198,180 | 4.9M $ | |
| 9 | Vanguard FTSE All World ex-US | 32,774 | 4.8M $ | |
| 10 | Markel Group Inc | 1,974 | 3.8M $ | |
| 11 | Triumph Financial Inc | 51,755 | 3.1M $ | |
| 12 | PIMCO ETF Trust | 32,497 | 3M $ | |
| 13 | Apple Inc | 11,155 | 2.8M $ | |
| 14 | Vanguard Charlotte Funds | 56,244 | 2.7M $ | |
| 15 | Vanguard Bond Index Funds | 35,985 | 2.5M $ | |
| 16 | NVIDIA Corp | 12,024 | 2.1M $ | |
| 17 | Alphabet Inc | 7,260 | 2.1M $ | |
| 18 | Broadcom Inc | 6,469 | 2M $ | |
| 19 | Wabash National Corp | 231,077 | 2M $ | |
| 20 | Schwab U.S. Large-Cap ETF | 75,693 | 1.9M $ | |
| 21 | Microsoft Corp | 4,630 | 1.7M $ | |
| 22 | Alphabet Inc | 5,469 | 1.6M $ | |
| 23 | Amazon.com Inc | 6,870 | 1.4M $ | |
| 24 | JPMorgan Chase & Co | 4,723 | 1.4M $ | |
| 25 | Vanguard Short-term Bond Etf | 17,677 | 1.4M $ | |
| 26 | Business First Bancshares Inc | 50,661 | 1.4M $ | |
| 27 | Goldman Sachs Group Inc/The | 1,565 | 1.3M $ | |
| 28 | Tesla Inc | 3,542 | 1.3M $ | |
| 29 | Medpace Holdings Inc | 2,360 | 1.1M $ | |
| 30 | Mastercard Inc | 1,998 | 998.3K $ | |
| 31 | Meta Platforms Inc | 1,681 | 961.8K $ | |
| 32 | FedEx Corp | 2,422 | 862.7K $ | |
| 33 | Occidental Petroleum Corp | 13,027 | 846.8K $ | |
| 34 | Costco Wholesale Corp | 820 | 817.1K $ | |
| 35 | Intel Corp | 17,628 | 777.9K $ | |
| 36 | Schwab US Broad Market ETF | 30,604 | 768.2K $ | |
| 37 | RTX Corp | 3,867 | 745.9K $ | |
| 38 | AbbVie Inc | 3,318 | 721.6K $ | |
| 39 | Snowflake Inc | 4,610 | 695.3K $ | |
| 40 | Diamondback Energy Inc | 3,503 | 692.9K $ | |
| 41 | Schwab Strategic Trust | 22,621 | 689.9K $ | |
| 42 | Merck & Co Inc | 5,176 | 622.6K $ | |
| 43 | Viper Energy Inc | 13,142 | 617.5K $ | |
| 44 | United Parcel Service Inc | 5,343 | 525.6K $ | |
| 45 | Howard Hughes Holdings Inc | 8,253 | 522.1K $ | |
| 46 | Visa Inc | 1,500 | 453.4K $ | |
| 47 | Dropbox Inc | 18,671 | 424.2K $ | |
| 48 | Adobe Inc | 1,665 | 404.7K $ | |
| 49 | UnitedHealth Group Inc | 1,393 | 376.9K $ | |
| 50 | Labcorp Holdings Inc | 1,255 | 334.8K $ | |
| 51 | NVR Inc | 50 | 329.5K $ | |
| 52 | ARK 21Shares Bitcoin ETF | 14,176 | 318.8K $ | |
| 53 | Salesforce Inc | 1,486 | 277.4K $ | |
| 54 | Vanguard Small-Cap ETF | 1,057 | 276.8K $ | |
| 55 | Ishares Gold Trust Micro | 5,720 | 267.1K $ | |
| 56 | Target Corp | 2,201 | 266.8K $ | |
| 57 | Lennar Corp | 2,900 | 251.8K $ | |
| 58 | Teradyne Inc | 806 | 238.9K $ | |
| 59 | ServiceNow Inc | 2,280 | 238.4K $ | |
| 60 | Eagle Materials Inc | 1,250 | 236.8K $ | |
| 61 | QUALCOMM Inc | 1,826 | 235.2K $ | |
| 62 | Ridgepost Capital Inc | 31,820 | 231K $ | |
| 63 | Procter & Gamble Co/The | 1,550 | 223.9K $ | |
| 64 | General Motors Co | 2,902 | 216.2K $ | |