13F Filings History of Womack Financial LLC

Latest 13F report
Q4 2025 - 10 Feb 2026
Value $
$135,433,050
Signature - Title
Leila Shaver - COUNSEL
Location
Dallas, TX
Summary
This page shows a list of all the recent 13F filings made by Womack Financial LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Womack Financial LLC reported 66 stock holdings with total value $135,433,050 as of Q4 2025. Top holdings included SCHM, SCHG, SCHD, BRKB, and SCHA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 66 $135,433,050 +$4,270,576 -$4,198,269 +$72,307 SCHM, SCHG, SCHD, BRKB, SCHA 13F-HR 09 Feb 2026, 18:37
Q3 2025 68 $131,768,890 +$5,861,163 -$1,933,870 +$3,927,293 SCHM, SCHG, SCHD, BRKB, SCHA 13F-HR 03 Feb 2026, 19:59
Q2 2025 65 $120,063,944 +$4,169,453 -$729,744 +$3,439,709 SCHM, SCHG, SCHD, BRKB, BND Restatement 09 Feb 2026, 18:54
Q1 2025 65 $109,227,776 +$2,907,158 -$1,617,699 +$1,289,459 SCHM, SCHG, SCHD, BRKB, BND Restatement 09 Feb 2026, 18:51
Q4 2024 64 $112,667,075 $0 $0 $0 SCHM, SCHG, SCHD, BRKB, SCHA 13F-HR 03 Feb 2026, 19:43