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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Womack Financial LLC

Quarter ended Q4 2025 · Filed February 4, 2026 · Accession 0002107079-26-000003

Total Value
$120.1M
Positions
65
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (65)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR808524508427,421$11.2M10.25%
2SCHWAB STRATEGIC TR808524300342,542$8.6M7.85%
3SCHWAB STRATEGIC TR808524797283,644$7.9M7.26%
4BERKSHIRE HATHAWAY INC DELBRK-A11,695$6.2M5.70%
5VANGUARD BD INDEX FDS92193783565,882$4.8M4.43%
6SCHWAB STRATEGIC TR808524607189,471$4.4M4.06%
7CAPITAL SOUTHWEST CORPCSWC189,213$4.2M3.87%
8VANGUARD BD INDEX FDS92193779355,761$3.9M3.59%
9MARKEL GROUP INCMKL1,980$3.7M3.39%
10SCHWAB STRATEGIC TR808524805183,636$3.6M3.33%
11EA SERIES TRUST02072L607100,933$3.5M3.24%
12VANGUARD INTL EQUITY INDEX F92204271828,561$3.3M3.02%
13SCHWAB STRATEGIC TR808524763101,468$2.8M2.54%
14APPLE INCAAPL11,472$2.5M2.33%
15VANGUARD CHARLOTTE FDS92203J40749,815$2.4M2.23%
16PIMCO ETF TR72201R77524,509$2.3M2.07%
17TRIUMPH FINANCIAL INCTFIN-P33,448$1.9M1.77%
18MICROSOFT CORPMSFT4,607$1.7M1.58%
19BUSINESS FIRST BANCSHARES INBFST62,376$1.5M1.39%
20JPMORGAN CHASE & CO.VYLD6,104$1.5M1.37%
21SNOWFLAKE INCSNOW9,684$1.4M1.30%
22NVIDIA CORPORATIONNVDA13,051$1.4M1.29%
23BROADCOM INCAVGO7,957$1.3M1.22%
24ALPHABET INCGOOG8,310$1.3M1.19%
25AMAZON COM INCAMZN6,752$1.3M1.18%
26GOLDMAN SACHS GROUP INCGSCE2,159$1.2M1.08%
27MASTERCARD INCORPORATEDMA1,945$1.1M0.98%
28TESLA INCTSLA3,612$936,0990.86%
29META PLATFORMS INCMETA1,590$916,4180.84%
30MEDPACE HLDGS INCMEDP2,600$792,1940.73%
31COSTCO WHSL CORP NEW22160K105835$789,7260.72%
32ALPHABET INCGOOG5,058$782,1520.72%
33UNITEDHEALTH GROUP INCUNH1,449$758,9140.69%
34ABBVIE INCABBV3,340$699,7750.64%
35SCHWAB STRATEGIC TR80852440924,193$643,0500.59%
36VANGUARD BD INDEX FDS9219378278,153$638,2170.58%
37ADOBE INCADBE1,650$632,8250.58%
38FEDEX CORPFDX2,533$617,5990.57%
39WABASH NATL CORP92956610750,717$560,4280.51%
40RTX CORPORATIONRTX3,989$528,3830.48%
41DROPBOX INCDBX19,723$526,8010.48%
42SCHWAB STRATEGIC TR80852410224,437$526,1310.48%
43VISA INCV1,497$524,6390.48%
44INTEL CORPINTC21,647$491,6070.45%
45OCCIDENTAL PETE CORP6745991059,931$490,2070.45%
46UNITED PARCEL SERVICE INCUPS4,172$458,8930.42%
47DIAMONDBACK ENERGY INCFANG2,519$402,7380.37%
48SALESFORCE INCCRM1,465$393,1470.36%
49VANGUARD INDEX FDS9229086291,458$377,0680.35%
50NVR INCNVR50$362,2200.33%
51SERVICENOW INCNOW450$358,2630.33%
52LENNAR CORPLEN-B2,900$332,8620.30%
53SMURFIT WESTROCK PLCSW7,059$318,0990.29%
54EAGLE MATLS INC26969P1081,350$299,6060.27%
55CHUBB LIMITEDCB973$293,8360.27%
56LABCORP HOLDINGS INCLH1,255$292,0890.27%
57QUALCOMM INCQCOM1,879$288,6330.26%
58TANDY LEATHER FACTORY INCTLF95,639$277,3530.25%
59EA SERIES TRUST02072L7719,214$274,3810.25%
60PROCTER AND GAMBLE CO7427181091,550$264,1510.24%
61MERCK & CO INCMRK2,839$254,8290.23%
62SCHWAB STRATEGIC TR80852420110,871$240,0320.22%
63VANGUARD INDEX FDS9229087511,067$236,6070.22%
64INTERCONTINENTAL EXCHANGE IN45866F1041,250$215,6250.20%
65GENERAL MTRS CO37045V1004,257$200,2070.18%