Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
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 0002107079-26-000004

Total Value
$131.8M
Positions
68
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (68)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR808524508466,008$13.8M10.48%
2SCHWAB STRATEGIC TR808524300361,093$11.5M8.74%
3SCHWAB STRATEGIC TR808524797272,194$7.4M5.64%
4BERKSHIRE HATHAWAY INC DELBRK-A11,989$6.0M4.57%
5SCHWAB STRATEGIC TR808524607208,498$5.8M4.41%
6VANGUARD BD INDEX FDS92193783573,426$5.5M4.14%
7EA SERIES TRUST02072L607107,221$4.8M3.61%
8CAPITAL SOUTHWEST CORPCSWC206,354$4.5M3.42%
9SCHWAB STRATEGIC TR808524805193,284$4.5M3.41%
10VANGUARD INTL EQUITY INDEX F92204271830,839$4.4M3.34%
11MARKEL GROUP INCMKL1,988$3.8M2.88%
12VANGUARD BD INDEX FDS92193779350,106$3.6M2.69%
13SCHWAB STRATEGIC TR808524763111,597$3.5M2.64%
14APPLE INCAAPL11,393$2.9M2.20%
15VANGUARD CHARLOTTE FDS92203J40752,975$2.6M1.99%
16PIMCO ETF TR72201R77526,817$2.5M1.90%
17MICROSOFT CORPMSFT4,653$2.4M1.83%
18NVIDIA CORPORATIONNVDA12,812$2.4M1.81%
19BROADCOM INCAVGO7,058$2.3M1.77%
20SNOWFLAKE INCSNOW9,214$2.1M1.58%
21TRIUMPH FINANCIAL INCTFIN-P41,377$2.1M1.57%
22ALPHABET INCGOOG8,300$2.0M1.53%
23TESLA INCTSLA3,645$1.6M1.23%
24JPMORGAN CHASE & CO.VYLD5,042$1.6M1.21%
25GOLDMAN SACHS GROUP INCGSCE1,901$1.5M1.15%
26AMAZON COM INCAMZN6,818$1.5M1.14%
27VANGUARD BD INDEX FDS92193782718,044$1.4M1.08%
28ALPHABET INCGOOG5,536$1.3M1.02%
29WABASH NATL CORP929566107134,180$1.3M1.01%
30MEDPACE HLDGS INCMEDP2,530$1.3M0.99%
31SCHWAB STRATEGIC TR80852420148,602$1.3M0.97%
32BUSINESS FIRST BANCSHARES INBFST52,705$1.2M0.94%
33META PLATFORMS INCMETA1,591$1.2M0.89%
34MASTERCARD INCORPORATEDMA1,970$1.1M0.85%
35ABBVIE INCABBV3,348$775,2000.59%
36COSTCO WHSL CORP NEW22160K105837$774,7520.59%
37SCHWAB STRATEGIC TR80852440924,242$705,6850.54%
38SCHWAB STRATEGIC TR80852410226,765$688,1330.52%
39RTX CORPORATIONRTX4,000$669,3200.51%
40INTEL CORPINTC19,169$643,1250.49%
41DROPBOX INCDBX19,935$602,2360.46%
42FEDEX CORPFDX2,515$593,0620.45%
43ADOBE INCADBE1,680$592,6200.45%
44UNITEDHEALTH GROUP INCUNH1,582$546,2650.41%
45OCCIDENTAL PETE CORP67459910511,307$534,2430.41%
46VISA INCV1,523$519,9220.39%
47DIAMONDBACK ENERGY INCFANG3,245$464,3590.35%
48VIPER ENERGY INCVNOM11,772$449,9260.34%
49SERVICENOW INCNOW450$414,1260.31%
50HOWARD HUGHES HOLDINGS INCHHH4,910$403,4550.31%
51NVR INCNVR50$401,7330.30%
52UNITED PARCEL SERVICE INCUPS4,699$392,5070.30%
53LENNAR CORPLEN-B2,900$365,5160.28%
54EA SERIES TRUST02072L77110,473$363,5700.28%
55LABCORP HOLDINGS INCLH1,255$360,2600.27%
56SALESFORCE INCCRM1,486$352,1820.27%
57MERCK & CO INCMRK3,848$322,9630.25%
58ARK 21SHARES BITCOIN ETFARKB8,486$322,6380.24%
59QUALCOMM INCQCOM1,854$308,4310.23%
60EAGLE MATLS INC26969P1081,300$302,9520.23%
61TANDY LEATHER FACTORY INCTLF95,639$289,7860.22%
62SHOPIFY INCSHOP1,932$287,1150.22%
63VANGUARD INDEX FDS922908629956$280,8150.21%
64CHUBB LIMITEDCB973$274,6290.21%
65VANGUARD INDEX FDS9229087511,057$268,7740.20%
66PROCTER AND GAMBLE CO7427181091,562$240,0010.18%
67SMURFIT WESTROCK PLCSW5,597$238,2640.18%
68INTERCONTINENTAL EXCHANGE IN45866F1041,250$210,6000.16%