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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 10, 2026 · Accession 0002107079-26-000005

Total Value
$135.4M
Positions
66
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (66)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR808524508477,566$14.4M10.60%
2SCHWAB STRATEGIC TR808524300360,014$11.7M8.67%
3SCHWAB STRATEGIC TR808524797262,792$7.2M5.32%
4BERKSHIRE HATHAWAY INC DELBRK-A12,214$6.1M4.53%
5SCHWAB STRATEGIC TR808524607208,737$5.9M4.39%
6VANGUARD BD INDEX FDS92193783576,406$5.7M4.18%
7EA SERIES TRUST02072L607107,238$5.5M4.06%
8CAPITAL SOUTHWEST CORPCSWC217,125$4.8M3.55%
9SCHWAB STRATEGIC TR808524805194,866$4.7M3.46%
10VANGUARD INTL EQUITY INDEX F92204271831,669$4.5M3.35%
11MARKEL GROUP INCMKL1,999$4.3M3.17%
12SCHWAB STRATEGIC TR808524763116,519$3.7M2.71%
13APPLE INCAAPL11,382$3.1M2.28%
14TRIUMPH FINANCIAL INCTFIN-P48,419$3.0M2.24%
15PIMCO ETF TR72201R77528,576$2.7M1.96%
16VANGUARD BD INDEX FDS92193779337,416$2.6M1.92%
17VANGUARD CHARLOTTE FDS92203J40752,747$2.5M1.88%
18ALPHABET INCGOOG7,925$2.5M1.84%
19BROADCOM INCAVGO6,579$2.3M1.68%
20NVIDIA CORPORATIONNVDA12,123$2.3M1.67%
21MICROSOFT CORPMSFT4,599$2.2M1.64%
22ALPHABET INCGOOG5,519$1.7M1.28%
23SCHWAB STRATEGIC TR80852420163,393$1.7M1.26%
24WABASH NATL CORP929566107195,741$1.7M1.25%
25TESLA INCTSLA3,615$1.6M1.20%
26AMAZON COM INCAMZN6,900$1.6M1.18%
27JPMORGAN CHASE & CO.VYLD4,822$1.6M1.15%
28GOLDMAN SACHS GROUP INCGSCE1,717$1.5M1.11%
29VANGUARD BD INDEX FDS92193782718,786$1.5M1.09%
30BUSINESS FIRST BANCSHARES INBFST51,651$1.4M1.00%
31MEDPACE HLDGS INCMEDP2,385$1.3M0.99%
32MASTERCARD INCORPORATEDMA1,970$1.1M0.83%
33META PLATFORMS INCMETA1,660$1.1M0.81%
34SNOWFLAKE INCSNOW4,632$1.0M0.75%
35SCHWAB STRATEGIC TR80852410229,747$780,2520.58%
36ABBVIE INCABBV3,349$765,1900.56%
37COSTCO WHSL CORP NEW22160K105830$715,7420.53%
38RTX CORPORATIONRTX3,867$709,2080.52%
39FEDEX CORPFDX2,428$701,3520.52%
40INTEL CORPINTC18,308$675,5710.50%
41SCHWAB STRATEGIC TR80852440922,274$659,5330.49%
42ADOBE INCADBE1,703$596,0330.44%
43VISA INCV1,520$533,0790.39%
44UNITEDHEALTH GROUP INCUNH1,613$532,4670.39%
45DROPBOX INCDBX19,025$528,8950.39%
46UNITED PARCEL SERVICE INCUPS5,287$524,4180.39%
47MERCK & CO INCMRK4,969$523,0370.39%
48DIAMONDBACK ENERGY INCFANG3,450$518,6380.38%
49OCCIDENTAL PETE CORP67459910512,452$512,0320.38%
50VIPER ENERGY INCVNOM12,834$495,7790.37%
51HOWARD HUGHES HOLDINGS INCHHH6,091$485,8790.36%
52EA SERIES TRUST02072L77111,923$441,5830.33%
53SALESFORCE INCCRM1,486$393,6560.29%
54NVR INCNVR50$364,6390.27%
55SERVICENOW INCNOW2,250$344,6780.25%
56ARK 21SHARES BITCOIN ETFARKB11,594$336,6900.25%
57QUALCOMM INCQCOM1,843$315,2450.23%
58LABCORP HOLDINGS INCLH1,255$314,8540.23%
59SHOPIFY INCSHOP1,932$310,9940.23%
60CHUBB LIMITEDCB973$303,6930.22%
61LENNAR CORPLEN-B2,900$298,1200.22%
62VANGUARD INDEX FDS9229087511,057$272,6530.20%
63EAGLE MATLS INC26969P1081,250$258,3500.19%
64GENERAL MTRS CO37045V1002,952$240,0570.18%
65PROCTER AND GAMBLE CO7427181091,550$222,1310.16%
66TARGET CORPTGT2,077$203,0270.15%