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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 (Amended)

Womack Financial LLC

Quarter ended Q4 2025 · Filed February 10, 2026 · Accession 0002107079-26-000007

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

Holdings (65)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR808524508442,529$12.4M10.34%
2SCHWAB STRATEGIC TR808524300350,899$10.2M8.54%
3SCHWAB STRATEGIC TR808524797284,545$7.5M6.28%
4BERKSHIRE HATHAWAY INC DELBRK-A11,828$5.7M4.79%
5VANGUARD BD INDEX FDS92193783568,634$5.1M4.21%
6SCHWAB STRATEGIC TR808524607198,387$5.0M4.18%
7CAPITAL SOUTHWEST CORPCSWC199,323$4.4M3.66%
8EA SERIES TRUST02072L607104,569$4.2M3.52%
9SCHWAB STRATEGIC TR808524805187,111$4.1M3.44%
10VANGUARD INTL EQUITY INDEX F92204271829,749$4.0M3.33%
11MARKEL GROUP INCMKL1,985$4.0M3.30%
12VANGUARD BD INDEX FDS92193779355,474$3.9M3.21%
13SCHWAB STRATEGIC TR808524763106,108$3.0M2.53%
14VANGUARD CHARLOTTE FDS92203J40750,748$2.5M2.09%
15APPLE INCAAPL11,758$2.4M2.01%
16PIMCO ETF TR72201R77525,318$2.3M1.94%
17MICROSOFT CORPMSFT4,653$2.3M1.93%
18SNOWFLAKE INCSNOW9,497$2.1M1.77%
19TRIUMPH FINANCIAL INCTFIN-P37,923$2.1M1.74%
20NVIDIA CORPORATIONNVDA13,005$2.1M1.71%
21BROADCOM INCAVGO7,452$2.1M1.71%
22JPMORGAN CHASE & CO.VYLD5,634$1.6M1.36%
23AMAZON COM INCAMZN6,855$1.5M1.25%
24BUSINESS FIRST BANCSHARES INBFST59,743$1.5M1.23%
25ALPHABET INCGOOG8,300$1.5M1.23%
26GOLDMAN SACHS GROUP INCGSCE2,076$1.5M1.22%
27META PLATFORMS INCMETA1,627$1.2M1.00%
28TESLA INCTSLA3,778$1.2M1.00%
29WABASH NATL CORP929566107111,985$1.2M0.99%
30MASTERCARD INCORPORATEDMA1,970$1.1M0.92%
31VANGUARD BD INDEX FDS92193782712,819$1.0M0.84%
32ALPHABET INCGOOG5,465$963,0770.80%
33COSTCO WHSL CORP NEW22160K105835$826,6000.69%
34MEDPACE HLDGS INCMEDP2,590$812,8970.68%
35SCHWAB STRATEGIC TR80852440924,614$681,0690.57%
36ADOBE INCADBE1,680$649,9580.54%
37ABBVIE INCABBV3,349$621,6460.52%
38SCHWAB STRATEGIC TR80852410226,015$619,9430.52%
39RTX CORPORATIONRTX3,991$582,7660.49%
40FEDEX CORPFDX2,525$573,8690.48%
41DROPBOX INCDBX19,885$568,7110.47%
42VISA INCV1,521$540,0310.45%
43UNITEDHEALTH GROUP INCUNH1,572$490,4170.41%
44OCCIDENTAL PETE CORP67459910511,515$483,7620.40%
45INTEL CORPINTC21,455$480,5950.40%
46SERVICENOW INCNOW450$462,6360.39%
47UNITED PARCEL SERVICE INCUPS4,337$437,8070.36%
48DIAMONDBACK ENERGY INCFANG3,116$428,1380.36%
49SALESFORCE INCCRM1,486$405,2170.34%
50VANGUARD INDEX FDS9229086291,423$398,1980.33%
51NVR INCNVR50$369,2830.31%
52LABCORP HOLDINGS INCLH1,255$329,4500.27%
53LENNAR CORPLEN-B2,900$320,7690.27%
54EA SERIES TRUST02072L7719,742$314,6980.26%
55QUALCOMM INCQCOM1,881$299,5680.25%
56TANDY LEATHER FACTORY INCTLF95,639$296,4810.25%
57CHUBB LIMITEDCB973$281,8980.23%
58MERCK & CO INCMRK3,494$276,5850.23%
59SMURFIT WESTROCK PLCSW6,409$276,5680.23%
60SCHWAB STRATEGIC TR80852420110,871$265,6870.22%
61EAGLE MATLS INC26969P1081,300$262,7430.22%
62VANGUARD INDEX FDS9229087511,057$250,4880.21%
63PROCTER AND GAMBLE CO7427181091,566$249,4950.21%
64INTERCONTINENTAL EXCHANGE IN45866F1041,250$229,3380.19%
65SHOPIFY INCSHOP1,932$222,8560.19%