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Portfolio (Quarterly) Guide ↗

Womack Financial LLC

· CIK 0002107079
13F Portfolio $136M AUM 71 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 29 Added 24 Reduced
Page 2 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCHV SCHWAB STRATEGIC TR 22,621.0 $690K 0.51% +347.0 +1.6% $30.50 +13.3%
22 MRK MERCK & CO INC Healthcare 5,176.0 $623K 0.46% +207.0 +4.2% $120.29 -5.3%
23 VNOM VIPER ENERGY INC Energy 13,142.0 $618K 0.45% +308.0 +2.4% $46.99 -8.0%
24 UPS UNITED PARCEL SVCS INC Industrials 5,343.0 $526K 0.39% +56.0 +1.1% $98.38 +6.6%
25 HHH HOWARD HUGHES HOLDINGS INC Real Estate 8,253.0 $522K 0.38% +2K +35.5% $63.26 +5.7%
26 ITAN EA SERIES TRUST 12,226.0 $438K 0.32% +303.0 +2.5% $35.86 +15.8%
27 ARKB ARK 21SHARES BITCOIN ETF Financial Services 14,176.0 $319K 0.23% +3K +22.3% $22.49 -7.2%
28 TGT TARGET CORP Consumer Defensive 2,201.0 $267K 0.20% +124.0 +6.0% $121.20 +7.9%
29 NOW SERVICENOW INC Technology 2,280.0 $238K 0.17% +30.0 +1.3% $104.55 -9.1%
Page 2 of 2  ·  29 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 37.1%
Technology 24.0%
Communication Services 9.1%
Industrials 8.1%
Consumer Cyclical 7.0%
Healthcare 6.3%
Energy 4.3%
Consumer Defensive 2.6%
Real Estate 1.0%
Basic Materials 0.5%