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Portfolio (Quarterly) Guide ↗

Womack Financial LLC

· CIK 0002107079
13F Portfolio $151M AUM 70 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 2 New 14 Added 42 Reduced 3 Exited
Page 3 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SHOP SHOPIFY INC Technology 1,882.0 $215K 0.14% -50.0 -2.6% $114.18 +33.9%
42 ARKB ARK 21SHARES BITCOIN ETF Financial Services 10,553.0 $205K 0.14% -4K -25.6% $19.46 +32.2%
Page 3 of 3  ·  42 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 37.5%
Technology 26.4%
Industrials 10.2%
Consumer Cyclical 7.3%
Healthcare 6.6%
Communication Services 5.0%
Energy 2.9%
Consumer Defensive 2.4%
Real Estate 1.1%
Basic Materials 0.5%