Womack Financial LLC
All 13F Filings
- Location
- Dallas, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 151,193
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 70 | 151,193 | 13F-HR | Womack Financial LLC |
| Q1 2026 | 5/11/2026 | 71 | 135,906 | 13F-HR | Womack Financial LLC |
| Q4 2025 | 2/10/2026 | 66 | 135,433 | 13F-HR | Womack Financial LLC |
| Q3 2025 | 2/4/2026 | 68 | 131,769 | 13F-HR | Womack Financial LLC |
| Q2 2025 | 2/10/2026 | 65 | 120,064 | 13F-HR/A - RESTATEMENT | Womack Financial LLC |
| Q2 2025 | 2/4/2026 | 65 | 109,228 | 13F-HR | Womack Financial LLC |
| Q1 2025 | 2/10/2026 | 65 | 109,228 | 13F-HR/A - RESTATEMENT | Womack Financial LLC |
| Q1 2025 | 2/4/2026 | 65 | 109,228 | 13F-HR | Womack Financial LLC |
| Q4 2024 | 2/4/2026 | 64 | 112,667 | 13F-HR | Womack Financial LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 69.21 K | 45.8% | 7.027 K | 0 | 7.027 K |
| ETFs | 78.5 K | 51.9% | 8.633 K | 0 | 8.633 K |
| Debt | 3.486 K | 2.3% | 0 | 375 | -375 |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
151,193
Holdings
70
QoQ value change ($000)
15,287
(11.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.