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LEILA SHAVER

Womack Financial Llc

Assets Managed
$135.906M
Holdings
71
Last Quarter
2026 - Q1
Filed Date
5d ago
Growth Rate
0.35%(2Q avg: 1.57%)
Sustained Growth
3 quarters

Portfolio positions

This chart displays the top 10 holdings in Womack Financial Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 71 positions.

Assets under management

The assets under management (AUM) of Womack Financial Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 135.906M in assets, with a quarterly growth rate of 0.35% and a 2-quarter average growth rate of 1.57%. The portfolio is managed by LEILA SHAVER, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHM
Schwab Us Mid Cap Etf
Recent Activity
Increased 2.69%
11.18%
$15.183M
490,392 shares@ $30.96 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Increased 0.99%
7.8%
$10.59M
363,559 shares@ $29.14 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Decreased -2.69%
5.78%
$7.845M
255,716 shares@ $30.68 avg price
SCHA
Schwab Us Small-cap Etf
Recent Activity
Increased 1.18%
4.52%
$6.141M
211,184 shares@ $29.09 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 8.8%
4.51%
$6.121M
83,125 shares@ $73.64 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 1.98%
4.4%
$5.968M
12,455 shares@ $479.19 avg price
FRDM
Freedom 100 Emeging Mrkt Etf
Recent Activity
Decreased -0.73%
4.29%
$5.818M
106,453 shares@ $54.65 avg price
CSWC
Capital Southwest Corp
Recent Activity
Increased 6.98%
3.79%
$5.138M
232,275 shares@ $22.13 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Increased 1.71%
3.61%
$4.905M
198,180 shares@ $24.75 avg price
VSS
Vanguard Ftse All Wo X-us Sc
Recent Activity
Increased 3.49%
3.52%
$4.778M
32,774 shares@ $145.79 avg price

1-10 of 71