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Holcombe Financial, Inc. 13F Holdings
Holdings from the most recent 13F from Holcombe Financial, Inc.
Filed: 2025-04-28 (Q1 2025) | Holdings: 40 | Value: $120.4M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| SCHO - SCHWAB STRATEGIC TR | Reduce 5% $(1.4M) | 19.60% | $23.6M | +3.33% | +0.53% | +3.22% | |
| AAPL - APPLE INC | 16.75% | $20.2M | +40.99% | +1.37% | +30.02% | ||
| TBLL - INVESCO EXCH TRADED FD TR II | Reduce 4% $(453.5K) | 10.14% | $12.2M | +4.08% | +1.00% | +3.95% | |
| STIP - ISHARES TR | Add 1% ($149.2K) | 8.97% | $10.8M | +4.33% | +0.84% | +4.08% | |
| OVT - LISTED FD TR | Reduce 3% $(377.9K) | 8.84% | $10.6M | +9.24% | +2.86% | +8.72% | |
| AVUS - AMERICAN CENTY ETF TR | Add 6% ($343.7K) | 5.26% | $6.3M | +40.20% | +15.66% | +35.60% | |
| DCRE - DOUBLELINE ETF TRUST | Reduce 13% $(883.9K) | 4.99% | $6.0M | +5.11% | +1.31% | +4.92% | |
| AVDE - AMERICAN CENTY ETF TR | Reduce 3% $(163.4K) | 4.83% | $5.8M | +36.64% | +9.96% | +31.03% | |
| KNG - FIRST TR EXCHANGE-TRADED FD | Add 3% ($83.8K) | 2.37% | $2.8M | +10.29% | +6.32% | +11.11% | |
| AVUV - AMERICAN CENTY ETF TR | Add 6% ($139.5K) | 2.11% | $2.5M | +45.87% | +14.82% | +45.40% | |
| BRK.A - BERKSHIRE HATHAWAY INC DEL | New Purchase | 1.99% | $2.4M | -9.68% | -10.60% | -10.68% | |
| OVLH - LISTED FD TR | Reduce 16% $(344.2K) | 1.52% | $1.8M | +23.09% | +10.46% | +19.13% | |
| PFIX - SIMPLIFY EXCHANGE TRADED FUN | Reduce 1% $(22.2K) | 1.45% | $1.7M | -0.99% | +8.13% | -2.73% | |
| AVDV - AMERICAN CENTY ETF TR | Add 3% ($43.3K) | 1.42% | $1.7M | ||||
| XOM - EXXON MOBIL CORP | Reduce 2% $(28.8K) | 1.01% | $1.2M | +43.70% | +5.74% | +48.49% | |
| WMT - WALMART INC | Add 10% ($100.8K) | 0.92% | $1.1M | +35.98% | +3.93% | +36.17% | |
| XHLF - BONDBLOXX ETF TRUST | Add 166% ($519.9K) | 0.69% | $833.3K | +4.03% | +0.92% | +3.91% | |
| HD - HOME DEPOT INC | Reduce 11% $(98.2K) | 0.65% | $777.1K | -10.29% | +6.69% | -7.00% | |
| JPM - JPMORGAN CHASE & CO. | 0.64% | $772.0K | |||||
| MEG - MONTROSE ENVIRONMENTAL GROUP | Add 45% ($212.0K) | 0.56% | $679.5K | ||||
| CVX - CHEVRON CORP NEW | 0.48% | $580.2K | |||||
| XONE - BONDBLOXX ETF TRUST | New Purchase | 0.43% | $520.6K | ||||
| DFAX - DIMENSIONAL ETF TRUST | 0.42% | $508.8K | +43.73% | +11.88% | +36.82% | ||
| IVV - ISHARES TR | 0.35% | $427.0K | +36.34% | +16.11% | +31.23% | ||
| AVGE - AMERICAN CENTY ETF TR | Add 5% ($19.3K) | 0.33% | $400.3K | ||||
| XTWO - BONDBLOXX ETF TRUST | New Purchase | 0.31% | $375.9K | +3.23% | +0.58% | +3.14% | |
| JNJ - JOHNSON & JOHNSON | Reduce 6% $(23.4K) | 0.30% | $363.6K | +46.41% | +9.07% | +50.33% | |
| DUK - DUKE ENERGY CORP NEW | 0.29% | $348.0K | |||||
| TDTT - FLEXSHARES TR | Add 1% ($3.9K) | 0.27% | $323.6K | +4.31% | +1.04% | +4.02% | |
| IEFA - ISHARES TR | 0.25% | $305.1K | +28.27% | +7.84% | +23.38% | ||
| TPHD - TIMOTHY PLAN | Add 6% ($14.9K) | 0.22% | $263.0K | +18.32% | +9.64% | +20.07% | |
| AMZN - AMAZON COM INC | 0.21% | $251.9K | +46.20% | +25.56% | +42.96% | ||
| J - JACOBS SOLUTIONS INC | 0.20% | $241.8K | -2.48% | +18.15% | +4.65% | ||
| COST - COSTCO WHSL CORP NEW | Reduce 8% $(20.8K) | 0.20% | $235.3K | +2.90% | -4.32% | +2.67% | |
| GOOG - ALPHABET INC | 0.19% | $231.2K | |||||
| MSFT - MICROSOFT CORP | 0.19% | $230.5K | +6.27% | +31.23% | +9.30% | ||
| KO - COCA COLA CO | New Purchase | 0.19% | $229.5K | +13.70% | -1.85% | +14.00% | |
| IVZ - INVESCO LTD | 0.18% | $213.6K | +110.37% | +58.96% | +92.71% | ||
| UPS - UNITED PARCEL SERVICE INC | New Purchase | 0.17% | $207.1K | +11.29% | -3.82% | +18.64% | |
| HTBK - HERITAGE COMM CORP | 0.10% | $119.9K | +9.82% | ||||
| AXP - AMERICAN EXPRESS CO | Reduce 100% | 0.00% | $0.00 | ||||
| GOOGL - ALPHABET INC | Reduce 100% | 0.00% | $0.00 | ||||