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Holcombe Financial, Inc. 13F Holdings
Holdings from the most recent 13F from Holcombe Financial, Inc.
Filed: 2025-07-08 (Q2 2025) | Holdings: 41 | Value: $132.8M | 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 | Add 5% ($1.1M) | 18.61% | $24.7M | +2.99% | +1.47% | ||
| AAPL - APPLE INC | 14.03% | $18.6M | +40.24% | +21.38% | |||
| OVLH - LISTED FDS TR | Add 561% ($11.4M) | 10.09% | $13.4M | +13.17% | +5.99% | ||
| SCHR - SCHWAB STRATEGIC TR | New Purchase | 8.53% | $11.3M | ||||
| STIP - ISHARES TR | Add 2% ($171.1K) | 8.22% | $10.9M | +4.04% | +1.67% | ||
| OVT - LISTED FDS TR | 8.12% | $10.8M | +7.01% | +2.65% | |||
| AVDE - AMERICAN CENTY ETF TR | Reduce 6% $(393.1K) | 4.60% | $6.1M | +24.35% | +6.38% | ||
| DCRE - DOUBLELINE ETF TRUST | Reduce 5% $(281.3K) | 4.33% | $5.8M | +4.11% | +1.52% | ||
| PFIX - SIMPLIFY EXCHANGE TRADED FUN | Add 133% ($2.5M) | 3.34% | $4.4M | -7.44% | -11.46% | ||
| AVUS - AMERICAN CENTY ETF TR | Reduce 36% $(2.5M) | 3.33% | $4.4M | +23.19% | +7.01% | ||
| KNG - FIRST TR EXCHANGE-TRADED FD | Add 10% ($275.3K) | 2.29% | $3.0M | +4.32% | +0.25% | ||
| AVUV - AMERICAN CENTY ETF TR | Reduce 9% $(237.1K) | 1.82% | $2.4M | +26.60% | +4.32% | ||
| BRK.A - BERKSHIRE HATHAWAY INC DEL | 1.65% | $2.2M | +0.57% | +3.88% | |||
| AVDV - AMERICAN CENTY ETF TR | Reduce 13% $(246.3K) | 1.28% | $1.7M | ||||
| WMT - WALMART INC | 0.93% | $1.2M | +32.43% | +5.00% | |||
| XOM - EXXON MOBIL CORP | 0.83% | $1.1M | +34.66% | +0.04% | |||
| MEG - MONTROSE ENVIRONMENTAL GROUP | 0.79% | $1.0M | |||||
| JPM - JPMORGAN CHASE & CO. | 0.69% | $912.3K | |||||
| HD - HOME DEPOT INC | 0.59% | $777.4K | -13.66% | +3.35% | |||
| XHLF - BONDBLOXX ETF TRUST | Reduce 19% $(155.9K) | 0.51% | $677.1K | +3.28% | +1.16% | ||
| DFAX - DIMENSIONAL ETF TRUST | Reduce 2% $(12.0K) | 0.42% | $558.3K | +29.30% | +7.09% | ||
| GOOG - ALPHABET INC | Add 95% ($248.3K) | 0.38% | $510.9K | ||||
| CVX - CHEVRON CORP NEW | 0.37% | $496.6K | |||||
| GOOGL - ALPHABET INC | New Purchase | 0.36% | $473.4K | ||||
| IVV - ISHARES TR | 0.36% | $471.9K | +19.79% | +8.12% | |||
| XONE - BONDBLOXX ETF TRUST | Reduce 15% $(76.0K) | 0.33% | $443.7K | ||||
| AVGE - AMERICAN CENTY ETF TR | Reduce 12% $(50.4K) | 0.29% | $385.3K | ||||
| TDTT - FLEXSHARES TR | Add 16% ($51.5K) | 0.28% | $373.2K | +3.96% | +1.85% | ||
| IEFA - ISHARES TR | 0.25% | $336.7K | +18.38% | +4.96% | |||
| DUK - DUKE ENERGY CORP NEW | 0.25% | $336.7K | |||||
| JNJ - JOHNSON & JOHNSON | 0.25% | $334.9K | +44.85% | +23.55% | |||
| MSFT - MICROSOFT CORP | Add 7% ($20.9K) | 0.25% | $326.3K | -17.04% | +4.59% | ||
| AMZN - AMAZON COM INC | Add 12% ($35.1K) | 0.25% | $325.6K | +21.68% | +3.02% | ||
| XTWO - BONDBLOXX ETF TRUST | Reduce 22% $(82.3K) | 0.22% | $294.2K | +2.91% | +1.46% | ||
| J - JACOBS SOLUTIONS INC | 0.20% | $262.9K | -11.87% | +16.48% | |||
| COST - COSTCO WHSL CORP NEW | 0.19% | $246.3K | +1.69% | -4.47% | |||
| TBLL - INVESCO EXCH TRADED FD TR II | Reduce 98% $(12.0M) | 0.18% | $233.6K | +3.28% | +1.13% | ||
| AXP - AMERICAN EXPRESS CO | New Purchase | 0.17% | $227.1K | ||||
| KO - COCA COLA CO | 0.17% | $226.7K | +14.55% | -4.68% | |||
| IVZ - INVESCO LTD | 0.17% | $222.0K | +70.09% | +42.81% | |||
| HTBK - HERITAGE COMM CORP | 0.09% | $125.1K | -7.22% | ||||
| TPHD - TIMOTHY PLAN | Reduce 100% | 0.00% | $0.00 | ||||
| UPS - UNITED PARCEL SERVICE INC | Reduce 100% | 0.00% | $0.00 | ||||