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Holcombe Financial, Inc. 13F Holdings
Holdings from the most recent 13F from Holcombe Financial, Inc.
Filed: 2025-10-27 (Q3 2025) | Holdings: 42 | Value: $143.2M | 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% ($1.4M) | 18.21% | $26.1M | +1.17% | +0.72% | ||
| AAPL - APPLE INC | Reduce 2% $(515.9K) | 15.78% | $22.6M | +9.12% | -4.57% | ||
| OVLH - LISTED FDS TR | Add 1% ($112.3K) | 9.98% | $14.3M | +4.64% | +0.16% | ||
| SCHR - SCHWAB STRATEGIC TR | Add 3% ($285.5K) | 8.14% | $11.7M | ||||
| OVT - LISTED FDS TR | Add 3% ($335.3K) | 7.81% | $11.2M | +3.58% | +1.49% | ||
| STIP - ISHARES TR | Add 1% ($118.6K) | 7.74% | $11.1M | +2.14% | +0.44% | ||
| AVDE - AMERICAN CENTY ETF TR | Add 2% ($126.2K) | 4.63% | $6.6M | +15.32% | +10.86% | ||
| DCRE - DOUBLELINE ETF TRUST | Add 2% ($90.4K) | 4.08% | $5.8M | +1.98% | +1.14% | ||
| AVUS - AMERICAN CENTY ETF TR | 3.33% | $4.8M | +12.73% | +4.52% | |||
| PFIX - SIMPLIFY EXCHANGE TRADED FUN | Add 2% ($87.7K) | 2.88% | $4.1M | +15.07% | +10.14% | ||
| IQDF - FLEXSHARES TR | New Purchase | 2.02% | $2.9M | +20.32% | +13.06% | ||
| AVUV - AMERICAN CENTY ETF TR | Add 4% ($94.3K) | 1.91% | $2.7M | +20.15% | +9.08% | ||
| BRK.A - BERKSHIRE HATHAWAY INC DEL | 1.58% | $2.3M | -0.93% | -2.51% | |||
| AVDV - AMERICAN CENTY ETF TR | Add 5% ($87.3K) | 1.39% | $2.0M | ||||
| MEG - MONTROSE ENVIRONMENTAL GROUP | 0.91% | $1.3M | |||||
| WMT - WALMART INC | 0.91% | $1.3M | +23.35% | +12.25% | |||
| XOM - EXXON MOBIL CORP | 0.80% | $1.1M | +31.61% | +20.17% | |||
| JPM - JPMORGAN CHASE & CO. | 0.69% | $992.7K | |||||
| HD - HOME DEPOT INC | 0.60% | $859.1K | -17.93% | -1.74% | |||
| XHLF - BONDBLOXX ETF TRUST | Add 4% ($25.6K) | 0.49% | $703.7K | +1.90% | +0.93% | ||
| GOOG - ALPHABET INC | 0.49% | $701.4K | |||||
| GOOGL - ALPHABET INC | 0.46% | $653.0K | |||||
| DFAX - DIMENSIONAL ETF TRUST | 0.42% | $596.5K | +18.81% | +11.08% | |||
| EWZ - ISHARES INC | New Purchase | 0.39% | $557.9K | +29.92% | +28.81% | ||
| CVX - CHEVRON CORP NEW | 0.38% | $538.5K | |||||
| IVV - ISHARES TR | 0.36% | $508.7K | +8.25% | +1.56% | |||
| XONE - BONDBLOXX ETF TRUST | Add 6% ($24.8K) | 0.33% | $468.8K | ||||
| AVGE - AMERICAN CENTY ETF TR | Add 4% ($17.5K) | 0.30% | $432.3K | ||||
| JNJ - JOHNSON & JOHNSON | 0.28% | $406.5K | +18.37% | +21.09% | |||
| TDTT - FLEXSHARES TR | Add 8% ($31.2K) | 0.28% | $405.8K | +1.95% | +0.29% | ||
| DUK - DUKE ENERGY CORP NEW | 0.25% | $353.1K | |||||
| IEFA - ISHARES TR | 0.25% | $352.1K | +10.97% | +7.85% | |||
| IBIT - ISHARES BITCOIN TRUST ETF | New Purchase | 0.24% | $343.9K | ||||
| MSFT - MICROSOFT CORP | 0.24% | $339.8K | -24.66% | -12.27% | |||
| AMZN - AMAZON COM INC | 0.23% | $325.8K | +17.87% | +6.48% | |||
| XTWO - BONDBLOXX ETF TRUST | Add 10% ($29.8K) | 0.23% | $324.1K | +1.07% | +0.70% | ||
| IVZ - INVESCO LTD | 0.23% | $323.0K | +20.82% | +18.01% | |||
| J - JACOBS SOLUTIONS INC | 0.21% | $299.7K | -26.96% | -14.89% | |||
| AXP - AMERICAN EXPRESS CO | 0.17% | $236.4K | |||||
| COST - COSTCO WHSL CORP NEW | 0.16% | $230.3K | +8.29% | +3.81% | |||
| KO - COCA COLA CO | 0.15% | $212.5K | +13.87% | +5.04% | |||
| HTBK - HERITAGE COMM CORP | 0.09% | $125.1K | +19.84% | ||||
| KNG - FIRST TR EXCHANGE-TRADED FD | Reduce 100% | 0.00% | $0.00 | ||||
| TBLL - INVESCO EXCH TRADED FD TR II | Reduce 100% | 0.00% | $0.00 | ||||