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Holcombe Financial, Inc. 13F Holdings
Holdings from the most recent 13F from Holcombe Financial, Inc.
Filed: 2026-01-27 (Q4 2025) | Holdings: 48 | Value: $159.3M | 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 |
| AAPL - APPLE INC | Reduce 1% $(318.6K) | 14.95% | $23.8M | +13.81% | +5.17% | ||
| SCHO - SCHWAB STRATEGIC TR | Reduce 10% $(2.7M) | 14.69% | $23.4M | +0.44% | +0.46% | ||
| OVLH - LISTED FDS TR | Reduce 11% $(1.6M) | 8.08% | $12.9M | +4.54% | +1.23% | ||
| SCHR - SCHWAB STRATEGIC TR | Add 3% ($383.5K) | 7.55% | $12.0M | ||||
| STIP - ISHARES TR | Add 1% ($163.8K) | 7.00% | $11.1M | +1.71% | +1.57% | ||
| DBND - DOUBLELINE ETF TRUST | New Purchase | 6.97% | $11.1M | -0.23% | -0.13% | ||
| OVT - LISTED FDS TR | 6.92% | $11.0M | +2.05% | +1.65% | |||
| AVDE - AMERICAN CENTY ETF TR | Reduce 9% $(616.2K) | 3.96% | $6.3M | +3.88% | +0.62% | ||
| DCRE - DOUBLELINE ETF TRUST | Add 2% ($113.9K) | 3.73% | $5.9M | +0.95% | +0.88% | ||
| IQDF - FLEXSHARES TR | Add 66% ($2.0M) | 3.22% | $5.1M | +6.19% | +1.21% | ||
| PFIX - SIMPLIFY EXCHANGE TRADED FUN | Add 9% ($352.8K) | 2.80% | $4.5M | +4.25% | +0.06% | ||
| AVUS - AMERICAN CENTY ETF TR | Reduce 15% $(758.4K) | 2.61% | $4.2M | +7.59% | +4.21% | ||
| AVUV - AMERICAN CENTY ETF TR | Reduce 16% $(460.3K) | 1.47% | $2.3M | +9.37% | +9.79% | ||
| BRK.A - BERKSHIRE HATHAWAY INC DEL | 1.42% | $2.3M | +1.82% | +1.34% | |||
| AVDV - AMERICAN CENTY ETF TR | Reduce 13% $(281.3K) | 1.14% | $1.8M | ||||
| PPLT - ABRDN PLATINUM ETF TRUST | New Purchase | 1.06% | $1.7M | -20.16% | -27.21% | ||
| SLVR - SPROTT FDS TR | New Purchase | 1.05% | $1.7M | ||||
| WMT - WALMART INC | Add 1% ($8.5K) | 0.89% | $1.4M | +9.83% | +9.62% | ||
| XOM - EXXON MOBIL CORP | 0.77% | $1.2M | +9.43% | +10.08% | |||
| MEG - MONTROSE ENVIRONMENTAL GROUP | 0.74% | $1.2M | |||||
| JPM - JPMORGAN CHASE & CO. | Add 1% ($8.4K) | 0.64% | $1.0M | ||||
| GOOG - ALPHABET INC | Add 1% ($11.0K) | 0.57% | $914.7K | ||||
| GDXJ - VANECK ETF TRUST | New Purchase | 0.53% | $852.0K | -12.79% | -21.39% | ||
| GOOGL - ALPHABET INC | Add 1% ($5.6K) | 0.53% | $846.4K | ||||
| GLD - SPDR GOLD TR | New Purchase | 0.53% | $837.0K | ||||
| SGDJ - SPROTT ETF TRUST | New Purchase | 0.50% | $797.2K | -12.10% | -18.13% | ||
| HARD - SIMPLIFY EXCHANGE TRADED FUN | New Purchase | 0.49% | $783.2K | +12.96% | +12.57% | ||
| HD - HOME DEPOT INC | Reduce 7% $(47.8K) | 0.43% | $681.8K | -17.55% | -12.87% | ||
| DFAX - DIMENSIONAL ETF TRUST | 0.39% | $622.2K | +6.78% | +2.41% | |||
| IVV - ISHARES TR | Add 12% ($61.6K) | 0.37% | $582.2K | +6.37% | +2.39% | ||
| XHLF - BONDBLOXX ETF TRUST | Reduce 21% $(144.5K) | 0.35% | $556.8K | +0.96% | +0.82% | ||
| CVX - CHEVRON CORP NEW | 0.33% | $528.6K | |||||
| EWZ - ISHARES INC | Reduce 15% $(87.9K) | 0.30% | $483.8K | +0.94% | +3.63% | ||
| AVGE - AMERICAN CENTY ETF TR | Add 1% ($6.1K) | 0.28% | $451.4K | ||||
| JNJ - JOHNSON & JOHNSON | Reduce 1% $(3.3K) | 0.28% | $450.4K | -1.68% | +1.15% | ||
| TDTT - FLEXSHARES TR | Add 2% ($9.8K) | 0.26% | $411.1K | +1.65% | +1.54% | ||
| IVZ - INVESCO LTD | 0.23% | $369.9K | +4.89% | -3.09% | |||
| AMZN - AMAZON COM INC | Add 7% ($24.2K) | 0.23% | $366.8K | +9.18% | +5.41% | ||
| IEFA - ISHARES TR | 0.23% | $360.8K | +2.74% | -0.23% | |||
| XONE - BONDBLOXX ETF TRUST | Reduce 26% $(122.5K) | 0.22% | $345.1K | ||||
| DUK - DUKE ENERGY CORP NEW | Add 2% ($5.0K) | 0.21% | $339.4K | ||||
| MSFT - MICROSOFT CORP | Add 5% ($17.4K) | 0.21% | $334.7K | -14.41% | -10.96% | ||
| IBIT - ISHARES BITCOIN TRUST ETF | Add 2% ($5.0K) | 0.17% | $267.6K | ||||
| J - JACOBS SOLUTIONS INC | 0.17% | $264.9K | -14.12% | -7.20% | |||
| AXP - AMERICAN EXPRESS CO | Reduce 8% $(21.1K) | 0.15% | $242.3K | ||||
| KO - COCA COLA CO | 0.14% | $224.0K | +8.18% | +7.76% | |||
| COST - COSTCO WHSL CORP NEW | 0.14% | $215.4K | +3.38% | +2.67% | |||
| HTBK - HERITAGE COMM CORP | 0.09% | $151.3K | |||||
| XTWO - BONDBLOXX ETF TRUST | Reduce 100% | 0.00% | $0.00 | ||||