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Holcombe Financial, Inc. 13F Holdings
Holdings from the most recent 13F from Holcombe Financial, Inc.
Filed: 2026-04-20 (Q1 2026) | Holdings: 49 | Value: $170.2M | 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 7% ($1.7M) | 14.69% | $25.0M | -0.06% | |||
| AAPL - APPLE INC | 13.03% | $22.2M | +7.90% | ||||
| OVLH - LISTED FDS TR | Add 7% ($916.7K) | 7.81% | $13.3M | +3.34% | |||
| SCHR - SCHWAB STRATEGIC TR | Add 7% ($802.8K) | 7.49% | $12.7M | ||||
| STIP - ISHARES TR | Add 6% ($653.7K) | 7.00% | $11.9M | +0.57% | |||
| DBND - DOUBLELINE ETF TRUST | Add 9% ($946.9K) | 7.00% | $11.9M | -0.49% | |||
| OVT - LISTED FDS TR | Add 5% ($556.1K) | 6.78% | $11.5M | +0.06% | |||
| AVDE - AMERICAN CENTY ETF TR | Add 13% ($848.1K) | 4.32% | $7.4M | +1.15% | |||
| DCRE - DOUBLELINE ETF TRUST | Add 6% ($335.2K) | 3.69% | $6.3M | +0.07% | |||
| IQDF - FLEXSHARES TR | Add 9% ($497.6K) | 3.43% | $5.8M | +3.23% | |||
| AVUS - AMERICAN CENTY ETF TR | Add 25% ($1.0M) | 3.03% | $5.2M | +3.41% | |||
| PFIX - SIMPLIFY EXCHANGE TRADED FUN | Add 7% ($296.2K) | 2.70% | $4.6M | +7.71% | |||
| AVUV - AMERICAN CENTY ETF TR | Add 27% ($687.4K) | 1.89% | $3.2M | +0.41% | |||
| SLVR - SPROTT FDS TR | Add 67% ($1.2M) | 1.74% | $3.0M | ||||
| AVDV - AMERICAN CENTY ETF TR | Add 15% ($295.3K) | 1.31% | $2.2M | ||||
| BRK.A - BERKSHIRE HATHAWAY INC DEL | 1.27% | $2.2M | +1.92% | ||||
| PPLT - ABRDN PLATINUM ETF TRUST | Add 16% ($252.7K) | 1.10% | $1.9M | +2.69% | |||
| WMT - WALMART INC | Add 12% ($196.0K) | 1.05% | $1.8M | +0.00% | |||
| XOM - EXXON MOBIL CORP | 1.02% | $1.7M | +1.57% | ||||
| MEG - MONTROSE ENVIRONMENTAL GROUP | 0.61% | $1.0M | |||||
| GDXJ - VANECK ETF TRUST | Add 13% ($118.4K) | 0.60% | $1.0M | -0.50% | |||
| SGDJ - SPROTT ETF TRUST | Add 15% ($119.8K) | 0.55% | $935.5K | -2.91% | |||
| JPM - JPMORGAN CHASE & CO | Reduce 1% $(7.6K) | 0.54% | $925.7K | ||||
| YGLD - SIMPLIFY EXCHANGE TRADED FUN | New Purchase | 0.50% | $845.7K | -1.11% | |||
| GOOG - ALPHABET INC | Reduce 1% $(9.5K) | 0.49% | $826.7K | ||||
| URNM - SPROTT FDS TR | New Purchase | 0.47% | $805.0K | -2.66% | |||
| GOOGL - ALPHABET INC | Reduce 1% $(5.2K) | 0.45% | $772.4K | ||||
| CVX - CHEVRON CORPORATION | 0.42% | $717.5K | |||||
| DFAX - DIMENSIONAL ETF TRUST | 0.38% | $645.8K | +2.78% | ||||
| COPP - SPROTT FDS TR | New Purchase | 0.35% | $603.1K | -0.05% | |||
| HD - HOME DEPOT INC | Reduce 9% $(58.2K) | 0.35% | $593.4K | -11.77% | |||
| EWZ - ISHARES INC | Reduce 1% $(5.9K) | 0.34% | $578.8K | -6.63% | |||
| XHLF - BONDBLOXX ETF TRUST | Reduce 3% $(14.0K) | 0.32% | $543.7K | +0.18% | |||
| JNJ - JOHNSON & JOHNSON | Reduce 1% $(7.8K) | 0.31% | $524.1K | -3.45% | |||
| IVV - ISHARES TR | Reduce 6% $(34.0K) | 0.31% | $521.3K | +4.10% | |||
| SO - SOUTHERN CO | New Purchase | 0.29% | $488.7K | -0.44% | |||
| AVGE - AMERICAN CENTY ETF TR | Add 5% ($23.0K) | 0.29% | $485.5K | ||||
| TDTT - FLEXSHARES TR | Add 2% ($9.5K) | 0.25% | $423.6K | +0.57% | |||
| IEFA - ISHARES TR | Add 7% ($26.2K) | 0.23% | $391.3K | +0.76% | |||
| DUK - DUKE ENERGY CORP NEW | Reduce 1% $(5.6K) | 0.22% | $373.6K | ||||
| IVZ - INVESCO LTD | 0.20% | $342.0K | +12.18% | ||||
| XONE - BONDBLOXX ETF TRUST | Reduce 3% $(10.0K) | 0.20% | $335.0K | ||||
| AMZN - AMAZON COM INC | 0.19% | $331.1K | +5.45% | ||||
| MSFT - MICROSOFT CORP | Add 3% ($8.5K) | 0.16% | $264.7K | -1.80% | |||
| J - JACOBS SOLUTIONS INC | 0.15% | $254.6K | -9.29% | ||||
| COST - COSTCO WHOLESALE CORPORATION | 0.15% | $247.9K | +0.66% | ||||
| KO - COCA COLA CO | 0.14% | $243.7K | +4.22% | ||||
| IBIT - ISHARES BITCOIN TRUST ETF | Reduce 2% $(3.8K) | 0.12% | $203.2K | ||||
| HTBK - HERITAGE COMM CORP | 0.09% | $157.2K | |||||
| GLD - SPDR GOLD TR | Reduce 100% | 0.00% | $0.00 | ||||
| AXP - AMERICAN EXPRESS CO | Reduce 100% | 0.00% | $0.00 | ||||
| HARD - SIMPLIFY EXCHANGE TRADED FUN | Reduce 100% | 0.00% | $0.00 | ||||