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Holcombe Financial, Inc. 13F holdings

Filed 2026-07-13 · Holcombe Financial, Inc. · 51 positions · $177.1M

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TickerCompanySharesValue% of portfolio
AAPLAPPLE INC85.9K$24.9M14.0%
SCHOSCHWAB STRATEGIC TR1.0M$24.8M14.0%
—LISTED FDS TR354.9K$14.8M8.4%
SCHRSCHWAB STRATEGIC TR506.2K$12.5M7.0%
DBNDDOUBLELINE ETF TRUST268.5K$12.2M6.9%
—LISTED FDS TR534.4K$11.7M6.6%
STIPISHARES TR114.1K$11.7M6.6%
AVDEAMERICAN CENTY ETF TR86.4K$7.7M4.3%
IQDFFLEXSHARES TR192.4K$6.6M3.8%
AVUSAMERICAN CENTY ETF TR48.6K$6.2M3.5%
DCREDOUBLELINE ETF TRUST118.4K$6.1M3.5%
PFIXSIMPLIFY EXCHANGE TRADED FUN99.2K$4.3M2.4%
AVUVAMERICAN CENTY ETF TR30.4K$3.8M2.1%
SLVRSPROTT FDS TR52.5K$2.6M1.5%
AVDVAMERICAN CENTY ETF TR23.0K$2.4M1.3%
BRK-BBERKSHIRE HATHAWAY INC DEL3$2.2M1.3%
WMTWALMART INC14.2K$1.6M0.9%
PPLTABRDN PLATINUM ETF TRUST108.1K$1.5M0.9%
EXMOCEXXON MOBIL CORP10.2K$1.4M0.8%
ONTONTERRIS INC63.2K$1.3M0.7%
JPMJPMORGAN CHASE & CO3.4K$1.1M0.6%
GOOGALPHABET INC2.9K$1.0M0.6%
GOOGLALPHABET INC2.8K$1.0M0.6%
GDXJVANECK ETF TRUST8.6K$847,1370.5%
SGDJSPROTT ETF TRUST11.0K$833,2610.5%
URNMSPROTT FDS TR14.0K$734,3670.4%
COPPSPROTT FDS TR19.1K$731,6830.4%
—SIMPLIFY EXCHANGE TRADED FUN22.3K$700,8140.4%
DFAXDIMENSIONAL ETF TRUST18.9K$697,8970.4%
CVXCHEVRON CORPORATION3.5K$574,8560.3%
IVVISHARES TR760$569,1560.3%
JNJJOHNSON & JOHNSON2.2K$566,4150.3%
HDHOME DEPOT INC1.6K$555,5860.3%
AVGEAMERICAN CENTY ETF TR5.6K$550,1420.3%
XHLFBONDBLOXX ETF TRUST10.2K$511,3220.3%
EWZISHARES INC14.8K$510,7040.3%
SOSOUTHERN CO5.1K$488,1470.3%
CATCATERPILLAR INC422$449,3880.3%
TDTTFLEXSHARES TR18.3K$438,5030.2%
MSFTMICROSOFT CORP1.1K$421,8860.2%
IEFAISHARES TR4.0K$389,5070.2%
AMZNAMAZON COM INC1.6K$371,5720.2%
—INVESCO LTD14.1K$371,5710.2%
LLYELI LILLY & CO309$370,6240.2%
DUKDUKE ENERGY CORP NEW2.9K$361,1330.2%
XONEBONDBLOXX ETF TRUST6.8K$333,9940.2%
INTCINTEL CORP2.2K$310,5370.2%
KOCOCA COLA CO3.2K$260,4390.1%
JJACOBS SOLUTIONS INC2.0K$252,0000.1%
NVDANVIDIA CORPORATION1.2K$231,7040.1%
AXPAMERICAN EXPRESS CO655$221,4930.1%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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