Holcombe Financial
$177M 13F equity value
54 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Holcombe Financial covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | APPLE INC | 85,896 | $25M | 14.0% |
| SCHO | SCHWAB STRATEGIC TR | 1,025,561 | $25M | 14.0% |
| OVLH | LISTED FDS TR | 354,916 | $15M | 8.4% |
| SCHR | SCHWAB STRATEGIC TR | 506,177 | $12M | 7.0% |
| DBND | DOUBLELINE ETF TRUST | 268,537 | $12M | 6.9% |
| OVT | LISTED FDS TR | 534,387 | $12M | 6.6% |
| STIP | ISHARES TR | 114,138 | $12M | 6.6% |
| AVDE | AMERICAN CENTY ETF TR | 86,377 | $8M | 4.3% |
| IQDF | FLEXSHARES TR | 192,353 | $7M | 3.8% |
| AVUS | AMERICAN CENTY ETF TR | 48,551 | $6M | 3.5% |
Track Holcombe Financial's 13F portfolio: $177M in reported holdings, 54 positions. Top holdings and quarterly changes on SentiSense.
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