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Portfolio (Quarterly) Guide ↗

Holcombe Financial, Inc.

· CIK 0002056177
13F Portfolio $143M AUM Filed Oct 27, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 42 New
Page 1 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SCHO SCHWAB STRATEGIC TR 1,069,210.0 $26.1M 18.21% NEW $24.40 -1.1%
2 AAPL APPLE INC Technology 88,774.0 $22.6M 15.78% NEW $254.63 +21.3%
3 OVLH LISTED FDS TR 366,365.0 $14.3M 9.98% NEW $39.00 +7.4%
4 SCHR SCHWAB STRATEGIC TR 463,905.0 $11.7M 8.14% NEW $25.13 -2.2%
5 OVT LISTED FDS TR 499,689.0 $11.2M 7.81% NEW $22.38 -1.7%
6 STIP ISHARES TR 107,238.0 $11.1M 7.74% NEW $103.36 -0.1%
7 AVDE AMERICAN CENTY ETF TR 84,129.0 $6.6M 4.63% NEW $78.90 +15.1%
8 DCRE DOUBLELINE ETF TRUST 112,290.0 $5.8M 4.08% NEW $52.08 -0.7%
9 AVUS AMERICAN CENTY ETF TR 43,939.0 $4.8M 3.33% NEW $108.70 +15.7%
10 PFIX SIMPLIFY EXCHANGE TRADED FUN 85,784.0 $4.1M 2.88% NEW $48.17 +3.1%
11 IQDF FLEXSHARES TR 101,365.0 $2.9M 2.02% NEW $28.54 +20.7%
12 AVUV AMERICAN CENTY ETF TR 27,463.0 $2.7M 1.91% NEW $99.53 +20.6%
13 BERKSHIRE HATHAWAY INC DEL 3.0 $2.3M 1.58% NEW $754200.00
14 AVDV AMERICAN CENTY ETF TR 22,357.0 $2.0M 1.39% NEW $89.03 +21.6%
15 MEG MONTROSE ENVIRONMENTAL GROUP Industrials 47,651.0 $1.3M 0.91% NEW $27.46 -43.0%
16 WMT WALMART INC Consumer Defensive 12,675.0 $1.3M 0.91% NEW $103.06 +16.7%
17 XOM EXXON MOBIL CORP Energy 10,194.0 $1.1M 0.80% NEW $112.75 +37.4%
18 JPM JPMORGAN CHASE & CO. Financial Services 3,147.0 $993K 0.69% NEW $315.43 -2.9%
19 HD HOME DEPOT INC Consumer Cyclical 2,120.0 $859K 0.60% NEW $405.25 -22.7%
20 XHLF BONDBLOXX ETF TRUST 13,957.0 $704K 0.49% NEW $50.42 -0.3%
Page 1 of 3  ·  42 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 68.9%
Financial Services 6.1%
Consumer Defensive 5.3%
Energy 5.1%
Industrials 4.8%
Communication Services 4.1%
Consumer Cyclical 3.6%
Healthcare 1.2%
Utilities 1.1%