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Portfolio (Quarterly) Guide ↗

Holcombe Financial, Inc.

· CIK 0002056177
13F Portfolio $159M AUM 48 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 7 New 16 Added 13 Reduced 1 Exited
Page 1 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 87,602.0 $23.8M 14.95% -1K -1.3% $271.86 +13.6%
2 SCHO SCHWAB STRATEGIC TR 959,862.0 $23.4M 14.69% -109K -10.2% $24.37 -1.0%
3 OVLH LISTED FDS TR 326,654.0 $12.9M 8.08% -40K -10.8% $39.39 +6.4%
4 SCHR SCHWAB STRATEGIC TR 479,198.0 $12.0M 7.55% +15K +3.3% $25.08 -2.0%
5 STIP ISHARES TR 108,838.0 $11.1M 7.00% +2K +1.5% $102.39 +0.9%
6 DBND DOUBLELINE ETF TRUST 239,289.0 $11.1M 6.97% NEW $46.36 -2.2%
7 OVT LISTED FDS TR 501,083.0 $11.0M 6.92% $21.99 +0.0%
8 AVDE AMERICAN CENTY ETF TR 76,643.0 $6.3M 3.96% -7K -8.9% $82.32 +10.3%
9 DCRE DOUBLELINE ETF TRUST 114,485.0 $5.9M 3.73% +2K +1.9% $51.90 -0.4%
10 IQDF FLEXSHARES TR 168,578.0 $5.1M 3.22% +67K +66.3% $30.40 +13.3%
11 PFIX SIMPLIFY EXCHANGE TRADED FUN 93,145.0 $4.5M 2.80% +7K +8.6% $47.93 +3.6%
12 AVUS AMERICAN CENTY ETF TR 37,154.0 $4.2M 2.61% -7K -15.4% $111.78 +12.5%
13 AVUV AMERICAN CENTY ETF TR 22,949.0 $2.3M 1.47% -5K -16.4% $101.98 +17.7%
14 BERKSHIRE HATHAWAY INC DEL 3.0 $2.3M 1.42% $754800.00
15 AVDV AMERICAN CENTY ETF TR 19,364.0 $1.8M 1.14% -3K -13.4% $93.97 +15.2%
16 PPLT ABRDN PLATINUM ETF TRUST Financial Services 9,064.0 $1.7M 1.06% NEW $186.43 -90.6%
17 SLVR SPROTT FDS TR 30,019.0 $1.7M 1.05% NEW $55.80 +6.1%
18 WMT WALMART INC Consumer Defensive 12,751.0 $1.4M 0.89% +76.0 +0.6% $111.41 +8.0%
19 XOM EXXON MOBIL CORP Energy 10,241.0 $1.2M 0.77% $120.34 +28.7%
20 MEG MONTROSE ENVIRONMENTAL GROUP Industrials 47,651.0 $1.2M 0.74% $24.83 -37.0%
Page 1 of 3  ·  48 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 64.6%
Financial Services 12.2%
Consumer Defensive 5.0%
Communication Services 4.7%
Energy 4.7%
Industrials 3.9%
Consumer Cyclical 2.8%
Healthcare 1.2%
Utilities 0.9%