Holcombe Financial, Inc. Top Holdings and 13F Report (2025) About Holcombe Financial, Inc.Investment ActivityHolcombe Financial, Inc. has $121.45 million in total holdings as of December 31, 2024.Holcombe Financial, Inc. owns shares of 37 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Largest Holdings Schwab Short-Term U.S. Treasury ETF $24,677,608Apple $22,779,411Invesco Short Term Treasury ETF $12,671,089Overlay Shares Short Term Bond ETF $10,963,546iShares 0-5 Year TIPS Bond ETF $10,360,376 Sector AllocationMap of 500 Largest Holdings ofHolcombe Financial, Inc. Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorSCHOSchwab Short-Term U.S. Treasury ETF$24,677,6081,025,67020.3%ETFAAPLApple$22,779,41190,96518.8%Computer and TechnologyTBLLInvesco Short Term Treasury ETF$12,671,089119,99110.4%ETFOVTOverlay Shares Short Term Bond ETF$10,963,546499,4949.0%ETFSTIPiShares 0-5 Year TIPS Bond ETF$10,360,376102,9868.5%ETFDCMBDoubleline Commercial Real Estate ETF$6,844,231133,0015.6%ETFAVUSAvantis U.S. Equity ETF$6,280,76664,7975.2%ETFAVDEAvantis International Equity ETF$5,542,03990,3054.6%ETFKNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF$2,748,11654,7322.3%ETFAVUVAvantis U.S. Small Cap Value ETF$2,656,40527,5192.2%ETFOVLHOverlay Shares Hedged Large Cap Equity ETF$2,231,59465,3921.8%ETFPFIXSimplify Interest Rate Hedge ETF$1,911,24636,5161.6%ETFAVDVAvantis International Small Cap Value ETF$1,552,99523,8631.3%ETFXOMExxon Mobil$1,122,64010,4360.9%Oils/EnergyWMTWalmart$1,041,44811,5270.9%Retail/WholesaleHDHome Depot$929,0352,3880.8%Retail/WholesaleJPMJPMorgan Chase & Co.$754,3673,1470.6%FinanceMEGMontrose Environmental Group$608,16232,7850.5%Business ServicesCVXChevron$502,3053,4680.4%Oils/EnergyDFAXDimensional World ex U.S. Core Equity 2 ETF$484,67119,4960.4%ETFIVViShares Core S&P 500 ETF$447,3977600.4%ETFAVGEAvantis All Equity Markets ETF$387,3605,3520.3%ETFJNJJohnson & Johnson$337,4362,3330.3%MedicalXHLFBondBloxx Bloomberg Six Month Target Duration US Treasury ETF$312,3456,2240.3%ETFTDTTFlexShares iBoxx 3 Year Target Duration TIPS Index Fund$309,32413,1130.3%ETFDUKDuke Energy$307,3822,8530.3%UtilitiesAMZNAmazon.com$290,4721,3240.2%Retail/WholesaleIEFAiShares Core MSCI EAFE ETF$283,4394,0330.2%ETFGOOGAlphabet$281,8511,4800.2%Computer and TechnologyJJacobs Solutions$267,2402,0000.2%Business ServicesMSFTMicrosoft$258,8016140.2%Computer and TechnologyCOSTCostco Wholesale$248,0972710.2%Retail/WholesaleIVZInvesco$246,11814,0800.2%FinanceGOOGLAlphabet$242,3041,2800.2%Computer and TechnologyTPHDTimothy Plan High Dividend Stock ETF$239,7446,5940.2%ETFAXPAmerican Express$211,2617120.2%FinanceHTBKHeritage Commerce$118,14112,5950.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
