account_balance
Investment manager · 13F filer · SEC CIK 2056177
Holcombe Financial, Inc.
Reported value$181Mas of Sep 30, 2026
Positions51 2 new, 2 sold out
Top 10 weight76.3%AAPL alone is 16%
FiledOct 1616 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
15.8%
SCHOSchwab Strategic Tr
13.7%
AVUSAmerican Centy ETF Tr
9.9%Added +187%
SCHRSchwab Strategic Tr
6.7%
DBNDDoubleline ETF Trust
6.5%
OVTListed FDS Tr
6.5%Added +3%
STIPiShares Tr
6.3%
AVDEAmerican Centy ETF Tr
4.4%
DCREDoubleline ETF Trust
3.3%
PFIXSimplify Exchange Traded Fun
3.2%
FGDFirst Tr Exchange-Traded Fd
3.1%New
AVUVAmerican Centy ETF Tr
2.0%
AAPLApple Inc.
15.8%
SCHOSchwab Strategic Tr
13.7%
AVUSAmerican Centy ETF Tr
9.9%
SCHRSchwab Strategic Tr
6.7%
DBNDDoubleline ETF Trust
6.5%
OVTListed FDS Tr
6.5%+3%
STIPiShares Tr
6.3%
AVDE4.4%
DCRE
PFIX
FGD3.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 15.8% Held
SCHO Schwab Strategic Tr 13.7% Held
AVUS American Centy ETF Tr 9.9% Added +187%
SCHR Schwab Strategic Tr 6.7% Held
DBND Doubleline ETF Trust 6.5% Held
OVT Listed FDS Tr 6.5% Added +3%
STIP iShares Tr 6.3% Held
AVDE American Centy ETF Tr 4.4% Held
DCRE Doubleline ETF Trust 3.3% Held
PFIX Simplify Exchange Traded Fun 3.2% Trimmed −8%
FGD First Tr Exchange-Traded Fd 3.1% New
AVUV American Centy ETF Tr 2.0% Added +3%
What changed
Biggest moves since Jun 30, 2026
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