Holdings
Holcombe Financial, Inc.
As of Sep 30, 2026, Holcombe Financial, Inc. reported 49 positions worth US$179M. Largest: Apple Inc, Schwab Short-Term US Treasury ETF and Avantis U.S. Equity ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 85,724 | US$28.5M | −172 | Sep 30, 2026 |
| Schwab Short-Term US Treasury ETF | 1.04M | US$24.8M | new | Sep 30, 2026 |
| Avantis U.S. Equity ETF | 139K | US$17.8M | new | Sep 30, 2026 |
| Schwab Intermediate-Term US Treasury ETF | 514K | US$12.2M | new | Sep 30, 2026 |
| DoubleLine Opportunistic Core Bond ETF | 271K | US$11.8M | new | Sep 30, 2026 |
| Overlay Shares Short Term Bond ETF | 553K | US$11.7M | new | Sep 30, 2026 |
| iShares 0-5 Year TIPS Bond ETF | 115K | US$11.5M | new | Sep 30, 2026 |
| Avantis International Equity ETF | 87,516 | US$7.89M | new | Sep 30, 2026 |
| DoubleLine Commercial Real Estate Debt ETF | 119K | US$6.06M | new | Sep 30, 2026 |
| Simplify Interest Rate Hedge ETF | 90,941 | US$5.72M | new | Sep 30, 2026 |