Holcombe Financial, Inc.: 13F holdings
CIK 20561772026Q2
| Positions | 51 |
|---|---|
| Reported value | $177.1m |
| Filed | 2026-07-13 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AAPL APPLE INC | 85,896 | $24.9m | 14.0% |
| SCHO SCHWAB STRATEGIC TR | 1,025,561 | $24.8m | 14.0% |
| LISTED FDS TR | 354,916 | $14.8m | 8.4% |
| SCHR SCHWAB STRATEGIC TR | 506,177 | $12.5m | 7.0% |
| DOUBLELINE ETF TRUST | 268,537 | $12.2m | 6.9% |
| LISTED FDS TR | 534,387 | $11.7m | 6.6% |
| STIP ISHARES TR | 114,138 | $11.7m | 6.6% |
| AVDE AMERICAN CENTY ETF TR | 86,377 | $7.7m | 4.3% |
| FLEXSHARES TR | 192,353 | $6.6m | 3.8% |
| AVUS AMERICAN CENTY ETF TR | 48,551 | $6.2m | 3.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2056177")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.