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Holcombe Financial - Q4 2025 13F Filings

HO

Holcombe Financial, Inc.

CIK: 0002056177
Address: Georgia Atlanta 4151 Ashford Dunwoody Road Suite 165
$159.27 M
Portfolio Value
48
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 07/13/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. DBND Doubleline Opportunistic Core Bond Etf
+$11.09 M
2. IQDF Flexshares-Int Qual Dvd Inde
+$5.12 M
3. IQDF Flexshares-Int Qual Dvd Inde
+$2.04 M
4. PPLT Abrdn Physical Platinum Shares Etf
+$1.69 M
5. SLVR Sprott Silver Miners & Physical Silver Etf
+$1.68 M
6. GDXJ Vaneck Junior Gold Miners Etf
+$852,015

Top Sells

Q4 2025
1. SCHO Schwab Short-Term Us Treasury Etf
−$2.66 M
2. OVLH Overlay Shares Hedged Large Cap Equity Etf
−$1.56 M
3. AVUS Avantis Us Equity Etf
−$758,418.15
4. AVDE Avantis International Equity Etf
−$616,245.39
5. AVUV Avantis Us Small Cap Value Etf
−$460,332.21

Asset Allocation

Stocks/ETFs
+15.04%
$159.27 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Holcombe Financial Q4 2025 Filing Summary

Holcombe Financial, Inc. filed its 13F report for Q4 2025 on January 27, 2026. The portfolio totaled 159.27 M reflecting a +11.19% change from the prior quarter, spanning 48 assets. The top 10 holdings comprised 77.1% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 11 new positions and 0 complete exits.

Report Type

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Holcombe Financial’s Q4 2025 Filing

Holcombe Financial submitted their Form 13F-HR for the Q4 2025 period on 01/27/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Holcombe Financial reported a managed portfolio value of 159.27 M, consisting of 48 individual positions.

This page displays the raw filing documents. To see which stocks Holcombe Financial bought or sold during Q4 2025, please visit Holcombe Financial's Portfolio Analysis page.