Holcombe Financial, Inc. ETF holdings
Atlanta, GA
Reported $136.8M in 28 ETFs in its Form 13F for June 30, 2026.
ETF value
$136.8M
ETFs held
28
Change from prior quarter
+1.9%
With price moves
ETFs as a share of its 13F
77.2%
of $177.1M
Top 10 of 28 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SCHO | Schwab Short-Term U.S. Treasury ETF | $24.8M | 1,025,561 | −4,027 shares |
| OVLH | Overlay Shares Hedged Large Cap Equity ETF | $14.8M | 354,916 | +4,056 shares |
| SCHR | Schwab Intermediate-Term U.S. Treasury ETF | $12.5M | 506,177 | −5,248 shares |
| DBND | DoubleLine Opportunistic Core Bond ETF | $12.2M | 268,537 | +8,578 shares |
| OVT | Overlay Shares Short Term Bond ETF | $11.7M | 534,387 | +7,921 shares |
| STIP | iShares 0-5 Year TIPS Bond ETF | $11.7M | 114,138 | −1,020 shares |
| AVDE | Avantis International Equity ETF | $7.7M | 86,377 | −262 shares |
| IQDF | Northern Trust International Quality Dividend ETF | $6.6M | 192,353 | +8,064 shares |
| AVUS | Avantis US Equity ETF | $6.2M | 48,551 | +2,119 shares |
| DCRE | DoubleLine Commercial Real Estate Debt ETF | $6.1M | 118,379 | −2,558 shares |
18 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002056177. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Holcombe Financial, Inc. own?
Holcombe Financial, Inc. reported 28 ETF positions worth $136.8M in its Form 13F for June 30, 2026. The largest was SCHO, at $24.8M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.