Holcombe Financial, Inc. has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $143 Billion distributed in 42 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Short Term Us Treasury with a value of $26.1B, Apple Inc. with a value of $22.6B, Listed Fds Tr Overlay Shs Hedg with a value of $14.3B, Schwab Intermediate Term Us Tr with a value of $11.7B, and Listed Fds Tr Overlay Shs Shor with a value of $11.2B.
Examining the 13F form we can see an increase of $10.4B in the current position value, from $133B to 143B.
Holcombe Financial, Inc. is based out at Atlanta, GA
Below you can find more details about Holcombe Financial, Inc. portfolio as well as his latest detailed transactions.