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Rita Rhodes

Holcombe Financial, Inc.

Assets Managed
$170.151M
Holdings
49
Last Quarter
2026 - Q1
Filed Date
23d ago
Growth Rate
6.84%(2Q avg: 9.02%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Holcombe Financial, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 49 positions.

Assets under management

The assets under management (AUM) of Holcombe Financial, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 170.151M in assets, with a quarterly growth rate of 6.84% and a 2-quarter average growth rate of 9.02%. The portfolio is managed by Rita Rhodes, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHO
Schwab Short-term Us Treas
Recent Activity
Increased 7.27%
14.69%
$24.988M
1.03M shares@ $24.28 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.3%
13.03%
$22.164M
87,331 shares@ $253.8 avg price
OVLH
Overlay Shrs Hdg Lrg Cap Eqy
Recent Activity
Increased 7.42%
7.81%
$13.287M
350,860 shares@ $37.87 avg price
SCHR
Schwab Intermediate-term Us
Recent Activity
Increased 6.73%
7.49%
$12.74M
511,425 shares@ $24.91 avg price
STIP
Ishares 0-5 Year Tips Bond E
Recent Activity
Increased 5.81%
7.01%
$11.911M
115,158 shares@ $103.44 avg price
DBND
Doubleline Opport Bnd Etf
Recent Activity
Increased 8.64%
7%
$11.909M
259,959 shares@ $45.82 avg price
OVT
Overlay Shares Shrt Term Bon
Recent Activity
Increased 5.07%
6.78%
$11.534M
526,466 shares@ $21.91 avg price
AVDE
Avantis International Equity
Recent Activity
Increased 13.05%
4.32%
$7.35M
86,639 shares@ $84.85 avg price
DCRE
Doubleline Comm Rl Est Etf
Recent Activity
Increased 5.64%
3.7%
$6.284M
120,937 shares@ $51.97 avg price
IQDF
Flexshares-int Qual Dvd Inde
Recent Activity
Increased 9.32%
3.44%
$5.836M
184,289 shares@ $31.68 avg price

1-10 of 49