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Rita Rhodes

Holcombe Financial, Inc.

Assets Managed
$177.136M
Holdings
51
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
4.11%(2Q avg: 5.47%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Holcombe Financial, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 51 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 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 177.136M in assets, with a quarterly growth rate of 4.11% and a 2-quarter average growth rate of 5.47%. The portfolio is managed by Rita Rhodes, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -1.64%
14.04%
$24.855M
85,896 shares@ $289.37 avg price
SCHO
Schwab Short-term Us Treas
Recent Activity
Decreased -0.39%
13.98%
$24.757M
1.026M shares@ $24.14 avg price
OVLH
Overlay Shrs Hdg Lrg Cap Eqy
Recent Activity
Increased 1.16%
8.38%
$14.828M
354,916 shares@ $41.78 avg price
SCHR
Schwab Intermediate-term Us
Recent Activity
Decreased -1.02%
7.05%
$12.482M
506,177 shares@ $24.67 avg price
DBND
Doubleline Opport Bnd Etf
Recent Activity
Increased 3.3%
6.92%
$12.243M
268,537 shares@ $45.6 avg price
OVT
Overlay Shares Shrt Term Bon
Recent Activity
Increased 1.51%
6.59%
$11.663M
534,387 shares@ $21.83 avg price
STIP
Ishares 0-5 Year Tips Bond E
Recent Activity
Decreased -0.88%
6.59%
$11.66M
114,138 shares@ $102.16 avg price
AVDE
Avantis International Equity
Recent Activity
Decreased -0.3%
4.35%
$7.705M
86,377 shares@ $89.2 avg price
IQDF
Flexshares-int Qual Dvd Inde
Recent Activity
Increased 4.38%
3.76%
$6.648M
192,353 shares@ $34.57 avg price
AVUS
Avantis U.s. Equity Etf
Recent Activity
Increased 4.57%
3.52%
$6.218M
48,551 shares@ $128.08 avg price

1-10 of 51