Holcombe Financial, Inc. has filed its Form 13F-HR, disclosing the firm's equity securities portfolio as of the close of business on September 30, 2026. The filing lists the firm's address as 4151 Ashford Dunwoody Road, Suite 165, Atlanta, GA 30319.
The report identifies Rita Rhodes as the consultant responsible for the filing, with a contact number of 815-900-2202 located in Rockford, IL. The filing was submitted on October 16, 2026.
The portfolio consists of a total of 51 equity securities. The largest holding in the portfolio is the Schwab Strategic Term U.S. Treasury ETF, which accounts for 1,040,555 shares. This is followed by the Listed Funds Trust Overlay Shares, with 2,820,159 shares, and the Simplify Exchange Traded Fund Gold Strategy ETF, with 689,849 shares.
The filing includes a mix of large-cap technology and consumer staples companies, as well as various exchange-traded funds. Notable individual stock positions include Walmart Inc., with 1,473,151 shares, and Onteris Inc., with 845,897 shares. The portfolio also holds significant positions in various ETFs focused on U.S. Treasuries, gold, and international equities.
