Hbk Sorce Advisory
$5.1B 13F equity value
689 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Hbk Sorce Advisory covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 35,214,246 | $1.1B | 20.8% |
| VCRB | VANGUARD MALVERN FDS | 11,340,350 | $864M | 16.8% |
| VEA | VANGUARD TAX-MANAGED FDS | 7,886,050 | $571M | 11.1% |
| DFVX | DIMENSIONAL ETF TRUST | 4,498,358 | $385M | 7.5% |
| VCRM | VANGUARD MUN BD FDS | 3,651,728 | $274M | 5.3% |
| DFEM | DIMENSIONAL ETF TRUST | 3,354,929 | $131M | 2.6% |
| AAPL | APPLE INC | 336,083 | $105M | 2.0% |
| SCHB | SCHWAB STRATEGIC TR | 3,151,706 | $94M | 1.8% |
| VOO | VANGUARD INDEX FDS | 79,825 | $56M | 1.1% |
| OMFL | INVESCO EXCH TRD SLF IDX FD | 721,672 | $51M | 1.0% |
Track Hbk Sorce Advisory's 13F portfolio: $5.1B in reported holdings, 689 positions. Top holdings and quarterly changes on SentiSense.
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