Hbk Sorce Advisory
$4.9B 13F equity value
682 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 34,883,439 | $1.0B | 20.6% |
| VCRB | VANGUARD MALVERN FDS | 11,048,184 | $854M | 17.4% |
| VEA | VANGUARD TAX-MANAGED FDS | 7,820,433 | $554M | 11.3% |
| DFVX | DIMENSIONAL ETF TRUST | 4,425,007 | $357M | 7.3% |
| VCRM | VANGUARD MUN BD FDS | 3,460,873 | $262M | 5.3% |
| DFEM | DIMENSIONAL ETF TRUST | 3,249,517 | $133M | 2.7% |
| AAPL | APPLE INC | 334,838 | $98M | 2.0% |
| SCHB | SCHWAB STRATEGIC TR | 3,130,458 | $89M | 1.8% |
| VOO | VANGUARD INDEX FDS | 79,279 | $54M | 1.1% |
| OMFL | INVESCO EXCH TRD SLF IDX FD | 744,720 | $50M | 1.0% |
Track Hbk Sorce Advisory's 13F portfolio: $4.9B in reported holdings, 682 positions. Top holdings and quarterly changes on SentiSense.