HBK Sorce Advisory LLC - Portfolio overview

HBK Sorce Advisory LLC has 712 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SCHX - SCHWAB STRATEGIC TR, 20.52%
2. VCRB - VANGUARD MALVERN FDS, 17.33%
3. VEA - VANGUARD TAX-MANAGED FDS, 11.24%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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