HBK Sorce Advisory LLC
HBK Sorce Advisory LLC reported 672 positions worth $5.27B as of June 30, 2026 (13F filed August 6, 2026). Largest holding: SCHX (20.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SCHX | SH | $1.07B | 20.27% | 35,214,246 | — | — | |
| ▸ 2 | VCRB | SH | $863.8M | 16.38% | 11,340,350 | — | — | |
| ▸ 3 | VEA | SH | $570.6M | 10.82% | 7,886,050 | — | — | |
| ▸ 4 | DFVX | SH | $384.9M | 7.30% | 4,498,358 | — | — | |
| ▸ 5 | VCRM | SH | $273.9M | 5.19% | 3,651,728 | — | — | |
| ▸ 6 | SPY | PUT | $145.2M | 2.75% | 188,600 | — | — | |
| ▸ 7 | DFEM | SH | $131.2M | 2.49% | 3,354,929 | — | — | |
| ▸ 8 | AAPL | SH | $104.5M | 1.98% | 336,083 | — | — | |
| ▸ 9 | SCHB | SH | $93.7M | 1.78% | 3,151,706 | — | — | |
| ▸ 10 | VOO | SH | $56.5M | 1.07% | 79,825 | — | — |
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Frequently Asked Questions
What stocks does HBK Sorce Advisory LLC hold as of Q2 2026?
HBK Sorce Advisory LLC reported 672 positions worth $5.27B in its Q2 2026 13F filing. Largest positions: SCHX (20.3%), VCRB (16.4%), VEA (10.8%), DFVX (7.3%) and VCRM (5.2%).
What did HBK Sorce Advisory LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did HBK Sorce Advisory LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.