Arkolith/Funds/HBK Sorce Advisory LLC

HBK Sorce Advisory LLC

CIK 1379995
Holdings as of Jun 30, 2026·disclosed Aug 6, 2026·~37-day 13F lag·13F-HR
Active Filer

HBK Sorce Advisory LLC holds a concentrated book of 658 stocks worth $5.1B as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Space Exploration Techn Corp and trimmed Invesco Russell 1000 Dyn M/F. Their largest long position is Schwab US Large-Cap ETF at 21% of the equity book. They also disclosed $146.5M in put options (a bearish bet) and $284K in call options (bullish), shown separately below and excluded from the equity book.

Opened
81
bought for the first time
  • Space Exploration Techn Corp
  • Honeywell Intl Inc
  • Honeywell Aerospace Inc
  • +78 more · largest first
Added to
288
already held, bought more
Trimmed
259
sold some, still holds it
Sold out
32
exited the position entirely

Concentration

Top-heavy: concentrated book

Top 5 holdings
62%
Top 10 holdings
70%
Top 20 holdings
77%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

19% mapped to company sectors

ETF / fund or unclassified
81%
Information Technology
8%
Financials
3%
Industrials
2%
Consumer Discretionary
2%
Health Care
2%
Energy
1%
Materials
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as HBK Sorce Advisory LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$669.0B
LPL Financial LLC80 / 80$103.3B
OSAIC HOLDINGS, INC.80 / 80$22.0B
Integrated Wealth Concepts LLC80 / 80$4.8B
JPMORGAN CHASE & CO79 / 80$588.2B
WELLS FARGO & COMPANY/MN79 / 80$191.4B
ENVESTNET ASSET MANAGEMENT INC79 / 80$106.2B
PNC FINANCIAL SERVICES GROUP, INC.79 / 80$104.5B

Ranked by the share of each fund's own book sitting in the names it shares with HBK Sorce Advisory LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

658 positions
#SecurityValueShares% PortLast moveHistory
1Schwab Strategic TR
US LRG CAP ETF
$1.1B35.21M
20.8%
+0.9%
Added · +331K sh
2Vanguard Malvern FDS
CORE BD ETF
$863.8M11.34M
16.8%
+2.6%
Added · +292K sh
3Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$570.6M7.89M
11.1%
+0.8%
Added · +66K sh
4Dimensional ETF Trust
US LARG VECT ETF
$384.9M4.50M
7.5%
+1.6%
Added · +73K sh
5Vanguard Mun BD FDS
CORE TAX EXEMPT
$273.9M3.65M
5.3%
+5.5%
Added · +191K sh
6Dimensional ETF Trust
EMERGING MKTS CO
$131.2M3.35M
2.6%
+3.2%
Added · +105K sh
7Apple Inc
COM
$104.5M336.1K
2.0%
+0.4%
Added · +1K sh
8Schwab Strategic TR
US BRD MKT ETF
$93.7M3.15M
1.8%
+0.7%
Added · +21K sh
9Vanguard Index FDS
S&P 500 ETF SHS
$56.5M79.8K
1.1%
+0.7%
Added · +546 sh
10Invesco Exch TRD SLF Idx FD
RUSL 1000 DYNM
$51.1M721.7K
1.0%
−3.1%
Reduced · −23K sh
11Nvidia Corporation
COM
$50.9M232.3K
1.0%
+0.3%
Added · +768 sh
12Microsoft Corp
COM
$45.2M92.7K
0.9%
+1.5%
Added · +1K sh
13Dimensional ETF Trust
CORE FIXE IN ETF
$41.0M979.9K
0.8%
−1.4%
Reduced · −14K sh
14JPMorgan Chase & Co
COM
$39.7M110.6K
0.8%
+1.3%
Added · +1K sh
15Vanguard Index FDS
TOTAL STK MKT
$34.8M91.8K
0.7%
−0.1%
Reduced · −119 sh
16Vanguard Scottsdale FDS
MTG-BKD SECS ETF
$30.9M669.5K
0.6%
+3.7%
Added · +24K sh
17Schwab Strategic TR
EMRG MKTEQ ETF
$28.2M768.7K
0.6%
−3.0%
Reduced · −24K sh
18Alphabet Inc
CAP STK CL A
$26.1M72.0K
0.5%
+2.5%
Added · +2K sh
19First TR Exchange-Traded FD
FIRST TR ENH NEW
$25.8M431.9K
0.5%
+30%
Added · +101K sh
20Amazon Com Inc
COM
$24.9M91.4K
0.5%
+0.9%
Added · +866 sh
21First TR Exchange-Traded Alp
COM SHS
$24.3M174.2K
0.5%
−1.5%
Reduced · −3K sh
22Vanguard Specialized Funds
DIV APP ETF
$22.1M90.6K
0.4%
+4.6%
Added · +4K sh
23First TR Exchange-Traded FD
CAP STRENGTH ETF
$21.8M218.3K
0.4%
−0.2%
Reduced · −493 sh
24Eli Lilly & Co
COM
$20.3M17.3K
0.4%
−0.3%
Reduced · −58 sh
25Vanguard Scottsdale FDS
VNG RUS1000GRW
$19.6M153.9K
0.4%
−0.8%
Reduced · −1K sh
26Schwab Strategic TR
INTL EQTY ETF
$19.4M691.5K
0.4%
−0.6%
Reduced · −4K sh
27Alphabet Inc
CAP STK CL C
$19.3M53.5K
0.4%
−0.5%
Reduced · −285 sh
28Ishares TR
RUS 1000 GRW ETF
$18.8M152.0K
0.4%
+8.8%
Added · +12K sh
29Vanguard Index FDS
LARGE CAP ETF
$18.4M51.9K
0.4%
−0.1%
Reduced · −79 sh
30Ishares TR
CORE S&P500 ETF
$16.1M20.8K
0.3%
+4.8%
Added · +943 sh
31Berkshire Hathaway Inc Del
CL B NEW
$15.7M30.3K
0.3%
+19%
Added · +5K sh
32Broadcom Inc
COM
$15.3M36.6K
0.3%
+15%
Added · +5K sh
33State STR SPDR S&P 500 ETF T
TR UNIT
$14.6M18.9K
0.3%
−3.3%
Reduced · −643 sh
34Invesco QQQ TR
UNIT SER 1
$14.0M19.5K
0.3%
−0.5%
Reduced · −89 sh
35Exxon Mobil Corp
COM
$13.4M88.3K
0.3%
+0.1%
Added · +114 sh
36Meta Platforms Inc
CL A
$12.6M21.3K
0.2%
+0.3%
Added · +73 sh
37Schwab Strategic TR
US LCAP VA ETF
$11.9M341.5K
0.2%
+1.5%
Added · +5K sh
38Ishares TR
RUS 1000 ETF
$11.9M28.2K
0.2%
−0.5%
Reduced · −133 sh
39Schwab Strategic TR
US MID-CAP ETF
$11.6M322.8K
0.2%
−1.3%
Reduced · −4K sh
40Johnson & Johnson
COM
$11.5M44.8K
0.2%
+0.6%
Added · +263 sh
41Ishares TR
RUS 1000 VAL ETF
$10.6M41.4K
0.2%
+0.4%
Added · +183 sh
42Parker-Hannifin Corp
COM
$9.9M10.0K
0.2%
+0.1%
Added · +8 sh
43Procter & Gamble Co
COM
$9.8M66.5K
0.2%
+0.4%
Added · +266 sh
44Lockheed Martin Corp
COM
$9.7M16.9K
0.2%
+2.2%
Added · +365 sh
45Schwab Strategic TR
US DIVIDEND EQ
$9.7M289.7K
0.2%
+12%
Added · +31K sh
46RTX Corporation
COM
$9.5M42.9K
0.2%
−1.5%
Reduced · −641 sh
47Ishares TR
CORE S&P SCP ETF
$9.5M63.5K
0.2%
−1.4%
Reduced · −901 sh
48Comcast Corp New
CL A
$8.8M355.1K
0.2%
−1.4%
Reduced · −5K sh
49Caterpillar Inc
COM
$8.8M10.0K
0.2%
−0.3%
Reduced · −30 sh
50Visa Inc
COM CL A
$8.6M23.2K
0.2%
+1.3%
Added · +298 sh
Showing 50 of 658 positions
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Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$146.5M
Call notional (bullish)$284K
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishSS SPDR S&P 500 ETF TRUST-USSPY$145.2M189K
PUT · bearishKKR & CO INCKKR$1.1M11K
PUT · bearishNVIDIA CORPNVDA$88K400
CALL · bullishAST SPACEMOBILE INCASTS$68K1K
PUT · bearishSNOWFLAKE INCSNOW$63K200
CALL · bullishISHARES RUSSELL 2000 ETFIWM$60K200
PUT · bearishSPACE EXPLORATION TECHN CORP$54K500
CALL · bullishMICROSOFT CORPMSFT$49K100
CALL · bullishALPHABET INC-CL CGOOG$36K100
CALL · bullishTESLA INCTSLA$32K100
PUT · bearishISHARES MSCI ACWI ETFACWI$32K200
CALL · bullishNVIDIA CORPNVDA$22K100
CALL · bullishSPACE EXPLORATION TECHN CORP$11K100
CALL · bullishPAYPAL HOLDINGS INCPYPL$6K100

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 6, 2026678$5.3B13F-HR
Q1 2026Mar 31, 2026May 11, 2026672$5.0B13F-HR
Q4 2025Dec 31, 2025Feb 9, 2026633$4.4B13F-HR
Q3 2025Sep 30, 2025Oct 16, 2025629$4.0B13F-HR/A
Q2 2025Jun 30, 2025Aug 4, 2025596$3.7B13F-HR
Q1 2025Mar 31, 2025Apr 23, 2025597$3.4B13F-HR
Q4 2024Dec 31, 2024Feb 10, 2025580$3.3B13F-HR
Q3 2024Sep 30, 2024Nov 12, 2024584$3.3B13F-HR
Q2 2024Jun 30, 2024Aug 8, 2024568$2.9B13F-HR
Q1 2024Mar 31, 2024May 9, 2024603$2.8B13F-HR
Q4 2023Dec 31, 2023Jan 25, 2024568$2.6B13F-HR
Q3 2023Sep 30, 2023Nov 6, 2023565$2.3B13F-HR
Q2 2023Jun 30, 2023Aug 4, 2023584$2.4B13F-HR
Q1 2023Mar 31, 2023Aug 15, 2023588$2.2B13F-HR/A
Q4 2022Dec 31, 2022Feb 9, 2023799$3.7B13F-HR
Q3 2022Sep 30, 2022Nov 14, 2022604$1.5B13F-HR
Q2 2022Jun 30, 2022Aug 15, 2022467$1.4B13F-HR
Q1 2022Mar 31, 2022May 13, 2022553$1.8B13F-HR
Q4 2021Dec 31, 2021Feb 15, 2022595$2.0B13F-HR
Q3 2021Sep 30, 2021Nov 15, 2021588$1.8B13F-HR
Q2 2021Jun 30, 2021Aug 12, 2021590$1.8B13F-HR
Q1 2021Mar 31, 2021May 14, 2021543$1.7B13F-HR
Amended / restated
  • Q3 2025 · filed Oct 14, 202513F-HR · superseded
  • Q1 2023 · filed May 15, 202313F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.