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HT Partners

Latest statistics and disclosures from HT Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHB, EFA, VTI, VEA, EEM, and represent 77.36% of HT Partners's stock portfolio.
Added to shares of these 10 stocks: QQQM (+$8.4M), SCHB, VEA, VTI, WMT, SCHM, BND, BNDX, BSV, NOBL.
Started 3 new stock positions in QQQM, WMT, SCHM.
Reduced shares in these 10 stocks: VTEB (-$22M), RSP (-$5.7M), EFA, QQQ, EEM, VT, NVDA, GOOGL, GOOG, MSFT.
HT Partners was a net seller of stock by $-23M.
HT Partners has $327M in assets under management (AUM), dropping by -0.05%.
Central Index Key (CIK): 0001552999

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Positions held by HT Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for HT Partners

HT Partners holds 52 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	47.8	$157M		6.1M	25.71	View chart
Ishares Tr Msci Eafe Etf (EFA)	13.0	$43M	-7%	456k	93.37	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	7.1	$23M		71k	328.17	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	5.6	$18M	+2%	306k	59.92	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	3.8	$12M	-9%	230k	53.40	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	2.6	$8.4M	NEW	34k	247.12	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.9	$6.3M		116k	54.18	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.8	$6.0M	+2%	81k	74.37	View chart
Microsoft Corporation (MSFT)	1.4	$4.6M		9.0k	517.97	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.2	$3.8M	+3%	77k	49.46	View chart
NVIDIA Corporation (NVDA)	1.1	$3.7M	-3%	20k	186.58	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.1	$3.5M	+2%	45k	78.91	View chart
Eli Lilly & Co. (LLY)	0.9	$3.0M		3.9k	763.00	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$2.7M	-4%	11k	243.10	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.8	$2.6M		27k	96.55	View chart
Apple (AAPL)	0.8	$2.5M		9.8k	254.63	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.8	$2.5M	-7%	18k	137.80	View chart
Johnson & Johnson (JNJ)	0.7	$2.4M		13k	185.42	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$1.8M	-4%	7.6k	243.55	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.5	$1.7M	+2%	22k	78.09	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.5	$1.6M	+3%	23k	70.85	View chart
Meta Platforms Cl A (META)	0.4	$1.4M	-2%	1.9k	734.46	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$1.4M		2.7k	502.74	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$1.0M	-84%	5.5k	189.70	View chart
Amazon (AMZN)	0.3	$1.0M		4.7k	219.57	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$956k		12k	79.93	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.3	$937k	-2%	20k	46.96	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$827k		1.2k	666.18	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$825k	-61%	1.4k	600.37	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$646k	-97%	13k	50.07	View chart
Etf Ser Solutions Defiance Connect (SIXG)	0.2	$638k		10k	61.68	View chart
Abbvie (ABBV)	0.2	$635k		2.7k	231.54	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.2	$608k	+11%	5.9k	103.07	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$512k		2.6k	195.86	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$473k		2.3k	203.59	View chart
Tesla Motors (TSLA)	0.1	$405k	-3%	911.00	444.72	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$372k		2.6k	145.65	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$367k		2.0k	186.49	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$351k	-16%	4.8k	73.46	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$348k	-3%	1.2k	293.74	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$313k		468.00	669.30	View chart
At&t (T)	0.1	$311k		11k	28.24	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$300k		3.8k	78.37	View chart
Procter & Gamble Company (PG)	0.1	$299k		1.9k	153.65	View chart
CoStar (CSGP)	0.1	$282k		3.3k	84.37	View chart
Cisco Systems (CSCO)	0.1	$271k		4.0k	68.42	View chart
Emerson Electric (EMR)	0.1	$253k		1.9k	131.18	View chart
General Dynamics Corporation (GD)	0.1	$239k		700.00	341.00	View chart
Exxon Mobil Corporation (XOM)	0.1	$238k		2.1k	112.75	View chart
Broadcom (AVGO)	0.1	$227k	-21%	688.00	329.91	View chart
Wal-Mart Stores (WMT)	0.1	$210k	NEW	2.0k	103.06	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$208k	NEW	7.0k	29.64	View chart

Past Filings by HT Partners

SEC 13F filings are viewable for HT Partners going back to 2013

HT Partners 2025 Q3 filed Oct. 23, 2025
HT Partners 2025 Q2 filed July 21, 2025
HT Partners 2025 Q1 filed April 17, 2025
HT Partners 2024 Q4 filed Jan. 23, 2025
HT Partners 2024 Q3 filed Oct. 23, 2024
HT Partners 2024 Q2 filed July 24, 2024
HT Partners 2024 Q1 filed April 18, 2024
HT Partners 2023 Q4 filed Jan. 18, 2024
HT Partners 2023 Q3 filed Oct. 16, 2023
HT Partners 2023 Q2 filed July 12, 2023
HT Partners 2023 Q1 filed April 26, 2023
HT Partners 2022 Q4 filed Jan. 26, 2023
HT Partners 2022 Q3 filed Oct. 21, 2022
HT Partners 2022 Q2 filed July 19, 2022
HT Partners 2022 Q1 filed April 12, 2022
HT Partners 2021 Q4 filed Jan. 19, 2022

View all past filings

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