Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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 76.92% of HT Partners's stock portfolio.
Added to shares of these 10 stocks: DHR, AMGN, PSLV, GLD, VXUS, LLY, BND, BNDX, XOM, AAPL.
Started 4 new stock positions in AMGN, PSLV, DHR, GLD.
Reduced shares in these 10 stocks: , SCHB, VEA, VTI, EFA, VWO, ITOT, VMBS, EEM, NVDA.
Sold out of its position in CSGP.
HT Partners was a net buyer of stock by $437k.
HT Partners has $336M in assets under management (AUM), dropping by 2.80%.
Central Index Key (CIK): 0001552999

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for HT Partners

HT Partners holds 55 positions in its portfolio as reported in the December 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)	47.4	$160M		6.1M	26.23	View chart
Ishares Tr Msci Eafe Etf (EFA)	13.0	$44M		455k	96.03	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	7.1	$24M		71k	335.27	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	5.6	$19M		304k	62.47	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	3.7	$13M		230k	54.71	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	2.5	$8.6M		34k	252.92	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.9	$6.2M		116k	53.76	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.8	$6.0M		81k	74.07	View chart
Microsoft Corporation (MSFT)	1.3	$4.3M		9.0k	483.64	View chart
Eli Lilly & Co. (LLY)	1.3	$4.2M		3.9k	1074.68	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.1	$3.7M		78k	48.32	View chart
NVIDIA Corporation (NVDA)	1.1	$3.7M		20k	186.50	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.1	$3.5M		45k	78.81	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$3.4M		11k	312.99	View chart
Apple (AAPL)	0.8	$2.7M		9.9k	271.86	View chart
Johnson & Johnson (JNJ)	0.8	$2.7M		13k	206.95	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.8	$2.6M		27k	96.27	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.8	$2.6M		18k	141.06	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$2.4M		7.6k	313.80	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.5	$1.7M		22k	77.88	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.5	$1.6M		23k	69.52	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$1.4M		2.7k	502.65	View chart
Meta Platforms Cl A (META)	0.4	$1.3M		1.9k	660.05	View chart
Amazon (AMZN)	0.3	$1.1M		4.7k	230.82	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$1.1M		5.5k	191.56	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$960k		12k	79.73	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.3	$926k		20k	47.08	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$846k		1.2k	681.92	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$846k		1.4k	614.31	View chart
Etf Ser Solutions Defiance Connect (SIXG)	0.2	$660k		10k	63.84	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$649k		13k	50.29	View chart
Abbvie (ABBV)	0.2	$626k		2.7k	228.49	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.2	$614k		5.9k	104.07	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$522k		2.6k	199.68	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$488k		2.3k	210.34	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$410k	+13%	5.4k	75.44	View chart
Tesla Motors (TSLA)	0.1	$404k		899.00	449.72	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$376k		2.0k	190.99	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$366k	-3%	2.5k	148.69	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$344k		1.2k	290.22	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$321k		468.00	684.94	View chart
Cisco Systems (CSCO)	0.1	$306k		4.0k	77.03	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.1	$297k		3.8k	77.68	View chart
Exxon Mobil Corporation (XOM)	0.1	$285k	+11%	2.4k	120.34	View chart
Procter & Gamble Company (PG)	0.1	$279k		1.9k	143.31	View chart
At&t (T)	0.1	$273k		11k	24.84	View chart
Emerson Electric (EMR)	0.1	$256k		1.9k	132.72	View chart
General Dynamics Corporation (GD)	0.1	$236k		700.00	336.66	View chart
Broadcom (AVGO)	0.1	$233k	-2%	674.00	346.10	View chart
Wal-Mart Stores (WMT)	0.1	$228k		2.0k	111.41	View chart
Danaher Corporation (DHR)	0.1	$227k	NEW	992.00	228.92	View chart
Amgen (AMGN)	0.1	$225k	NEW	686.00	327.31	View chart
Sprott Asset Management Physical Silver (PSLV)	0.1	$222k	NEW	9.4k	23.65	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$220k	NEW	554.00	396.31	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$211k		7.0k	30.07	View chart

Past Filings by HT Partners

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

HT Partners 2025 Q4 filed Jan. 21, 2026
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

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z