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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 77.38% of HT Partners's stock portfolio.
Added to shares of these 10 stocks: SCHB, VEA, VWO, COST, DBEU, BNDX, VTI, BSV, META, BLV.
Started 2 new stock positions in COST, DBEU.
Reduced shares in these 10 stocks: EFA, EEM, , DHR, NVDA, QQQM, WMT, XOM, JNJ, AAPL.
Sold out of its positions in T, DHR.
HT Partners was a net buyer of stock by $3.3M.
HT Partners has $330M in assets under management (AUM), dropping by -1.81%.
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 55 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	47.0	$155M		6.2M	25.10	View chart
Ishares Tr Msci Eafe Etf (EFA)	13.3	$44M		451k	97.13	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	6.9	$23M		71k	320.81	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	6.3	$21M	+7%	327k	64.08	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	3.9	$13M	-2%	225k	56.79	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	2.4	$8.0M		34k	237.62	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.0	$6.7M	+6%	124k	54.05	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.8	$6.0M		81k	73.64	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.2	$3.8M		79k	48.05	View chart
Eli Lilly & Co. (LLY)	1.1	$3.6M		3.9k	919.77	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.1	$3.6M		46k	78.41	View chart
Microsoft Corporation (MSFT)	1.0	$3.3M		9.0k	370.19	View chart
NVIDIA Corporation (NVDA)	1.0	$3.2M	-6%	19k	174.40	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$3.2M		11k	287.57	View chart
Johnson & Johnson (JNJ)	1.0	$3.1M		13k	244.44	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.8	$2.6M		27k	97.23	View chart
Apple (AAPL)	0.8	$2.5M		9.8k	253.79	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.7	$2.5M		18k	138.32	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$2.2M		7.6k	286.86	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.5	$1.7M		22k	77.18	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.5	$1.6M		23k	68.78	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$1.3M		2.7k	479.20	View chart
Meta Platforms Cl A (META)	0.3	$1.1M	+2%	2.0k	572.05	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$1.1M		5.5k	191.92	View chart
Amazon (AMZN)	0.3	$984k		4.7k	208.27	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$962k		12k	79.27	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.3	$936k		20k	46.95	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$807k		1.2k	650.34	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$795k		1.4k	577.19	View chart
Etf Ser Solutions Defiance Connect (SIXG)	0.2	$705k		10k	68.18	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$644k		13k	49.89	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.2	$636k		6.0k	106.01	View chart
Abbvie (ABBV)	0.2	$596k		2.7k	217.49	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$496k		2.3k	213.67	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$474k		2.6k	181.42	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$419k		5.4k	77.11	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$386k		2.0k	196.20	View chart
Exxon Mobil Corporation (XOM)	0.1	$360k	-10%	2.1k	169.66	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$349k		2.5k	142.43	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$341k		1.2k	287.18	View chart
Tesla Motors (TSLA)	0.1	$330k		888.00	371.75	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.1	$314k		3.8k	81.98	View chart
Cisco Systems (CSCO)	0.1	$308k		4.0k	77.59	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$306k		468.00	653.21	View chart
Procter & Gamble Company (PG)	0.1	$281k		1.9k	144.44	View chart
Emerson Electric (EMR)	0.1	$253k		1.9k	131.02	View chart
Costco Wholesale Corporation (COST)	0.1	$251k	NEW	252.00	997.15	View chart
Amgen (AMGN)	0.1	$241k		686.00	351.85	View chart
General Dynamics Corporation (GD)	0.1	$240k		700.00	343.22	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$238k		554.00	430.29	View chart
Sprott Asset Management Physical Silver (PSLV)	0.1	$229k		9.4k	24.39	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$217k		7.0k	30.96	View chart
Broadcom (AVGO)	0.1	$207k		668.00	309.51	View chart
Wal-Mart Stores (WMT)	0.1	$204k	-19%	1.6k	124.28	View chart
Dbx Etf Tr Xtrack Msci Eurp (DBEU)	0.1	$203k	NEW	4.2k	48.72	View chart

Past Filings by HT Partners

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

HT Partners 2026 Q1 filed April 10, 2026
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

View all past filings

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