Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
HT Partners LLC (CIK 1552999) reported $361.1M across 53 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SCHB ($175.7M, 48.66%), EFA ($45.1M, 12.50%), VTI ($23.0M, 6.38%), VEA ($22.8M, 6.32%), EEM ($12.6M, 3.50%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHB | SCHWAB STRATEGIC TR | $175.7M | 48.66% | 6.1M | Trimmed |
| 2 | EFA | ISHARES TR | $45.1M | 12.50% | 434,456 | Trimmed |
| 3 | VTI | VANGUARD INDEX FDS | $23.0M | 6.38% | 62,250 | Trimmed |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $22.8M | 6.32% | 320,380 | Trimmed |
| 5 | EEM | ISHARES TR | $12.6M | 3.50% | 184,637 | Trimmed |
| 6 | QQQM | INVESCO EXCH TRADED FD TR II | $8.9M | 2.47% | 29,465 | Trimmed |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | $7.4M | 2.04% | 123,457 | Trimmed |
| 8 | BND | VANGUARD BD INDEX FDS | $6.0M | 1.65% | 81,386 | Added |
| 9 | LLY | ELI LILLY & CO | $4.7M | 1.29% | 3,878 | Trimmed |
| 10 | BNDX | VANGUARD CHARLOTTE FDS | $4.1M | 1.14% | 85,149 | Added |
| 11 | GOOGL | ALPHABET INC | $3.9M | 1.08% | 10,875 | Trimmed |
| 12 | BSV | VANGUARD BD INDEX FDS | $3.8M | 1.06% | 49,103 | Added |
| 13 | NVDA | NVIDIA CORPORATION | $3.7M | 1.01% | 18,270 | Trimmed |
| 14 | MSFT | MICROSOFT CORP | $3.3M | 0.93% | 8,968 | Added |
| 15 | JNJ | JOHNSON & JOHNSON | $3.3M | 0.90% | 12,860 | Hold |
| 16 | IWR | ISHARES TR | $3.0M | 0.82% | 26,956 | Hold |
| 17 | AAPL | APPLE INC | $2.8M | 0.77% | 9,583 | Trimmed |
| 18 | VT | VANGUARD INTL EQUITY INDEX F | $2.7M | 0.74% | 17,105 | Trimmed |
| 19 | GOOG | ALPHABET INC | $2.6M | 0.71% | 7,287 | Trimmed |
| 20 | BIV | VANGUARD BD INDEX FDS | $1.9M | 0.52% | 24,293 | Added |
| 21 | BLV | VANGUARD BD INDEX FDS | $1.7M | 0.48% | 25,264 | Added |
| 22 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.4M | 0.38% | 2,731 | Added |
| 23 | AMZN | AMAZON COM INC | $1.1M | 0.31% | 4,692 | Trimmed |
| 24 | META | META PLATFORMS INC | $1.1M | 0.31% | 2,011 | Added |
| 25 | VMBS | VANGUARD SCOTTSDALE FDS | $1.0M | 0.29% | 22,023 | Added |
Source: SEC Form 13F filings · as of 2026-06-30