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 $330.2M across 55 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHB ($155.2M, 46.99%), EFA ($43.8M, 13.25%), VTI ($22.9M, 6.93%), VEA ($21.0M, 6.34%), EEM ($12.8M, 3.87%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHB | SCHWAB STRATEGIC TR | $155.2M | 46.99% | 6.2M | Added |
| 2 | EFA | ISHARES TR | $43.8M | 13.25% | 450,488 | Trimmed |
| 3 | VTI | VANGUARD INDEX FDS | $22.9M | 6.93% | 71,294 | Added |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $21.0M | 6.34% | 326,965 | Added |
| 5 | EEM | ISHARES TR | $12.8M | 3.87% | 225,197 | Trimmed |
| 6 | QQQM | INVESCO EXCH TRADED FD TR II | $8.0M | 2.41% | 33,502 | Trimmed |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | $6.7M | 2.03% | 123,842 | Added |
| 8 | BND | VANGUARD BD INDEX FDS | $6.0M | 1.81% | 81,092 | Added |
| 9 | BNDX | VANGUARD CHARLOTTE FDS | $3.8M | 1.15% | 79,061 | Added |
| 10 | LLY | ELI LILLY & CO | $3.6M | 1.09% | 3,917 | Trimmed |
| 11 | BSV | VANGUARD BD INDEX FDS | $3.6M | 1.08% | 45,510 | Added |
| 12 | MSFT | MICROSOFT CORP | $3.3M | 1.00% | 8,960 | Added |
| 13 | NVDA | NVIDIA CORPORATION | $3.2M | 0.97% | 18,451 | Trimmed |
| 14 | GOOGL | ALPHABET INC | $3.2M | 0.96% | 10,999 | Trimmed |
| 15 | JNJ | JOHNSON & JOHNSON | $3.1M | 0.95% | 12,860 | Trimmed |
| 16 | IWR | ISHARES TR | $2.6M | 0.79% | 26,956 | Hold |
| 17 | AAPL | APPLE INC | $2.5M | 0.75% | 9,769 | Trimmed |
| 18 | VT | VANGUARD INTL EQUITY INDEX F | $2.5M | 0.75% | 17,899 | Trimmed |
| 19 | GOOG | ALPHABET INC | $2.2M | 0.66% | 7,566 | Hold |
| 20 | BIV | VANGUARD BD INDEX FDS | $1.7M | 0.52% | 22,247 | Added |
| 21 | BLV | VANGUARD BD INDEX FDS | $1.6M | 0.48% | 23,100 | Added |
| 22 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.3M | 0.40% | 2,727 | Added |
| 23 | META | META PLATFORMS INC | $1.1M | 0.34% | 1,968 | Added |
| 24 | RSP | INVESCO EXCHANGE TRADED FD T | $1.1M | 0.32% | 5,532 | Added |
| 25 | AMZN | AMAZON COM INC | $984,284 | 0.30% | 4,726 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31