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CIK: 0001552999
Total reported value
$361.1M
$361.1M
49 檔
68.7%
In Q2 2025, HT Partners LLC's U.S. equity holdings reached a combined market value of $361.1M, distributed across 49 disclosed stock positions.
In Q2 2025, HT Partners LLC adopted a defensive or profit-taking posture, trimming 21 positions and completely liquidating 3 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including SCHB, EFA, VTEB) accounted for 68.7% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | ETF-Other | 44.03% | +1.67% | -4.97% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-Other | 13.42% | -0.75% | -0.37% | |
| 3 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 6.63% | -0.02% | +83.55% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.53% | -0.55% | +65.02% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.19% | -0.02% | +0.06% | |
| 6 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 3.76% | -0.37% | -0.23% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.98% | -0.11% | +1122.07% | |
| 8 | BND | Vanguard Total Bond Market | ETF-Other | 1.76% | -0.16% | -9.56% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.75% | +0.01% | -2.02% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.39% | -0.07% | -0.10% | |
| 11 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.12% | -0.01% | -2.30% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.05% | -0.02% | -0.93% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 0.99% | +0.04% | -0.27% | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.94% | +0.20% | — | |
| 15 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.77% | -0.01% | -19.48% | |
| 16 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.76% | +0.03% | — | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.62% | +0.12% | -1.26% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.62% | -0.05% | -1.85% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.61% | +0.02% | -2.02% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.61% | +0.04% | -76.49% | |
| 21 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.50% | — | -0.36% | |
| 22 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.46% | — | -1.17% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.44% | -0.03% | -0.20% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.43% | +0.05% | -1.86% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.40% | -0.02% | -0.91% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.32% | +0.01% | — | |
| 27 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.30% | -0.01% | -0.46% | |
| 28 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.29% | +0.01% | -0.18% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.23% | +0.01% | — | |
| 30 | UFOX | Defiance Connective Tech ETF | ETF-Tech | 0.17% | +0.06% | — | |
| 31 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.16% | +0.01% | -12.13% | |
| 32 | ABBV | Abbvie Inc | Stock-Healthcare | 0.16% | +0.01% | — | |
| 33 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.14% | +0.04% | — | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.14% | +0.01% | — | |
| 35 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.12% | -0.01% | -11.26% | |
| 36 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.11% | -0.01% | — | |
| 37 | VTV | Vanguard Value ETF | ETF-Other | 0.11% | — | — | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.10% | — | — | |
| 39 | T | At&t Inc | Stock-Comm Services | 0.10% | — | — | |
| 40 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.09% | -0.01% | — | |
| 41 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.09% | — | — | |
| 42 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.09% | — | — | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.09% | +0.01% | — | |
| 44 | CSCO | Cisco Systems Inc | Stock-Tech | 0.08% | +0.04% | — | |
| 45 | CSGP | Costar Group Inc | Stock-Real Estate | 0.08% | — | — | |
| 46 | EMR | Emerson Electric Co | Stock-Industrials | 0.08% | — | — | |
| 47 | AVGO | Broadcom Inc | Stock-Tech | 0.07% | — | — | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.07% | -0.03% | — | |
| 49 | GD | General Dynamics CORP | Stock-Industrials | 0.06% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTEB | Vanguard Tax-exempt Bond ETF | +2.5% | +83.55% | Add |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +2.5% | +65.02% | Add |
| 3 | RSP | Invesco S&p 500 Equal Weight | +1.8% | +1122.07% | Add |
| 4 | NVDA | Nvidia CORP | +0.2% | -0.27% | Trim |
| 5 | MSFT | Microsoft CORP | +0.2% | -0.10% | Trim |
| 6 | AVGO | Broadcom Inc | +0.1% | NEW | New buy |
| 7 | GD | General Dynamics CORP | +0.1% | NEW | New buy |
| 8 | META | Meta Platforms Inc-class A | +0.1% | -0.20% | Trim |
| 9 | UFOX | Defiance Connective Tech ETF | 0% | — | Unchanged |
| 10 | AMZN | Amazon.com Inc | 0% | — | Unchanged |
| 11 | IYW | Ishares Ustechnology ETF | 0% | — | Unchanged |
| 12 | TSLA | Tesla Inc | 0% | — | Unchanged |
| 13 | EMR | Emerson Electric Co | 0% | — | Unchanged |
| 14 | VEA | Vanguard Ftse Developed ETF | — | +0.06% | Add |
| 15 | GOOGL | Alphabet Inc-cl A | — | -1.26% | Trim |
| 16 | GOOG | Alphabet Inc-cl C | — | -1.86% | Trim |
| 17 | ITOT | Ishares Core S&p Total U.s. | — | — | Unchanged |
| 18 | CSCO | Cisco Systems Inc | — | — | Unchanged |
| 19 | IVV | Ishares Core S&p 500 ETF | — | — | Unchanged |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 21 | VO | Vanguard Mid-cap ETF | 0% | — | Unchanged |
| 22 | IWD | Ishares Russell 1000 Value E | 0% | — | Unchanged |
| 23 | VTV | Vanguard Value ETF | 0% | — | Unchanged |
| 24 | T | At&t Inc | 0% | — | Unchanged |
| 25 | CSGP | Costar Group Inc | 0% | — | Unchanged |
| 26 | XOM | Exxon Mobil CORP | 0% | — | Unchanged |
| 27 | PG | Procter & Gamble Co/the | 0% | — | Unchanged |
| 28 | VXUS | Vanguard Total Intl Stock | 0% | -11.26% | Trim |
| 29 | XLP | Ss Consumer Staples Sel Sect | 0% | — | Unchanged |
| 30 | IWR | Ishares Russell Mid-cap ETF | 0% | — | Unchanged |
| 31 | ABBV | Abbvie Inc | 0% | — | Unchanged |
| 32 | NOBL | Proshares S&p 500 Dividend A | -0.1% | -12.13% | Trim |
| 33 | BIV | Vanguard Intermediate-term B | -0.1% | -0.36% | Trim |
| 34 | EEM | Ishares Msci Emerging Market | -0.1% | -0.23% | Trim |
| 35 | AMGN | Amgen Inc | -0.1% | EXIT | Sold out |
| 36 | PEP | Pepsico Inc | -0.1% | EXIT | Sold out |
| 37 | DHR | Danaher CORP | -0.1% | EXIT | Sold out |
| 38 | BLV | Vanguard Long-term Bond ETF | -0.1% | -1.17% | Trim |
| 39 | VWO | Vanguard Ftse Emerging Marke | -0.1% | -2.02% | Trim |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -0.91% | Trim |
| 41 | BSV | Vanguard Short-term Bond ETF | -0.1% | -0.93% | Trim |
| 42 | JNJ | Johnson & Johnson | -0.2% | -1.85% | Trim |
| 43 | AAPL | Apple Inc | -0.2% | -2.02% | Trim |
| 44 | BNDX | Vanguard Total Intl Bond ETF | -0.2% | -2.30% | Trim |
| 45 | LLY | Eli Lilly & Co | -0.2% | — | Unchanged |
| 46 | VT | Vanguard Tot World Stk ETF | -0.2% | -19.48% | Trim |
| 47 | EFA | Ishares Msci Eafe ETF | -0.4% | -0.37% | Trim |
| 48 | BND | Vanguard Total Bond Market | -0.4% | -9.56% | Trim |
| 49 | QQQ | Invesco Qqq Trust Series 1 | -1.9% | -76.49% | Trim |
| 50 | SCHB | Schwab US Broad Market ETF | -3% | -4.97% | Trim |
According to official SEC Form 13F filings, HT Partners LLC reported a total U.S. public equity portfolio value of $361.1M across 49 disclosed positions in Q2 2025.
During Q2 2025, HT Partners LLC's top holdings by market value included SCHB (44.0%)、EFA (13.4%)、VTEB (6.6%). The largest single position, SCHB, represented 44.0% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
AVGO
市值: $241.2K
Top Position Liquidated / Trimmed
AMGN
前期市值: $213.7K
In Q2 2025, HT Partners LLC made 30 total portfolio adjustments, initiating 2 new buys, adding to 4 positions, trimming 21 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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