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CIK: 0001552999
Total reported value
$364.4M
$364.4M
53 檔
76.7%
The Q2 2026 SEC filing reveals that HT Partners LLC held a total portfolio value of $364.4M, covering 53 public equity positions.
In Q2 2026, HT Partners LLC adopted a defensive or profit-taking posture, trimming 22 positions and completely liquidating 3 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including SCHB, EFA, VTI) accounted for 76.7% of total reported equity market value during Q2 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | ETF-Other | 48.66% | +0.03% | -1.84% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-Other | 12.50% | -0.12% | -3.56% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.38% | +0.01% | -12.69% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.32% | -0.12% | -2.01% | |
| 5 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 3.50% | -0.12% | -18.01% | |
| 6 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 2.47% | -0.01% | -12.05% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.04% | -0.03% | -0.31% | |
| 8 | BND | Vanguard Total Bond Market | ETF-Other | 1.65% | -0.08% | +0.36% | |
| 9 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.29% | -0.07% | -1.00% | |
| 10 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.14% | -0.04% | +7.70% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.08% | -0.05% | -1.13% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.06% | -0.02% | +7.89% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.01% | +0.13% | -0.98% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 0.93% | +0.33% | +0.09% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.90% | +0.02% | — | |
| 16 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.82% | -0.03% | — | |
| 17 | AAPL | Apple Inc | Stock-Tech | 0.77% | +0.10% | -1.90% | |
| 18 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.74% | — | -4.44% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.71% | -0.03% | -3.69% | |
| 20 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.52% | -0.03% | +9.20% | |
| 21 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.48% | -0.04% | +9.37% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.38% | -0.02% | +0.15% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.31% | +0.09% | +2.19% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.31% | +0.01% | -0.72% | |
| 25 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.29% | -0.02% | +10.52% | |
| 26 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.28% | -0.01% | +5.79% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.28% | — | -1.02% | |
| 28 | UFOX | Defiance Connective Tech ETF | ETF-Tech | 0.27% | -0.03% | — | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.25% | +0.01% | -1.53% | |
| 30 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.21% | -0.01% | -35.97% | |
| 31 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.20% | -0.01% | +109.77% | |
| 32 | ABBV | Abbvie Inc | Stock-Healthcare | 0.19% | +0.01% | — | |
| 33 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.18% | +0.01% | — | |
| 34 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.18% | -0.01% | — | |
| 35 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.16% | — | — | |
| 36 | CSCO | Cisco Systems Inc | Stock-Tech | 0.13% | -0.01% | — | |
| 37 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.12% | — | -4.94% | |
| 38 | VTV | Vanguard Value ETF | ETF-Other | 0.12% | — | — | |
| 39 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.10% | — | -8.33% | |
| 40 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.10% | -0.02% | -3.15% | |
| 41 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.10% | -0.01% | +268.13% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.10% | — | — | |
| 43 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.09% | -0.01% | — | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.08% | -0.08% | EXIT | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.08% | — | — | |
| 46 | EMR | Emerson Electric Co | Stock-Industrials | 0.08% | — | — | |
| 47 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.07% | -0.01% | -3.58% | |
| 48 | AMGN | Amgen Inc | Stock-Healthcare | 0.07% | +0.01% | — | |
| 49 | GD | General Dynamics CORP | Stock-Industrials | 0.07% | -0.01% | — | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.07% | -0.01% | +0.40% |
According to official SEC Form 13F filings, HT Partners LLC reported a total U.S. public equity portfolio value of $364.4M across 53 disclosed positions in Q2 2026.
During Q2 2026, HT Partners LLC's top holdings by market value included SCHB (48.7%)、EFA (12.5%)、VTI (6.4%). The largest single position, SCHB, represented 48.7% of total portfolio value.
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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
IEMG
市值: $223.9K
Top Position Liquidated / Trimmed
PSLV
前期市值: $229.3K
In Q2 2026, HT Partners LLC made 39 total portfolio adjustments, initiating 1 new buys, adding to 13 positions, trimming 22 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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