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CIK: 0001963875
Total reported value
$390.1M
$390.1M
70 檔
27.8%
During the Q2 2025 filing period, HTG Investment Advisors, Inc. (CIK: 0001963875) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $390.1M across 70 reported positions.
In Q2 2025, HTG Investment Advisors, Inc. displayed an active expansion posture, initiating 6 new positions and adding to 24 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 10.15% | +0.17% | +1.06% | |
| 2 | DFIC | Dimensional International Co | ETF-Other | 7.99% | -0.35% | +2.45% | |
| 3 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 7.74% | +0.98% | +12.20% | |
| 4 | AVDE | Avantis International Equity | ETF-Other | 7.50% | +0.13% | +3.67% | |
| 5 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 7.00% | -0.44% | -3.25% | |
| 6 | DFAX | Dimensional World Ex US Core | ETF-Other | 6.62% | -0.45% | -3.06% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 5.96% | -1.63% | +3.78% | |
| 8 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 5.65% | -0.13% | +9.51% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.20% | -1.03% | +3.51% | |
| 10 | VTV | Vanguard Value ETF | ETF-Other | 3.82% | -0.03% | +5.89% | |
| 11 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 3.08% | +0.24% | -5.53% | |
| 12 | DFAU | Dimensional US Core Equity M | ETF-Other | 2.77% | +0.11% | +21.59% | |
| 13 | VUG | Vanguard Growth ETF | ETF-Other | 2.59% | +0.38% | +3.61% | |
| 14 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.76% | +0.06% | +21.79% | |
| 15 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.66% | -0.18% | +8.67% | |
| 16 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 1.62% | +0.71% | +13.40% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.60% | -0.08% | +6.12% | |
| 18 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.45% | +0.04% | -0.43% | |
| 19 | BND | Vanguard Total Bond Market | ETF-Other | 1.38% | -0.30% | +41.21% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.10% | -0.07% | -0.99% | |
| 21 | AVRE | Avantis Real Estate ETF | ETF-Other | 1.09% | +0.09% | +8.18% | |
| 22 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.02% | -0.09% | +0.79% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 0.93% | -0.31% | -4.93% | |
| 24 | CRAI | Cra International Inc | Stock-Other | 0.88% | -0.13% | — | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.82% | -0.66% | EXIT | |
| 26 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.76% | +0.04% | +3.78% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.65% | +0.03% | -5.92% | |
| 28 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.60% | -0.04% | +25.49% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.41% | — | +0.57% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.41% | -0.03% | -0.17% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.40% | -0.02% | +4.28% | |
| 32 | GE | General Electric | Stock-Industrials | 0.37% | +0.09% | — | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.34% | -0.01% | -3.63% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.32% | — | +1.03% | |
| 35 | XLK | Ss Technology Select Sector | ETF-Tech | 0.31% | +0.09% | +14.19% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.30% | -0.09% | +4.79% | |
| 37 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.28% | -0.01% | — | |
| 38 | CVX | Chevron CORP | Stock-Energy | 0.26% | -0.08% | +0.23% | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.25% | -0.06% | — | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.25% | — | -0.16% | |
| 41 | NVDA | Nvidia CORP | Stock-Tech | 0.22% | -0.09% | -2.99% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.22% | — | — | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.21% | +0.02% | -1.28% | |
| 44 | ORCL | Oracle CORP | Stock-Tech | 0.20% | +0.04% | -6.89% | |
| 45 | GEV | GE Vernova Inc | Stock-Industrials | 0.19% | +0.08% | — | |
| 46 | IBM | Intl Business Machines CORP | Stock-Tech | 0.18% | +0.14% | -0.74% | |
| 47 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.16% | -0.02% | +2.58% | |
| 48 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.15% | -0.01% | — | |
| 49 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.15% | — | — | |
| 50 | DFAT | Dimensional US Target Value | ETF-Other | 0.15% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVUS | Avantis U.s. Equity ETF | +0.7% | +12.20% | Add |
| 2 | DFAU | Dimensional US Core Equity M | +0.5% | +21.59% | Add |
| 3 | AVEM | Avantis Emerging Markets Eq | +0.3% | +21.79% | Add |
| 4 | BND | Vanguard Total Bond Market | +0.3% | +41.21% | Add |
| 5 | AVDE | Avantis International Equity | +0.2% | +3.67% | Add |
| 6 | VUG | Vanguard Growth ETF | +0.2% | +3.61% | Add |
| 7 | DFIC | Dimensional International Co | +0.2% | +2.45% | Add |
| 8 | HELO | Jpmorgan Hedged Equity ETF | +0.1% | +9.51% | Add |
| 9 | MMM | 3m Co | +0.1% | NEW | New buy |
| 10 | VGT | Vanguard Info Tech ETF | +0.1% | NEW | New buy |
| 11 | AVGO | Broadcom Inc | +0.1% | NEW | New buy |
| 12 | MSFT | Microsoft CORP | +0.1% | +4.28% | Add |
| 13 | DFSU | Dimensional US Sus Core1 ETF | +0.1% | NEW | New buy |
| 14 | IDXX | Idexx Laboratories Inc | +0.1% | NEW | New buy |
| 15 | EMR | Emerson Electric Co | +0.1% | NEW | New buy |
| 16 | VTIP | Vanguard Short-term Tips | +0.1% | +25.49% | Add |
| 17 | GEV | GE Vernova Inc | +0.1% | — | Unchanged |
| 18 | XLK | Ss Technology Select Sector | +0.1% | +14.19% | Add |
| 19 | NVDA | Nvidia CORP | +0.1% | -2.99% | Trim |
| 20 | ORCL | Oracle CORP | +0.1% | -6.89% | Trim |
| 21 | GE | General Electric | 0% | — | Unchanged |
| 22 | VUSB | Vanguard Ultra Short Bond Et | 0% | +13.40% | Add |
| 23 | VT | Vanguard Tot World Stk ETF | 0% | +3.78% | Add |
| 24 | IJH | Ishares Core S&p Midcap ETF | 0% | +6.12% | Add |
| 25 | AMZN | Amazon.com Inc | 0% | +1.03% | Add |
| 26 | JPM | Jpmorgan Chase & Co | 0% | -3.63% | Trim |
| 27 | IWF | Ishares Russell 1000 Growth | — | -5.92% | Trim |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | +0.57% | Add |
| 29 | AVRE | Avantis Real Estate ETF | 0% | +8.18% | Add |
| 30 | VOO | Vanguard S&p 500 ETF | 0% | — | Unchanged |
| 31 | DFUS | Dimensional US Eq Mkt ETF | 0% | -0.43% | Trim |
| 32 | VTI | Vanguard Total Stock Mkt ETF | 0% | -0.99% | Trim |
| 33 | CRAI | Cra International Inc | 0% | — | Unchanged |
| 34 | DFAS | Dimensional US Small Cap ETF | -0.1% | +0.79% | Add |
| 35 | JMUB | Jpmorgan Municipal ETF | -0.1% | +8.67% | Add |
| 36 | CVX | Chevron CORP | -0.1% | +0.23% | Add |
| 37 | PG | Procter & Gamble Co/the | -0.1% | -0.17% | Trim |
| 38 | XLV | Ss Health Care Select Sector | -0.1% | EXIT | Sold out |
| 39 | TMUS | T-mobile US Inc | -0.1% | EXIT | Sold out |
| 40 | ABBV | Abbvie Inc | -0.1% | EXIT | Sold out |
| 41 | T | At&t Inc | -0.1% | EXIT | Sold out |
| 42 | VTV | Vanguard Value ETF | -0.1% | +5.89% | Add |
| 43 | AMPSUSD | Altus Power Inc | -0.1% | EXIT | Sold out |
| 44 | DFEM | Dimensional Emrg Mrkt Core | -0.2% | -5.53% | Trim |
| 45 | DFAX | Dimensional World Ex US Core | -0.2% | -3.06% | Trim |
| 46 | DFAC | Dimensional US Core Equity 2 | -0.2% | +1.06% | Add |
| 47 | AAPL | Apple Inc | -0.3% | -4.93% | Trim |
| 48 | AGG | Ishares Core U.s. Aggregate | -0.3% | +3.51% | Add |
| 49 | BSV | Vanguard Short-term Bond ETF | -0.4% | +3.78% | Add |
| 50 | CBRE | Cbre Group Inc - A | -0.6% | -3.25% | Trim |
According to official SEC Form 13F filings, HTG Investment Advisors, Inc. reported a total U.S. public equity portfolio value of $390.1M across 70 disclosed positions in Q2 2025.
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.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFIC, AVUS) accounted for 27.8% of total reported equity market value during Q2 2025.
Top New Position Initiated
MMM
市值: $244.0K
Top Position Liquidated / Trimmed
AMPSUSD
前期市值: $322.5K
During Q2 2025, HTG Investment Advisors, Inc.'s top holdings by market value included DFAC (10.2%)、DFIC (8.0%)、AVUS (7.7%). The largest single position, DFAC, represented 10.2% of total portfolio value.
In Q2 2025, HTG Investment Advisors, Inc. made 46 total portfolio adjustments, initiating 6 new buys, adding to 24 positions, trimming 11 holdings, and fully liquidating 5 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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