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CIK: 0001963875
Total reported value
$390.1M
$390.1M
85 檔
35.1%
The Q1 2026 SEC filing reveals that HTG Investment Advisors, Inc. held a total portfolio value of $390.1M, covering 85 public equity positions.
In Q1 2026, HTG Investment Advisors, Inc. displayed an active expansion posture, initiating 11 new positions and adding to 37 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 | 9.74% | +0.17% | +3.42% | |
| 2 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 8.76% | +0.98% | +14.76% | |
| 3 | DFIC | Dimensional International Co | ETF-Other | 7.52% | -0.35% | +2.12% | |
| 4 | AVDE | Avantis International Equity | ETF-Other | 6.89% | +0.13% | +1.15% | |
| 5 | DFAX | Dimensional World Ex US Core | ETF-Other | 6.08% | -0.45% | +0.23% | |
| 6 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 4.76% | -0.13% | +1.39% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 4.71% | -1.63% | -7.06% | |
| 8 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 4.27% | -0.44% | -0.47% | |
| 9 | VTV | Vanguard Value ETF | ETF-Other | 4.02% | -0.03% | +1.49% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.67% | -1.03% | +8.17% | |
| 11 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 3.37% | -0.18% | +4.73% | |
| 12 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.95% | +0.24% | +1.95% | |
| 13 | DFAU | Dimensional US Core Equity M | ETF-Other | 2.92% | +0.11% | +14.12% | |
| 14 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 2.74% | +0.71% | +57.27% | |
| 15 | VUG | Vanguard Growth ETF | ETF-Other | 2.41% | +0.38% | +8.81% | |
| 16 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.41% | +1.45% | +112.64% | |
| 17 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.76% | +0.06% | +1.80% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.65% | -0.31% | +89.06% | |
| 19 | JPIE | Jpmorgan Income ETF | ETF-Other | 1.32% | +0.01% | +31.13% | |
| 20 | AVRE | Avantis Real Estate ETF | ETF-Other | 1.25% | +0.09% | +9.63% | |
| 21 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.17% | +0.04% | — | |
| 22 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.03% | -0.09% | +3.09% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.90% | -0.07% | -1.03% | |
| 24 | BND | Vanguard Total Bond Market | ETF-Other | 0.89% | -0.30% | -20.33% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.81% | +0.03% | — | |
| 26 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.74% | -0.04% | +4.96% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.66% | -0.66% | EXIT | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.63% | -0.08% | -22.88% | |
| 29 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.63% | +0.04% | -1.94% | |
| 30 | CRAI | Cra International Inc | Stock-Other | 0.63% | -0.13% | — | |
| 31 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.46% | -0.02% | — | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.45% | +0.03% | — | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.33% | -0.09% | -6.80% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.33% | — | — | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.32% | — | +21.90% | |
| 36 | GE | General Electric | Stock-Industrials | 0.31% | +0.09% | +1.42% | |
| 37 | MCHX | Marchex, Inc. | Stock-Other | 0.30% | -0.30% | EXIT | |
| 38 | CVX | Chevron CORP | Stock-Energy | 0.28% | -0.08% | — | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.28% | -0.09% | +68.70% | |
| 40 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.27% | +0.01% | — | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.26% | -0.03% | +0.57% | |
| 42 | XLK | Ss Technology Select Sector | ETF-Tech | 0.25% | +0.09% | — | |
| 43 | GEV | GE Vernova Inc | Stock-Industrials | 0.24% | +0.08% | +1.46% | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.22% | — | +0.45% | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.21% | -0.06% | — | |
| 46 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.21% | — | +58.72% | |
| 47 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.20% | -0.01% | +3.39% | |
| 48 | AVMC | Avantis US Mid Cap Eq ETF | ETF-Other | 0.20% | +0.06% | +32.06% | |
| 49 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.19% | — | -4.90% | |
| 50 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.18% | -0.04% | +126.09% |
According to official SEC Form 13F filings, HTG Investment Advisors, Inc. reported a total U.S. public equity portfolio value of $390.1M across 85 disclosed positions in Q1 2026.
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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.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, AVUS, DFIC) accounted for 35.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
IVV
市值: $2.9M
Top Position Liquidated / Trimmed
VIG
前期市值: $251.7K
During Q1 2026, HTG Investment Advisors, Inc.'s top holdings by market value included DFAC (9.7%)、AVUS (8.8%)、DFIC (7.5%). The largest single position, DFAC, represented 9.7% of total portfolio value.
In Q1 2026, HTG Investment Advisors, Inc. made 62 total portfolio adjustments, initiating 11 new buys, adding to 37 positions, trimming 12 holdings, and fully liquidating 2 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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