Universe · entity

HT Partners LLC

Institutional manager (13F) · CIK 1552999
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $329M
#IssuerValueShares
1SCHWAB STRATEGIC TR$155M6,181,453
2ISHARES TR$44M450,488
3VANGUARD INDEX FDS$23M71,294
4VANGUARD TAX-MANAGED FDS$21M326,965
5ISHARES TR$13M225,197
6INVESCO EXCH TRADED FD TR II$8M33,502
7VANGUARD INTL EQUITY INDEX F$7M123,842
8VANGUARD BD INDEX FDS$6M81,092
9VANGUARD CHARLOTTE FDS$4M79,061
10ELI LILLY & CO$4M3,917
11VANGUARD BD INDEX FDS$4M45,510
12MICROSOFT CORP$3M8,960
13NVIDIA CORPORATION$3M18,451
14ALPHABET INC$3M10,999
15JOHNSON & JOHNSON$3M12,860
16ISHARES TR$3M26,956
17APPLE INC$2M9,769
18VANGUARD INTL EQUITY INDEX F$2M17,899
19ALPHABET INC$2M7,566
20VANGUARD BD INDEX FDS$2M22,247
21VANGUARD BD INDEX FDS$2M23,100
22BERKSHIRE HATHAWAY INC DEL$1M2,727
23META PLATFORMS INC$1M1,968
24INVESCO EXCHANGE TRADED FD T$1M5,532
25AMAZON COM INC$984k4,726
26VANGUARD SCOTTSDALE FDS$962k12,134
27VANGUARD SCOTTSDALE FDS$936k19,927
28STATE STR SPDR S&P 500 ETF T$807k1,241
29INVESCO QQQ TR$795k1,377
30ETF SER SOLUTIONS$705k10,345
31VANGUARD MUN BD FDS$644k12,904
32PROSHARES TR$636k5,995
33ABBVIE INC$596k2,741
34ISHARES TR$496k2,322
35ISHARES TR$474k2,612
36VANGUARD STAR FDS$419k5,430
37VANGUARD INDEX FDS$386k1,968
38EXXON MOBIL CORP$360k2,123
39ISHARES TR$349k2,450
40VANGUARD INDEX FDS$341k1,186
41TESLA INC$330k888
42SELECT SECTOR SPDR TR$313k3,824
43CISCO SYS INC$308k3,966
44ISHARES TR$306k468
45PROCTER & GAMBLE CO$281k1,948
46EMERSON ELEC CO$253k1,931
47COSTCO WHOLESALE CORPORATION$251k252
48AMGEN INC$241k686
49GENERAL DYNAMICS CORP$240k700
50SPDR GOLD TR$238k554
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.