HT Partners LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 17, 2025), HT Partners LLC reported 50 stock positions worth $291.5 million. Its top holding was Schwab US Broad Market ETF (SCHB) at 47.0% of the portfolio, followed by iShares MSCI Eafe ETF (EFA, 13.8%) and Vanguard Ftse Developed ETF (VEA, 5.2%). Compared with Q4 2024, it opened 1 new position, sold out of 1, added to 17 and reduced 15. The biggest buy was Invesco QQQ Trust Series 1 (QQQ, shares +678%) and the biggest sale iShares MSCI Emerging Market (EEM, shares −29%).
- Most Recent 13F
- Q2 2026
- Location
- CENTERBROOK, CT
- CIK
- 0001552999
- Portfolio Value
- $291.5M (Q1 2025)
- SEC Filing
- 0001398344-25-007236 ↗ filed Apr 17, 2025
Holdings Value
Holdings 50 stocks · $291.5M
| SCHB Schwab US Broad Market ETF | 47.00% | 6,363,161 | $137.0M | Add +5.1% |
| EFA iShares MSCI Eafe ETF | 13.83% | 493,260 | $40.3M | Reduce -14.5% |
| VEA Vanguard Ftse Developed ETF | 5.19% | 297,855 | $15.1M | Add +4.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 4.10% | 241,079 | $12.0M | Add +9.4% |
| VTI VG Morningstar TS MKT ETF-US | 4.02% | 42,611 | $11.7M | Add +3.5% |
| EEM iShares MSCI Emerging Market | 3.83% | 255,472 | $11.2M | Reduce -29.3% |
| QQQ Invesco QQQ Trust Series 1 | 2.46% | 15,280 | $7.2M | Add +678.0% |
| BND Vanguard Total Bond Market | 2.18% | 86,580 | $6.4M | Add +1.0% |
| VWO Vanguard Ftse Emerging Marke | 1.83% | 118,054 | $5.3M | Reduce -5.8% |
| BNDX Vanguard Total Intl Bond ETF | 1.27% | 75,822 | $3.7M | Reduce -0.5% |
| BSV Vanguard Short-Term Bond ETF | 1.18% | 43,905 | $3.4M | Add +7.7% |
| MSFT Microsoft Corp. | 1.18% | 9,136 | $3.4M | Reduce -1.7% |
| LLY Eli Lilly & Co. | 1.12% | 3,942 | $3.3M | Reduce -3.7% |
| VT Vanguard Tot World STK ETF | 0.97% | 24,415 | $2.8M | Reduce -44.4% |
| IWR iShares Russell Mid-Cap ETF | 0.79% | 26,956 | $2.3M | No change |
| JNJ Johnson & Johnson | 0.77% | 13,520 | $2.2M | Reduce -3.0% |
| NVDA Nvidia Corp. | 0.76% | 20,489 | $2.2M | Reduce -6.5% |
| AAPL Apple Inc. | 0.76% | 9,923 | $2.2M | Reduce -0.2% |
| GOOGL Alphabet Inc. Class A | 0.62% | 11,652 | $1.8M | Add +1.8% |
| BIV Vanguard Intermediate-Term B | 0.56% | 21,337 | $1.6M | Add +11.3% |
| BLV Vanguard Long-Term Bond ETF | 0.53% | 22,036 | $1.6M | Add +17.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.50% | 2,735 | $1.5M | Reduce -3.4% |
| GOOG Alphabet Inc. Class C | 0.43% | 8,074 | $1.3M | Reduce -3.3% |
| META Meta Platforms Inc. Class A | 0.39% | 1,964 | $1.1M | Reduce -0.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.33% | 12,236 | $966K | Add +2.4% |
| VMBS Vanguard Mortgage-Backed Sec | 0.32% | 20,446 | $947K | Add +26.6% |
| AMZN Amazon.com Inc. | 0.31% | 4,755 | $905K | Add +10.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.24% | 1,241 | $694K | No change |
| NOBL Proshares S&P 500 Dividend A | 0.21% | 6,020 | $615K | Add +3.1% |
| ABBV Abbvie Inc. | 0.20% | 2,741 | $574K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.17% | 2,923 | $506K | Add +24.0% |
| UFOX Defiance Space and Connectiv | 0.15% | 10,345 | $440K | Reduce -8.8% |
| IWD iShares Russell 1000 Value E | 0.15% | 2,322 | $437K | No change |
| VXUS Vanguard Total Intl Stock | 0.14% | 6,412 | $398K | Add +1.8% |
| IYW iShares Ustechnology ETF | 0.13% | 2,612 | $367K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.12% | 1,968 | $340K | No change |
| PG The Procter & Gamble Co. | 0.11% | 1,948 | $332K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.11% | 1,226 | $317K | No change |
| ITOT iShares Core S&P Total U.S. | 0.11% | 2,586 | $316K | Add +1.6% |
| XLP SS Consumer Staples Sel Sect | 0.11% | 3,824 | $312K | No change |
| T AT&T Inc. | 0.11% | 11,000 | $311K | No change |
| CSGP Costar Group Inc. | 0.09% | 3,343 | $265K | No change |
| IVV iShares Core S&P 500 ETF | 0.09% | 468 | $263K | No change |
| XOM Exxon Mobil Corp. | 0.09% | 2,114 | $251K | No change |
| TSLA Tesla Inc. | 0.08% | 945 | $245K | Reduce -0.8% |
| CSCO Cisco Systems Inc. | 0.08% | 3,966 | $245K | No change |
| AMGN Amgen Inc. | 0.07% | 686 | $214K | New |
| EMR Emerson Electric Co. | 0.07% | 1,931 | $212K | No change |
| PEP Pepsico Inc. | 0.07% | 1,386 | $208K | No change |
| DHR Danaher Corp. | 0.07% | 992 | $203K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| EEM iShares MSCI Emerging Market | Reduce -29.3% | 3.83% | −1.31 |
| EFA iShares MSCI Eafe ETF | Reduce -14.5% | 13.83% | −1.01 |
| VT Vanguard Tot World STK ETF | Reduce -44.4% | 0.97% | −0.78 |
| NVDA Nvidia Corp. | Reduce -6.5% | 0.76% | −0.24 |
| MSFT Microsoft Corp. | Reduce -1.7% | 1.18% | −0.16 |
| GOOG Alphabet Inc. Class C | Reduce -3.3% | 0.43% | −0.11 |
| AAPL Apple Inc. | Reduce -0.2% | 0.76% | −0.09 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −0.08 |
| TSLA Tesla Inc. | Reduce -0.8% | 0.08% | −0.05 |
| VWO Vanguard Ftse Emerging Marke | Reduce -5.8% | 1.83% | −0.04 |
| UFOX Defiance Space and Connectiv | Reduce -8.8% | 0.15% | −0.03 |
| META Meta Platforms Inc. Class A | Reduce -0.1% | 0.39% | −0.00 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -0.5% | 1.27% | −0.00 |
| LLY Eli Lilly & Co. | Reduce -3.7% | 1.12% | +0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.4% | 0.50% | +0.06 |
| JNJ Johnson & Johnson | Reduce -3.0% | 0.77% | +0.08 |
Portfolio Buys Q4 2024 → Q1 2025
| QQQ Invesco QQQ Trust Series 1 | Add +678.0% | 2.46% | +2.12 |
| VEA Vanguard Ftse Developed ETF | Add +4.3% | 5.19% | +0.55 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +9.4% | 4.10% | +0.35 |
| SCHB Schwab US Broad Market ETF | Add +5.1% | 47.00% | +0.27 |
| BSV Vanguard Short-Term Bond ETF | Add +7.7% | 1.18% | +0.11 |
| BLV Vanguard Long-Term Bond ETF | Add +17.0% | 0.53% | +0.09 |
| BND Vanguard Total Bond Market | Add +1.0% | 2.18% | +0.09 |
| VMBS Vanguard Mortgage-Backed Sec | Add +26.6% | 0.32% | +0.08 |
| AMGN Amgen Inc. | New | 0.07% | +0.07 |
| BIV Vanguard Intermediate-Term B | Add +11.3% | 0.56% | +0.07 |
| RSP Invesco S&P 500 Equal Weight | Add +24.0% | 0.17% | +0.03 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +2.4% | 0.33% | +0.01 |
| NOBL Proshares S&P 500 Dividend A | Add +3.1% | 0.21% | +0.01 |
| VXUS Vanguard Total Intl Stock | Add +1.8% | 0.14% | +0.01 |
| ITOT iShares Core S&P Total U.S. | Add +1.6% | 0.11% | −0.00 |
| AMZN Amazon.com Inc. | Add +10.3% | 0.31% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +3.5% | 4.02% | −0.04 |
| GOOGL Alphabet Inc. Class A | Add +1.8% | 0.62% | −0.12 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 53 | $361.1M | SCHB, EFA, VTI, VEA, EEM |
| Q1 2026 | 55 | $330.2M | SCHB, EFA, VTI, VEA, EEM |
| Q4 2025 | 55 | $336.3M | SCHB, EFA, VTI, VEA, EEM |
| Q3 2025 | 52 | $327.1M | SCHB, EFA, VTI, VEA, EEM |
| Q2 2025 | 49 | $327.3M | SCHB, EFA, VTEB, VTI, VEA |
| Q1 2025 | 50 | $291.5M | SCHB, EFA, VEA, VTEB, VTI |
| Q4 2024 | 50 | $294.0M | SCHB, EFA, EEM, VEA, VTI |
| Q3 2024 | 51 | $282.6M | SCHB, EFA, VEA, EEM, VTI |
| Q2 2024 | 50 | $282.9M | SCHB, EFA, EEM, VEA, VTI |
| Q1 2024 | 49 | $276.2M | SCHB, EFA, EEM, VEA, VTI |