HT Partners LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 21, 2025), HT Partners LLC reported 49 stock positions worth $327.3 million. Its top holding was Schwab US Broad Market ETF (SCHB) at 44.0% of the portfolio, followed by iShares MSCI Eafe ETF (EFA, 13.4%) and Vanguard Tax-Exempt Bond ETF (VTEB, 6.6%). Compared with Q1 2025, it opened 2 new positions, sold out of 3, added to 4 and reduced 23. The biggest buy was Vanguard Tax-Exempt Bond ETF (VTEB, shares +84%) and the biggest sale Schwab US Broad Market ETF (SCHB, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- CENTERBROOK, CT
- CIK
- 0001552999
- Portfolio Value
- $327.3M (Q2 2025)
- SEC Filing
- 0001398344-25-013379 ↗ filed Jul 21, 2025
Holdings Value
Holdings 49 stocks · $327.3M
| SCHB Schwab US Broad Market ETF | 44.03% | 6,047,159 | $144.1M | Reduce -5.0% |
| EFA iShares MSCI Eafe ETF | 13.42% | 491,426 | $43.9M | Reduce -0.4% |
| VTEB Vanguard Tax-Exempt Bond ETF | 6.63% | 442,497 | $21.7M | Add +83.5% |
| VTI VG Morningstar TS MKT ETF-US | 6.53% | 70,317 | $21.4M | Add +65.0% |
| VEA Vanguard Ftse Developed ETF | 5.19% | 298,046 | $17.0M | Add +0.1% |
| EEM iShares MSCI Emerging Market | 3.76% | 254,874 | $12.3M | Reduce -0.2% |
| RSP Invesco S&P 500 Equal Weight | 1.98% | 35,721 | $6.5M | Add +1122.1% |
| BND Vanguard Total Bond Market | 1.76% | 78,303 | $5.8M | Reduce -9.6% |
| VWO Vanguard Ftse Emerging Marke | 1.75% | 115,671 | $5.7M | Reduce -2.0% |
| MSFT Microsoft Corp. | 1.39% | 9,127 | $4.5M | Reduce -0.1% |
| BNDX Vanguard Total Intl Bond ETF | 1.12% | 74,080 | $3.7M | Reduce -2.3% |
| BSV Vanguard Short-Term Bond ETF | 1.05% | 43,498 | $3.4M | Reduce -0.9% |
| NVDA Nvidia Corp. | 0.99% | 20,434 | $3.2M | Reduce -0.3% |
| LLY Eli Lilly & Co. | 0.94% | 3,942 | $3.1M | No change |
| VT Vanguard Tot World STK ETF | 0.77% | 19,658 | $2.5M | Reduce -19.5% |
| IWR iShares Russell Mid-Cap ETF | 0.76% | 26,956 | $2.5M | No change |
| GOOGL Alphabet Inc. Class A | 0.62% | 11,505 | $2.0M | Reduce -1.3% |
| JNJ Johnson & Johnson | 0.62% | 13,270 | $2.0M | Reduce -1.9% |
| AAPL Apple Inc. | 0.61% | 9,723 | $2.0M | Reduce -2.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.61% | 3,593 | $2.0M | Reduce -76.5% |
| BIV Vanguard Intermediate-Term B | 0.50% | 21,261 | $1.6M | Reduce -0.4% |
| BLV Vanguard Long-Term Bond ETF | 0.46% | 21,778 | $1.5M | Reduce -1.2% |
| META Meta Platforms Inc. Class A | 0.44% | 1,960 | $1.4M | Reduce -0.2% |
| GOOG Alphabet Inc. Class C | 0.43% | 7,924 | $1.4M | Reduce -1.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.40% | 2,710 | $1.3M | Reduce -0.9% |
| AMZN Amazon.com Inc. | 0.32% | 4,755 | $1.0M | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.30% | 12,180 | $968K | Reduce -0.5% |
| VMBS Vanguard Mortgage-Backed Sec | 0.29% | 20,410 | $946K | Reduce -0.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.23% | 1,241 | $767K | No change |
| UFOX Defiance Space and Connectiv | 0.17% | 10,345 | $546K | No change |
| NOBL Proshares S&P 500 Dividend A | 0.16% | 5,290 | $533K | Reduce -12.1% |
| ABBV Abbvie Inc. | 0.16% | 2,741 | $509K | No change |
| IYW iShares Ustechnology ETF | 0.14% | 2,612 | $453K | No change |
| IWD iShares Russell 1000 Value E | 0.14% | 2,322 | $451K | No change |
| VXUS Vanguard Total Intl Stock | 0.12% | 5,690 | $393K | Reduce -11.3% |
| ITOT iShares Core S&P Total U.S. | 0.11% | 2,586 | $349K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.11% | 1,968 | $348K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.10% | 1,226 | $343K | No change |
| T AT&T Inc. | 0.10% | 11,000 | $318K | No change |
| PG The Procter & Gamble Co. | 0.09% | 1,948 | $310K | No change |
| XLP SS Consumer Staples Sel Sect | 0.09% | 3,824 | $310K | No change |
| TSLA Tesla Inc. | 0.09% | 945 | $300K | No change |
| IVV iShares Core S&P 500 ETF | 0.09% | 468 | $291K | No change |
| CSCO Cisco Systems Inc. | 0.08% | 3,966 | $275K | No change |
| CSGP Costar Group Inc. | 0.08% | 3,343 | $269K | No change |
| EMR Emerson Electric Co. | 0.08% | 1,931 | $257K | No change |
| AVGO Broadcom Inc. | 0.07% | 875 | $241K | New |
| XOM Exxon Mobil Corp. | 0.07% | 2,114 | $228K | No change |
| GD General Dynamics Corp. | 0.06% | 700 | $204K | New |
Portfolio Sells Q1 2025 → Q2 2025
| SCHB Schwab US Broad Market ETF | Reduce -5.0% | 44.03% | −2.97 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -76.5% | 0.61% | −1.85 |
| BND Vanguard Total Bond Market | Reduce -9.6% | 1.76% | −0.42 |
| EFA iShares MSCI Eafe ETF | Reduce -0.4% | 13.42% | −0.41 |
| VT Vanguard Tot World STK ETF | Reduce -19.5% | 0.77% | −0.20 |
| JNJ Johnson & Johnson | Reduce -1.9% | 0.62% | −0.15 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -2.3% | 1.12% | −0.15 |
| AAPL Apple Inc. | Reduce -2.0% | 0.61% | −0.15 |
| BSV Vanguard Short-Term Bond ETF | Reduce -0.9% | 1.05% | −0.13 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.9% | 0.40% | −0.10 |
| VWO Vanguard Ftse Emerging Marke | Reduce -2.0% | 1.75% | −0.09 |
| EEM iShares MSCI Emerging Market | Reduce -0.2% | 3.76% | −0.07 |
| AMGN Amgen Inc. | Sold out | 0.00% | −0.07 |
| PEP Pepsico Inc. | Sold out | 0.00% | −0.07 |
| DHR Danaher Corp. | Sold out | 0.00% | −0.07 |
| BLV Vanguard Long-Term Bond ETF | Reduce -1.2% | 0.46% | −0.07 |
| BIV Vanguard Intermediate-Term B | Reduce -0.4% | 0.50% | −0.06 |
| NOBL Proshares S&P 500 Dividend A | Reduce -12.1% | 0.16% | −0.05 |
| VMBS Vanguard Mortgage-Backed Sec | Reduce -0.2% | 0.29% | −0.04 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -0.5% | 0.30% | −0.04 |
| VXUS Vanguard Total Intl Stock | Reduce -11.3% | 0.12% | −0.02 |
| GOOG Alphabet Inc. Class C | Reduce -1.9% | 0.43% | −0.00 |
| GOOGL Alphabet Inc. Class A | Reduce -1.3% | 0.62% | +0.00 |
| META Meta Platforms Inc. Class A | Reduce -0.2% | 0.44% | +0.05 |
| MSFT Microsoft Corp. | Reduce -0.1% | 1.39% | +0.21 |
| NVDA Nvidia Corp. | Reduce -0.3% | 0.99% | +0.22 |
Portfolio Buys Q1 2025 → Q2 2025
| VTEB Vanguard Tax-Exempt Bond ETF | Add +83.5% | 6.63% | +2.52 |
| VTI VG Morningstar TS MKT ETF-US | Add +65.0% | 6.53% | +2.51 |
| RSP Invesco S&P 500 Equal Weight | Add +1122.1% | 1.98% | +1.81 |
| AVGO Broadcom Inc. | New | 0.07% | +0.07 |
| GD General Dynamics Corp. | New | 0.06% | +0.06 |
| VEA Vanguard Ftse Developed ETF | Add +0.1% | 5.19% | −0.00 |
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 |