HT Partners LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 23, 2025), HT Partners LLC reported 52 stock positions worth $327.1 million. Its top holding was Schwab US Broad Market ETF (SCHB) at 47.8% of the portfolio, followed by iShares MSCI Eafe ETF (EFA, 13.0%) and VG Morningstar TS MKT ETF-US (VTI, 7.1%). Compared with Q2 2025, it opened 3 new positions, added to 11 and reduced 22. The biggest buy was Schwab US Broad Market ETF (SCHB, shares +1%) and the biggest sale Vanguard Tax-Exempt Bond ETF (VTEB, shares −97%).
- Most Recent 13F
- Q2 2026
- Location
- CENTERBROOK, CT
- CIK
- 0001552999
- Portfolio Value
- $327.1M (Q3 2025)
- SEC Filing
- 0001398344-25-019618 ↗ filed Oct 23, 2025
Holdings Value
Holdings 52 stocks · $327.1M
| SCHB Schwab US Broad Market ETF | 47.85% | 6,088,359 | $156.5M | Add +0.7% |
| EFA iShares MSCI Eafe ETF | 13.01% | 455,707 | $42.5M | Reduce -7.3% |
| VTI VG Morningstar TS MKT ETF-US | 7.15% | 71,232 | $23.4M | Add +1.3% |
| VEA Vanguard Ftse Developed ETF | 5.60% | 305,785 | $18.3M | Add +2.6% |
| EEM iShares MSCI Emerging Market | 3.76% | 230,337 | $12.3M | Reduce -9.6% |
| QQQM Invesco Nasdaq 100 ETF | 2.56% | 33,885 | $8.4M | New |
| VWO Vanguard Ftse Emerging Marke | 1.93% | 116,288 | $6.3M | Add +0.5% |
| BND Vanguard Total Bond Market | 1.83% | 80,606 | $6.0M | Add +2.9% |
| MSFT Microsoft Corp. | 1.42% | 8,968 | $4.6M | Reduce -1.7% |
| BNDX Vanguard Total Intl Bond ETF | 1.16% | 76,918 | $3.8M | Add +3.8% |
| NVDA Nvidia Corp. | 1.13% | 19,755 | $3.7M | Reduce -3.3% |
| BSV Vanguard Short-Term Bond ETF | 1.08% | 44,708 | $3.5M | Add +2.8% |
| LLY Eli Lilly & Co. | 0.91% | 3,904 | $3.0M | Reduce -1.0% |
| GOOGL Alphabet Inc. Class A | 0.82% | 11,042 | $2.7M | Reduce -4.0% |
| IWR iShares Russell Mid-Cap ETF | 0.80% | 26,956 | $2.6M | No change |
| AAPL Apple Inc. | 0.77% | 9,837 | $2.5M | Add +1.2% |
| VT Vanguard Tot World STK ETF | 0.76% | 18,139 | $2.5M | Reduce -7.7% |
| JNJ Johnson & Johnson | 0.74% | 13,026 | $2.4M | Reduce -1.8% |
| GOOG Alphabet Inc. Class C | 0.56% | 7,566 | $1.8M | Reduce -4.5% |
| BIV Vanguard Intermediate-Term B | 0.52% | 21,788 | $1.7M | Add +2.5% |
| BLV Vanguard Long-Term Bond ETF | 0.49% | 22,619 | $1.6M | Add +3.9% |
| META Meta Platforms Inc. Class A | 0.43% | 1,918 | $1.4M | Reduce -2.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.41% | 2,693 | $1.4M | Reduce -0.6% |
| RSP Invesco S&P 500 Equal Weight | 0.32% | 5,523 | $1.0M | Reduce -84.5% |
| AMZN Amazon.com Inc. | 0.32% | 4,738 | $1.0M | Reduce -0.4% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.29% | 11,954 | $955K | Reduce -1.9% |
| VMBS Vanguard Mortgage-Backed Sec | 0.29% | 19,959 | $937K | Reduce -2.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.25% | 1,241 | $827K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.25% | 1,374 | $825K | Reduce -61.8% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.20% | 12,904 | $646K | Reduce -97.1% |
| UFOX Defiance Space and Connectiv | 0.20% | 10,345 | $638K | No change |
| ABBV Abbvie Inc. | 0.19% | 2,741 | $635K | No change |
| NOBL Proshares S&P 500 Dividend A | 0.19% | 5,897 | $608K | Add +11.5% |
| IYW iShares Ustechnology ETF | 0.16% | 2,612 | $512K | No change |
| IWD iShares Russell 1000 Value E | 0.14% | 2,322 | $473K | No change |
| TSLA Tesla Inc. | 0.12% | 911 | $405K | Reduce -3.6% |
| ITOT iShares Core S&P Total U.S. | 0.11% | 2,554 | $372K | Reduce -1.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.11% | 1,968 | $367K | No change |
| VXUS Vanguard Total Intl Stock | 0.11% | 4,778 | $351K | Reduce -16.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.11% | 1,186 | $348K | Reduce -3.3% |
| IVV iShares Core S&P 500 ETF | 0.10% | 468 | $313K | No change |
| T AT&T Inc. | 0.10% | 11,000 | $311K | No change |
| XLP SS Consumer Staples Sel Sect | 0.09% | 3,824 | $300K | No change |
| PG The Procter & Gamble Co. | 0.09% | 1,948 | $299K | No change |
| CSGP Costar Group Inc. | 0.09% | 3,343 | $282K | No change |
| CSCO Cisco Systems Inc. | 0.08% | 3,966 | $271K | No change |
| EMR Emerson Electric Co. | 0.08% | 1,931 | $253K | No change |
| GD General Dynamics Corp. | 0.07% | 700 | $239K | No change |
| XOM Exxon Mobil Corp. | 0.07% | 2,114 | $238K | No change |
| AVGO Broadcom Inc. | 0.07% | 688 | $227K | Reduce -21.4% |
| WMT Walmart Inc. | 0.06% | 2,042 | $210K | New |
| SCHM Schwab US Mid Cap ETF | 0.06% | 7,005 | $208K | New |
Portfolio Sells Q2 2025 → Q3 2025
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -97.1% | 0.20% | −6.43 |
| RSP Invesco S&P 500 Equal Weight | Reduce -84.5% | 0.32% | −1.66 |
| EFA iShares MSCI Eafe ETF | Reduce -7.3% | 13.01% | −0.41 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -61.8% | 0.25% | −0.35 |
| LLY Eli Lilly & Co. | Reduce -1.0% | 0.91% | −0.03 |
| VXUS Vanguard Total Intl Stock | Reduce -16.0% | 0.11% | −0.01 |
| META Meta Platforms Inc. Class A | Reduce -2.1% | 0.43% | −0.01 |
| VT Vanguard Tot World STK ETF | Reduce -7.7% | 0.76% | −0.01 |
| AVGO Broadcom Inc. | Reduce -21.4% | 0.07% | −0.00 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -1.9% | 0.29% | −0.00 |
| VMBS Vanguard Mortgage-Backed Sec | Reduce -2.2% | 0.29% | −0.00 |
| AMZN Amazon.com Inc. | Reduce -0.4% | 0.32% | −0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -3.3% | 0.11% | +0.00 |
| EEM iShares MSCI Emerging Market | Reduce -9.6% | 3.76% | +0.00 |
| ITOT iShares Core S&P Total U.S. | Reduce -1.2% | 0.11% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.6% | 0.41% | +0.01 |
| TSLA Tesla Inc. | Reduce -3.6% | 0.12% | +0.03 |
| MSFT Microsoft Corp. | Reduce -1.7% | 1.42% | +0.03 |
| JNJ Johnson & Johnson | Reduce -1.8% | 0.74% | +0.12 |
| GOOG Alphabet Inc. Class C | Reduce -4.5% | 0.56% | +0.13 |
| NVDA Nvidia Corp. | Reduce -3.3% | 1.13% | +0.14 |
| GOOGL Alphabet Inc. Class A | Reduce -4.0% | 0.82% | +0.20 |
Portfolio Buys Q2 2025 → Q3 2025
| SCHB Schwab US Broad Market ETF | Add +0.7% | 47.85% | +3.82 |
| QQQM Invesco Nasdaq 100 ETF | New | 2.56% | +2.56 |
| VTI VG Morningstar TS MKT ETF-US | Add +1.3% | 7.15% | +0.62 |
| VEA Vanguard Ftse Developed ETF | Add +2.6% | 5.60% | +0.41 |
| VWO Vanguard Ftse Emerging Marke | Add +0.5% | 1.93% | +0.18 |
| AAPL Apple Inc. | Add +1.2% | 0.77% | +0.16 |
| BND Vanguard Total Bond Market | Add +2.9% | 1.83% | +0.07 |
| WMT Walmart Inc. | New | 0.06% | +0.06 |
| SCHM Schwab US Mid Cap ETF | New | 0.06% | +0.06 |
| BNDX Vanguard Total Intl Bond ETF | Add +3.8% | 1.16% | +0.04 |
| BSV Vanguard Short-Term Bond ETF | Add +2.8% | 1.08% | +0.03 |
| BLV Vanguard Long-Term Bond ETF | Add +3.9% | 0.49% | +0.03 |
| NOBL Proshares S&P 500 Dividend A | Add +11.5% | 0.19% | +0.02 |
| BIV Vanguard Intermediate-Term B | Add +2.5% | 0.52% | +0.02 |
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 |