HT Partners LLC

CIK 0001552999 · CENTERBROOK, CT · Quarter end: 2026-06-30 · Filed on: 2026-07-16 · Open the SEC source

HT Partners LLC reported 53 positions worth $361.1M as of June 30, 2026 (13F filed July 16, 2026). Largest holding: SCHB (48.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$361.1M
2026 Q2
Positions
53
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
85.9%
Est. Net Flow (Q)
2026 Q2
10 / 53 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SCHBSCHWAB STRATEGIC TRSH$175.7M48.66%6,067,895
2EFAISHARES TRSH$45.1M12.50%434,456
3VTIVANGUARD INDEX FDSSH$23.0M6.38%62,250
4VEAVANGUARD TAX-MANAGED FDSSH$22.8M6.32%320,380
5EEMISHARES TRSH$12.6M3.50%184,637
6QQQMINVESCO EXCH TRADED FD TR IISH$8.9M2.47%29,465
7VWOVANGUARD INTL EQUITY INDEX FSH$7.4M2.04%123,457
8BNDVANGUARD BD INDEX FDSSH$6.0M1.65%81,386
9LLYELI LILLY & COSH$4.7M1.29%3,878
10BNDXVANGUARD CHARLOTTE FDSSH$4.1M1.14%85,149

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does HT Partners LLC hold as of Q2 2026?

HT Partners LLC reported 53 positions worth $361.1M in its Q2 2026 13F filing. Largest positions: SCHB (48.7%), EFA (12.5%), VTI (6.4%), VEA (6.3%) and EEM (3.5%).

What did HT Partners LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did HT Partners LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.