HT Partners LLC

Est. AUM

$330.2M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SCHWAB STRATEGIC TR	US BRD MKT ETF	$155.2M	6181453	46.99%	SOLE
2	ISHARES TR	MSCI EAFE ETF	$43.8M	450488	13.25%	SOLE
3	VANGUARD INDEX FDS	TOTAL STK MKT	$22.9M	71294	6.93%	SOLE
4	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$21.0M	326965	6.34%	SOLE
5	ISHARES TR	MSCI EMG MKT ETF	$12.8M	225197	3.87%	SOLE
6	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$8.0M	33502	2.41%	SOLE
7	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$6.7M	123842	2.03%	SOLE
8	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$6.0M	81092	1.81%	SOLE
9	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$3.8M	79061	1.15%	SOLE
10	ELI LILLY & CO	COM	$3.6M	3917	1.09%	SOLE
11	VANGUARD BD INDEX FDS	SHORT TRM BOND	$3.6M	45510	1.08%	SOLE
12	MICROSOFT CORP	COM	$3.3M	8960	1.00%	SOLE
13	NVIDIA CORPORATION	COM	$3.2M	18451	0.97%	SOLE
14	ALPHABET INC	CAP STK CL A	$3.2M	10999	0.96%	SOLE
15	JOHNSON & JOHNSON	COM	$3.1M	12860	0.95%	SOLE
16	ISHARES TR	RUS MID CAP ETF	$2.6M	26956	0.79%	SOLE
17	APPLE INC	COM	$2.5M	9769	0.75%	SOLE
18	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$2.5M	17899	0.75%	SOLE
19	ALPHABET INC	CAP STK CL C	$2.2M	7566	0.66%	SOLE
20	VANGUARD BD INDEX FDS	INTERMED TERM	$1.7M	22247	0.52%	SOLE
21	VANGUARD BD INDEX FDS	LONG TERM BOND	$1.6M	23100	0.48%	SOLE
22	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.3M	2727	0.40%	SOLE
23	META PLATFORMS INC	CL A	$1.1M	1968	0.34%	SOLE
24	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$1.1M	5532	0.32%	SOLE
25	AMAZON COM INC	COM	$984K	4726	0.30%	SOLE
26	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$962K	12134	0.29%	SOLE
27	VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$936K	19927	0.28%	SOLE
28	STATE STR SPDR S&P 500 ETF T	TR UNIT	$807K	1241	0.24%	SOLE
29	INVESCO QQQ TR	UNIT SER 1	$795K	1377	0.24%	SOLE
30	ETF SER SOLUTIONS	DEFIANCE CONNECT	$705K	10345	0.21%	SOLE
31	VANGUARD MUN BD FDS	TAX EXEMPT BD	$644K	12904	0.20%	SOLE
32	PROSHARES TR	S&P 500 DV ARIST	$636K	5995	0.19%	SOLE
33	ABBVIE INC	COM	$596K	2741	0.18%	SOLE
34	ISHARES TR	RUS 1000 VAL ETF	$496K	2322	0.15%	SOLE
35	ISHARES TR	U.S. TECH ETF	$474K	2612	0.14%	SOLE
36	VANGUARD STAR FDS	VG TL INTL STK F	$419K	5430	0.13%	SOLE
37	VANGUARD INDEX FDS	VALUE ETF	$386K	1968	0.12%	SOLE
38	EXXON MOBIL CORP	COM	$360K	2123	0.11%	SOLE
39	ISHARES TR	CORE S&P TTL STK	$349K	2450	0.11%	SOLE
40	VANGUARD INDEX FDS	MID CAP ETF	$341K	1186	0.10%	SOLE
41	TESLA INC	COM	$330K	888	0.10%	SOLE
42	SELECT SECTOR SPDR TR	STATE STREET CON	$313K	3824	0.09%	SOLE
43	CISCO SYS INC	COM	$308K	3966	0.09%	SOLE
44	ISHARES TR	CORE S&P500 ETF	$306K	468	0.09%	SOLE
45	PROCTER & GAMBLE CO	COM	$281K	1948	0.09%	SOLE
46	EMERSON ELEC CO	COM	$253K	1931	0.08%	SOLE
47	COSTCO WHOLESALE CORPORATION	COM	$251K	252	0.08%	SOLE
48	AMGEN INC	COM	$241K	686	0.07%	SOLE
49	GENERAL DYNAMICS CORP	COM	$240K	700	0.07%	SOLE
50	SPDR GOLD TR	GOLD SHS	$238K	554	0.07%	SOLE

1–50 of 55

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.