HTG Investment Advisors, Inc.

Est. AUM

$351.5M

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	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$34.3M	881511	9.74%	SOLE
2	AMERICAN CENTY ETF TR	US EQT ETF	$30.8M	276823	8.76%	SOLE
3	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$26.4M	743701	7.52%	SOLE
4	AMERICAN CENTY ETF TR	INTL EQT ETF	$24.2M	285656	6.89%	SOLE
5	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$21.4M	629397	6.08%	SOLE
6	J P MORGAN EXCHANGE TRADED F	HEDGED EQUITY LA	$16.7M	261547	4.75%	SOLE
7	VANGUARD BD INDEX FDS	SHORT TRM BOND	$16.6M	211339	4.71%	SOLE
8	CBRE GROUP INC	CL A	$15.0M	110795	4.27%	SOLE
9	VANGUARD INDEX FDS	VALUE ETF	$14.1M	72016	4.02%	SOLE
10	ISHARES TR	CORE US AGGBD ET	$12.9M	129859	3.67%	SOLE
11	J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$11.8M	236875	3.37%	SOLE
12	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$10.4M	300436	2.95%	SOLE
13	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$10.3M	227572	2.92%	SOLE
14	VANGUARD BD INDEX FDS	VANGUARD ULTRA	$9.6M	193730	2.74%	SOLE
15	VANGUARD INDEX FDS	GROWTH ETF	$8.5M	19396	2.41%	SOLE
16	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$8.5M	106655	2.41%	SOLE
17	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$6.2M	76793	1.76%	SOLE
18	APPLE INC	COM	$5.8M	22884	1.65%	SOLE
19	J P MORGAN EXCHANGE TRADED F	INCOME ETF	$4.6M	100488	1.32%	SOLE
20	AMERICAN CENTY ETF TR	REAL ESTATE ETF	$4.4M	99734	1.25%	SOLE
21	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$4.1M	57907	1.17%	SOLE
22	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$3.6M	51092	1.03%	SOLE
23	VANGUARD INDEX FDS	TOTAL STK MKT	$3.2M	9912	0.90%	SOLE
24	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$3.1M	42492	0.89%	SOLE
25	ISHARES TR	CORE S&P500 ETF	$2.9M	4383	0.81%	SOLE
26	VANGUARD MALVERN FDS	STRM INFPROIDX	$2.6M	52306	0.74%	SOLE
27	VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.3M	3861	0.66%	SOLE
28	ISHARES TR	CORE S&P MCP ETF	$2.2M	33045	0.63%	SOLE
29	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$2.2M	16009	0.63%	SOLE
30	CRA INTL INC	COM	$2.2M	13609	0.63%	SOLE
31	ISHARES TR	S&P 500 VAL ETF	$1.6M	7705	0.46%	SOLE
32	ISHARES TR	RUS 1000 GRW ETF	$1.6M	3746	0.45%	SOLE
33	EXXON MOBIL CORP	COM	$1.2M	6930	0.33%	SOLE
34	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.2M	1777	0.33%	SOLE
35	ALPHABET INC	CAP STK CL C	$1.1M	3952	0.32%	SOLE
36	GE AEROSPACE	COM NEW	$1.1M	3786	0.31%	SOLE
37	APPLE INCPUT	PUT	$1.1M	4200	0.30%	SOLE
38	CHEVRON CORPORATION	COM	$1.0M	4831	0.28%	SOLE
39	NVIDIA CORPORATION	COM	$967K	5547	0.28%	SOLE
40	ISHARES TR	RUS 1000 ETF	$961K	2696	0.27%	SOLE
41	PROCTER & GAMBLE CO	COM	$913K	6321	0.26%	SOLE
42	SELECT SECTOR SPDR TR	STATE STREET TEC	$888K	6678	0.25%	SOLE
43	GE VERNOVA INC	COM	$847K	970	0.24%	SOLE
44	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$765K	11932	0.22%	SOLE
45	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$746K	13806	0.21%	SOLE
46	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$733K	9766	0.21%	SOLE
47	COLGATE PALMOLIVE CO	COM	$718K	8428	0.20%	SOLE
48	AMERICAN CENTY ETF TR	AVANTIS US MID C	$709K	9821	0.20%	SOLE
49	AMAZON COM INC	COM	$662K	3180	0.19%	SOLE
50	VANGUARD STAR FDS	VG TL INTL STK F	$639K	8293	0.18%	SOLE

1–50 of 85

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