HT Partners LLC
CIK: 1552999SEC EDGAR →
Portfolio Value
$263.6B
Holdings
55
As of
Q1 2026
New Positions
55
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 6,181,453 | $155.2B | 58.86% |
| 2 | ISHARES TR | 450,488 | $43.8B | 16.60% |
| 3 | VANGUARD TAX-MANAGED FDS | 326,965 | $21.0B | 7.95% |
| 4 | ISHARES TR | 225,197 | $12.8B | 4.85% |
| 5 | VANGUARD INTL EQUITY INDEX F | 123,842 | $6.7B | 2.54% |
| 6 | VANGUARD BD INDEX FDS | 81,092 | $6.0B | 2.27% |
| 7 | VANGUARD CHARLOTTE FDS | 79,061 | $3.8B | 1.44% |
| 8 | VANGUARD BD INDEX FDS | 45,510 | $3.6B | 1.35% |
| 9 | ISHARES TR | 26,956 | $2.6B | 0.99% |
| 10 | VANGUARD BD INDEX FDS | 22,247 | $1.7B | 0.65% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 30 | $262.7B | 99.7% |
| Unknown | 5 | $545.1M | 0.2% |
| Technology | 5 | $316.9M | 0.1% |
| Healthcare | 4 | $7.6M | 0.0% |
| Communication Services | 3 | $6.5M | 0.0% |
| Consumer Cyclical | 2 | $1.3M | 0.0% |
| Consumer Defensive | 3 | $737K | 0.0% |
| Industrials | 2 | $493K | 0.0% |
| Energy | 1 | $360K | 0.0% |