HT Partners LLC
CIK: 1552999SEC EDGAR →
Portfolio Value
$242.9B
Holdings
56
As of
Q3 2026
New Positions
55
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 6,053,912 | $177.4B | 73.07% |
| 2 | VANGUARD TAX-MANAGED FDS | 320,237 | $22.6B | 9.31% |
| 3 | ISHARES TR | 184,637 | $12.3B | 5.08% |
| 4 | VANGUARD INTL EQUITY INDEX F | 123,408 | $7.3B | 3.01% |
| 5 | VANGUARD BD INDEX FDS | 81,507 | $5.7B | 2.35% |
| 6 | VANGUARD CHARLOTTE FDS | 85,906 | $4.0B | 1.66% |
| 7 | VANGUARD BD INDEX FDS | 49,468 | $3.8B | 1.56% |
| 8 | VANGUARD BD INDEX FDS | 24,521 | $1.8B | 0.74% |
| 9 | VANGUARD BD INDEX FDS | 25,564 | $1.6B | 0.66% |
| 10 | VANGUARD SCOTTSDALE FDS | 12,925 | $998.5M | 0.41% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 30 | $242.1B | 99.7% |
| Unknown | 6 | $515.3M | 0.2% |
| Technology | 6 | $227.4M | 0.1% |
| Healthcare | 5 | $9.0M | 0.0% |
| Communication Services | 3 | $7.7M | 0.0% |
| Consumer Cyclical | 2 | $1.5M | 0.0% |
| Industrials | 2 | $532K | 0.0% |
| Consumer Defensive | 2 | $513K | 0.0% |