HT Partners LLC
CIK: 0001552999SEC EDGAR →
Portfolio Value
$336.3B
Holdings
55
As of
Q4 2025
New Positions
55
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 6,082,785 | $159.6B | 47.44% |
| 2 | ISHARES TR | 455,426 | $43.7B | 13.00% |
| 3 | VANGUARD INDEX FDS | 71,131 | $23.8B | 7.09% |
| 4 | VANGUARD TAX-MANAGED FDS | 303,952 | $19.0B | 5.65% |
| 5 | ISHARES TR | 230,131 | $12.6B | 3.74% |
| 6 | INVESCO EXCH TRADED FD TR II | 33,859 | $8.6B | 2.55% |
| 7 | VANGUARD INTL EQUITY INDEX F | 115,920 | $6.2B | 1.85% |
| 8 | VANGUARD BD INDEX FDS | 81,034 | $6.0B | 1.78% |
| 9 | MICROSOFT CORP | 8,959 | $4.3B | 1.29% |
| 10 | ELI LILLY & CO | 3,942 | $4.2B | 1.26% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (55)
$159.6B · 6.1M shares
$43.7B · 455K shares
$23.8B · 71K shares
$19.0B · 304K shares
$12.6B · 230K shares
$8.6B · 34K shares
$6.2B · 116K shares
$6.0B · 81K shares
$4.3B · 9K shares
$4.2B · 4K shares
$3.7B · 78K shares
$3.7B · 20K shares
$3.5B · 45K shares
$3.4B · 11K shares
$2.7B · 10K shares
$2.7B · 13K shares
$2.6B · 27K shares
$2.6B · 18K shares
$2.4B · 8K shares
$1.7B · 22K shares
$1.6B · 23K shares
$1.4B · 3K shares
$1.3B · 2K shares
$1.1B · 5K shares
$1.1B · 6K shares
$959.0M · 12K shares
$926.0M · 20K shares
$846.0M · 1K shares
$845.0M · 1K shares
$660.0M · 10K shares
$648.0M · 13K shares
$626.0M · 3K shares
$613.0M · 6K shares
$521.0M · 3K shares
$488.0M · 2K shares
$409.0M · 5K shares
$404.0M · 899 shares
$375.0M · 2K shares
$365.0M · 2K shares
$344.0M · 1K shares
$320.0M · 468 shares
$305.0M · 4K shares
$297.0M · 4K shares
$284.0M · 2K shares
$279.0M · 2K shares
$273.0M · 11K shares
$256.0M · 2K shares
$235.0M · 700 shares
$233.0M · 674 shares
$227.0M · 2K shares
$227.0M · 992 shares
$224.0M · 686 shares
$222.0M · 9K shares
$219.0M · 554 shares
$210.0M · 7K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 29 | $304.0B | 90.4% |
| Technology | 5 | $11.2B | 3.3% |
| Healthcare | 5 | $8.0B | 2.4% |
| Communication Services | 4 | $7.4B | 2.2% |
| Unknown | 5 | $2.9B | 0.9% |
| Consumer Cyclical | 2 | $1.5B | 0.4% |
| Consumer Defensive | 2 | $506.0M | 0.2% |
| Industrials | 2 | $491.0M | 0.1% |
| Energy | 1 | $284.0M | 0.1% |