HTG Investment Advisors, Inc.
CIK: 0001963875SEC EDGAR →
Portfolio Value
$325.5B
Holdings
76
As of
Q4 2025
New Positions
8
Closed Positions
3
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 852,380 | $33.7B | 10.37% |
| 2 | AMERICAN CENTY ETF TR | 241,223 | $27.0B | 8.28% |
| 3 | DIMENSIONAL ETF TRUST | 728,285 | $25.1B | 7.71% |
| 4 | AMERICAN CENTY ETF TR | 282,417 | $23.2B | 7.14% |
| 5 | DIMENSIONAL ETF TRUST | 627,975 | $20.6B | 6.32% |
| 6 | VANGUARD BD INDEX FDS | 227,396 | $17.9B | 5.51% |
| 7 | CBRE GROUP INC | 111,314 | $17.9B | 5.50% |
| 8 | J P MORGAN EXCHANGE TRADED F | 257,952 | $17.1B | 5.26% |
| 9 | VANGUARD INDEX FDS | 70,959 | $13.6B | 4.16% |
| 10 | ISHARES TR | 120,054 | $12.0B | 3.68% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 47 | $288.8B | 88.7% |
| Real Estate | 1 | $17.9B | 5.5% |
| Technology | 8 | $5.9B | 1.8% |
| Industrials | 4 | $4.4B | 1.4% |
| Communication Services | 3 | $1.8B | 0.5% |
| Energy | 2 | $1.6B | 0.5% |
| Consumer Defensive | 2 | $1.5B | 0.5% |
| Unknown | 2 | $785.0M | 0.2% |
| Consumer Cyclical | 1 | $771.0M | 0.2% |
| Healthcare | 3 | $754.0M | 0.2% |
| Utilities | 1 | $624.0M | 0.2% |
| Basic Materials | 2 | $548.0M | 0.2% |