Investor
HT Partners LLC
CIK 0001552999 · filed 2026-04-10 · SEC filing
13F book
$330.2M
Positions
55
2 new · 2 sold
Largest name
47.0%
Schwab Strategic Tr
Est. mark
−$9.45M
Price effect on 53 names still held. Flow $3.35M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr | — | 6.18M | $155.2M | 47.0% | −$6.87M | Added−$4.4M |
| Ishares Tr | — | 450.5K | $43.8M | 13.3% | $495.5K | Cut$21.3K |
| Vanguard Index Fds | — | 71.3K | $22.9M | 6.9% | −$1.03M | Added−$976.3K |
| Vanguard Tax-Managed Fds | — | 327K | $21M | 6.3% | $489.3K | Added$1.96M |
| Ishares Tr | — | 225.2K | $12.8M | 3.9% | $468.4K | Cut$198.5K |
| Invesco Exch Traded Fd Tr Ii | — | 33.5K | $7.96M | 2.4% | −$512.6K | Cut−$602.9K |
| Vanguard Intl Equity Index F | — | 123.8K | $6.69M | 2.0% | $33.6K | Added$461.8K |
| Vanguard Bd Index Fds | — | 81.1K | $5.97M | 1.8% | −$34.8K | Added−$30.6K |
| Vanguard Charlotte Fds | — | 79.1K | $3.8M | 1.1% | −$20.9K | Added$51.6K |
| Eli Lilly & Co | LLY | 3.92K | $3.6M | 1.1% | −$606.8K | Cut−$633.6K |
| Vanguard Bd Index Fds | — | 45.5K | $3.57M | 1.1% | −$18K | Added$31.8K |
| Microsoft Corp | MSFT | 8.96K | $3.32M | 1.0% | −$1.02M | Added−$1.02M |
| Nvidia Corp | NVDA | 18.5K | $3.22M | 1.0% | −$223.3K | Cut−$456.4K |
| Alphabet Inc | — | 11K | $3.16M | 1.0% | −$279.6K | Cut−$283.7K |
| Johnson & Johnson | JNJ | 12.9K | $3.14M | 1.0% | $482.1K | Cut$447.8K |
| Ishares Tr | — | 27K | $2.62M | 0.8% | $25.9K | Held |
| Apple Inc. | AAPL | 9.77K | $2.48M | 0.8% | −$176.5K | Cut−$217.3K |
| Vanguard Intl Equity Index F | — | 17.9K | $2.48M | 0.8% | −$49K | Cut−$78.8K |
| Alphabet Inc | — | 7.57K | $2.17M | 0.7% | −$203.8K | Held |
| Vanguard Bd Index Fds | — | 22.2K | $1.72M | 0.5% | −$15.4K | Added$6K |
| Vanguard Bd Index Fds | — | 23.1K | $1.59M | 0.5% | −$16.8K | Added$5.99K |
| Berkshire Hathaway Inc Del | — | 2.73K | $1.31M | 0.4% | −$63.2K | Added−$46.9K |
| Meta Platforms, Inc. | META | 1.97K | $1.13M | 0.3% | −$168.8K | Added−$140.2K |
| Invesco Exchange Traded Fd T | — | 5.53K | $1.06M | 0.3% | $1.99K | Added$3.71K |
| Amazon Com Inc | AMZN | 4.73K | $984.3K | 0.3% | −$106.6K | Cut−$109.3K |
| Vanguard Scottsdale Fds | — | 12.1K | $961.9K | 0.3% | −$5.54K | Added$2.07K |
| Vanguard Scottsdale Fds | — | 19.9K | $935.6K | 0.3% | −$2.56K | Added$9.41K |
| Spdr S&P 500 Etf Tr | — | 1.24K | $807.1K | 0.2% | −$39.2K | Held |
| Invesco Qqq Tr | — | 1.38K | $794.8K | 0.2% | −$51.1K | Held |
| Etf Ser Solutions | — | 10.3K | $705.3K | 0.2% | $44.9K | Held |
| Vanguard Mun Bd Fds | — | 12.9K | $643.8K | 0.2% | −$5.16K | Held |
| Proshares Tr | — | 6K | $635.5K | 0.2% | $11.4K | Added$21.8K |
| AbbVie Inc. | ABBV | 2.74K | $596.1K | 0.2% | −$30.2K | Held |
| Ishares Tr | — | 2.32K | $496.1K | 0.1% | $7.73K | Held |
| Ishares Tr | — | 2.61K | $473.9K | 0.1% | −$47.7K | Held |
| Vanguard Star Fds | — | 5.43K | $418.7K | 0.1% | $9.07K | Held |
| Vanguard Index Fds | — | 1.97K | $386.1K | 0.1% | $10.3K | Held |
| Exxon Mobil Corp | — | 2.12K | $360.2K | 0.1% | $104.7K | Cut$75.7K |
| Ishares Tr | — | 2.45K | $349K | 0.1% | −$15.3K | Cut−$16.5K |
| Vanguard Index Fds | — | 1.19K | $340.6K | 0.1% | −$3.61K | Held |
| Tesla, Inc. | TSLA | 888 | $330.1K | 0.1% | −$69.2K | Cut−$74.2K |
| Select Sector Spdr Tr | — | 3.82K | $313.5K | 0.1% | $16.4K | Held |
| Cisco Sys Inc | — | 3.97K | $307.7K | 0.1% | $2.22K | Held |
| Ishares Tr | — | 468 | $305.7K | 0.1% | −$14.8K | Held |
| Procter And Gamble Co | PG | 1.95K | $281.4K | 0.1% | $2.2K | Held |
| Emerson Elec Co | — | 1.93K | $253K | 0.1% | −$3.28K | Held |
| Costco Whsl Corp New | — | 252 | $251.3K | 0.1% | — | New |
| Amgen Inc | AMGN | 686 | $241.4K | 0.1% | $16.8K | Held |
| General Dynamics Corp | GD | 700 | $240.3K | 0.1% | $4.59K | Held |
| Spdr Gold Tr | — | 554 | $238.4K | 0.1% | $18.8K | Held |
| Sprott Asset Management Lp | — | 9.4K | $229.3K | 0.1% | $6.96K | Held |
| Schwab Strategic Tr | — | 6.99K | $216.5K | 0.1% | $6.22K | Cut$5.86K |
| Broadcom Inc. | AVGO | 668 | $206.8K | 0.1% | −$24.4K | Cut−$26.5K |
| Walmart Inc. | WMT | 1.64K | $204.1K | 0.1% | $21.1K | Cut−$23.4K |
| Dbx Etf Tr | — | 4.17K | $203K | 0.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.