Ht Partners LLC Top Holdings and 13F Report (2025) About Ht Partners LLCInvestment ActivityHt Partners LLC has $327.31 million in total holdings as of June 30, 2025.Ht Partners LLC owns shares of 49 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 7.55% of the portfolio was purchased this quarter.About 5.06% of the portfolio was sold this quarter.This quarter, Ht Partners LLC has purchased 50 new stocks and bought additional shares in 4 stocks.Ht Partners LLC sold shares of 23 stocks and completely divested from 3 stocks this quarter.Largest Holdings Schwab US Broad Market ETF $144,103,806iShares MSCI EAFE ETF $43,928,570Vanguard Tax-Exempt Bond ETF $21,695,628Vanguard Total Stock Market ETF $21,371,446Vanguard FTSE Developed Markets ETF $16,991,602 Largest New Holdings this Quarter 11135F101 - Broadcom $241,194 Holding369550108 - General Dynamics $204,162 Holding Largest Purchases this Quarter Vanguard Tax-Exempt Bond ETF 201,418 shares (about $9.88M)Vanguard Total Stock Market ETF 27,706 shares (about $8.42M)Invesco S&P 500 Equal Weight ETF 32,798 shares (about $5.96M)Broadcom 875 shares (about $241.19K)General Dynamics 700 shares (about $204.16K) Largest Sales this Quarter Schwab US Broad Market ETF 316,002 shares (about $7.53M)Invesco QQQ 11,687 shares (about $6.45M)Vanguard Total World Stock ETF 4,757 shares (about $611.37K)Vanguard Total Bond Market ETF 8,277 shares (about $609.44K)iShares MSCI EAFE ETF 1,834 shares (about $163.94K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHt Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHBSchwab US Broad Market ETF$144,103,806$7,530,328 ▼-5.0%6,047,15944.0%ETFEFAiShares MSCI EAFE ETF$43,928,570$163,941 ▼-0.4%491,42613.4%FinanceVTEBVanguard Tax-Exempt Bond ETF$21,695,628$9,875,525 ▲83.5%442,4976.6%ETFVTIVanguard Total Stock Market ETF$21,371,446$8,420,685 ▲65.0%70,3176.5%ETFVEAVanguard FTSE Developed Markets ETF$16,991,602$10,889 ▲0.1%298,0465.2%ETFEEMiShares MSCI Emerging Markets ETF$12,295,122$28,848 ▼-0.2%254,8743.8%FinanceRSPInvesco S&P 500 Equal Weight ETF$6,491,935$5,960,709 ▲1,122.1%35,7212.0%ETFBNDVanguard Total Bond Market ETF$5,765,450$609,436 ▼-9.6%78,3031.8%ETFVWOVanguard FTSE Emerging Markets ETF$5,721,088$117,863 ▼-2.0%115,6711.7%ETFMSFTMicrosoft$4,539,620$4,476 ▼-0.1%9,1271.4%Computer and TechnologyBNDXVanguard Total International Bond ETF$3,667,701$86,246 ▼-2.3%74,0801.1%ETFBSVVanguard Short-Term Bond ETF$3,423,293$32,031 ▼-0.9%43,4981.0%ETFNVDANVIDIA$3,228,320$8,689 ▼-0.3%20,4341.0%Computer and TechnologyLLYEli Lilly and Company$3,072,9070.0%3,9420.9%MedicalVTVanguard Total World Stock ETF$2,526,446$611,370 ▼-19.5%19,6580.8%ETFIWRiShares Russell Mid-Cap ETF$2,479,1430.0%26,9560.8%ETFGOOGLAlphabet$2,027,509$25,906 ▼-1.3%11,5050.6%Computer and TechnologyJNJJohnson & Johnson$2,026,993$38,188 ▼-1.8%13,2700.6%MedicalAAPLApple$1,994,868$41,034 ▼-2.0%9,7230.6%Computer and TechnologyQQQInvesco QQQ$1,982,043$6,447,018 ▼-76.5%3,5930.6%FinanceBIVVanguard Intermediate-Term Bond ETF$1,644,326$5,878 ▼-0.4%21,2610.5%ETFBLVVanguard Long-Term Bond ETF$1,514,442$17,941 ▼-1.2%21,7780.5%ETFMETAMeta Platforms$1,446,361$2,952 ▼-0.2%1,9600.4%Computer and TechnologyGOOGAlphabet$1,405,638$26,608 ▼-1.9%7,9240.4%Computer and TechnologyBRK.BBerkshire Hathaway$1,316,437$12,144 ▼-0.9%2,7100.4%FinanceAMZNAmazon.com$1,043,1990.0%4,7550.3%Retail/WholesaleVCSHVanguard Short-Term Corporate Bond ETF$968,310$4,452 ▼-0.5%12,1800.3%ETFVMBSVanguard Mortgage-Backed Securities ETF$945,799$1,668 ▼-0.2%20,4100.3%ETFSPYSPDR S&P 500 ETF Trust$766,7520.0%1,2410.2%FinanceFIVGDefiance Next Gen Connectivity ETF$545,8020.0%10,3450.2%ETFNOBLProShares S&P 500 Aristocrats ETF$532,703$73,511 ▼-12.1%5,2900.2%ETFABBVAbbVie$508,7840.0%2,7410.2%MedicalIYWiShares U.S. Technology ETF$452,5810.0%2,6120.1%ManufacturingIWDiShares Russell 1000 Value ETF$451,0020.0%2,3220.1%ETFVXUSVanguard Total International Stock ETF$393,122$49,883 ▼-11.3%5,6900.1%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$349,2130.0%2,5860.1%ETFVTVVanguard Value ETF$347,8240.0%1,9680.1%ETFVOVanguard Mid-Cap ETF$343,0720.0%1,2260.1%ETFTAT&T$318,3400.0%11,0000.1%Computer and TechnologyPGProcter & Gamble$310,3550.0%1,9480.1%Consumer StaplesXLPConsumer Staples Select Sector SPDR Fund$309,6290.0%3,8240.1%ETFTSLATesla$300,1890.0%9450.1%Auto/Tires/TrucksIVViShares Core S&P 500 ETF$290,5810.0%4680.1%ETFCSCOCisco Systems$275,1610.0%3,9660.1%Computer and TechnologyCSGPCoStar Group$268,7770.0%3,3430.1%Computer and TechnologyEMREmerson Electric$257,4600.0%1,9310.1%IndustrialsAVGOBroadcom$241,194$241,194 ▲New Holding8750.1%Computer and TechnologyXOMExxon Mobil$227,8890.0%2,1140.1%EnergyGDGeneral Dynamics$204,162$204,162 ▲New Holding7000.1%AerospaceAMGNAmgen$0$213,723 ▼-100.0%00.0%MedicalPEPPepsiCo$0$207,817 ▼-100.0%00.0%Consumer StaplesDHRDanaher$0$203,360 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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