DOSSIER · 13F-HR · Q1 2026

HT Partners LLC

HT's asset manager based in Stamford, CT $330M in tracked AUM across 55 positions as of Q1 2026.

H
HT·Stamford, CT·Asset Manager
CIK 0001552999 · last filed Mar 31, 2026
Total AUM
$330M
0.7%
vs prior
Holdings
55
positions
Whale Score
65
65
tracked
Activity
no data
changes this Q
Top sector
Tech
13% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of SEC 13F Filing: HT Partners LLC

1. Portfolio Overview

HT Partners LLC has reported a dramatic expansion in its investment portfolio for the quarter ending December 31, 2025. The total portfolio value surged by 1,040.8%, rising from approximately $29.48 million in the previous quarter to $336.32 million. This exponential growth suggests a significant capital inflow or a major restructuring event, likely transitioning from a focused, high-conviction stra...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SCHB
SCHWAB STRATEGIC TR
$155M6.2M47.0%
02
EFA
ISHARES TR
$44M450K13.3%
03
VTI
VANGUARD INDEX FDS
$23M71K6.9%
04
VEA
VANGUARD TAX-MANAGED FDS
$21M327K6.3%
05
EEM
ISHARES TR
$13M225K3.9%
06
QQQM
INVESCO EXCH TRADED FD TR II
$8M34K2.4%
07
VWO
VANGUARD INTL EQUITY INDEX F
$7M124K2.0%
08
BND
VANGUARD BD INDEX FDS
$6M81K1.8%
09
BNDX
VANGUARD CHARLOTTE FDS
$4M79K1.2%
10
LLY
ELI LILLY & CO
$4M4K1.1%

Filing history

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