13F Insight
DOSSIER · 13F-HR · Q2 2026

HTG Investment Advisors, Inc.

$390M in tracked AUM across 88 positions as of Q2 2026.

HI
CIK 0001963875 · last filed Jun 30, 2026
Total AUM
$390M
as of Q2 2026
Holdings
88
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

HTG Investment Advisors, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DFAC
DIMENSIONAL ETF TRUST
$39M871K9.9%02
AVUS
AMERICAN CENTY ETF TR
$38M297K9.7%03
DFIC
DIMENSIONAL ETF TRUST
$28M750K7.2%04
AVDE
AMERICAN CENTY ETF TR
$27M307K7.0%05
DFAX
DIMENSIONAL ETF TRUST
$22M596K5.6%06
HELO
J P MORGAN EXCHANGE TRADED F
$18M267K4.6%07
VTV
VANGUARD INDEX FDS
$16M71K4.0%08
VCSH
VANGUARD SCOTTSDALE FDS
$15M191K3.9%09
CBRE
CBRE GROUP INC
$15M111K3.8%10
VUSB
VANGUARD BD INDEX FDS
$13M271K3.5%

Filing history

2026Q2Jun 30
$390M▲ 11.0%
88 positionsView →2026Q1Mar 31
$352M▲ 8.0%
85 positionsView →2025Q4Dec 31
$325M▲ 9.5%
76 positionsView →2025Q3Sep 30
$297M▲ 10.5%
75 positionsView →2025Q2Jun 30
$269M▲ 12.2%
70 positionsLocked2025Q1Mar 31
$240M▲ 9.6%
68 positionsLocked2024Q4Dec 31
$219M▲ 3.2%
65 positionsLocked2024Q3Sep 30
$212M▲ 14.3%
67 positionsLocked2024Q2Jun 30
$185M▲ 7.6%
59 positionsLocked2024Q1Mar 31
$172M▲ 12.6%
61 positionsLocked2023Q4Dec 31
$153M▲ 22.7%
61 positionsLocked2023Q3Sep 30
$125M▲ 3.1%
52 positionsLocked
Showing 12 of 15