What does HTG Investment Advisors, Inc. hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

HTG Investment Advisors, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

DIMENSIONAL ETF TRUST

$34M882K9.7%

AMERICAN CENTY ETF TR

$31M277K8.8%

DIMENSIONAL ETF TRUST

$26M744K7.5%

AMERICAN CENTY ETF TR

$24M286K6.9%

DIMENSIONAL ETF TRUST

$21M629K6.1%

J P MORGAN EXCHANGE TRADED F

$17M262K4.8%

VANGUARD BD INDEX FDS

$17M211K4.7%

CBRE GROUP INC

$15M111K4.3%

VANGUARD INDEX FDS

$14M72K4.0%

ISHARES TR

$13M130K3.7%

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