13F Insight
DOSSIER · 13F-HR · Q1 2026

HTG Investment Advisors, Inc.

$352M in tracked AUM across 85 positions as of Q1 2026.

HI
CIK 0001963875 · last filed Mar 31, 2026
Total AUM
$352M
as of Q1 2026
Holdings
85
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
AI Analysis · 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.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DFAC
DIMENSIONAL ETF TRUST
$34M882K9.7%02
AVUS
AMERICAN CENTY ETF TR
$31M277K8.8%03
DFIC
DIMENSIONAL ETF TRUST
$26M744K7.5%04
AVDE
AMERICAN CENTY ETF TR
$24M286K6.9%05
DFAX
DIMENSIONAL ETF TRUST
$21M629K6.1%06
HELO
J P MORGAN EXCHANGE TRADED F
$17M262K4.8%07
BSV
VANGUARD BD INDEX FDS
$17M211K4.7%08
CBRE
CBRE GROUP INC
$15M111K4.3%09
VTV
VANGUARD INDEX FDS
$14M72K4.0%10
AGG
ISHARES TR
$13M130K3.7%

Filing history

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 positionsLocked2023Q2Jun 30
$121M▲ 10.4%
51 positionsLocked
Showing 12 of 14