account_balance

Investment manager · 13F filer · SEC CIK 1552999

HT Partners LLC

Reported value$364Mas of Sep 30, 2026
Positions56 3 new, 0 sold out
Top 10 weight85.6%SCHB alone is 49%
FiledOct 2020 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SCHB Schwab Strategic Tr 48.7% Held
EFA iShares Tr 12.4% Held
VTI Vanguard Index FDS 6.4% Held
VEA Vanguard Tax-Managed FDS 6.2% Held
EEM iShares Tr 3.4% Held
QQQM Invesco Exch Traded Fd Tr II 2.5% Held
VWO Vanguard Intl Equity Index F 2.0% Held
BND Vanguard Bd Index FDS 1.6% Held
MSFT Microsoft Corp 1.3% HeldLLY ELI Lilly & Co 1.2% HeldNVDA NVIDIA Corp 1.1% Held
BNDX Vanguard Charlotte FDS 1.1% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 20, 2026, compared with the Jul 16, 2026 filing
add_circleNew
arrow_upwardAdded

None

arrow_downwardTrimmed
remove_circleSold out

None

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist