StockDriftsStockDriftsTop 50 HT Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHB | SCHWAB STRATEGIC TR | 48.66% | 6.07M | $175.7M | -1.84%(-113.56K) | $10.21(+193.86%) | 2026-06-30 | |
| EFA | ISHARES TR | 12.5% | 434.5K | $45.1M | -3.56%(-16.03K) | $61.70(+76.12%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 6.38% | 62.3K | $23.0M | -12.69%(-9.04K) | $228.89(+67.49%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 6.32% | 320.4K | $22.8M | -2.01%(-6.58K) | $45.91(+61.19%) | 2026-06-30 | |
| EEM | ISHARES TR | 3.5% | 184.6K | $12.6M | -18.01%(-40.56K) | $39.44(+71.67%) | 2026-06-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 2.47% | 29.5K | $8.9M | -12.05%(-4.04K) | $237.11(+27.13%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 2.04% | 123.5K | $7.4M | -0.31%(-385) | $44.43(+35.91%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 1.65% | 81.4K | $6.0M | +0.36%(+294) | $74.40(-2.88%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 1.29% | 3.9K | $4.7M | -1.00%(-39) | $78.87(+1395.44%) | 2026-06-30 | |
| BNDX | VANGUARD CHARLOTTE FDS | 1.14% | 85.1K | $4.1M | +7.70%(+6.09K) | $48.67(-2.02%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.10% | +56.49% | +7.66% | +44.61% |
| Top 20 Holdings Unweighted | +16.58% | +58.43% | +8.06% | +47.37% |
HT Partners LLC reports $361.15M in US-listed equity holdings across 53 positions in its most recent 13F filing. Its largest disclosed positions are SCHB (48.7%), EFA (12.5%) and VTI (6.4%). The top 20 holdings account for 94.49% of reported assets. Its disclosed equity book has returned +56.49% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from HT Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1552999). View HT Partners LLC’s 13F filings on SEC