StockDriftsStockDriftsTop 50 HTG Investment Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 9.91% | 871.5K | $38.7M | -1.14%(-10.05K) | $26.95(+70.87%) | 2026-06-30 | |
| AVUS | AMERICAN CENTY ETF TR | 9.74% | 296.7K | $38.0M | +7.19%(+19.91K) | $86.89(+52.36%) | 2026-06-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 7.17% | 750.3K | $28.0M | +0.89%(+6.62K) | $24.55(+60.16%) | 2026-06-30 | |
| AVDE | AMERICAN CENTY ETF TR | 7.02% | 306.9K | $27.4M | +7.43%(+21.22K) | $61.69(+52.89%) | 2026-06-30 | |
| DFAX | DIMENSIONAL ETF TRUST | 5.63% | 595.8K | $21.9M | -5.34%(-33.60K) | $21.01(+81.56%) | 2026-06-30 | |
| HELO | J P MORGAN EXCHANGE TRADED F | 4.63% | 267.0K | $18.0M | +2.10%(+5.48K) | $61.43(+13.94%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 3.99% | 71.4K | $15.6M | -0.90%(-645) | $157.10(+44.82%) | 2026-06-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 3.86% | 190.7K | $15.1M | +78.83%(+84.07K) | $79.37(-0.93%) | 2026-06-30 | |
| CBRE | CBRE GROUP INC | 3.83% | 110.8K | $14.9M | +0.00%(+0) | $74.34(+105.63%) | 2026-06-30 | |
| VUSB | VANGUARD BD INDEX FDS | 3.45% | 270.6K | $13.5M | +39.69%(+76.89K) | $49.67(+0.11%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.93% | +51.82% | — | — | +65.15% |
| Top 20 Holdings Unweighted | +14.03% | +48.26% | — | — | +62.03% |
HTG Investment Advisors, Inc. reports $390.07M in US-listed equity holdings across 88 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (9.9%), AVUS (9.7%) and DFIC (7.2%). The top 20 holdings account for 82.98% of reported assets. Its disclosed equity book has returned +51.82% 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 HTG Investment Advisors, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1963875). View HTG Investment Advisors, Inc.’s 13F filings on SEC