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HT Partners LLC

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13F filer, CIK 1552999, CENTERBROOK, CT

HT Partners LLC reported $327,312,594 across 49 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-21. Its ten largest share positions make up 86.43% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001398344-25-013379

Period
2025-06-30
Reported value
$327M
Holdings
49
Top 10 weight
86.43%
New
2
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VTEBadded+201,418$9.88M
VTIadded+27,706$8.42M
RSPadded+32,798$5.96M
AVGOnew+875$241K
GDnew+700$204K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SCHBreduced-316,002-$7.53M
QQQreduced-11,687-$6.45M
VTreduced-4,757-$611K
BNDreduced-8,277-$609K
AMGNexited-686-$214K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001398344-25-013379, largest first. % of portfolio is the value over $327,312,594, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000,399 shares; 2024Q4: 6,053,331 shares; 2025Q1: 6,363,161 shares; 2025Q2: 6,047,159 shares 6,047,159$144M44.03%-316,002Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 577,968 shares; 2024Q4: 577,091 shares; 2025Q1: 493,260 shares; 2025Q2: 491,426 shares 491,426$43.9M13.42%-1,834Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 220,376 shares; 2025Q1: 241,079 shares; 2025Q2: 442,497 shares 442,497$21.7M6.63%+201,418Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,493 shares; 2024Q4: 41,160 shares; 2025Q1: 42,611 shares; 2025Q2: 70,317 shares 70,317$21.4M6.53%+27,706Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329,173 shares; 2024Q4: 285,594 shares; 2025Q1: 297,855 shares; 2025Q2: 298,046 shares 298,046$17M5.19%+191Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 361,518 shares; 2024Q4: 361,256 shares; 2025Q1: 255,472 shares; 2025Q2: 254,874 shares 254,874$12.3M3.76%-598Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,343 shares; 2024Q4: 2,358 shares; 2025Q1: 2,923 shares; 2025Q2: 35,721 shares 35,721$6.49M1.98%+32,798Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,914 shares; 2024Q4: 85,688 shares; 2025Q1: 86,580 shares; 2025Q2: 78,303 shares 78,303$5.77M1.76%-8,277Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,816 shares; 2024Q4: 125,347 shares; 2025Q1: 118,054 shares; 2025Q2: 115,671 shares 115,671$5.72M1.75%-2,383Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,306 shares; 2024Q4: 9,296 shares; 2025Q1: 9,136 shares; 2025Q2: 9,127 shares 9,127$4.54M1.39%-9Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,208 shares; 2024Q4: 76,171 shares; 2025Q1: 75,822 shares; 2025Q2: 74,080 shares 74,080$3.67M1.12%-1,742Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,272 shares; 2024Q4: 40,767 shares; 2025Q1: 43,905 shares; 2025Q2: 43,498 shares 43,498$3.42M1.05%-407Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,068 shares; 2024Q4: 21,906 shares; 2025Q1: 20,489 shares; 2025Q2: 20,434 shares 20,434$3.23M0.99%-55Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,256 shares; 2024Q4: 4,094 shares; 2025Q1: 3,942 shares; 2025Q2: 3,942 shares 3,942$3.07M0.94%0Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,752 shares; 2024Q4: 43,911 shares; 2025Q1: 24,415 shares; 2025Q2: 19,658 shares 19,658$2.53M0.77%-4,757Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,956 shares; 2024Q4: 26,956 shares; 2025Q1: 26,956 shares; 2025Q2: 26,956 shares 26,956$2.48M0.76%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,791 shares; 2024Q4: 11,444 shares; 2025Q1: 11,652 shares; 2025Q2: 11,505 shares 11,505$2.03M0.62%-147Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,026 shares; 2024Q4: 13,931 shares; 2025Q1: 13,520 shares; 2025Q2: 13,270 shares 13,270$2.03M0.62%-250Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,343 shares; 2024Q4: 9,939 shares; 2025Q1: 9,923 shares; 2025Q2: 9,723 shares 9,723$1.99M0.61%-200Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,960 shares; 2024Q4: 1,964 shares; 2025Q1: 15,280 shares; 2025Q2: 3,593 shares 3,593$1.98M0.61%-11,687Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,498 shares; 2024Q4: 19,170 shares; 2025Q1: 21,337 shares; 2025Q2: 21,261 shares 21,261$1.64M0.5%-76Timeline
BLVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,637 shares; 2024Q4: 18,838 shares; 2025Q1: 22,036 shares; 2025Q2: 21,778 shares 21,778$1.51M0.46%-258Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,986 shares; 2024Q4: 1,967 shares; 2025Q1: 1,964 shares; 2025Q2: 1,960 shares 1,960$1.45M0.44%-4Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,575 shares; 2024Q4: 8,350 shares; 2025Q1: 8,074 shares; 2025Q2: 7,924 shares 7,924$1.41M0.43%-150Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,912 shares; 2024Q4: 2,832 shares; 2025Q1: 2,735 shares; 2025Q2: 2,710 shares 2,710$1.32M0.4%-25Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,772 shares; 2024Q4: 4,312 shares; 2025Q1: 4,755 shares; 2025Q2: 4,755 shares 4,755$1.04M0.32%0Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,941 shares; 2024Q4: 11,953 shares; 2025Q1: 12,236 shares; 2025Q2: 12,180 shares 12,180$968K0.3%-56Timeline
VMBSVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,376 shares; 2024Q4: 16,150 shares; 2025Q1: 20,446 shares; 2025Q2: 20,410 shares 20,410$946K0.29%-36Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,262 shares; 2024Q4: 1,241 shares; 2025Q1: 1,241 shares; 2025Q2: 1,241 shares 1,241$767K0.23%0Timeline
UFOXETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,337 shares; 2024Q4: 11,337 shares; 2025Q1: 10,345 shares; 2025Q2: 10,345 shares 10,345$546K0.17%0Timeline
NOBLPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,698 shares; 2024Q4: 5,840 shares; 2025Q1: 6,020 shares; 2025Q2: 5,290 shares 5,290$533K0.16%-730Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,741 shares; 2024Q4: 2,741 shares; 2025Q1: 2,741 shares; 2025Q2: 2,741 shares 2,741$509K0.16%0Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,612 shares; 2024Q4: 2,612 shares; 2025Q1: 2,612 shares; 2025Q2: 2,612 shares 2,612$453K0.14%0Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,322 shares; 2024Q4: 2,322 shares; 2025Q1: 2,322 shares; 2025Q2: 2,322 shares 2,322$451K0.14%0Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,010 shares; 2024Q4: 6,296 shares; 2025Q1: 6,412 shares; 2025Q2: 5,690 shares 5,690$393K0.12%-722Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,641 shares; 2024Q4: 2,545 shares; 2025Q1: 2,586 shares; 2025Q2: 2,586 shares 2,586$349K0.11%0Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,968 shares; 2024Q4: 1,968 shares; 2025Q1: 1,968 shares; 2025Q2: 1,968 shares 1,968$348K0.11%0Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,234 shares; 2024Q4: 1,226 shares; 2025Q1: 1,226 shares; 2025Q2: 1,226 shares 1,226$343K0.1%0Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares 11,000$318K0.1%0Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,948 shares; 2024Q4: 1,948 shares; 2025Q1: 1,948 shares; 2025Q2: 1,948 shares 1,948$310K0.09%0Timeline
XLPSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,824 shares; 2024Q4: 3,824 shares; 2025Q1: 3,824 shares; 2025Q2: 3,824 shares 3,824$310K0.09%0Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,041 shares; 2024Q4: 953 shares; 2025Q1: 945 shares; 2025Q2: 945 shares 945$300K0.09%0Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 468 shares; 2024Q4: 468 shares; 2025Q1: 468 shares; 2025Q2: 468 shares 468$291K0.09%0Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,966 shares; 2024Q4: 3,966 shares; 2025Q1: 3,966 shares; 2025Q2: 3,966 shares 3,966$275K0.08%0Timeline
CSGPCOSTAR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,343 shares; 2024Q4: 3,343 shares; 2025Q1: 3,343 shares; 2025Q2: 3,343 shares 3,343$269K0.08%0Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,931 shares; 2024Q4: 1,931 shares; 2025Q1: 1,931 shares; 2025Q2: 1,931 shares 1,931$257K0.08%0Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 953 shares; 2025Q1: not reported; 2025Q2: 875 shares 875$241K0.07%newTimeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,755 shares; 2024Q4: 2,114 shares; 2025Q1: 2,114 shares; 2025Q2: 2,114 shares 2,114$228K0.07%0Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 700 shares 700$204K0.06%newTimeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
AMGNAMGEN INC686$214Kshares
PEPPEPSICO INC1,386$208Kshares
DHRDANAHER CORP DEL992$203Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001398344-25-013379 base2025-07-21acceptance time not in the bulk data set