Skip to content
Disclosery

HT Partners LLC

Follow

13F filer, CIK 1552999, CENTERBROOK, CT

HT Partners LLC reported $327,145,246 across 52 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-23. Its ten largest share positions make up 86.26% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001398344-25-019618

Period
2025-09-30
Reported value
$327M
Holdings
52
Top 10 weight
86.26%
New
3
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
QQQMnew+33,885$8.37M
SCHBadded+41,200$1.06M
VEAadded+7,739$464K
VTIadded+915$300K
WMTnew+2,042$210K

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
VTEBreduced-429,593-$21.5M
RSPreduced-30,198-$5.73M
EFAreduced-35,719-$3.34M
QQQreduced-2,219-$1.33M
EEMreduced-24,537-$1.31M

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, Q3 2025

Share positions as resolved from 13F-HR 0001398344-25-019618, largest first. % of portfolio is the value over $327,145,246, 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; 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; 2025Q3: 6,088,359 shares 6,088,359$157M47.85%+41,200Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 577,968 shares; 2024Q4: 577,091 shares; 2025Q1: 493,260 shares; 2025Q2: 491,426 shares; 2025Q3: 455,707 shares 455,707$42.5M13.01%-35,719Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,493 shares; 2024Q4: 41,160 shares; 2025Q1: 42,611 shares; 2025Q2: 70,317 shares; 2025Q3: 71,232 shares 71,232$23.4M7.15%+915Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329,173 shares; 2024Q4: 285,594 shares; 2025Q1: 297,855 shares; 2025Q2: 298,046 shares; 2025Q3: 305,785 shares 305,785$18.3M5.6%+7,739Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 361,518 shares; 2024Q4: 361,256 shares; 2025Q1: 255,472 shares; 2025Q2: 254,874 shares; 2025Q3: 230,337 shares 230,337$12.3M3.76%-24,537Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,885 shares 33,885$8.37M2.56%newTimeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,816 shares; 2024Q4: 125,347 shares; 2025Q1: 118,054 shares; 2025Q2: 115,671 shares; 2025Q3: 116,288 shares 116,288$6.3M1.93%+617Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,914 shares; 2024Q4: 85,688 shares; 2025Q1: 86,580 shares; 2025Q2: 78,303 shares; 2025Q3: 80,606 shares 80,606$5.99M1.83%+2,303Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,306 shares; 2024Q4: 9,296 shares; 2025Q1: 9,136 shares; 2025Q2: 9,127 shares; 2025Q3: 8,968 shares 8,968$4.65M1.42%-159Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,208 shares; 2024Q4: 76,171 shares; 2025Q1: 75,822 shares; 2025Q2: 74,080 shares; 2025Q3: 76,918 shares 76,918$3.8M1.16%+2,838Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,068 shares; 2024Q4: 21,906 shares; 2025Q1: 20,489 shares; 2025Q2: 20,434 shares; 2025Q3: 19,755 shares 19,755$3.69M1.13%-679Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,272 shares; 2024Q4: 40,767 shares; 2025Q1: 43,905 shares; 2025Q2: 43,498 shares; 2025Q3: 44,708 shares 44,708$3.53M1.08%+1,210Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,256 shares; 2024Q4: 4,094 shares; 2025Q1: 3,942 shares; 2025Q2: 3,942 shares; 2025Q3: 3,904 shares 3,904$2.98M0.91%-38Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,791 shares; 2024Q4: 11,444 shares; 2025Q1: 11,652 shares; 2025Q2: 11,505 shares; 2025Q3: 11,042 shares 11,042$2.68M0.82%-463Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,956 shares; 2024Q4: 26,956 shares; 2025Q1: 26,956 shares; 2025Q2: 26,956 shares; 2025Q3: 26,956 shares 26,956$2.6M0.8%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,343 shares; 2024Q4: 9,939 shares; 2025Q1: 9,923 shares; 2025Q2: 9,723 shares; 2025Q3: 9,837 shares 9,837$2.5M0.77%+114Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,752 shares; 2024Q4: 43,911 shares; 2025Q1: 24,415 shares; 2025Q2: 19,658 shares; 2025Q3: 18,139 shares 18,139$2.5M0.76%-1,519Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,026 shares; 2024Q4: 13,931 shares; 2025Q1: 13,520 shares; 2025Q2: 13,270 shares; 2025Q3: 13,026 shares 13,026$2.42M0.74%-244Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,575 shares; 2024Q4: 8,350 shares; 2025Q1: 8,074 shares; 2025Q2: 7,924 shares; 2025Q3: 7,566 shares 7,566$1.84M0.56%-358Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,498 shares; 2024Q4: 19,170 shares; 2025Q1: 21,337 shares; 2025Q2: 21,261 shares; 2025Q3: 21,788 shares 21,788$1.7M0.52%+527Timeline
BLVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,637 shares; 2024Q4: 18,838 shares; 2025Q1: 22,036 shares; 2025Q2: 21,778 shares; 2025Q3: 22,619 shares 22,619$1.6M0.49%+841Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,986 shares; 2024Q4: 1,967 shares; 2025Q1: 1,964 shares; 2025Q2: 1,960 shares; 2025Q3: 1,918 shares 1,918$1.41M0.43%-42Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,912 shares; 2024Q4: 2,832 shares; 2025Q1: 2,735 shares; 2025Q2: 2,710 shares; 2025Q3: 2,693 shares 2,693$1.35M0.41%-17Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,343 shares; 2024Q4: 2,358 shares; 2025Q1: 2,923 shares; 2025Q2: 35,721 shares; 2025Q3: 5,523 shares 5,523$1.05M0.32%-30,198Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,772 shares; 2024Q4: 4,312 shares; 2025Q1: 4,755 shares; 2025Q2: 4,755 shares; 2025Q3: 4,738 shares 4,738$1.04M0.32%-17Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,941 shares; 2024Q4: 11,953 shares; 2025Q1: 12,236 shares; 2025Q2: 12,180 shares; 2025Q3: 11,954 shares 11,954$955K0.29%-226Timeline
VMBSVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,376 shares; 2024Q4: 16,150 shares; 2025Q1: 20,446 shares; 2025Q2: 20,410 shares; 2025Q3: 19,959 shares 19,959$937K0.29%-451Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,262 shares; 2024Q4: 1,241 shares; 2025Q1: 1,241 shares; 2025Q2: 1,241 shares; 2025Q3: 1,241 shares 1,241$827K0.25%0Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,960 shares; 2024Q4: 1,964 shares; 2025Q1: 15,280 shares; 2025Q2: 3,593 shares; 2025Q3: 1,374 shares 1,374$825K0.25%-2,219Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 220,376 shares; 2025Q1: 241,079 shares; 2025Q2: 442,497 shares; 2025Q3: 12,904 shares 12,904$646K0.2%-429,593Timeline
UFOXETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,337 shares; 2024Q4: 11,337 shares; 2025Q1: 10,345 shares; 2025Q2: 10,345 shares; 2025Q3: 10,345 shares 10,345$638K0.2%0Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,741 shares; 2024Q4: 2,741 shares; 2025Q1: 2,741 shares; 2025Q2: 2,741 shares; 2025Q3: 2,741 shares 2,741$635K0.19%0Timeline
NOBLPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,698 shares; 2024Q4: 5,840 shares; 2025Q1: 6,020 shares; 2025Q2: 5,290 shares; 2025Q3: 5,897 shares 5,897$608K0.19%+607Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,612 shares; 2024Q4: 2,612 shares; 2025Q1: 2,612 shares; 2025Q2: 2,612 shares; 2025Q3: 2,612 shares 2,612$512K0.16%0Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,322 shares; 2024Q4: 2,322 shares; 2025Q1: 2,322 shares; 2025Q2: 2,322 shares; 2025Q3: 2,322 shares 2,322$473K0.14%0Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,041 shares; 2024Q4: 953 shares; 2025Q1: 945 shares; 2025Q2: 945 shares; 2025Q3: 911 shares 911$405K0.12%-34Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,641 shares; 2024Q4: 2,545 shares; 2025Q1: 2,586 shares; 2025Q2: 2,586 shares; 2025Q3: 2,554 shares 2,554$372K0.11%-32Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,968 shares; 2024Q4: 1,968 shares; 2025Q1: 1,968 shares; 2025Q2: 1,968 shares; 2025Q3: 1,968 shares 1,968$367K0.11%0Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,010 shares; 2024Q4: 6,296 shares; 2025Q1: 6,412 shares; 2025Q2: 5,690 shares; 2025Q3: 4,778 shares 4,778$351K0.11%-912Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,234 shares; 2024Q4: 1,226 shares; 2025Q1: 1,226 shares; 2025Q2: 1,226 shares; 2025Q3: 1,186 shares 1,186$348K0.11%-40Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 468 shares; 2024Q4: 468 shares; 2025Q1: 468 shares; 2025Q2: 468 shares; 2025Q3: 468 shares 468$313K0.1%0Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares 11,000$311K0.09%0Timeline
XLPSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,824 shares; 2024Q4: 3,824 shares; 2025Q1: 3,824 shares; 2025Q2: 3,824 shares; 2025Q3: 3,824 shares 3,824$300K0.09%0Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,948 shares; 2024Q4: 1,948 shares; 2025Q1: 1,948 shares; 2025Q2: 1,948 shares; 2025Q3: 1,948 shares 1,948$299K0.09%0Timeline
CSGPCOSTAR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,343 shares; 2024Q4: 3,343 shares; 2025Q1: 3,343 shares; 2025Q2: 3,343 shares; 2025Q3: 3,343 shares 3,343$282K0.09%0Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,966 shares; 2024Q4: 3,966 shares; 2025Q1: 3,966 shares; 2025Q2: 3,966 shares; 2025Q3: 3,966 shares 3,966$271K0.08%0Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,931 shares; 2024Q4: 1,931 shares; 2025Q1: 1,931 shares; 2025Q2: 1,931 shares; 2025Q3: 1,931 shares 1,931$253K0.08%0Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 700 shares; 2025Q3: 700 shares 700$239K0.07%0Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,755 shares; 2024Q4: 2,114 shares; 2025Q1: 2,114 shares; 2025Q2: 2,114 shares; 2025Q3: 2,114 shares 2,114$238K0.07%0Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 953 shares; 2025Q1: not reported; 2025Q2: 875 shares; 2025Q3: 688 shares 688$227K0.07%-187Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,042 shares 2,042$210K0.06%newTimeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,005 shares 7,005$208K0.06%newTimeline

How Q3 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 0001398344-25-019618 base2025-10-23acceptance time not in the bulk data set