HTG Investment Advisors, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 2, 2026, for the 2025 Q4 period, HTG Investment Advisors, Inc. held in its portfolio 76 assets valued at $325,463,472 (i.e. $325.46M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($33.75M), AMERICAN CENTY ETF TR ($26.96M), and DIMENSIONAL ETF TRUST ($25.10M).
The chart below shows the top 10 valuable assets, and the table below shows the top 76 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
HTG Investment Advisors, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 852380 | 33745724 | US CORE EQUITY 2 |
| AMERICAN CENTY ETF TR | 241223 | 26963924 | US EQT ETF |
| DIMENSIONAL ETF TRUST | 728285 | 25096689 | INTL CORE EQUITY |
| AMERICAN CENTY ETF TR | 282417 | 23248567 | INTL EQT ETF |
| DIMENSIONAL ETF TRUST | 627975 | 20553637 | WORLD EX US CORE |
| VANGUARD BD INDEX FDS | 227396 | 17921057 | SHORT TRM BOND |
| CBRE GROUP INC | 111314 | 17898178 | CL A |
| J P MORGAN EXCHANGE TRADED F | 257952 | 17135721 | HEDGED EQUITY LA |
| VANGUARD INDEX FDS | 70959 | 13552457 | VALUE ETF |
| ISHARES TR | 120054 | 11990994 | CORE US AGGBD ET |
| J P MORGAN EXCHANGE TRADED F | 226173 | 11421736 | MUNICIPAL ETF |
| DIMENSIONAL ETF TRUST | 294698 | 9748610 | EMERGING MKTS CO |
| DIMENSIONAL ETF TRUST | 199412 | 9332477 | US CORE EQT MKT |
| VANGUARD INDEX FDS | 17825 | 8696104 | GROWTH ETF |
| VANGUARD BD INDEX FDS | 123182 | 6139379 | VANGUARD ULTRA |
| AMERICAN CENTY ETF TR | 75432 | 5809765 | AVANTIS EMGMKT |
| DIMENSIONAL ETF TRUST | 57907 | 4294962 | US EQUITY MARKET |
| VANGUARD SCOTTSDALE FDS | 50158 | 3999097 | SHRT TRM CORP BD |
| AMERICAN CENTY ETF TR | 90972 | 3960021 | REAL ESTATE ETF |
| VANGUARD BD INDEX FDS | 53332 | 3950301 | TOTAL BND MRKT |
| J P MORGAN EXCHANGE TRADED F | 76630 | 3547203 | INCOME ETF |
| DIMENSIONAL ETF TRUST | 49562 | 3452996 | US SMALL CAP ETF |
| VANGUARD INDEX FDS | 10015 | 3357568 | TOTAL STK MKT |
| APPLE INC | 12104 | 3290713 | COM |
| ISHARES TR | 42851 | 2828142 | CORE S&P MCP ETF |
| CRA INTL INC | 13609 | 2731258 | COM |
| VANGUARD MALVERN FDS | 49832 | 2464677 | STRM INFPROIDX |
| VANGUARD INDEX FDS | 3861 | 2421349 | S&P 500 ETF SHS |
| VANGUARD INTL EQUITY INDEX F | 16325 | 2302843 | TT WRLD ST ETF |
| ISHARES TR | 3746 | 1772982 | RUS 1000 GRW ETF |
| SPDR S&P 500 ETF TR | 1777 | 1211882 | TR UNIT |
| GE AEROSPACE | 3733 | 1149876 | COM NEW |
| ALPHABET INC | 3242 | 1017340 | CAP STK CL C |
| SELECT SECTOR SPDR TR | 6678 | 961499 | STATE STREET TEC |
| PROCTER AND GAMBLE CO | 6285 | 900703 | COM |
| EXXON MOBIL CORP | 7436 | 894865 | COM |
| AMAZON COM INC | 3344 | 771862 | COM |
| VANGUARD INTL EQUITY INDEX F | 13806 | 742192 | FTSE EMR MKT ETF |
| VANGUARD TAX-MANAGED FDS | 11879 | 742108 | VAN FTSE DEV MKT |
| CHEVRON CORP NEW | 4831 | 736293 | COM |
| COLGATE PALMOLIVE CO | 8152 | 644171 | COM |
| GE VERNOVA INC | 956 | 624813 | COM |
| NVIDIA CORPORATION | 3288 | 613270 | COM |
| MICROSOFT CORP | 1236 | 597911 | COM |
| JPMORGAN CHASE & CO. | 1758 | 566463 | COM |
| AMERICAN CENTY ETF TR | 7437 | 525350 | AVANTIS US MID C |
| INVESCO QQQ TR | 798 | 490392 | UNIT SER 1 |
| ALPHABET INC | 1516 | 474508 | CAP STK CL A |
| INTERNATIONAL BUSINESS MACHS | 1587 | 470085 | COM |
| VANGUARD INTL EQUITY INDEX F | 6153 | 452615 | ALLWRLD EX US |
| DIMENSIONAL ETF TRUST | 9812 | 426135 | US SUSTAINABILTY |
| ORACLE CORP | 2131 | 415361 | COM |
| INVESCO EXCH TRADED FD TR II | 5721 | 408562 | S&P500 LOW VOL |
| DIMENSIONAL ETF TRUST | 6118 | 364266 | US TARGETED VLU |
| RTX CORPORATION | 1846 | 338556 | COM |
| VANGUARD INDEX FDS | 1850 | 328143 | MCAP VL IDXVIP |
| VANGUARD INDEX FDS | 1089 | 316050 | MID CAP ETF |
| PPG INDS INC | 2889 | 296007 | COM |
| BERKSHIRE HATHAWAY INC DEL | 588 | 295364 | CL B NEW |
| VANGUARD STAR FDS | 3668 | 276714 | VG TL INTL STK F |
| SPDR SERIES TRUST | 1970 | 274159 | STATE STREET SPD |
| VANGUARD WORLD FD | 363 | 273326 | INF TECH ETF |
| IDEXX LABS INC | 404 | 273318 | COM |
| TKO GROUP HOLDINGS INC | 1306 | 272903 | CL A |
| VANGUARD INTL EQUITY INDEX F | 3252 | 271900 | FTSE EUROPE ETF |
| BROADCOM INC | 783 | 270996 | COM |
| JOHNSON & JOHNSON | 1252 | 259082 | COM |
| RPM INTL INC | 2425 | 252200 | COM |
| VANGUARD SPECIALIZED FUNDS | 1145 | 251729 | DIV APP ETF |
| ISHARES TR | 3324 | 250098 | 3YRTB ETF |
| SELECT SECTOR SPDR TR | 1438 | 222602 | STATE STREET HEA |
| ABBVIE INC | 974 | 222549 | COM |
| SEAGATE TECHNOLOGY HLDNGS PL | 800 | 220312 | ORD SHS |
| CAPITAL GROUP DIVIDEND VALUE | 5000 | 218200 | SHS CREATION UNI |
| EMERSON ELEC CO | 1541 | 204461 | COM |
| CONDUENT INC | 22474 | 43150 | COM |
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