§ 13F · FUND PROFILE
HTG Investment Advisors, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $268.9T (13F)Positions · 70Turnover · — · Q4Filed · Feb 2, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$438.5B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 2, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 852K | $33.7T | 10.4% | +5% |
| 2 | AVUS | AMERICAN CENTY ETF TR | 241K | $27.0T | 8.3% | +14% |
| 3 | DFIC | DIMENSIONAL ETF TRUST | 728K | $25.1T | 7.7% | +4% |
| 4 | AVDE | AMERICAN CENTY ETF TR | 282K | $23.2T | 7.1% | +2% |
| 5 | DFAX | DIMENSIONAL ETF TRUST | 628K | $20.6T | 6.3% | +2% |
| 6 | BSV | VANGUARD BD INDEX FDS | 227K | $17.9T | 5.5% | +7% |
| 7 | CBRE | CBRE GROUP INC | 111K | $17.9T | 5.5% | −10% |
| 8 | HELO | J P MORGAN EXCHANGE TRADED F | 258K | $17.1T | 5.3% | +4% |
| 9 | VTV | VANGUARD INDEX FDS | 71K | $13.6T | 4.2% | +6% |
| 10 | AGG | ISHARES TR | 120K | $12.0T | 3.7% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HTG SIGNAL
AC read
HTG Investment Advisors, Inc. is a Other fund managing $268879.1 trillion in assets. The fund runs a portfolio of 70 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed