§ 13F · FUND PROFILE
HTG Investment Advisors, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $297M (13F)Positions · 75Turnover · — · Q1Filed · Apr 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$9M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 882K | $34M | 9.7% | +3% |
| 2 | AVUS | AMERICAN CENTY ETF TR | 277K | $31M | 8.8% | +15% |
| 3 | DFIC | DIMENSIONAL ETF TRUST | 744K | $26M | 7.5% | +2% |
| 4 | AVDE | AMERICAN CENTY ETF TR | 286K | $24M | 6.9% | +1% |
| 5 | DFAX | DIMENSIONAL ETF TRUST | 629K | $21M | 6.1% | ±0% |
| 6 | HELO | J P MORGAN EXCHANGE TRADED F | 262K | $17M | 4.8% | +1% |
| 7 | BSV | VANGUARD BD INDEX FDS | 211K | $17M | 4.7% | −7% |
| 8 | CBRE | CBRE GROUP INC | 111K | $15M | 4.3% | ±0% |
| 9 | VTV | VANGUARD INDEX FDS | 72K | $14M | 4.0% | +1% |
| 10 | AGG | ISHARES TR | 130K | $13M | 3.7% | +8% |
§ 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 $297 million in assets. The fund runs a portfolio of 75 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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