HT Partners LLC

RIA/Wealth

HT Partners LLC is a RIA/Wealth based in Centerbrook, CT led by Peter Joseph Decker, reporting $503.4M in AUM as of Q3 2025 with 91% ETF concentration, 86% concentrated in top 10 holdings, and 48% allocation to SCHB.

Managing PartnerPeter Joseph Decker

Portfolio Value: $327.1M
Positions: 52
Top Holding: SCHB at 47.85%
Last Reported: Q3 2025

Address6 Main Street, Suite 312, Centerbrook, CT, 06409, United States

Top Holdings

Largest long holdings in HT Partners LLC's portfolio (86.3% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Schwab U.S. Broad Market SCHB	ETF ETF	$156.5M	47.85%	+$1.1M Bought	— 6.1M shares	≤ Q2 2013 Held for 12y 5m+
2 iShares MSCI EAFE EFA	ETF ETF	$42.5M	13.01%	-$3.3M Sold	— 455.7K shares	Q4 2018 Held for 6y 11m
3 Vanguard Total Stock Market VTI	ETF ETF	$23.4M	7.15%	+$300.3K Bought	— 71.2K shares	Q4 2018 Held for 6y 11m
4 Vanguard FTSE Developed Markets VEA	ETF ETF	$18.3M	5.60%	+$463.7K Bought	— 305.8K shares	Q1 2016 Held for 9y 8m
5 iShares MSCI Emerging Markets EEM	ETF ETF	$12.3M	3.76%	-$1.3M Sold	— 230.3K shares	Q1 2020 Held for 5y 8m
6 Invesco NASDAQ 100 ETF QQQM	ETF ETF	$8.4M	2.56%	+$8.4M New	— 33.9K shares	Q3 2025 Held for 2 months
7 Vanguard FTSE Emerging Markets VWO	ETF ETF	$6.3M	1.93%	+$33.4K Bought	— 116.3K shares	Q1 2016 Held for 9y 8m
8 Vanguard Total Bond Market BND	ETF ETF	$6.0M	1.83%	+$171.3K Bought	— 80.6K shares	Q3 2018 Held for 7y 2m
9 Microsoft MSFT	Software - Infrastructure Technology	$4.6M	1.42%	-$82.4K Sold	0.00% 9.0K shares	≤ Q2 2013 Held for 12y 5m+
10 Vanguard Total International Bond BNDX	ETF ETF	$3.8M	1.16%	+$140.4K Bought	— 76.9K shares	Q1 2016 Held for 9y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in HT Partners LLC's latest filing

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Market Value

$327.1M

Prior: $327.3M

Q/Q Change

-0.051%

-$167.3K

Net Flows % of MV

-7.13%

Turnover Ratio

3.75%

New Purchases

1 stocks

$8.4M

Added To

11 stocks

+$2.5M

Sold Out Of

0 stocks

Reduced Holdings

22 stocks

-$34.2M

Increased Positions

Position	Shares Δ	Change
1 Invesco NASDAQ 100 ETF QQQM	New	0 → 33.9K +$8.4M
2 ProShares S&P 500 Dividend Aristocrats NOBL	+11.47%	5.3K → 5.9K +$62.6K
3 BLV Vanguard Long-Term Bond BLV	+3.86%	21.8K → 22.6K +$59.6K
4 Vanguard Total International Bond BNDX	+3.83%	74.1K → 76.9K +$140.4K
5 Vanguard Total Bond Market BND	+2.94%	78.3K → 80.6K +$171.3K

Decreased Positions

Position	Shares Δ	Change
1 Vanguard Tax-Exempt Bond Index Fund VTEB	-97.08%	442.5K → 12.9K −$21.5M
2 Invesco S&P 500 Equal Weight ETF RSP	-84.54%	35.7K → 5.5K −$5.7M
3 Invesco QQQ Trust QQQ	-61.76%	3.6K → 1.4K −$1.3M
4 Broadcom Inc. AVGO	-21.37%	875.0 → 688.0 −$61.7K
5 Vanguard Total International Stock VXUS	-16.03%	5.7K → 4.8K −$67.0K