HTG Investment Advisors, Inc.
RIA/Wealth
HTG Investment Advisors, Inc. is a RIA/Wealth based in New Canaan, CT led by Robin Ann Sherwood, reporting $968.7M in AUM as of Q3 2025 with 87% ETF concentration and 66% concentrated in top 10 holdings.
CEORobin Ann Sherwood
- Portfolio Value
- $297.2M
- Positions
- 75
- Top Holding
- DFAC at 10.51%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in HTG Investment Advisors, Inc.'s portfolio (65.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $31.2M | 10.51% | +$1.9M Bought | — 810.2K shares | |
ETF ETF | $23.1M | 7.76% | +$599.4K Bought | — 212.1K shares | |
ETF ETF | $23.0M | 7.74% | +$355.7K Bought | — 701.6K shares | |
ETF ETF | $21.8M | 7.35% | +$333.7K Bought | — 276.7K shares | |
Real Estate - Services Real Estate | $19.6M | 6.59% | -$1.6M Sold | 0.04% 124.3K shares | |
ETF ETF | $19.3M | 6.48% | +$248.4K Bought | — 613.8K shares | |
ETF ETF | $16.8M | 5.67% | +$778.1K Bought | — 213.4K shares | |
ETF ETF | $16.2M | 5.45% | +$416.0K Bought | — 249.1K shares | |
ETF ETF | $12.5M | 4.20% | +$1.6M Bought | — 66.9K shares | |
ETF ETF | $11.5M | 3.88% | +$131.2K Bought | — 115.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in HTG Investment Advisors, Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-43.83% | |
-41.69% |
Analytics
Portfolio insights and performance metrics for HTG Investment Advisors, Inc.
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