Institutional Fund
Htg Investment Advisors, Inc.
New Canaan, CTCIK 19638755 filings on record
Portfolio Value
$350.46M
Q1 2026
Holdings
84
Reported positions
New Buys
10
Opened this quarter
QoQ Change
+7.7%
from $325.46M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust9.8%
- American Centy ETF Tr8.8%
- Dimensional ETF Trust7.5%
- American Centy ETF Tr6.9%
- Dimensional ETF Trust6.1%
- J P Morgan Exchange Traded F4.8%
- Other56.1%
Portfolio Holdings
84 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 881.5K | $34.26M | 9.8% | +29.1K | Added |
| 2 | American Centy ETF Tr | 276.8K | $30.78M | 8.8% | +35.6K | Added |
| 3 | Dimensional ETF Trust | 743.7K | $26.42M | 7.5% | +15.4K | Added |
| 4 | American Centy ETF Tr | 285.7K | $24.24M | 6.9% | +3.2K | Added |
| 5 | Dimensional ETF Trust | 629.4K | $21.38M | 6.1% | +1.4K | Added |
| 6 | J P Morgan Exchange Traded F | 261.5K | $16.72M | 4.8% | +3.6K | Added |
| 7 | Vanguard Bd Index Fds | 211.3K | $16.57M | 4.7% | −16.1K | Reduced |
| 8 | Cbre Group Inc | 110.8K | $15.01M | 4.3% | −519 | Reduced |
| 9 | Vanguard Index Fds | 72.0K | $14.13M | 4.0% | +1.1K | Added |
| 10 | Ishares Tr | 129.9K | $12.89M | 3.7% | +9.8K | Added |
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