Htg Investment Advisors, Inc. has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $297 Billion distributed in 75 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $31.2B, American Centy ETF Tr Avantis with a value of $23.1B, Dimensional ETF Tr Dimensional with a value of $23B, American Centy ETF Tr Avantis with a value of $21.8B, and Cbre Group, Inc. with a value of $19.6B.

Examining the 13F form we can see an increase of $28.3B in the current position value, from $269B to 297B.

Htg Investment Advisors, Inc. is based out at New Canaan, CT

Below you can find more details about Htg Investment Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $297 Billion
ETFs: $212 Billion
Real Estate: $19.6 Billion
Technology: $5.84 Billion
Industrials: $4.49 Billion
Consumer Defensive: $1.82 Billion
Energy: $1.59 Billion
Communication Services: $1.17 Billion
Financial Services: $875 Million
Other: $2.2 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $297 Billion
  • Prior Value $269 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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