HTG Investment Advisors, Inc.

NEW CANAAN, CT · CIK 1963875 · 13F filing filed 2026-08-06

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyNew Canaan, CT

$390.1m reported value +11.3% vs Q1 2026

88positions

59.2%in top 10

7 new 22 added 33 reduced 3 sold out vs Q1 2026

This report includes the holdings of 2 other managers that share the investment decisions:

Aperio – no 13F of its own this quarter
Natixis – no 13F of its own this quarter

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	871,463	$38.7m9.91%	9.91%	Reduced -10.0k	-10,048 -1.1%
2	AMERICAN CENTY ETF TR US EQT ETF AVUS	AVUS	296,736	$38.0m9.74%	9.74%	Added +19.9k	+19,913 7.2%
3	DIMENSIONAL ETF TRUST INTL CORE EQUITY DFIC	DFIC	750,319	$28.0m7.17%	7.17%	Added +6.6k	+6,618 0.9%
4	AMERICAN CENTY ETF TR INTL EQT ETF AVDE	AVDE	306,872	$27.4m7.02%	7.02%	Added +21.2k	+21,216 7.4%
5	DIMENSIONAL ETF TRUST WORLD EX US CORE DFAX	DFAX	595,793	$21.9m5.63%	5.63%	Reduced -33.6k	-33,604 -5.3%
6	J P MORGAN EXCHANGE TRADED F HEDGED EQUITY LA HELO	HELO	267,027	$18.0m4.63%	4.63%	Added +5.5k	+5,480 2.1%
7	VANGUARD INDEX FDS VALUE ETF VTV	VTV	71,371	$15.6m3.99%	3.99%	Reduced -645	-645 -0.9%
8	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	190,727	$15.1m3.86%	3.86%	Added +84.1k	+84,072 78.8%
9	CBRE GROUP INC CL A CBRE	CBRE	110,795	$14.9m3.83%	3.83%	Unchanged
10	VANGUARD BD INDEX FDS VANGUARD ULTRA VUSB	VUSB	270,624	$13.5m3.45%	3.45%	Added +76.9k	+76,894 39.7%
11	DIMENSIONAL ETF TRUST EMERGING MKTS CO DFEM	DFEM	305,765	$12.4m3.19%	3.19%	Added +5.3k	+5,329 1.8%
12	J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF JMUB	JMUB	245,301	$12.4m3.19%	3.19%	Added +8.4k	+8,426 3.6%
13	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	154,196	$12.0m3.08%	3.08%	Reduced -57.1k	-57,143 -27.0%
14	DIMENSIONAL ETF TRUST US CORE EQT MKT DFAU	DFAU	228,534	$11.8m3.03%	3.03%	Added +962	+962 0.4%
15	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	126,169	$10.9m2.79%	2.79%	Added +9.8k	+9,793 8.4%
16	ISHARES TR CORE US AGGBD ET AGG	AGG	103,848	$10.3m2.64%	2.64%	Reduced -26.0k	-26,011 -20.0%
17	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	73,443	$7.1m1.82%	1.82%	Reduced -3.4k	-3,350 -4.4%
18	APPLE INC COM AAPL	AAPL	18,063	$5.2m1.34%	1.34%	Reduced -4.8k	-4,821 -21.1%
19	AMERICAN CENTY ETF TR REAL ESTATE ETF AVRE	AVRE	110,303	$5.2m1.34%	1.34%	Added +10.6k	+10,569 10.6%
20	J P MORGAN EXCHANGE TRADED F INCOME ETF JPIE	JPIE	112,784	$5.2m1.33%	1.33%	Added +12.3k	+12,296 12.2%
21	DIMENSIONAL ETF TRUST US EQUITY MARKET DFUS	DFUS	57,578	$4.7m1.21%	1.21%	Reduced -329	-329 -0.6%
22	DIMENSIONAL ETF TRUST US SMALL CAP ETF DFAS	DFAS	44,514	$3.7m0.94%	0.94%	Reduced -6.6k	-6,578 -12.9%
23	VANGUARD MALVERN FDS CORE BD ETF VCRB	VCRB	45,998	$3.6m0.91%	0.91%	New
24	ISHARES TR CORE S&P500 ETF IVV	IVV	4,373	$3.3m0.84%	0.84%	Reduced -10	-10 -0.2%
25	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	8,710	$3.2m0.83%	0.83%	Reduced -1.2k	-1,202 -12.1%
26	VANGUARD MALVERN FDS STRM INFPROIDX VTIP	VTIP	54,033	$2.7m0.70%	0.70%	Added +1.7k	+1,727 3.3%
27	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	16,636	$2.6m0.67%	0.67%	Added +627	+627 3.9%
28	DIMENSIONAL ETF TRUST CORE FIXED INCOM DFCF	DFCF	57,842	$2.4m0.63%	0.63%	New
29	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	31,103	$2.3m0.59%	0.59%	Reduced -11.4k	-11,389 -26.8%
30	ISHARES TR CORE S&P MCP ETF IJH	IJH	27,785	$2.1m0.55%	0.55%	Reduced -5.3k	-5,260 -15.9%
31	CRA INTL INC COM CRAI	CRAI	13,609	$1.9m0.50%	0.50%	Unchanged
32	ISHARES TR RUS 1000 GRW ETF IWF	IWF	14,984	$1.9m0.48%	0.48%	Unchanged
33	ISHARES TR S&P 500 VAL ETF IVE	IVE	7,561	$1.7m0.44%	0.44%	Reduced -144	-144 -1.9%
34	GE AEROSPACE COM NEW GE	GE	4,219	$1.6m0.40%	0.40%	Added +433	+433 11.4%
35	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	7,036	$1.3m0.34%	0.34%	Added +358	+358 5.4%
36	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,724	$1.3m0.33%	0.33%	Reduced -53	-53 -3.0%
37	ALPHABET INC CAP STK CL C GOOG	GOOG	3,553	$1.3m0.32%	0.32%	Reduced -399	-399 -10.1%
38	GE VERNOVA INC COM GEV	GEV	1,061	$1.2m0.32%	0.32%	Added +91	+91 9.4%
39	ISHARES TR RUS 1000 ETF IWB	IWB	2,696	$1.1m0.28%	0.28%	Unchanged
40	AMERICAN CENTY ETF TR AVANTIS US MID C AVMC	AVMC	12,707	$1.0m0.26%	0.26%	Added +2.9k	+2,886 29.4%
41	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	3,623	$1.0m0.26%	0.26%	Added +1.8k	+1,843 103.5%
42	EXXON MOBIL CORP COM XOM	XOM	6,930	$947.5k0.24%	0.24%	Unchanged
43	PROCTER AND GAMBLE CO COM PG	PG	6,101	$894.7k0.23%	0.23%	Reduced -220	-220 -3.5%
44	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	11,932	$850.2k0.22%	0.22%	Unchanged
45	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	9,766	$817.9k0.21%	0.21%	Unchanged
46	CHEVRON CORP NEW COM CVX	CVX	4,811	$797.5k0.20%	0.20%	Reduced -20	-20 -0.4%
47	NVIDIA CORPORATION COM NVDA	NVDA	3,781	$756.5k0.19%	0.19%	Reduced -1.8k	-1,766 -31.8%
48	COLGATE PALMOLIVE CO COM CL	CL	8,152	$747.4k0.19%	0.19%	Reduced -276	-276 -3.3%
49	AMAZON COM INC COM AMZN	AMZN	3,065	$730.5k0.19%	0.19%	Reduced -115	-115 -3.6%
50	DIMENSIONAL ETF TRUST US SUSTAINABILTY DFSU	DFSU	15,240	$710.6k0.18%	0.18%	Added +2.7k	+2,668 21.2%
51	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	940	$661.1k0.17%	0.17%	Unchanged
52	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,830	$653.9k0.17%	0.17%	Unchanged
53	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	9,781	$583.8k0.15%	0.15%	Reduced -4.0k	-4,025 -29.1%
54	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	774	$570.3k0.15%	0.15%	Unchanged
55	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	6,208	$530.7k0.14%	0.14%	Reduced -2.1k	-2,085 -25.1%
56	JPMORGAN CHASE & CO COM JPM	JPM	1,570	$513.9k0.13%	0.13%	Reduced -83	-83 -5.0%
57	MICROSOFT CORP COM MSFT	MSFT	1,198	$447.0k0.11%	0.11%	Reduced -7	-7 -0.6%
58	J P MORGAN EXCHANGE TRADED F NEW YORK TAX FRE JTNY	JTNY	8,759	$439.6k0.11%	0.11%	New
59	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	455	$439.1k0.11%	0.11%	Reduced -348	-348 -43.3%
60	INVESCO EXCH TRADED FD TR II S&P500 LOW VOL SPLV	SPLV	5,721	$428.5k0.11%	0.11%	Unchanged
61	DIMENSIONAL ETF TRUST US TARGETED VLU DFAT	DFAT	6,118	$427.6k0.11%	0.11%	Unchanged
62	ISHARES TR GLB INFRASTR ETF IGF	IGF	6,224	$414.5k0.11%	0.11%	Reduced -923	-923 -12.9%
63	ORACLE CORP COM ORCL	ORCL	2,823	$413.7k0.11%	0.11%	Added +1.1k	+1,091 63.0%
64	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	1,850	$365.6k0.09%	0.09%	Unchanged
65	S&P GLOBAL INC COM SPGI	SPGI	878	$357.6k0.09%	0.09%	New
66	VANGUARD INDEX FDS MID CAP ETF VO	VO	4,356	$351.0k0.09%	0.09%	Unchanged
67	PPG INDS INC COM PPG	PPG	2,889	$350.4k0.09%	0.09%	Unchanged
68	RTX CORPORATION COM RTX	RTX	1,846	$350.2k0.09%	0.09%	Unchanged
69	VANGUARD WORLD FD INF TECH ETF VGT	VGT	2,901	$346.7k0.09%	0.09%	Reduced -3	-3 -0.1%
70	JOHNSON & JOHNSON COM JNJ	JNJ	1,261	$320.3k0.08%	0.08%	Unchanged
71	CATERPILLAR INC COM CAT	CAT	300	$319.9k0.08%	0.08%	Unchanged
72	CISCO SYS INC COM CSCO	CSCO	2,560	$300.7k0.08%	0.08%	Reduced -581	-581 -18.5%
73	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	583	$291.5k0.07%	0.07%	Reduced -5	-5 -0.8%
74	VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF VGK	VGK	3,252	$287.9k0.07%	0.07%	Unchanged
75	BROADCOM INC COM AVGO	AVGO	727	$274.6k0.07%	0.07%	Reduced -417	-417 -36.5%
76	ISHARES TR 3YRTB ETF ISHG	ISHG	3,656	$271.4k0.07%	0.07%	Added +332	+332 10.0%
77	RPM INTL INC COM RPM	RPM	2,425	$269.5k0.07%	0.07%	Unchanged
78	TKO GROUP HOLDINGS INC CL A TKO	TKO	1,306	$262.9k0.07%	0.07%	Unchanged
79	CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI CGDV	CGDV	5,000	$246.4k0.06%	0.06%	Unchanged
80	ABBVIE INC COM ABBV	ABBV	979	$246.3k0.06%	0.06%	Unchanged
81	SPDR SER TR S&P DIVID ETF SDY	SDY	1,516	$230.7k0.06%	0.06%	Reduced -454	-454 -23.1%
82	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	1,438	$228.2k0.06%	0.06%	Unchanged
83	ALLSTATE CORP COM ALL	ALL	912	$217.0k0.06%	0.06%	New
84	EMERSON ELEC CO COM EMR	EMR	1,483	$212.2k0.05%	0.05%	New
85	MORGAN STANLEY COM NEW MS	MS	977	$204.2k0.05%	0.05%	Reduced -651	-651 -40.0%
86	ISHARES TR CORE S&P TTL STK ITOT	ITOT	1,223	$200.9k0.05%	0.05%	New
87	NEXTERA ENERGY INC COM NEE	NEE	2,283	$200.4k0.05%	0.05%	Unchanged
88	CONDUENT INC COM CNDT	CNDT	22,474	$32.8k0.01%	0.01%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
VANGUARD INDEX FDS VOO	VOO	3,861	$2.3m3.9k shares
META PLATFORMS INC META	META	476	$272.3k476 shares
IDEXX LABS INC IDXX	IDXX	404	$227.0k404 shares