HTG Investment Advisors, Inc.
All 13F Filings
- Location
- New Canaan, CT
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 390,074
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/6/2026 | 88 | 390,074 | 13F-HR | HTG Investment Advisors, Inc. |
| Q1 2026 | 4/27/2026 | 85 | 351,529 | 13F-HR | HTG Investment Advisors, Inc. |
| Q4 2025 | 2/2/2026 | 76 | 325,463 | 13F-HR | HTG Investment Advisors, Inc. |
| Q3 2025 | 11/7/2025 | 75 | 297,225 | 13F-HR | HTG Investment Advisors, Inc. |
| Q2 2025 | 7/23/2025 | 70 | 268,879 | 13F-HR | HTG Investment Advisors, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 38.98 K | 10.0% | 1.011 K | 0 | 1.011 K |
| ETFs | 339.1 K | 86.9% | 43.16 K | 0 | 43.16 K |
| Debt | 12.01 K | 3.1% | 0 | 4.558 K | -4.558 K |
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Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
390,074
Holdings
88
QoQ value change ($000)
38,545
(11.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.