Institutions / Hartmann Taylor Wealth Management, LLC

Hartmann Taylor Wealth Management, LLC

CIK 2058267 · Institution · as of Dec 31, 2025

Portfolio value

$148.12M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 53 →

Company	Class	Value	Shares	% of portfolio
Vanguard Index Fds	—	$19.76M	103,455	13.3%
Capital Group Growth ETF	—	$17.78M	399,876	12.0%
Capital Group Dividend Value	—	$13.04M	298,867	8.8%
Capital Group Core Balanced	—	$11.42M	323,243	7.7%
Vanguard Intl Equity Index F	—	$8.05M	109,380	5.4%
Vanguard Star Fds	—	$6.49M	86,002	4.4%
Capital Grp Fixed Incm ETF T	—	$6.34M	231,519	4.3%
Schwab Strategic Tr	—	$5.99M	228,179	4.0%
Vanguard Index Fds	—	$4.38M	16,990	3.0%
Capital Grp Fixed Incm ETF T	—	$4.34M	164,791	2.9%
Dimensional ETF Trust	—	$3.15M	79,593	2.1%
Dimensional ETF Trust	—	$3.11M	44,706	2.1%
Capital Grp Fixed Incm ETF T	—	$3.10M	112,265	2.1%
Apple Inc.	—	$3.06M	11,241	2.1%
Vanguard Intl Equity Index F	—	$2.90M	20,546	2.0%
Vanguard Index Fds	—	$2.55M	8,096	1.7%
Dimensional ETF Trust	—	$2.29M	53,782	1.5%
Capital Group Conservative E	—	$2.01M	65,984	1.4%
Dimensional ETF Trust	—	$2.01M	41,875	1.4%
Microsoft Corp	—	$2.00M	4,130	1.3%
Grayscale Coindesk Crypto	—	$1.94M	46,952	1.3%
Dimensional ETF Trust	—	$1.79M	37,250	1.2%
Vanguard Specialized Funds	—	$1.78M	8,093	1.2%
NVIDIA Corp	—	$1.65M	8,862	1.1%
Dimensional ETF Trust	—	$1.54M	40,414	1.0%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.