Hartmann Taylor Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 15, 2026, for the 2025 Q4 period, Hartmann Taylor Wealth Management, LLC held in its portfolio 53 assets valued at $148,122,357 (i.e. $148.12M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($19.76M), CAPITAL GROUP GROWTH ETF ($17.78M), and CAPITAL GROUP DIVIDEND VALUE ($13.04M).
The chart below shows the top 10 valuable assets, and the table below shows the top 53 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Hartmann Taylor Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 103455 | 19758951 | VALUE ETF |
| CAPITAL GROUP GROWTH ETF | 399876 | 17782476 | SHS CREATION UNI |
| CAPITAL GROUP DIVIDEND VALUE | 298867 | 13042559 | SHS CREATION UNI |
| CAPITAL GROUP CORE BALANCED | 323243 | 11420183 | SHS |
| VANGUARD INTL EQUITY INDEX F | 109380 | 8045999 | ALLWRLD EX US |
| VANGUARD STAR FDS | 86002 | 6488017 | VG TL INTL STK F |
| CAPITAL GRP FIXED INCM ETF T | 231519 | 6338990 | MUNICIPAL INCOME |
| SCHWAB STRATEGIC TR | 228179 | 5985135 | US BRD MKT ETF |
| VANGUARD INDEX FDS | 16990 | 4382508 | SMALL CP ETF |
| CAPITAL GRP FIXED INCM ETF T | 164791 | 4340595 | SHORT DURATION M |
| DIMENSIONAL ETF TRUST | 79593 | 3151087 | US CORE EQUITY 2 |
| DIMENSIONAL ETF TRUST | 44706 | 3114678 | US SMALL CAP ETF |
| CAPITAL GRP FIXED INCM ETF T | 112265 | 3100759 | US MULTI-SECTOR |
| APPLE INC | 11241 | 3055881 | COM |
| VANGUARD INTL EQUITY INDEX F | 20546 | 2898251 | TT WRLD ST ETF |
| VANGUARD INDEX FDS | 8096 | 2548542 | LARGE CAP ETF |
| DIMENSIONAL ETF TRUST | 53782 | 2288962 | CORE FIXED INCOM |
| CAPITAL GROUP CONSERVATIVE E | 65984 | 2011852 | SHS |
| DIMENSIONAL ETF TRUST | 41875 | 2007906 | SHORT DURATION F |
| MICROSOFT CORP | 4130 | 1997279 | COM |
| GRAYSCALE COINDESK CRYPTO | 46952 | 1940207 | USD SHS |
| DIMENSIONAL ETF TRUST | 37250 | 1794333 | NATL MUN BD ETF |
| VANGUARD SPECIALIZED FUNDS | 8093 | 1778680 | DIV APP ETF |
| NVIDIA CORPORATION | 8862 | 1652782 | COM |
| DIMENSIONAL ETF TRUST | 40414 | 1536944 | US HIGH PROFITAB |
| PALANTIR TECHNOLOGIES INC | 8342 | 1482791 | CL A |
| FIDELITY MERRIMACK STR TR | 32120 | 1478808 | TOTAL BD ETF |
| AMAZON COM INC | 5205 | 1201418 | COM |
| GRAYSCALE BITCOIN TRUST ETF | 13455 | 919784 | SHS REP COM UT |
| CAPITAL GRP FIXED INCM ETF T | 38101 | 862607 | CORE PLUS INCM |
| ALPHABET INC | 2569 | 804097 | CAP STK CL A |
| BUSINESS FIRST BANCSHARES IN | 28506 | 745147 | COM |
| INVESCO QQQ TR | 1022 | 627825 | UNIT SER 1 |
| COSTCO WHSL CORP NEW | 672 | 579492 | COM |
| ALPHABET INC | 1813 | 569021 | CAP STK CL C |
| DIMENSIONAL ETF TRUST | 16055 | 553255 | INTL CORE EQUITY |
| DIMENSIONAL ETF TRUST | 10501 | 531876 | ULTRASHORT FIXED |
| MASTERCARD INCORPORATED | 908 | 518359 | CL A |
| VANGUARD INDEX FDS | 1437 | 481633 | TOTAL STK MKT |
| NETFLIX INC | 4945 | 463643 | COM |
| ELI LILLY & CO | 414 | 444918 | COM |
| SPDR GOLD TR | 1050 | 416126 | GOLD SHS |
| TESLA INC | 800 | 359776 | COM |
| DIMENSIONAL ETF TRUST | 5819 | 346463 | US TARGETED VLU |
| ISHARES SILVER TR | 5230 | 336917 | ISHARES |
| META PLATFORMS INC | 486 | 320804 | CL A |
| GRAYSCALE ETHEREUM TRUST ETF | 13000 | 316810 | SHS |
| CAPITAL GRP FIXED INCM ETF T | 11404 | 302434 | CORE BOND ETF |
| DIMENSIONAL ETF TRUST | 7205 | 274583 | INTL CORE EQT MK |
| INTERCONTINENTAL EXCHANGE IN | 1573 | 254763 | COM |
| VISA INC | 697 | 244508 | COM CL A |
| ASML HOLDING N V | 196 | 209693 | N Y REGISTRY SHS |
| WESTWATER RES INC | 15000 | 11250 | COM NEW |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.