Hartmann Taylor Wealth Management, LLC Portfolio Holdings

Hartmann Taylor Wealth Management, LLC

  • $148 Billion
  • Q4 2025

Hartmann Taylor Wealth Management, LLC has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $148 Billion distributed in 53 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $19.8B, Capital Group Growth ETF Shs C with a value of $17.8B, Capital Group Divid Value ETF with a value of $13B, Capital Group Core Balanced with a value of $11.4B, and Vanguard Ftse All World Ex Us with a value of $8.05B.

Examining the 13F form we can see an increase of $8.85B in the current position value, from $139B to 148B.

Hartmann Taylor Wealth Management, LLC is based out at Dallas, TX

Below you can find more details about Hartmann Taylor Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $148 Billion
ETFs: $105 Billion
Technology: $8.4 Billion
Communication Services: $2.16 Billion
Financial Services: $1.76 Billion
Consumer Cyclical: $1.56 Billion
Consumer Defensive: $579 Million
Healthcare: $445 Million
Basic Materials: $11.3 Million
Other: $0

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 53
  • Current Value $148 Billion
  • Prior Value $139 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 15, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 3 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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