Hartmann Taylor Wealth Management, LLC Portfolio Holdings

Hartmann Taylor Wealth Management, LLC

  • $120 Billion
  • Q2 2025

Hartmann Taylor Wealth Management, LLC has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $120 Billion distributed in 52 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $17B, Capital Group Growth ETF Shs C with a value of $13.2B, Capital Group Divid Value ETF with a value of $10.3B, Capital Group Core Balanced with a value of $9.6B, and Vanguard Ftse All World Ex Us with a value of $6.5B.

Examining the 13F form we can see an increase of $8.5B in the current position value, from $112B to 120B.

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 $120 Billion
ETFs: $84.3 Billion
Technology: $6.98 Billion
Communication Services: $1.85 Billion
Financial Services: $1.74 Billion
Consumer Cyclical: $1.39 Billion
Consumer Defensive: $660 Million
Healthcare: $335 Million
Industrials: $218 Million
Other: $9.02 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$65.2B
$208 Million 0.17% of portfolio
2,455
Q2 2025 New
$42M
$9.02 Million 0.01% of portfolio
15,000
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 52
  • Current Value $120 Billion
  • Prior Value $112 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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