Hartmann Taylor Wealth Management, LLC Portfolio Holdings

Hartmann Taylor Wealth Management, LLC

  • $112 Billion
  • Q1 2025

Hartmann Taylor Wealth Management, LLC has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $112 Billion distributed in 51 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $15.3B, Capital Group Growth ETF Shs C with a value of $9.65B, Capital Group Divid Value ETF with a value of $9.48B, Capital Group Core Balanced with a value of $9.03B, and Capital Group Core Plus Income with a value of $5.63B.

Examining the 13F form we can see an increase of $112B in the current position value.

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 $112 Billion
ETFs: $77.3 Billion
Technology: $5.94 Billion
Financial Services: $2.18 Billion
Consumer Cyclical: $1.54 Billion
Communication Services: $1.31 Billion
Healthcare: $669 Million
Consumer Defensive: $632 Million
Basic Materials: $8.27 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15.3 Billion 13.74% of portfolio
88,759
Q1 2025 New
$0
$9.65 Billion 8.65% of portfolio
281,622
Q1 2025 New
$0
$9.48 Billion 8.5% of portfolio
266,019
Q1 2025 New
Capital Group Core Balanced
-
$9.03 Billion 8.1% of portfolio
-
Q1 2025 New
-
$5.63 Billion 5.04% of portfolio
-
Q1 2025 New
$0
$5.45 Billion 4.89% of portfolio
87,830
Q1 2025 New
$0
$5.05 Billion 4.52% of portfolio
83,173
Q1 2025 New
$0
$4.9 Billion 4.39% of portfolio
227,679
Q1 2025 New
$0
$4.14 Billion 3.71% of portfolio
18,678
Q1 2025 New
$0
$3.8 Billion 3.41% of portfolio
14,795
Q1 2025 New
-
$3.75 Billion 3.37% of portfolio
-
Q1 2025 New
$0
$2.74 Billion 2.46% of portfolio
83,196
Q1 2025 New
$0
$2.68 Billion 2.4% of portfolio
56,415
Q1 2025 New
$0
$2.45 Billion 2.19% of portfolio
51,450
Q1 2025 New
Capital Grp Fixed Incm ETF T
-
$2.32 Billion 2.08% of portfolio
-
Q1 2025 New
$0
$2.17 Billion 1.94% of portfolio
18,677
Q1 2025 New
$0
$1.91 Billion 1.71% of portfolio
41,747
Q1 2025 New
$0
$1.6 Billion 1.44% of portfolio
8,269
Q1 2025 New
$2.89T
$1.51 Billion 1.35% of portfolio
4,025
Q1 2025 New
$0
$1.48 Billion 1.33% of portfolio
44,806
Q1 2025 New
$0
$1.47 Billion 1.32% of portfolio
34,895
Q1 2025 New
$0
$1.27 Billion 1.14% of portfolio
21,307
Q1 2025 New
$265B
$1.1 Billion 0.98% of portfolio
10,133
Q1 2025 New
$1.9T
$1.08 Billion 0.97% of portfolio
5,699
Q1 2025 New
$593M
$816 Million 0.73% of portfolio
33,506
Q1 2025 New
Dimensional ETF Trust
-
$755 Million 0.68% of portfolio
-
Q1 2025 New
$212B
$731 Million 0.65% of portfolio
8,656
Q1 2025 New
$488B
$636 Million 0.57% of portfolio
682
Q1 2025 New
$432B
$632 Million 0.57% of portfolio
668
Q1 2025 New
$511B
$486 Million 0.44% of portfolio
887
Q1 2025 New
$819B
$455 Million 0.41% of portfolio
1,755
Q1 2025 New
$0
$442 Million 0.4% of portfolio
943
Q1 2025 New
$905B
$399 Million 0.36% of portfolio
2,577
Q1 2025 New
$817B
$373 Million 0.33% of portfolio
452
Q1 2025 New
$91B
$370 Million 0.33% of portfolio
2,147
Q1 2025 New
$0
$348 Million 0.31% of portfolio
1,265
Q1 2025 New
$397B
$295 Million 0.26% of portfolio
564
Q1 2025 New
$983B
$272 Million 0.24% of portfolio
1,744
Q1 2025 New
$0
$265 Million 0.24% of portfolio
9,557
Q1 2025 New
$155B
$264 Million 0.24% of portfolio
934
Q1 2025 New
$0
$256 Million 0.23% of portfolio
11,400
Q1 2025 New
-
$258 Million 0.23% of portfolio
-
Q1 2025 New
$549B
$241 Million 0.22% of portfolio
689
Q1 2025 New
$173B
$233 Million 0.21% of portfolio
380
Q1 2025 New
$0
$225 Million 0.2% of portfolio
7,205
Q1 2025 New
Capital Grp Fixed Incm ETF T
-
$208 Million 0.19% of portfolio
-
Q1 2025 New
$0
$202 Million 0.18% of portfolio
3,916
Q1 2025 New
$177B
$203 Million 0.18% of portfolio
1,132
Q1 2025 New
Lithium Amers Corp New
-
$32.7 Million 0.03% of portfolio
-
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $112 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 24, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 51 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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