Hartmann Taylor Wealth Management, LLC
Q3 2025 13F Holdings
- Locationdallas, TX
- Num holdings
51
- Value ($000)
$139,272
- Date Filed10/20/2025
- Form type13F-HR
- CIK0002058267
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $18.57 M | 13 % | 99,555 | ||
CGGR CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 | $16.64 M | 12 % | 378,800 | ||
CGDV CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 | $12.08 M | 9 % | 287,483 | ||
CGBL CAPITAL GROUP CORE BALANCED | SHS | 14021D107 | $10.69 M | 8 % | 307,904 | ||
VEU VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | $7.64 M | 6 % | 107,116 | ||
SCHB SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $5.87 M | 4 % | 228,179 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $5.80 M | 4 % | 78,970 | ||
CGMU CAPITAL GRP FIXED INCM ETF T | MUNICIPAL INCOME | 14020Y201 | $4.88 M | 4 % | 178,856 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $4.18 M | 3 % | 16,448 | ||
CGSM CAPITAL GRP FIXED INCM ETF T | SHORT DURATION M | 14020Y607 | $3.80 M | 3 % | 144,097 |
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