Hartmann Taylor Wealth Management, LLC
Q4 2025 13F Holdings
- Locationdallas, TX
- Num holdings
53
- Value ($000)
$148,122
- Date Filed01/15/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
V VANGUARD INDEX FDS | VALUE ETF | 922908744 | $19.76M | 13 % | 103,455 | ||
C CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 | $17.78M | 12 % | 399,876 | ||
C CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 | $13.04M | 9 % | 298,867 | ||
C CAPITAL GROUP CORE BALANCED | SHS | 14021D107 | $11.42M | 8 % | 323,243 | ||
V VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | $8.05M | 5 % | 109,380 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $6.49M | 4 % | 86,002 | ||
C CAPITAL GRP FIXED INCM ETF T | MUNICIPAL INCOME | 14020Y201 | $6.34M | 4 % | 231,519 | ||
S SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $5.99M | 4 % | 228,179 | ||
V VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $4.38M | 3 % | 16,990 | ||
C CAPITAL GRP FIXED INCM ETF T | SHORT DURATION M | 14020Y607 | $4.34M | 3 % | 164,791 |
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