Hartmann Taylor Wealth Management, LLC Top Holdings and 13F Report (2025) About Hartmann Taylor Wealth Management, LLCInvestment ActivityHartmann Taylor Wealth Management, LLC has $111.57 million in total holdings as of March 31, 2025.Hartmann Taylor Wealth Management, LLC owns shares of 51 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Largest Holdings Vanguard Value ETF $15,332,176Capital Group Growth ETF $9,645,549Capital Group Dividend Value ETF $9,480,930CAPITAL GROUP CORE BALANCED $9,033,284Capital Group Municipal Income ETF $5,627,211 Sector AllocationMap of 500 Largest Holdings ofHartmann Taylor Wealth Management, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorVTVVanguard Value ETF$15,332,17688,75913.7%ETFCGGRCapital Group Growth ETF$9,645,549281,6228.6%ETFCGDVCapital Group Dividend Value ETF$9,480,930266,0198.5%ETFCAPITAL GROUP CORE BALANCED$9,033,284291,5848.1%SHSCGMUCapital Group Municipal Income ETF$5,627,211209,8145.0%ETFVXUSVanguard Total International Stock ETF$5,454,24187,8304.9%ETFVEUVanguard FTSE All-World ex-US ETF$5,045,25683,1734.5%ETFSCHBSchwab US Broad Market ETF$4,901,929227,6794.4%ETFVBVanguard Small-Cap ETF$4,141,92018,6783.7%ETFVVVanguard Large-Cap ETF$3,802,77814,7953.4%ETFCGMSCapital Group U.S. Multi-Sector Income ETF$3,754,778137,5383.4%ETFDFACDimensional U.S. Core Equity 2 ETF$2,744,63683,1962.5%ETFDFSDDimensional Short-Duration Fixed Income ETF$2,680,84156,4152.4%ETFDFNMDimensional National Municipal Bond ETF$2,447,47751,4502.2%ETFCAPITAL GRP FIXED INCM ETF T$2,317,28389,0922.1%SHORT DURATION MVTVanguard Total World Stock ETF$2,165,60518,6771.9%ETFAAPLApple$2,160,4429,7261.9%Computer and TechnologyFBNDFidelity Total Bond ETF$1,905,73641,7471.7%ETFVIGVanguard Dividend Appreciation ETF$1,604,1038,2691.4%ETFMSFTMicrosoft$1,510,8024,0251.4%Computer and TechnologyDUHPDimensional US High Profitability ETF$1,484,88144,8061.3%ETFDFCFDimensional Core Fixed Income ETF$1,467,68434,8951.3%ETFDFASDimensional U.S. Small Cap ETF$1,273,11421,3071.1%ETFNVDANVIDIA$1,098,22310,1331.0%Computer and TechnologyAMZNAmazon.com$1,084,2925,6991.0%Retail/WholesaleBFSTBusiness First Bancshares$815,87133,5060.7%FinanceDIMENSIONAL ETF TRUST$755,37014,8900.7%ULTRASHORT FIXEDPALANTIR TECHNOLOGIES INC$730,5668,6560.7%CL ANFLXNetflix$635,9856820.6%Consumer DiscretionaryCOSTCostco Wholesale$631,7816680.6%Retail/WholesaleMAMastercard$486,1828870.4%Business ServicesTSLATesla$454,8261,7550.4%Auto/Tires/TrucksQQQInvesco QQQ$442,1929430.4%FinanceGOOGLAlphabet$398,5072,5770.4%Computer and TechnologyLLYEli Lilly and Company$373,3114520.3%MedicalICEIntercontinental Exchange$370,3582,1470.3%FinanceVTIVanguard Total Stock Market ETF$347,8041,2650.3%ETFUNHUnitedHealth Group$295,3955640.3%MedicalGOOGAlphabet$272,4351,7440.2%Computer and TechnologyDFICDimensional International Core Equity 2 ETF$265,3989,5570.2%ETFPGRProgressive$264,3319340.2%FinanceCGSDCapital Group Short Duration Income ETF$258,10010,0000.2%ETFCGCPCapital Group Core Plus Income ETF$255,93011,4000.2%ETFVVisa$241,3876890.2%Business ServicesINTUIntuit$233,3163800.2%Computer and TechnologyDFAIDimensional International Core Equity Market ETF$225,0127,2050.2%ETFCAPITAL GRP FIXED INCM ETF T$207,9547,9130.2%CORE BOND ETFTXNTexas Instruments$203,4201,1320.2%Computer and TechnologyDFATDimensional U.S. Targeted Value ETF$201,6353,9160.2%ETFLITHIUM AMERS CORP NEW$32,71012,0700.0%COM SHSWWRWestwater Resources$8,27115,0000.0%Basic MaterialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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