Hartmann Taylor Wealth Management, LLC: 13F holdings
CIK 20582672026Q2
| Positions | 54 |
|---|
| Reported value | $151.0m |
|---|
| Filed | 2026-07-28 |
|---|
Change since last quarter
| Positions | 54 (+0 vs prior quarter) |
|---|
| Reported value | $151.0m (-0.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VTV VANGUARD INDEX FDS | 106,445 | $20.9m | 13.8% |
| CGGR CAPITAL GROUP GROWTH ETF | 409,953 | $16.5m | 10.9% |
| CGDV CAPITAL GROUP DIVIDEND VALUE | 325,896 | $13.9m | 9.2% |
| CGBL CAPITAL GROUP CORE BALANCED | 326,175 | $11.2m | 7.4% |
| CGMU CAPITAL GRP FIXED INCM ETF T | 326,554 | $8.9m | 5.9% |
| VEU VANGUARD INTL EQUITY INDEX F | 113,021 | $8.5m | 5.6% |
| VXUS VANGUARD STAR FDS | 90,914 | $7.0m | 4.6% |
| SCHB SCHWAB STRATEGIC TR | 228,179 | $5.7m | 3.8% |
| VB VANGUARD INDEX FDS | 17,212 | $4.5m | 3.0% |
| CGSM CAPITAL GRP FIXED INCM ETF T | 155,916 | $4.1m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2058267")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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