Hartmann Taylor Wealth Management, LLC Top Holdings and 13F Report (2026) About Hartmann Taylor Wealth Management, LLCInvestment ActivityHartmann Taylor Wealth Management, LLC has $151.21 million in total holdings as of March 31, 2026.Hartmann Taylor Wealth Management, LLC owns shares of 54 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 5.66% of the portfolio was purchased this quarter.About 0.79% of the portfolio was sold this quarter.This quarter, Hartmann Taylor Wealth Management, LLC has purchased 53 new stocks and bought additional shares in 26 stocks.Hartmann Taylor Wealth Management, LLC sold shares of 13 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Value ETF $20,896,280Capital Group Growth ETF $16,526,481Capital Group Dividend Value ETF $13,868,085CAPITAL GROUP CORE BALANCED $11,223,690Capital Group Municipal Income ETF $8,865,941 Largest New Holdings this Quarter 922907712 - VANGUARD MUN BD FDS $676,350 Holding14020Y409 - Capital Group Short Duration Income ETF $230,821 Holding Largest Purchases this Quarter Capital Group Municipal Income ETF 95,035 shares (about $2.58M)Capital Group Dividend Value ETF 27,134 shares (about $1.15M)VANGUARD MUN BD FDS 9,000 shares (about $676.35K)Vanguard Value ETF 3,050 shares (about $598.41K)Capital Group Growth ETF 11,333 shares (about $455.47K) Largest Sales this Quarter Business First Bancshares 10,000 shares (about $270.40K)CAPITAL GRP FIXED INCM ETF T 8,875 shares (about $233.23K)Vanguard Dividend Appreciation ETF 939 shares (about $201.94K)Dimensional Short-Duration Fixed Income ETF 2,570 shares (about $123.05K)GRAYSCALE BITCOIN TRUST ETF 2,300 shares (about $121.35K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHartmann Taylor Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTVVanguard Value ETF$20,896,280$598,410 ▲2.9%106,50513.8%ETFCGGRCapital Group Growth ETF$16,526,481$455,473 ▲2.8%411,20910.9%ETFCGDVCapital Group Dividend Value ETF$13,868,085$1,154,281 ▲9.1%326,0019.2%ETFCAPITAL GROUP CORE BALANCED$11,223,690$100,890 ▲0.9%326,1757.4%SHSCGMUCapital Group Municipal Income ETF$8,865,941$2,580,200 ▲41.0%326,5545.9%ETFVEUVanguard FTSE All-World ex-US ETF$8,514,232$299,799 ▲3.6%113,3725.6%ETFVXUSVanguard Total International Stock ETF$7,011,207$379,611 ▲5.7%90,9254.6%ETFSCHBSchwab US Broad Market ETF$5,727,2930.0%228,1793.8%ETFVBVanguard Small-Cap ETF$4,508,171$58,146 ▲1.3%17,2123.0%ETFCAPITAL GRP FIXED INCM ETF T$4,097,472$233,235 ▼-5.4%155,9162.7%SHORT DURATION MDFASDimensional U.S. Small Cap ETF$3,559,212$379,266 ▲11.9%50,0382.4%ETFCGMSCapital Group U.S. Multi-Sector Income ETF$3,165,896$108,920 ▲3.6%116,2652.1%ETFDFACDimensional U.S. Core Equity 2 ETF$3,092,9840.0%79,5932.0%ETFAAPLApple$2,853,657$761 ▲0.0%11,2441.9%Computer and TechnologyVTVanguard Total World Stock ETF$2,835,041$6,916 ▼-0.2%20,4961.9%ETFDFCFDimensional Core Fixed Income ETF$2,446,945$176,269 ▲7.8%57,9571.6%ETFVVVanguard Large-Cap ETF$2,382,400$37,057 ▼-1.5%7,9721.6%ETFCAPITAL GROUP CONSERVATIVE E$2,264,487$297,504 ▲15.1%75,9641.5%SHSDFSDDimensional Short-Duration Fixed Income ETF$1,881,923$123,052 ▼-6.1%39,3051.2%ETFGDLCGrayscale Digital Large Cap Fund$1,841,520$377,087 ▲25.7%59,0421.2%FinanceDFNMDimensional National Municipal Bond ETF$1,785,3930.0%37,2501.2%ETFNVDANVIDIA$1,546,423$872 ▲0.1%8,8671.0%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$1,538,539$201,941 ▼-11.6%7,1541.0%ETFMSFTMicrosoft$1,511,176$17,770 ▼-1.2%4,0821.0%Computer and TechnologyFBNDFidelity Total Bond ETF$1,468,426$3,102 ▲0.2%32,1881.0%ETFDUHPDimensional US High Profitability ETF$1,463,563$22,056 ▼-1.5%39,8141.0%ETFPALANTIR TECHNOLOGIES INC$1,220,853$585 ▲0.0%8,3460.8%CL AAMZNAmazon.com$1,107,580$23,535 ▲2.2%5,3180.7%Retail/WholesaleCGCPCapital Group Core Plus Income ETF$935,130$83,954 ▲9.9%41,8590.6%ETFGOOGLAlphabet$738,7420.0%2,5690.5%Computer and TechnologyGLDSPDR Gold Shares$737,947$286,143 ▲63.3%1,7150.5%FinanceVANGUARD MUN BD FDS$676,350$676,350 ▲New Holding9,0000.4%CORE TAX EXEMPTCOSTCostco Wholesale$669,6010.0%6720.4%Retail/WholesaleQQQInvesco QQQ$589,8780.0%1,0220.4%FinanceGRAYSCALE BITCOIN TRUST ETF$588,538$121,348 ▼-17.1%11,1550.4%SHS REP COM UTDFICDimensional International Core Equity 2 ETF$570,4340.0%16,0550.4%ETFGOOGAlphabet$521,070$861 ▲0.2%1,8160.3%Computer and TechnologyVTIVanguard Total Stock Market ETF$503,710$42,671 ▲9.3%1,5700.3%ETFBFSTBusiness First Bancshares$500,402$270,400 ▼-35.1%18,5060.3%FinanceSLViShares Silver Trust$485,838$129,466 ▲36.3%7,1300.3%ETFNFLXNetflix$475,4620.0%4,9450.3%Consumer DiscretionaryDIMENSIONAL ETF TRUST$456,441$76,065 ▼-14.3%9,0010.3%ULTRASHORT FIXEDMAMastercard$454,191$500 ▲0.1%9090.3%Business ServicesCAPITAL GRP FIXED INCM ETF T$404,509$105,040 ▲35.1%15,4040.3%CORE BOND ETFDFATDimensional U.S. Targeted Value ETF$363,3970.0%5,8190.2%ETFLLYEli Lilly and Company$359,630$21,155 ▼-5.6%3910.2%MedicalTSLATesla$297,4000.0%8000.2%Auto/Tires/TrucksDFAIDimensional International Core Equity Market ETF$280,7070.0%7,2050.2%ETFMETAMeta Platforms$278,627$572 ▲0.2%4870.2%Computer and TechnologyASMLASML$258,8830.0%1960.2%Computer and TechnologyICEIntercontinental Exchange$246,930$472 ▼-0.2%1,5700.2%FinanceCGSDCapital Group Short Duration Income ETF$230,821$230,821 ▲New Holding8,9500.2%ETFVVisa$210,7160.0%6970.1%Business ServicesGRAYSCALE ETHEREUM STAKING E$170,700$51,210 ▼-23.1%10,0000.1%SHSWWRWestwater Resources$0$11,250 ▼-100.0%00.0%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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