Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Hartmann Taylor Wealth Management, LLC (CIK 2058267) reported $151.2M across 54 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTV ($20.9M, 13.82%), CGGR ($16.5M, 10.93%), CGDV ($13.9M, 9.17%), CGBL ($11.2M, 7.42%), CGMU ($8.9M, 5.86%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | $20.9M | 13.82% | 106,505 | Added |
| 2 | CGGR | CAPITAL GROUP GROWTH ETF | $16.5M | 10.93% | 411,209 | Added |
| 3 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $13.9M | 9.17% | 326,001 | Added |
| 4 | CGBL | CAPITAL GROUP CORE BALANCED | $11.2M | 7.42% | 326,175 | Added |
| 5 | CGMU | CAPITAL GRP FIXED INCM ETF T | $8.9M | 5.86% | 326,554 | Added |
| 6 | VEU | VANGUARD INTL EQUITY INDEX F | $8.5M | 5.63% | 113,372 | Added |
| 7 | VXUS | VANGUARD STAR FDS | $7.0M | 4.64% | 90,925 | Added |
| 8 | SCHB | SCHWAB STRATEGIC TR | $5.7M | 3.79% | 228,179 | Hold |
| 9 | VB | VANGUARD INDEX FDS | $4.5M | 2.98% | 17,212 | Added |
| 10 | CGSM | CAPITAL GRP FIXED INCM ETF T | $4.1M | 2.71% | 155,916 | Trimmed |
| 11 | DFAS | DIMENSIONAL ETF TRUST | $3.6M | 2.35% | 50,038 | Added |
| 12 | CGMS | CAPITAL GRP FIXED INCM ETF T | $3.2M | 2.09% | 116,265 | Added |
| 13 | DFAC | DIMENSIONAL ETF TRUST | $3.1M | 2.05% | 79,593 | Hold |
| 14 | AAPL | APPLE INC | $2.9M | 1.89% | 11,244 | Added |
| 15 | VT | VANGUARD INTL EQUITY INDEX F | $2.8M | 1.87% | 20,496 | Trimmed |
| 16 | DFCF | DIMENSIONAL ETF TRUST | $2.4M | 1.62% | 57,957 | Added |
| 17 | VV | VANGUARD INDEX FDS | $2.4M | 1.58% | 7,972 | Trimmed |
| 18 | CGCV | CAPITAL GROUP CONSERVATIVE E | $2.3M | 1.50% | 75,964 | Added |
| 19 | DFSD | DIMENSIONAL ETF TRUST | $1.9M | 1.24% | 39,305 | Trimmed |
| 20 | GDLC | GRAYSCALE COINDESK CRYPTO | $1.8M | 1.22% | 59,042 | Added |
| 21 | DFNM | DIMENSIONAL ETF TRUST | $1.8M | 1.18% | 37,250 | Hold |
| 22 | NVDA | NVIDIA CORPORATION | $1.5M | 1.02% | 8,867 | Added |
| 23 | VIG | VANGUARD SPECIALIZED FUNDS | $1.5M | 1.02% | 7,154 | Trimmed |
| 24 | MSFT | MICROSOFT CORP | $1.5M | 1.00% | 4,082 | Trimmed |
| 25 | DUHP | DIMENSIONAL ETF TRUST | $1.5M | 0.97% | 39,814 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31