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 $151.0M across 54 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VTV ($20.9M, 13.83%), CGGR ($16.5M, 10.91%), CGDV ($13.9M, 9.18%), CGBL ($11.2M, 7.43%), CGMU ($8.9M, 5.87%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | $20.9M | 13.83% | 106,445 | Trimmed |
| 2 | CGGR | CAPITAL GROUP GROWTH ETF | $16.5M | 10.91% | 409,953 | Trimmed |
| 3 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $13.9M | 9.18% | 325,896 | Trimmed |
| 4 | CGBL | CAPITAL GROUP CORE BALANCED | $11.2M | 7.43% | 326,175 | Hold |
| 5 | CGMU | CAPITAL GRP FIXED INCM ETF T | $8.9M | 5.87% | 326,554 | Hold |
| 6 | VEU | VANGUARD INTL EQUITY INDEX F | $8.5M | 5.62% | 113,021 | Trimmed |
| 7 | VXUS | VANGUARD STAR FDS | $7.0M | 4.64% | 90,914 | Trimmed |
| 8 | SCHB | SCHWAB STRATEGIC TR | $5.7M | 3.79% | 228,179 | Hold |
| 9 | VB | VANGUARD INDEX FDS | $4.5M | 2.98% | 17,212 | Hold |
| 10 | CGSM | CAPITAL GRP FIXED INCM ETF T | $4.1M | 2.71% | 155,916 | Hold |
| 11 | DFAS | DIMENSIONAL ETF TRUST | $3.6M | 2.35% | 49,934 | Trimmed |
| 12 | CGMS | CAPITAL GRP FIXED INCM ETF T | $3.2M | 2.10% | 116,265 | Hold |
| 13 | DFAC | DIMENSIONAL ETF TRUST | $3.1M | 2.05% | 79,593 | Hold |
| 14 | AAPL | APPLE INC | $2.9M | 1.89% | 11,244 | Hold |
| 15 | VT | VANGUARD INTL EQUITY INDEX F | $2.8M | 1.87% | 20,366 | Trimmed |
| 16 | DFCF | DIMENSIONAL ETF TRUST | $2.4M | 1.62% | 57,957 | Hold |
| 17 | VV | VANGUARD INDEX FDS | $2.4M | 1.58% | 7,972 | Hold |
| 18 | CGCV | CAPITAL GROUP CONSERVATIVE E | $2.2M | 1.48% | 74,834 | Trimmed |
| 19 | DFSD | DIMENSIONAL ETF TRUST | $1.9M | 1.25% | 39,305 | Hold |
| 20 | GDLC | GRAYSCALE COINDESK CRYPTO | $1.8M | 1.21% | 58,757 | Trimmed |
| 21 | DFNM | DIMENSIONAL ETF TRUST | $1.8M | 1.18% | 37,250 | Hold |
| 22 | NVDA | NVIDIA CORPORATION | $1.5M | 1.02% | 8,867 | Hold |
| 23 | VIG | VANGUARD SPECIALIZED FUNDS | $1.5M | 1.02% | 7,154 | Hold |
| 24 | MSFT | MICROSOFT CORP | $1.5M | 1.00% | 4,082 | Hold |
| 25 | FBND | FIDELITY MERRIMACK STR TR | $1.5M | 0.97% | 32,188 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30