Hartmann Taylor Wealth Management, LLC - Portfolio overview

Hartmann Taylor Wealth Management, LLC has 56 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. VTV - VANGUARD INDEX FDS, 13.80%
2. CGGR - CAPITAL GROUP GROWTH ETF, 10.91%
3. CGDV - CAPITAL GROUP DIVIDEND VALUE, 9.16%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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