Hartmann Taylor Wealth Management, LLC — 13F holdings

Hartmann Taylor Wealth Management, LLC reported 61 holdings worth $178M in its 13F filing for Q3 2026, filed October 14, 2026.

Largest positions

  1. VTV VANGUARD INDEX FDS — $23.5M (13.2%)
  2. CGGR CAPITAL GROUP GROWTH ETF — $22.3M (12.5%)
  3. CGDV CAPITAL GROUP DIVIDEND VALUE — $17.7M (9.9%)
  4. CGBL CAPITAL GROUP CORE BALANCED — $12.8M (7.2%)
  5. VEU VANGUARD INTL EQUITY INDEX F — $10.0M (5.6%)
  6. CGMU CAPITAL GRP FIXED INCM ETF T — $8.37M (4.7%)
  7. VXUS VANGUARD STAR FDS — $7.98M (4.5%)
  8. SCHB SCHWAB STRATEGIC TR — $6.53M (3.7%)
  9. VB VANGUARD INDEX FDS — $5.06M (2.8%)
  10. DIMENSIONAL ETF TRUST — $5.01M (2.8%)