Hartmann Taylor Wealth Management, LLC
Q2 2025 13F Holdings
- Locationdallas, TX
- Num holdings
52
- Value ($000)
$120,077
- Date Filed07/15/2025
- Form type13F-HR
- CIK0002058267
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $16.98M | 14 % | 96,083 | ||
CGGR CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 | $13.19M | 11 % | 324,452 | ||
CGDV CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 | $10.30M | 9 % | 260,771 | ||
CGBL CAPITAL GROUP CORE BALANCED | SHS | 14021D107 | $9.60M | 8 % | 287,133 | ||
VEU VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | $6.50M | 5 % | 96,647 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $5.45M | 5 % | 78,887 | ||
SCHB SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $5.44M | 5 % | 228,179 | ||
CGMU CAPITAL GRP FIXED INCM ETF T | MUNICIPAL INCOME | 14020Y201 | $4.95M | 4 % | 185,540 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $4.00M | 3 % | 16,892 | ||
CGSM CAPITAL GRP FIXED INCM ETF T | SHORT DURATION M | 14020Y607 | $3.13M | 3 % | 120,082 |
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