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Hartmann Taylor Wealth Management, LLC

Q1 2026 13F Holdings

  • Location
    dallas, TX
  • Num holdings

    54

  • Value ($000)

    $151,211

  • Date Filed
    04/22/2026
  • Form type
    13F-HR
  • CIK
    0002058267
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$20.9M
14 %

106,505

C
CGGR

CAPITAL GROUP GROWTH ETF

SHS CREATION UNI
14020G101
$16.53M
11 %

411,209

C
CGDV

CAPITAL GROUP DIVIDEND VALUE

SHS CREATION UNI
14020W106
$13.87M
9 %

326,001

C
CGBL

CAPITAL GROUP CORE BALANCED

SHS
14021D107
$11.22M
7 %

326,175

C
CGMU

CAPITAL GRP FIXED INCM ETF T

MUNICIPAL INCOME
14020Y201
$8.87M
6 %

326,554

V
VEU

VANGUARD INTL EQUITY INDEX F

ALLWRLD EX US
922042775
$8.51M
6 %

113,372

---

VANGUARD STAR FDS

VG TL INTL STK F
921909768
$7.01M
5 %

90,925

S
SCHB

SCHWAB STRATEGIC TR

US BRD MKT ETF
808524102
$5.73M
4 %

228,179

V
VB

VANGUARD INDEX FDS

SMALL CP ETF
922908751
$4.51M
3 %

17,212

C
CGSM

CAPITAL GRP FIXED INCM ETF T

SHORT DURATION M
14020Y607
$4.1M
3 %

155,916

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