Hartmann Taylor Wealth Management, LLC

13F Portfolio Filings

  • Most recent 13F
    Q3 2025
  • Location
    dallas, TX
  • CIK
    0002058267
  • All SEC filings
Q3 2025
Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

51

$139.27M
VTV, CGGR, CGDV, CGBL
13F-HR
Oct 20, 2025
000205826725000007

52

$120.08M
VTV, CGGR, CGDV, CGBL
13F-HR
Jul 15, 2025
000203553325000004

51

$111.57M
VTV, CGGR, CGDV, CGBL
13F-HR
Apr 24, 2025
000205826725000003
Hartmann Taylor Wealth Management, Llc 13F Filings