Hartmann Taylor Wealth Management, LLC 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0002058267 · DALLAS, TX

As of Sep 30, 2025, Hartmann Taylor Wealth Management, LLC reported 51 positions worth 39.3M in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
VANGUARD VALUE INDEX FUND	VTV	—	99,555	8.6M	13.33%
CAPITAL GROUP GROWTH ETF	CGGR	—	378,800	6.6M	11.95%
CAPITAL GROUP DIVIDEND VALUE ETF	CGDV	—	287,483	2.1M	8.68%
CAPITAL GROUP CORE BALANCED ETF	CGBL	—	307,904	0.7M	7.68%
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND	VEU	—	107,116	$7.6M	5.49%
SCHWAB US BROAD MARKET ETF	SCHB	—	228,179	$5.9M	4.21%
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND	VXUS	—	78,970	$5.8M	4.17%
CAPITAL GROUP MUNICIPAL INCOME ETF	CGMU	—	178,856	$4.9M	3.50%
VANGUARD SMALL-CAP INDEX FUND	VB	—	16,448	$4.2M	3.00%
CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF	CGSM	—	144,097	$3.8M	2.73%
GRAYSCALE DIGITAL LARGE UNT	GDLC	—	64,970	$3.6M	2.61%
DIMENSIONAL US CORE EQUITY 2 ETF	DFAC	—	79,593	$3.1M	2.20%
CAPITAL GROUP US MULTI-SECTOR INCOME ETF	CGMS	—	107,371	$3.0M	2.14%
APPLE INC	AAPL	Technology	11,279	$2.9M	2.06%
DIMENSIONAL US SMALL CAP ETF	DFAS	—	39,615	$2.7M	1.95%
VANGUARD TOTAL WORLD STOCK INDEX FUND	VT	—	19,436	$2.7M	1.92%
VANGUARD LARGE-CAP INDEX FUND	VV	—	8,626	$2.7M	1.91%
MICROSOFT CORP	MSFT	Technology	4,194	$2.2M	1.56%
DIMENSIONAL SHORT-DURATION FIXED INCOME ETF	DFSD	—	44,065	$2.1M	1.52%
NVIDIA CORP	NVDA	Technology	9,712	.8M	1.30%
DIMENSIONAL CORE FIXED INCOME ETF	DFCF	—	41,848	.8M	1.28%
DIMENSIONAL NATIONAL MUNICIPAL BOND ETF	DFNM	—	37,250	.8M	1.28%
VANGUARD DIVIDEND APPREC ETF	VIG	—	8,263	.8M	1.28%
CAPITAL GROUP CONSERVATIVE EQUITY ETF	CGCV	—	57,161	.7M	1.24%
DIMENSIONAL US HIGH PROFITABILITY ETF	DUHP	—	40,564	.5M	1.10%