§ 13F · FUND PROFILE
Hartmann Taylor Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $120.1T (13F)Positions · 52Turnover · — · Q4Filed · Jan 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$148.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | 103K | $19.8T | 13.3% | NEW |
| 2 | CGGR | CAPITAL GROUP GROWTH ETF | 400K | $17.8T | 12.0% | NEW |
| 3 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 299K | $13.0T | 8.8% | NEW |
| 4 | CGBL | CAPITAL GROUP CORE BALANCED | 323K | $11.4T | 7.7% | NEW |
| 5 | VEU | VANGUARD INTL EQUITY INDEX F | 109K | $8.0T | 5.4% | NEW |
| 6 | VXUS | VANGUARD STAR FDS | 86K | $6.5T | 4.4% | NEW |
| 7 | CGMU | CAPITAL GRP FIXED INCM ETF T | 232K | $6.3T | 4.3% | NEW |
| 8 | SCHB | SCHWAB STRATEGIC TR | 228K | $6.0T | 4.0% | NEW |
| 9 | VB | VANGUARD INDEX FDS | 17K | $4.4T | 3.0% | NEW |
| 10 | CGSM | CAPITAL GRP FIXED INCM ETF T | 165K | $4.3T | 2.9% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HARTMANN SIGNAL
AC read
Hartmann Taylor Wealth Management, LLC is a Other fund managing $120077.0 trillion in assets. The fund runs a portfolio of 52 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed