Hartmann Taylor Wealth Management, LLC - Portfolio Stock Holdings

Hartmann Taylor Wealth Management, LLC disclosed 54 stock positions in a recent SEC 13F filing. $166,108,860 of stock holdings were filed, with the largest holdings including VTV, CGGR, and CGDV. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $254,594,875 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.