Hartmann Taylor Wealth Management, LLC
Hartmann Taylor Wealth Management, LLC reported 54 positions worth $151.0M as of June 30, 2026 (13F filed July 28, 2026). Largest holding: VTV (13.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VTV | SH | $20.9M | 13.83% | 106,445 | — | — | |
| ▸ 2 | CGGR | SH | $16.5M | 10.91% | 409,953 | — | — | |
| ▸ 3 | CGDV | SH | $13.9M | 9.18% | 325,896 | — | — | |
| ▸ 4 | CGBL | SH | $11.2M | 7.43% | 326,175 | — | — | |
| ▸ 5 | CGMU | SH | $8.9M | 5.87% | 326,554 | — | — | |
| ▸ 6 | VEU | SH | $8.5M | 5.62% | 113,021 | — | — | |
| ▸ 7 | VXUS | SH | $7.0M | 4.64% | 90,914 | — | — | |
| ▸ 8 | SCHB | SH | $5.7M | 3.79% | 228,179 | — | — | |
| ▸ 9 | VB | SH | $4.5M | 2.98% | 17,212 | — | — | |
| ▸ 10 | CGSM | SH | $4.1M | 2.71% | 155,916 | — | — |
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Frequently Asked Questions
What stocks does Hartmann Taylor Wealth Management, LLC hold as of Q2 2026?
Hartmann Taylor Wealth Management, LLC reported 54 positions worth $151.0M in its Q2 2026 13F filing. Largest positions: VTV (13.8%), CGGR (10.9%), CGDV (9.2%), CGBL (7.4%) and CGMU (5.9%).
What did Hartmann Taylor Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Hartmann Taylor Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.