Hartmann Taylor Wealth Management, LLC
All 13F Filings
- Location
- Dallas, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 151,048
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/28/2026 | 54 | 151,048 | 13F-HR | Hartmann Taylor Wealth Management, LLC |
| Q1 2026 | 4/22/2026 | 54 | 151,211 | 13F-HR | Hartmann Taylor Wealth Management, LLC |
| Q4 2025 | 1/15/2026 | 53 | 148,122 | 13F-HR | Hartmann Taylor Wealth Management, LLC |
| Q3 2025 | 10/20/2025 | 51 | 139,272 | 13F-HR | Hartmann Taylor Wealth Management, LLC |
| Q2 2025 | 7/15/2025 | 52 | 120,077 | 13F-HR | Hartmann Taylor Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 40.74 K | 27.0% | 0 | 38 | -38 |
| ETFs | 108.1 K | 71.5% | 0 | 113 | -113 |
| Debt | 405 | 0.3% | 0 | 0 | 0 |
| Other | 1.833 K | 1.2% | 0 | 9 | -9 |
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Fund Snapshot
Q2 2026
Latest filed
7/28/2026
Total value ($000)
151,048
Holdings
54
QoQ value change ($000)
-163
(-0.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.