Hartmann Taylor Wealth Management, LLC
All 13F Filings
- Location
- Dallas, TX
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 148,122
- 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 |
|---|---|---|---|---|---|
| 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 | 101.8 K | 68.7% | 8.334 K | 0 | 8.334 K |
| ETFs | 44.08 K | 29.8% | 2.122 K | 0 | 2.122 K |
| Debt | 302 | 0.2% | 89 | 0 | 89 |
| Other | 1.94 K | 1.3% | 0 | 1.692 K | -1.692 K |
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Fund Snapshot
Q4 2025
Latest filed
1/15/2026
Total value ($000)
148,122
Holdings
53
QoQ value change ($000)
8,850
(6.4%)
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.