Hartmann Taylor Wealth Management, LLC holds a focused book of 54 stocks worth $151.0M as of Q2 2026 (disclosed Jul 28, 2026, a ~45-day 13F lag). This quarter they opened Unitedhealth Group Inc and trimmed Vanguard Value ETF. Their largest long position is Vanguard Value ETF at 14% of the equity book. Cloning the disclosed picks since 2025 would be +26% (+19.9%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Hartmann Taylor Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 3.9 points over this window.
Growth of $10,000 cloning Hartmann Taylor Wealth Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
11% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
No buys this quarter.
Other tracked managers holding the same core names as Hartmann Taylor Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| OSAIC HOLDINGS, INC. | 62 / 54 | $14.0B |
| MORGAN STANLEY | 61 / 54 | $417.3B |
| Farther Finance Advisors, LLC | 61 / 54 | $1.9B |
| HARBOUR INVESTMENTS, INC. | 61 / 54 | $1.2B |
| IFP Advisors, Inc | 61 / 54 | $1.0B |
| EverSource Wealth Advisors, LLC | 61 / 54 | $746.4M |
| ROYAL BANK OF CANADA | 60 / 54 | $113.8B |
| LPL Financial LLC | 60 / 54 | $61.3B |
Ranked by how many of Hartmann Taylor Wealth Management, LLC's top 54 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS VALUE ETF | $20.9M | 106.4K | 13.8% | ▼−0.1% Reduced · −60 sh | |
| 2 | Capital Group Growth ETF SHS CREATION UNI | $16.5M | 410.0K | 10.9% | ▼−0.3% Reduced · −1K sh | |
| 3 | Capital Group Dividend Value SHS CREATION UNI | $13.9M | 325.9K | 9.2% | ▼~0% Reduced · −105 sh | |
| 4 | Capital Group Core Balanced SHS | $11.2M | 326.2K | 7.4% | —Held | |
| 5 | Capital Grp Fixed Incm ETF T MUNICIPAL INCOME | $8.9M | 326.6K | 5.9% | —Held | |
| 6 | Vanguard Intl Equity Index F ALLWRLD EX US | $8.5M | 113.0K | 5.6% | ▼−0.3% Reduced · −351 sh | |
| 7 | Vanguard Star FDS VG TL INTL STK F | $7.0M | 90.9K | 4.6% | ▼~0% Reduced · −11 sh | |
| 8 | Schwab Strategic TR US BRD MKT ETF | $5.7M | 228.2K | 3.8% | —Held | |
| 9 | Vanguard Index FDS SMALL CP ETF | $4.5M | 17.2K | 3.0% | —Held | |
| 10 | Capital Grp Fixed Incm ETF T SHORT DURATION M | $4.1M | 155.9K | 2.7% | —Held | |
| 11 | Dimensional ETF Trust US SMALL CAP ETF | $3.6M | 49.9K | 2.4% | ▼−0.2% Reduced · −104 sh | |
| 12 | Capital Grp Fixed Incm ETF T US MULTI-SECTOR | $3.2M | 116.3K | 2.1% | —Held | |
| 13 | Dimensional ETF Trust US CORE EQUITY 2 | $3.1M | 79.6K | 2.0% | —Held | |
| 14 | Apple Inc COM | $2.9M | 11.2K | 1.9% | —Held | |
| 15 | Vanguard Intl Equity Index F TT WRLD ST ETF | $2.8M | 20.4K | 1.9% | ▼−0.6% Reduced · −130 sh | |
| 16 | Dimensional ETF Trust CORE FIXED INCOM | $2.4M | 58.0K | 1.6% | —Held | |
| 17 | Vanguard Index FDS LARGE CAP ETF | $2.4M | 8.0K | 1.6% | —Held | |
| 18 | Capital Group Conservative E SHS | $2.2M | 74.8K | 1.5% | ▼−1.5% Reduced · −1K sh | |
| 19 | Dimensional ETF Trust SHORT DURATION F | $1.9M | 39.3K | 1.2% | —Held | |
| 20 | Grayscale Coindesk Crypto USD SHS | $1.8M | 58.8K | 1.2% | ▼−0.5% Reduced · −285 sh | |
| 21 | Dimensional ETF Trust NATL MUN BD ETF | $1.8M | 37.3K | 1.2% | —Held | |
| 22 | Nvidia Corporation COM | $1.5M | 8.9K | 1.0% | —Held | |
| 23 | Vanguard Specialized Funds DIV APP ETF | $1.5M | 7.2K | 1.0% | —Held | |
| 24 | Microsoft Corp COM | $1.5M | 4.1K | 1.0% | —Held | |
| 25 | Fidelity Merrimack STR TR TOTAL BD ETF | $1.5M | 32.2K | 1.0% | —Held | |
| 26 | Dimensional ETF Trust US HIGH PROFITAB | $1.5M | 39.8K | 1.0% | —Held | |
| 27 | Palantir Technologies Inc CL A | $1.2M | 8.3K | 0.8% | ▼~0% Reduced · −4 sh | |
| 28 | Amazon Com Inc COM | $1.1M | 5.3K | 0.7% | —Held | |
| 29 | Capital Grp Fixed Incm ETF T CORE PLUS INCM | $935K | 41.9K | 0.6% | —Held | |
| 30 | Alphabet Inc CAP STK CL A | $739K | 2.6K | 0.5% | —Held | |
| 31 | SPDR Gold TR GOLD SHS | $738K | 1.7K | 0.5% | —Held | |
| 32 | Vanguard Mun BD FDS CORE TAX EXEMPT | $676K | 9.0K | 0.4% | —Held | |
| 33 | Costco Wholesale Corporation COM | $670K | 672 | 0.4% | —Held | |
| 34 | Invesco QQQ TR UNIT SER 1 | $590K | 1.0K | 0.4% | —Held | |
| 35 | Grayscale Bitcoin Trust ETF SHS REP COM UT | $589K | 11.2K | 0.4% | —Held | |
| 36 | Dimensional ETF Trust INTL CORE EQUITY | $570K | 16.1K | 0.4% | —Held | |
| 37 | Alphabet Inc CAP STK CL C | $521K | 1.8K | 0.3% | —Held | |
| 38 | Vanguard Index FDS TOTAL STK MKT | $504K | 1.6K | 0.3% | —Held | |
| 39 | Business First Bancshares In COM | $500K | 18.5K | 0.3% | —Held | |
| 40 | Ishares Silver TR ISHARES | $486K | 7.1K | 0.3% | —Held | |
| 41 | Netflix Inc. COM | $475K | 4.9K | 0.3% | —Held | |
| 42 | Dimensional ETF Trust ULTRASHORT FIXED | $456K | 9.0K | 0.3% | —Held | |
| 43 | Mastercard Incorporated CL A | $454K | 909 | 0.3% | —Held | |
| 44 | Capital Grp Fixed Incm ETF T CORE BOND ETF | $405K | 15.4K | 0.3% | —Held | |
| 45 | Dimensional ETF Trust US TARGETED VLU | $363K | 5.8K | 0.2% | —Held | |
| 46 | Eli Lilly & Co COM | $360K | 391 | 0.2% | —Held | |
| 47 | Tesla Inc COM | $297K | 800 | 0.2% | —Held | |
| 48 | Dimensional ETF Trust INTL CORE EQT MK | $281K | 7.2K | 0.2% | —Held | |
| 49 | Meta Platforms Inc CL A | $279K | 487 | 0.2% | —Held | |
| 50 | ASML Hldg NV N Y REGISTRY SHS | $259K | 196 | 0.2% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 28, 2026 | 54 | $151.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 22, 2026 | 54 | $151.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 15, 2026 | 53 | $148.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 20, 2025 | 51 | $139.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 15, 2025 | 52 | $120.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 24, 2025 | 51 | $111.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.