Gross & Hartman Investments LLC

DOSSIER · 13F-HR · Q2 2026

Gross & Hartman Investments LLC

$226M in tracked AUM across 80 positions as of Q2 2026.

G&

CIK 0001966094 · last filed Jun 30, 2026

Total AUM

$226M

as of Q2 2026

Holdings

80

—

positions

Whale Score

65

65

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

Gross & Hartman Investments LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

01

VTI

VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES

$49M132K21.7%02

SUB

ISHARES SHORT-TERM NATIONAL MUNI BOND ETF

$30M281K13.2%03

VCRB

VANGUARD CORE BOND ETF

$28M359K12.3%04

VBIL

VANGUARD 0-3 MONTH TREASURY BILL ETF

$18M233K7.8%05

VYM

VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES

$14M90K6.3%06

ENFR

ALERIAN ENERGY INFRASTRUCTURE ETF

$14M356K6.0%07

VONG

VANGUARD RUSSELL 1000 GROWTH INDEX FUND ETF SHARES

$11M85K4.8%08

FNDX

SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF

$10M307K4.2%09

VOOG

VANGUARD S&P 500 GROWTH INDEX FUND ETF SHARES

$6M72K2.6%10

VYMI

VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND ETF SHARES