DOSSIER · 13F-HR · Q3 2026
Hartmann Taylor Wealth Management, LLC
$178M in tracked AUM across 61 positions as of Q3 2026.
HT
CIK 0002058267 · last filed Sep 30, 2026
AI Analysis · Q3 2026
1. Portfolio Overview
Hartmann Taylor Wealth Management, LLC reported a significant expansion in assets under management, with the total portfolio value growing by 83.4%, rising from $80.76M to $148.12M during the quarter ending December 31, 2025. The portfolio consists of 53 holdings, displaying a high degree of diversification. The investment strategy appears to be a "core-satellite" approach, heavily reliant on institutional-grade ETFs for core exposure while utilizing in...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology
Quarter at a glance — Q3 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q3 2026.