Hartmann Taylor Wealth Management, LLC

Hartmann Taylor Wealth Management, LLC manages $148M across a portfolio of 53 positions, exhibiting a clear focus on diversified, income-oriented equity strategies. Top holdings reveal significant allocations to core U.S. and international market segments, notably VTV at $19.8M and CGGR at $17.8M. Further concentration in sector-specific ETFs is evident, with CGDV ($13.0M) and CGBL ($11.4M) anchoring substantial portions of the mandate. This positioning suggests a tactical emphasis on capturing value and yield across broad market indices.

📌 Top Holdings