Hartmann Taylor Wealth Management, LLC
RIA/Wealth
Hartmann Taylor Wealth Management, LLC is a RIA/Wealth based in Dallas, TX led by William Wade Taylor, reporting $194.4M in AUM as of Q3 2025 with 84% ETF concentration and 65% concentrated in top 10 holdings.
Managing PartnerWilliam Wade Taylor
- Portfolio Value
- $139.3M
- Positions
- 51
- Top Holding
- VTV at 13.33%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Hartmann Taylor Wealth Management, LLC's portfolio (64.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $18.6M | 13.33% | +$647.5K Bought | — 99.6K shares | |
ETF ETF | $16.6M | 11.95% | +$2.4M Bought | — 378.8K shares | |
ETF ETF | $12.1M | 8.68% | +$1.1M Bought | — 287.5K shares | |
ETF ETF | $10.7M | 7.68% | +$721.2K Bought | — 307.9K shares | |
ETF ETF | $7.6M | 5.49% | +$747.2K Bought | — 107.1K shares | |
ETF ETF | $5.9M | 4.21% | — | — 228.2K shares | |
ETF ETF | $5.8M | 4.17% | +$6.1K Bought | — 79.0K shares | |
ETF ETF | $4.9M | 3.50% | -$182.4K Sold | — 178.9K shares | |
ETF ETF | $4.2M | 3.00% | -$112.9K Sold | — 16.4K shares | |
ETF ETF | $3.8M | 2.73% | +$633.0K Bought | — 144.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Hartmann Taylor Wealth Management, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+89.27% | |
+56.36% | |
+47.88% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-36.23% | |
-18.86% |
Analytics
Portfolio insights and performance metrics for Hartmann Taylor Wealth Management, LLC
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