Hartmann Taylor Wealth Management, LLC
Hartmann Taylor Wealth Management, LLC reported 54 holdings worth US$151M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 28, 2026
Hartmann Taylor Wealth Management, LLC reported 54 holdings worth US$151M as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Microsoft Corp. Filed Jul 28, 2026 (Form 13F).
- Holdings
- 54
- Value as reported
- US$151M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 11,244 | US$2.85M | 1.9% |
| Nvidia Corporation | 8,867 | US$1.55M | 1.0% |
| Microsoft Corp. | 4,082 | US$1.51M | 1.0% |
| Alphabet Inc (google) Class C | 4,364 | US$1.26M | 0.83% |
| Palantir Technologies Inc. | 8,342 | US$1.22M | 0.81% |
| Amazon.com, Inc. | 5,318 | US$1.11M | 0.73% |
| Costco Wholesale Corporation | 672 | US$670K | 0.44% |
| Business First Bancshares, Inc. | 18,506 | US$500K | 0.33% |
| Netflix, Inc. | 4,945 | US$475K | 0.31% |
| Mastercard Incorporated | 909 | US$454K | 0.30% |
| Eli Lilly And Company | 391 | US$360K | 0.24% |
| Tesla, Inc. | 800 | US$297K | 0.20% |
| Meta Platforms, Inc. | 487 | US$279K | 0.18% |
| Asml Holding Nv | 196 | US$259K | 0.17% |
| Intercontinental Exchange Inc. | 1,570 | US$247K | 0.16% |
| Visa Inc. | 697 | US$211K | 0.14% |