Hartmann Taylor Wealth Management, LLC

Hartmann Taylor Wealth Management, LLC reported 61 holdings worth US$178M as of Sep 30, 2026 (Form 13F)

As of Sep 30, 2026 · Filed Oct 14, 2026

Hartmann Taylor Wealth Management, LLC reported 61 holdings worth US$178M as of Sep 30, 2026. Largest: Apple Inc, Space Exploration Technologies Corp and Microsoft Corp. Filed Oct 14, 2026 (Form 13F).

Holdings
61
Value as reported
US$178M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc11,258US$3.75M2.1%
Space Exploration Technologies Corp13,886US$2.09M1.2%
Microsoft Corp.4,080US$2.09M1.2%
Nvidia Corporation9,115US$2.08M1.2%
Alphabet Inc (google) Class C4,961US$1.7M0.95%
Palantir Technologies Inc.8,707US$1.63M0.91%
Amazon.com, Inc.6,187US$1.54M0.87%
Costco Wholesale Corporation806US$734K0.41%
Business First Bancshares, Inc.18,506US$557K0.31%
Meta Platforms, Inc.685US$497K0.28%
Mastercard Incorporated895US$494K0.28%
Eli Lilly And Company357US$413K0.23%
Netflix, Inc.4,300US$299K0.17%
Tesla, Inc.841US$298K0.17%
Taiwan Semiconductor Manufacturing Co., Ltd.571US$260K0.15%
Palo Alto Networks, Inc.636US$253K0.14%
Visa Inc.689US$248K0.14%
Intercontinental Exchange Inc.1,570US$239K0.13%
Texas Instruments Incorporated724US$203K0.11%
Thermo Fisher Scientific Inc299US$202K0.11%
Vertical Aerospace Ltd.10,000US$5,993<0.01%
Asml Holding Nv0US$00.00%

Source

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