Long-term investor
Hartmann Taylor Wealth Management, LLC @hartmanntaylorwealthmana
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002058267).
Record
- Tracked since 2025-06-30 (472 days), 39 trades recorded
- Returns: week n/a · month n/a · 90 days +1.8% · 6 months +1.1% · 1 year -11.6% · all -11.6%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908744 · 13.2% · long · since 2025-09-30
- 14020G101 · 12.5% · long · since 2025-09-30
- 14020W106 · 9.9% · long · since 2025-09-30
- 14021D107 · 7.2% · long · since 2025-09-30
- 922042775 · 5.6% · long · since 2025-09-30
- 14020Y201 · 4.7% · long · since 2025-09-30
- 921909768 · 4.5% · long · since 2025-09-30
- 808524102 · 3.7% · long · since 2025-09-30
- 922908751 · 2.8% · long · since 2025-09-30
- 25434V500 · 2.8% · long · since 2025-09-30
- AAPL · 2.1% · long · since 2025-09-30
- 25434V708 · 2.0% · long · since 2025-09-30