Hartmann Taylor Wealth Management, LLC
Top Portfolio Positions
22 positions ·
$17,144,423 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
11,244 | $2,853,614 | 16.64% | |
| GDLC |
Grayscale CoinDesk Crypto 5 ETF
|
59,042 | $1,841,519 | 10.74% | |
| NVDA |
Nvidia Corp
Technology
|
8,867 | $1,546,404 | 9.02% | |
| MSFT |
Microsoft Corp
Technology
|
4,082 | $1,511,033 | 8.81% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
8,346 | $1,220,852 | 7.12% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
5,318 | $1,107,579 | 6.46% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
2,569 | $738,741 | 4.31% | |
| GLD |
Spdr Gold Trust
|
1,715 | $737,947 | 4.30% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
672 | $669,600 | 3.91% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
1,022 | $589,877 | 3.44% |
Portfolio Trend
5 quarters · across all stocks
Holdings in BFST
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $500,402 | 18,506 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $745,146 | 28,506 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $673,026 | 28,506 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $702,672 | 28,506 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $815,871 | 33,506 | Shares | Sole | 2025-04-24 | |
| No 13F history on record for this holder in this stock. | ||||||