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Taylor & Morgan Wealth Management

Latest statistics and disclosures from Taylor & Morgan Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, IVV, SPSM, IWR, AAPL, and represent 46.47% of Taylor & Morgan Wealth Management's stock portfolio.
Added to shares of these 10 stocks: MUNI, GLD, PYLD, ARKB, SLV, SPY, BOND, VXF, GBTC, GDX.
Started 11 new stock positions in AWI, PLTR, AGG, SCHX, ARKB, CEG, SLV, GBTC, VXF, GDX. MA.
Reduced shares in these 10 stocks: IVV, , JBND, IWM, GOOGL, NFLX, BX, AAPL, MSFT, VOE.
Sold out of its positions in BX, IWM, JBND, NFLX, VDC.
Taylor & Morgan Wealth Management was a net buyer of stock by $13M.
Taylor & Morgan Wealth Management has $178M in assets under management (AUM), dropping by 9.56%.
Central Index Key (CIK): 0001844266

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Portfolio Holdings for Taylor & Morgan Wealth Management

Taylor & Morgan Wealth Management holds 80 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY)	17.7	$32M	+2%	46k	681.92	View chart
Ishares Tr Core S&p500 Etf (IVV)	10.9	$19M	-3%	28k	684.94	View chart
Spdr Series Trust State Street Spd (SPSM)	7.3	$13M		277k	46.86	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	6.5	$12M	+2%	121k	96.27	View chart
Apple (AAPL)	4.1	$7.2M	-2%	27k	271.86	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	3.2	$5.7M	-2%	32k	177.37	View chart
Microsoft Corporation (MSFT)	3.0	$5.4M	-3%	11k	483.63	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.9	$5.1M		8.3k	614.30	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	2.8	$5.1M		26k	191.56	View chart
NVIDIA Corporation (NVDA)	2.8	$5.0M		27k	186.50	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.7	$4.8M	-4%	15k	313.00	View chart
Broadcom (AVGO)	2.4	$4.3M	+2%	12k	346.10	View chart
Amazon (AMZN)	2.2	$4.0M	-2%	17k	230.82	View chart
Spdr Gold Tr Gold Shs (GLD)	2.1	$3.7M	+200%	9.2k	396.31	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.9	$3.5M		13k	257.94	View chart
Pimco Etf Tr Active Bd Etf (BOND)	1.8	$3.3M	+31%	35k	93.08	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	1.7	$3.0M	+881%	56k	52.41	View chart
Ishares Tr Core Msci Total (IXUS)	1.6	$2.8M	+16%	33k	84.64	View chart
Pimco Etf Tr Multisector Bd (PYLD)	1.4	$2.6M	+85%	97k	26.68	View chart
Blackrock Etf Trust Ii Ishares Total Re (BRTR)	1.3	$2.3M		44k	50.77	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.9	$1.6M		24k	66.00	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.8	$1.5M		5.0k	290.22	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.8	$1.4M		11k	136.95	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$1.2M		20k	62.47	View chart
Ark 21shares Bitcoin Etf Shs Ben Int (ARKB)	0.7	$1.2M	NEW	40k	29.04	View chart
Spdr Series Trust State Street Spd (KRE)	0.6	$1.1M	-5%	17k	64.81	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.6	$989k		18k	54.77	View chart
Johnson & Johnson (JNJ)	0.5	$974k		4.7k	206.96	View chart
At&t (T)	0.5	$959k		39k	24.84	View chart
Ishares Silver Tr Ishares (SLV)	0.5	$951k	NEW	15k	64.42	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$854k		1.8k	473.30	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.5	$847k		7.4k	113.92	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$820k	+105%	1.3k	627.13	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$784k		5.5k	143.51	View chart
Spdr Series Trust State Street Spd (SPMD)	0.4	$780k	+14%	14k	57.91	View chart
Tesla Motors (TSLA)	0.4	$779k	+13%	1.7k	449.72	View chart
Altria (MO)	0.4	$769k		13k	57.66	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$725k	-12%	13k	57.24	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.4	$725k		13k	54.71	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.4	$724k	+96%	5.0k	143.97	View chart
UnitedHealth (UNH)	0.4	$714k	+227%	2.2k	330.11	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$694k	+3%	3.2k	219.80	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$681k		9.2k	74.07	View chart
Spdr Series Trust State Street Spd (SLYV)	0.4	$678k		7.5k	90.97	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.3	$618k	NEW	3.0k	209.12	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.3	$566k	NEW	8.3k	68.36	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.3	$551k	NEW	6.4k	85.77	View chart
Verizon Communications (VZ)	0.3	$540k		13k	40.73	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$534k	NEW	20k	26.91	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.3	$533k		20k	26.33	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.3	$521k		4.7k	110.96	View chart
Nextera Energy (NEE)	0.3	$500k	-7%	6.2k	80.28	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$498k		1.5k	335.23	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$492k		2.3k	211.77	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.3	$478k	+101%	11k	42.69	View chart
Delta Air Lines Inc Del Com New (DAL)	0.3	$457k	-17%	6.6k	69.40	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$417k	-3%	854.00	487.91	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$408k	+10%	3.4k	120.17	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$398k	-16%	528.00	753.78	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$373k	+14%	7.5k	49.65	View chart
Ishares Tr Msci Usa Value (VLUE)	0.2	$359k		2.6k	136.73	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.2	$323k		6.4k	50.46	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$319k	+5%	1.1k	279.09	View chart
Visa Com Cl A (V)	0.2	$300k	+6%	855.00	350.54	View chart
Armstrong World Industries (AWI)	0.2	$298k	NEW	1.6k	191.10	View chart
PIMCO Corporate Opportunity Fund (PTY)	0.2	$297k	+2%	23k	12.90	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.2	$271k		16k	16.49	View chart
Perspective Therapeutics Com New (CATX)	0.1	$267k	+6%	97k	2.75	View chart
Ge Aerospace Com New (GE)	0.1	$248k	-13%	806.00	308.20	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.1	$244k		2.7k	91.40	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.1	$242k		2.6k	93.90	View chart
Palantir Technologies Cl A (PLTR)	0.1	$238k	NEW	1.3k	177.75	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$238k	NEW	2.4k	99.87	View chart
Deere & Company (DE)	0.1	$236k	-11%	507.00	465.57	View chart
Prologis (PLD)	0.1	$231k	-9%	1.8k	127.66	View chart
Oracle Corporation (ORCL)	0.1	$225k		1.2k	194.91	View chart
Mastercard Incorporated Cl A (MA)	0.1	$224k	NEW	392.00	570.92	View chart
Constellation Energy (CEG)	0.1	$201k	NEW	569.00	353.27	View chart
Uwm Holdings Corporation Com Cl A (UWMC)	0.1	$152k		35k	4.38	View chart
Duluth Hldgs Com Cl B (DLTH)	0.0	$65k	+29%	31k	2.08	View chart

Past Filings by Taylor & Morgan Wealth Management

SEC 13F filings are viewable for Taylor & Morgan Wealth Management going back to 2021

Taylor & Morgan Wealth Management 2025 Q4 filed Jan. 16, 2026
Taylor & Morgan Wealth Management 2025 Q3 filed Oct. 15, 2025
Taylor & Morgan Wealth Management 2025 Q2 filed July 7, 2025
Taylor & Morgan Wealth Management 2025 Q1 filed April 8, 2025
Taylor & Morgan Wealth Management 2024 Q4 filed Jan. 15, 2025
Taylor & Morgan Wealth Management 2024 Q3 filed Oct. 24, 2024
Taylor & Morgan Wealth Management 2024 Q2 filed July 16, 2024
Taylor & Morgan Wealth Management 2024 Q1 filed April 15, 2024
Taylor & Morgan Wealth Management 2023 Q4 filed Jan. 10, 2024
Taylor & Morgan Wealth Management 2023 Q3 filed Oct. 5, 2023
Taylor & Morgan Wealth Management 2023 Q2 filed July 13, 2023
Taylor & Morgan Wealth Management 2023 Q1 filed April 6, 2023
Taylor & Morgan Wealth Management 2022 Q4 filed Jan. 17, 2023
Taylor & Morgan Wealth Management 2022 Q3 filed Oct. 12, 2022
Taylor & Morgan Wealth Management 2022 Q2 filed July 8, 2022
Taylor & Morgan Wealth Management 2022 Q1 filed April 18, 2022

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