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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 47.25% of Taylor & Morgan Wealth Management's stock portfolio.
Added to shares of these 10 stocks: BOND, SPY, IWR, IVV, EEM, SPSM, PYLD, IXUS, BRK.B, PG.
Started 3 new stock positions in STX, BRK.B, PG.
Reduced shares in these 10 stocks: NVDA, , CATX, AAPL, ARKB, , , QQQ, CEG, AVGO.
Sold out of its positions in CEG, MA, ORCL, V.
Taylor & Morgan Wealth Management was a net buyer of stock by $2.1M.
Taylor & Morgan Wealth Management has $175M in assets under management (AUM), dropping by -1.75%.
Central Index Key (CIK): 0001844266

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Portfolio Holdings for Taylor & Morgan Wealth Management

Taylor & Morgan Wealth Management holds 79 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	17.8	$31M	+3%	48k	650.34	View chart
Ishares Tr Core S&p500 Etf (IVV)	10.8	$19M	+2%	29k	653.22	View chart
Spdr Series Trust State Street Spd (SPSM)	7.9	$14M	+2%	285k	48.32	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	7.1	$12M	+5%	128k	97.23	View chart
Apple (AAPL)	3.7	$6.5M	-3%	26k	253.79	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	3.3	$5.7M	-2%	31k	184.28	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	2.9	$5.0M		26k	191.92	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.6	$4.6M	-4%	8.0k	577.16	View chart
Pimco Etf Tr Active Bd Etf (BOND)	2.6	$4.6M	+41%	50k	92.28	View chart
NVIDIA Corporation (NVDA)	2.5	$4.3M	-6%	25k	174.40	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.4	$4.3M	-2%	15k	287.57	View chart
Microsoft Corporation (MSFT)	2.3	$4.1M	-2%	11k	370.18	View chart
Spdr Gold Tr Gold Shs (GLD)	2.2	$3.9M		9.2k	430.29	View chart
Broadcom (AVGO)	2.1	$3.7M	-4%	12k	309.51	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.0	$3.5M		13k	261.91	View chart
Amazon (AMZN)	2.0	$3.5M	-3%	17k	208.27	View chart
Ishares Tr Core Msci Total (IXUS)	1.8	$3.2M	+10%	37k	86.64	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	1.7	$2.9M		56k	52.19	View chart
Pimco Etf Tr Multisector Bd (PYLD)	1.7	$2.9M	+14%	111k	26.20	View chart
Blackrock Etf Trust Ii Ishares Total Re (BRTR)	1.3	$2.2M		44k	50.19	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.9	$1.6M	+2%	24k	67.53	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.8	$1.4M		4.9k	287.18	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.7	$1.3M	-2%	10k	128.12	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$1.2M	-2%	19k	64.08	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.7	$1.1M	+52%	20k	56.79	View chart
At&t (T)	0.6	$1.1M		39k	28.99	View chart
Spdr Series Trust State Street Spd (KRE)	0.6	$1.1M		17k	65.15	View chart
Johnson & Johnson (JNJ)	0.6	$1.0M	-10%	4.2k	244.41	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.6	$1.0M	+26%	6.9k	148.09	View chart
Ishares Silver Tr Ishares (SLV)	0.6	$1.0M		15k	68.14	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.6	$996k	+20%	8.9k	111.37	View chart
Altria (MO)	0.5	$895k		14k	65.99	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$769k		1.8k	426.40	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.4	$762k	-14%	15k	49.37	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$741k	-5%	1.2k	597.55	View chart
Spdr Series Trust State Street Spd (SPMD)	0.4	$725k	-9%	12k	59.22	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$714k		13k	56.68	View chart
Spdr Series Trust State Street Spd (SLYV)	0.4	$705k		7.5k	94.58	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$681k		9.2k	73.64	View chart
Ark 21shares Bitcoin Etf Shs Ben Int (ARKB)	0.4	$664k	-26%	30k	22.49	View chart
Verizon Communications (VZ)	0.4	$661k		13k	50.20	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$610k	-8%	4.6k	132.91	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.3	$593k	-2%	2.9k	205.80	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$591k	-13%	2.7k	215.09	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.3	$590k		6.4k	91.77	View chart
Nextera Energy (NEE)	0.3	$581k		6.3k	92.88	View chart
UnitedHealth (UNH)	0.3	$546k	-6%	2.0k	270.59	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.3	$536k	+4%	12k	45.89	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.3	$529k		4.6k	114.83	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$517k		20k	25.64	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$502k		2.3k	217.24	View chart
Tesla Motors (TSLA)	0.3	$497k	-22%	1.3k	371.75	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$476k		1.5k	320.91	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.2	$437k		8.3k	52.76	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$417k		3.4k	124.31	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.2	$398k	-17%	17k	23.69	View chart
Ishares Tr Msci Usa Value (VLUE)	0.2	$375k		2.6k	142.17	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$372k		851.00	436.96	View chart
Delta Air Lines Com New (DAL)	0.2	$370k	-15%	5.6k	66.48	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$359k	-2%	515.00	697.72	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$327k	+11%	1.3k	257.44	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.2	$322k		17k	19.30	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.2	$300k	-7%	5.9k	50.63	View chart
Deere & Company (DE)	0.2	$286k		507.00	563.30	View chart
PIMCO Corporate Opportunity Fund (PTY)	0.2	$285k	+2%	24k	12.06	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$251k	NEW	523.00	479.20	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$249k	-13%	6.5k	38.42	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.1	$244k		2.6k	94.56	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$234k		2.4k	99.25	View chart
Prologis (PLD)	0.1	$234k	-2%	1.8k	132.18	View chart
Procter & Gamble Company (PG)	0.1	$229k	NEW	1.6k	144.44	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.1	$227k		2.7k	84.91	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$217k	NEW	554.00	391.76	View chart
Armstrong World Industries (AWI)	0.1	$216k	-15%	1.3k	164.80	View chart
Palantir Technologies Cl A (PLTR)	0.1	$215k	+9%	1.5k	146.28	View chart
Ge Aerospace Com New (GE)	0.1	$201k	-12%	707.00	283.76	View chart
Duluth Hldgs Com Cl B (DLTH)	0.1	$158k	+61%	50k	3.16	View chart
Uwm Holdings Corporation Com Cl A (UWMC)	0.1	$128k	+2%	36k	3.62	View chart
Perspective Therapeutics Com New (CATX)	0.1	$121k	-70%	29k	4.17	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 2026 Q1 filed April 9, 2026
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

View all past filings

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