Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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 48.48% of Taylor & Morgan Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VO, SPY, SPSM, IWR, VOO, MRVL, IXUS, IWF, BOND, VGT.
Started 12 new stock positions in AMD, SCHA, F, QS, ARTY, SNX, ASML, VDC, META, MRVL. GEV, STLA.
Reduced shares in these 10 stocks: RSP, UNH, VOT, GOOGL, BND, PLTR, MSFT, AMZN, NVDA, VOE.
Sold out of its positions in PLTR, VOT.
Taylor & Morgan Wealth Management was a net buyer of stock by $8.8M.
Taylor & Morgan Wealth Management has $203M in assets under management (AUM), dropping by 15.72%.
Central Index Key (CIK): 0001844266

Tip: Access up to 7 years of quarterly data

Positions held by Taylor & Morgan Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Taylor & Morgan Wealth Management

Taylor & Morgan Wealth Management holds 89 positions in its portfolio as reported in the June 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)	18.2	$37M	+2%	49k	746.77	View chart
Ishares Tr Core S&p500 Etf (IVV)	10.7	$22M		29k	748.89	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	8.6	$17M	+5%	302k	57.67	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	7.4	$15M	+6%	136k	110.32	View chart
Apple (AAPL)	3.6	$7.3M		25k	289.36	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.0	$6.1M	+4%	8.3k	736.38	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	3.0	$6.0M	-2%	30k	197.60	View chart
Pimco Etf Tr Active Bd Etf (BOND)	2.6	$5.2M	+14%	57k	92.21	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	2.5	$5.1M	-7%	24k	212.77	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.5	$5.0M	-5%	14k	357.37	View chart
NVIDIA Corporation (NVDA)	2.4	$4.8M	-3%	24k	200.09	View chart
Broadcom (AVGO)	2.2	$4.4M	-2%	12k	377.74	View chart
Ishares Tr Core Msci Total (IXUS)	2.1	$4.2M	+21%	44k	95.44	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.0	$4.0M		13k	303.12	View chart
Microsoft Corporation (MSFT)	1.9	$3.9M	-5%	10k	373.03	View chart
Amazon (AMZN)	1.9	$3.8M	-3%	16k	238.34	View chart
Spdr Gold Tr Gold Shs (GLD)	1.7	$3.4M		9.2k	368.38	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	1.5	$3.0M		56k	52.60	View chart
Pimco Etf Tr Multisector Bd (PYLD)	1.5	$2.9M		111k	26.52	View chart
Blackrock Etf Trust Ii Isha Tota Re Etf (BRTR)	1.1	$2.3M	+5%	46k	50.33	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.0	$1.9M	+388%	24k	80.57	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.9	$1.8M		24k	77.11	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$1.7M	+102%	2.5k	686.81	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.7	$1.4M	+2%	21k	68.41	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.7	$1.4M	-6%	9.5k	146.40	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$1.3M	-3%	19k	71.25	View chart
Spdr Series Trust St Str Sp Regbnk (KRE)	0.6	$1.3M		17k	74.85	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.5	$1.1M		6.9k	158.02	View chart
Johnson & Johnson (JNJ)	0.5	$1.1M		4.3k	253.99	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.5	$1.0M	-8%	8.2k	124.42	View chart
Altria (MO)	0.5	$918k	-5%	13k	71.95	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$896k	+300%	7.2k	124.17	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.4	$884k		4.6k	190.51	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.4	$828k		16k	53.61	View chart
At&t (T)	0.4	$811k		39k	20.70	View chart
Ishares Silver Tr Ishares (SLV)	0.4	$792k		15k	53.47	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.4	$789k	-3%	7.2k	109.11	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.4	$770k	-6%	11k	67.56	View chart
Marvell Technology (MRVL)	0.4	$747k	NEW	2.5k	297.84	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.3	$709k		2.9k	246.21	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$661k		2.8k	236.63	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$643k	-9%	11k	56.48	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.3	$613k	-3%	4.5k	137.54	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$602k		21k	29.43	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.3	$582k	+8%	603.00	964.57	View chart
Tesla Motors (TSLA)	0.3	$578k	+2%	1.4k	420.60	View chart
Ark 21shares Bitcoin Etf Shs Ben Int (ARKB)	0.3	$574k		30k	19.46	View chart
Verizon Communications (VZ)	0.3	$553k		13k	42.34	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$550k		1.5k	370.06	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$541k	+8%	3.7k	148.30	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.3	$533k		12k	45.34	View chart
Ishares Tr Msci Usa Value (VLUE)	0.3	$529k		2.6k	199.79	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$522k	-7%	2.1k	242.94	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$492k	+700%	4.1k	119.52	View chart
Nextera Energy (NEE)	0.2	$483k	-12%	5.5k	87.78	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.2	$454k	-6%	6.0k	75.45	View chart
UnitedHealth (UNH)	0.2	$450k	-46%	1.1k	415.63	View chart
Delta Air Lines Com New (DAL)	0.2	$444k	-14%	4.7k	93.66	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$440k	+500%	5.1k	86.14	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$430k	-36%	5.9k	73.41	View chart
Advanced Micro Devices (AMD)	0.2	$418k	NEW	719.00	580.91	View chart
Ishares Tr Futu Ai Tech Etf (ARTY)	0.2	$388k	NEW	5.1k	76.16	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.2	$388k	-2%	16k	23.71	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.2	$377k		8.3k	45.52	View chart
Vanguard World Consum Stp Etf (VDC)	0.2	$352k	NEW	1.6k	225.48	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.2	$325k		17k	19.12	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$300k		5.9k	50.63	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$299k	+14%	598.00	500.39	View chart
PIMCO Corporate Opportunity Fund (PTY)	0.1	$293k	+2%	24k	12.03	View chart
SYNNEX Corporation (SNX)	0.1	$280k	NEW	1.0k	267.34	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.1	$276k		2.7k	103.22	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.1	$265k		2.6k	102.25	View chart
Ge Aerospace Com New (GE)	0.1	$265k		708.00	373.57	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$263k	NEW	132.00	1989.44	View chart
Deere & Company (DE)	0.1	$258k	-19%	407.00	634.33	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$236k		2.4k	98.97	View chart
Prologis (PLD)	0.1	$235k		1.7k	135.47	View chart
Procter & Gamble Company (PG)	0.1	$234k		1.6k	146.61	View chart
Perspective Therapeutics Com New (CATX)	0.1	$225k	+127%	66k	3.41	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$216k		6.5k	33.29	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$215k	NEW	5.9k	36.13	View chart
Meta Platforms Cl A (META)	0.1	$214k	NEW	381.00	562.74	View chart
Armstrong World Industries (AWI)	0.1	$211k		1.3k	160.42	View chart
Ge Vernova (GEV)	0.1	$210k	NEW	179.00	1174.86	View chart
Duluth Hldgs Com Cl B (DLTH)	0.1	$193k	-14%	43k	4.48	View chart
Ford Motor Company (F)	0.1	$168k	NEW	12k	13.90	View chart
Quantumscape Corp Com Cl A (QS)	0.0	$88k	NEW	12k	7.56	View chart
Uwm Holdings Corporation Com Cl A (UWMC)	0.0	$83k	+2%	36k	2.29	View chart
Stellantis SHS (STLA)	0.0	$75k	NEW	13k	5.74	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 Q2 filed July 10, 2026
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

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z