Taylor & Morgan Wealth Management

Taylor & Morgan Wealth Management as of Dec. 31, 2025

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