Taylor & Morgan Wealth Management

Taylor & Morgan Wealth Management as of March 31, 2026

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