Taylor & Morgan Wealth Management

Taylor & Morgan Wealth Management as of June 30, 2026

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