Taylor & Morgan Wealth Management, LLC

Est. AUM

$202.8M

13F long equity, this entity only

Positions

Period

Jun 2026 (Q2)

SEC EDGAR

View filings ↗

Jun 2026 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	STATE STR SPDR S&P 500 ETF T	TR UNIT	$36.9M	49347	18.17%	SOLE
2	ISHARES TR	CORE S&P500 ETF	$21.7M	29011	10.71%	SOLE
3	SPDR SERIES TRUST	ST STR SP600 SML	$17.4M	301836	8.58%	SOLE
4	ISHARES TR	RUS MID CAP ETF	$15.0M	136353	7.42%	SOLE
5	APPLE INC	COM	$7.3M	25252	3.60%	SOLE
6	INVESCO QQQ TR	UNIT SER 1	$6.1M	8322	3.02%	SOLE
7	VANGUARD INDEX FDS	MCAP VL IDXVIP	$6.0M	30349	2.96%	SOLE
8	PIMCO ETF TR	ACTIVE BD ETF	$5.2M	56622	2.57%	SOLE
9	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$5.1M	23999	2.52%	SOLE
10	ALPHABET INC	CAP STK CL A	$5.0M	14104	2.48%	SOLE
11	NVIDIA CORPORATION	COM	$4.8M	24165	2.38%	SOLE
12	BROADCOM INC	COM	$4.4M	11578	2.16%	SOLE
13	ISHARES TR	CORE MSCI TOTAL	$4.2M	44217	2.08%	SOLE
14	VANGUARD INDEX FDS	SMALL CP ETF	$4.0M	13347	1.99%	SOLE
15	MICROSOFT CORP	COM	$3.9M	10431	1.92%	SOLE
16	AMAZON COM INC	COM	$3.8M	15980	1.88%	SOLE
17	SPDR GOLD TR	GOLD SHS	$3.4M	9165	1.66%	SOLE
18	PIMCO ETF TR	INTER MUN BD ACT	$3.0M	56332	1.46%	SOLE
19	PIMCO ETF TR	MULTISECTOR BD	$2.9M	110942	1.45%	SOLE
20	BLACKROCK ETF TRUST II	ISHA TOTA RE ETF	$2.3M	46120	1.14%	SOLE
21	VANGUARD INDEX FDS	MID CAP ETF	$1.9M	24114	0.96%	SOLE
22	ISHARES TR	CORE S&P MCP ETF	$1.8M	23877	0.91%	SOLE
23	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.7M	2505	0.85%	SOLE
24	ISHARES TR	MSCI EMG MKT ETF	$1.4M	20723	0.70%	SOLE
25	ISHARES TR	RUS MD CP GR ETF	$1.4M	9537	0.69%	SOLE
26	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.3M	18451	0.65%	SOLE
27	SPDR SERIES TRUST	ST STR SP REGBNK	$1.3M	16732	0.62%	SOLE
28	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.1M	6939	0.54%	SOLE
29	JOHNSON & JOHNSON	COM	$1.1M	4252	0.53%	SOLE
30	ISHARES TR	EAFE GRWTH ETF	$1.0M	8209	0.50%	SOLE
31	ALTRIA GROUP INC	COM	$918K	12757	0.45%	SOLE
32	ISHARES TR	RUS 1000 GRW ETF	$896K	7216	0.44%	SOLE
33	SELECT SECTOR SPDR TR	ST STR TECHN ETF	$884K	4641	0.44%	SOLE
34	SELECT SECTOR SPDR TR	ST STR FINL ETF	$828K	15451	0.41%	SOLE
35	AT&T INC	COM	$811K	39185	0.40%	SOLE
36	ISHARES SILVER TR	ISHARES	$792K	14809	0.39%	SOLE
37	SPDR SERIES TRUST	ST STR SP600SM C	$789K	7232	0.39%	SOLE
38	SPDR SERIES TRUST	ST STR P400MID	$770K	11401	0.38%	SOLE
39	MARVELL TECHNOLOGY INC	COM	$747K	2509	0.37%	SOLE
40	VANGUARD INDEX FDS	EXTEND MKT ETF	$709K	2881	0.35%	SOLE
41	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$661K	2793	0.33%	SOLE
42	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$643K	11390	0.32%	SOLE
43	VANGUARD ADMIRAL FDS INC	SMLLCP 600 IDX	$613K	4458	0.30%	SOLE
44	SCHWAB STRATEGIC TR	US LRG CAP ETF	$602K	20453	0.30%	SOLE
45	SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$582K	603	0.29%	SOLE
46	TESLA INC	COM	$578K	1375	0.28%	SOLE
47	ARK 21SHARES BITCOIN ETF	SHS BEN INT	$574K	29513	0.28%	SOLE
48	VERIZON COMMUNICATIONS INC	COM	$553K	13051	0.27%	SOLE
49	VANGUARD INDEX FDS	TOTAL STK MKT	$550K	1485	0.27%	SOLE
50	ISHARES TR	CORE S&P SCP ETF	$541K	3651	0.27%	SOLE

1–50 of 89

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.