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CIK: 0001844266
Total reported value
$208.0M
$208.0M
80 檔
39.9%
As reported in its official Q4 2025 Form 13F filing, Taylor & Morgan Wealth Management, LLC's tracked investment portfolio stood at $208.0M with 80 total positions.
In Q4 2025, Taylor & Morgan Wealth Management, LLC displayed an active expansion posture, initiating 11 new positions and adding to 42 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 17.70% | +0.65% | +3.00% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 10.89% | +0.32% | -3.36% | |
| 3 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 7.28% | -0.59% | +0.51% | |
| 4 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 6.53% | -0.07% | +2.78% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.06% | +0.41% | -2.78% | |
| 6 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 3.17% | -0.16% | -2.27% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.05% | +0.60% | -3.15% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.87% | +0.08% | +0.94% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.84% | -0.20% | -1.50% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.80% | +0.26% | -1.37% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.68% | -0.16% | -4.47% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 2.40% | -0.23% | +2.52% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.23% | +0.03% | -2.06% | |
| 14 | GLD | Spdr Gold Shares | ETF-Commodities | 2.05% | -0.01% | +200.62% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-Other | 1.94% | -0.17% | +0.04% | |
| 16 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.83% | +0.03% | +31.70% | |
| 17 | MUNI | Pimco Intermediate Municipal | ETF-Other | 1.65% | -0.11% | +881.56% | |
| 18 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.56% | +0.03% | +16.97% | |
| 19 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.44% | +0.16% | +85.30% | |
| 20 | BRTR | Ishares Total Return Act ETF | ETF-Other | 1.26% | -0.09% | -1.38% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.88% | -0.07% | +0.76% | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.82% | -0.09% | — | |
| 23 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.80% | -0.06% | -0.04% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.69% | -0.03% | -1.10% | |
| 25 | ARKB | Ark 21shares Bitcoin ETF | ETF-Crypto | 0.65% | +0.11% | — | |
| 26 | KRE | Ss Spdr S&p Regional Bank | ETF-Other | 0.61% | -0.06% | -5.54% | |
| 27 | XLF | Ss Financial Select Sector | ETF-Other | 0.55% | -0.01% | -0.06% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.55% | +0.01% | +0.62% | |
| 29 | T | At&t Inc | Stock-Comm Services | 0.54% | +0.06% | +0.83% | |
| 30 | SLV | Ishares Silver Trust | ETF-Commodities | 0.53% | — | — | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.48% | -0.01% | — | |
| 32 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.47% | -0.03% | +1.60% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.46% | -0.02% | +105.18% | |
| 34 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.44% | -0.02% | +0.55% | |
| 35 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.44% | -0.03% | +14.92% | |
| 36 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.44% | -0.06% | +13.42% | |
| 37 | MO | Altria Group Inc | Stock-Consumer Staples | 0.43% | -0.03% | +1.53% | |
| 38 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.41% | -0.03% | -12.71% | |
| 39 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.41% | -0.01% | +0.53% | |
| 40 | XLK | Ss Technology Select Sector | ETF-Tech | 0.41% | -0.01% | +96.40% | |
| 41 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.40% | -0.04% | +227.23% | |
| 42 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.39% | -0.02% | +3.99% | |
| 43 | BND | Vanguard Total Bond Market | ETF-Other | 0.38% | -0.01% | +0.45% | |
| 44 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.38% | -0.03% | — | |
| 45 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.35% | -0.03% | — | |
| 46 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.32% | +0.07% | — | |
| 47 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.31% | +0.03% | — | |
| 48 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.30% | +0.02% | +0.99% | |
| 49 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.30% | — | — | |
| 50 | BXSL | Blackstone Secured Lending F | Stock-Financials | 0.30% | — | +0.44% |
According to official SEC Form 13F filings, Taylor & Morgan Wealth Management, LLC reported a total U.S. public equity portfolio value of $208.0M across 80 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including SPY, IVV, SPSM) accounted for 39.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
ARKB
市值: $1.2M
Top Position Liquidated / Trimmed
VDC
前期市值: $279.3K
During Q4 2025, Taylor & Morgan Wealth Management, LLC's top holdings by market value included SPY (17.7%)、IVV (10.9%)、SPSM (7.3%). The largest single position, SPY, represented 17.7% of total portfolio value.
In Q4 2025, Taylor & Morgan Wealth Management, LLC made 79 total portfolio adjustments, initiating 11 new buys, adding to 42 positions, trimming 21 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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