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CIK: 0001844266
Total reported value
$202.9M
$202.9M
79 檔
40.8%
According to the latest 13F quarterly dataset, Taylor & Morgan Wealth Management, LLC managed an equity portfolio of $202.9M at the end of Q1 2026, spanning 79 distinct U.S. exchange-listed positions.
In Q1 2026, Taylor & Morgan Wealth Management, LLC adopted a defensive or profit-taking posture, trimming 40 positions and completely liquidating 4 holdings to manage risk exposure.
| # | 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 | 17.79% | +0.38% | +3.51% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 10.81% | -0.10% | +2.19% | |
| 3 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 7.86% | +0.72% | +2.79% | |
| 4 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 7.09% | +0.33% | +5.58% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.71% | -0.11% | -3.95% | |
| 6 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 3.26% | -0.30% | -2.63% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.85% | -0.33% | -1.38% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.63% | +0.39% | -4.39% | |
| 9 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 2.61% | -0.04% | +41.25% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.48% | -0.10% | -6.87% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.45% | +0.03% | -2.48% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.32% | -0.40% | -2.13% | |
| 13 | GLD | Spdr Gold Shares | ETF-Commodities | 2.25% | -0.59% | -0.76% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 2.09% | +0.07% | -4.46% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-Other | 2.01% | -0.02% | +0.02% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.98% | -0.10% | -3.32% | |
| 17 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.80% | +0.28% | +10.83% | |
| 18 | MUNI | Pimco Intermediate Municipal | ETF-Other | 1.68% | -0.22% | — | |
| 19 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.65% | -0.20% | +14.58% | |
| 20 | BRTR | Ishares Total Return Act ETF | ETF-Other | 1.25% | -0.11% | -1.17% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.93% | -0.02% | +2.00% | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.81% | +0.15% | -1.65% | |
| 23 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.75% | -0.06% | -2.11% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.70% | -0.05% | -2.43% | |
| 25 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.66% | +0.04% | +52.84% | |
| 26 | T | At&t Inc | Stock-Comm Services | 0.64% | -0.24% | +0.77% | |
| 27 | KRE | Ss Spdr S&p Regional Bank | ETF-Other | 0.62% | — | +0.09% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.59% | -0.06% | -10.14% | |
| 29 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.58% | -0.04% | +26.36% | |
| 30 | SLV | Ishares Silver Trust | ETF-Commodities | 0.58% | -0.19% | +0.33% | |
| 31 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.57% | -0.07% | +20.16% | |
| 32 | MO | Altria Group Inc | Stock-Consumer Staples | 0.51% | -0.06% | +1.77% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.44% | — | — | |
| 34 | XLF | Ss Financial Select Sector | ETF-Other | 0.43% | -0.02% | -14.46% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.42% | +0.43% | -5.13% | |
| 36 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.41% | -0.03% | -9.18% | |
| 37 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.41% | -0.09% | -0.51% | |
| 38 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.40% | -0.01% | — | |
| 39 | BND | Vanguard Total Bond Market | ETF-Other | 0.39% | -0.18% | +0.54% | |
| 40 | ARKB | Ark 21shares Bitcoin ETF | ETF-Crypto | 0.38% | -0.10% | -26.36% | |
| 41 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.38% | -0.11% | -0.62% | |
| 42 | XLK | Ss Technology Select Sector | ETF-Tech | 0.35% | +0.09% | -8.67% | |
| 43 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.34% | +0.01% | -2.44% | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.34% | -0.01% | -13.02% | |
| 45 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.34% | -0.12% | — | |
| 46 | NEE | Nextera Energy Inc | Stock-Utilities | 0.33% | -0.09% | +0.34% | |
| 47 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.31% | -0.09% | -6.66% | |
| 48 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.31% | -0.05% | +4.27% | |
| 49 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 0.30% | — | -1.85% | |
| 50 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.29% | +0.01% | +1.61% |
According to official SEC Form 13F filings, Taylor & Morgan Wealth Management, LLC reported a total U.S. public equity portfolio value of $202.9M across 79 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, IVV, SPSM) accounted for 40.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
BRK-B
市值: $250.6K
Top Position Liquidated / Trimmed
V
前期市值: $299.7K
During Q1 2026, Taylor & Morgan Wealth Management, LLC's top holdings by market value included SPY (17.8%)、IVV (10.8%)、SPSM (7.9%). The largest single position, SPY, represented 17.8% of total portfolio value.
In Q1 2026, Taylor & Morgan Wealth Management, LLC made 75 total portfolio adjustments, initiating 3 new buys, adding to 28 positions, trimming 40 holdings, and fully liquidating 4 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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