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CIK: 0001844266
Total reported value
$208.0M
$208.0M
89 檔
47.3%
At the close of Q2 2026, Taylor & Morgan Wealth Management, LLC disclosed equity holdings valued at approximately $208.0M, spread across 89 reported holdings.
In Q2 2026, Taylor & Morgan Wealth Management, LLC displayed an active expansion posture, initiating 12 new positions and adding to 38 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 | 18.17% | +0.65% | +2.93% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 10.71% | +0.32% | +0.03% | |
| 3 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 8.58% | -0.59% | +5.88% | |
| 4 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 7.42% | -0.07% | +6.74% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.60% | +0.41% | -1.41% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.02% | +0.08% | +4.32% | |
| 7 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 2.96% | -0.16% | -2.28% | |
| 8 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 2.57% | +0.03% | +14.22% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.52% | -0.20% | -7.86% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.48% | -0.16% | -5.49% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 2.38% | +0.26% | -3.09% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 2.16% | -0.23% | -2.15% | |
| 13 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.08% | +0.03% | +21.30% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-Other | 1.99% | -0.17% | -0.69% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.92% | +0.60% | -5.19% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.88% | +0.03% | -3.93% | |
| 17 | GLD | Spdr Gold Shares | ETF-Commodities | 1.66% | -0.01% | — | |
| 18 | MUNI | Pimco Intermediate Municipal | ETF-Other | 1.46% | -0.11% | — | |
| 19 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.45% | +0.16% | +0.26% | |
| 20 | BRTR | Ishares Total Return Act ETF | ETF-Other | 1.14% | -0.09% | +5.30% | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.96% | -0.09% | +388.34% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.91% | -0.07% | -1.10% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.85% | -0.02% | +102.02% | |
| 24 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.70% | -0.01% | +2.35% | |
| 25 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.69% | -0.06% | -6.91% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.65% | -0.03% | -3.56% | |
| 27 | KRE | Ss Spdr S&p Regional Bank | ETF-Other | 0.62% | -0.06% | -0.24% | |
| 28 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.54% | -0.02% | +0.54% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.53% | +0.01% | +0.54% | |
| 30 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.50% | -0.03% | -8.17% | |
| 31 | MO | Altria Group Inc | Stock-Consumer Staples | 0.45% | -0.03% | -5.98% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.44% | -0.01% | +300.00% | |
| 33 | XLK | Ss Technology Select Sector | ETF-Tech | 0.44% | -0.01% | +1.11% | |
| 34 | XLF | Ss Financial Select Sector | ETF-Other | 0.41% | -0.01% | +0.06% | |
| 35 | T | At&t Inc | Stock-Comm Services | 0.40% | +0.06% | +0.78% | |
| 36 | SLV | Ishares Silver Trust | ETF-Commodities | 0.39% | — | — | |
| 37 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.39% | -0.03% | -3.02% | |
| 38 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.38% | -0.03% | -6.83% | |
| 39 | MRVL | Marvell Technology Inc | Stock-Tech | 0.37% | -0.05% | — | |
| 40 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.35% | -0.03% | — | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.33% | -0.02% | +1.71% | |
| 42 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.32% | -0.03% | -9.62% | |
| 43 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 0.30% | -0.05% | -3.26% | |
| 44 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.30% | — | +1.47% | |
| 45 | STX | Seagate Technology Holdings plc | Stock-Tech | 0.29% | -0.07% | +8.84% | |
| 46 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.29% | -0.06% | +2.77% | |
| 47 | ARKB | Ark 21shares Bitcoin ETF | ETF-Crypto | 0.28% | +0.11% | — | |
| 48 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.27% | +0.02% | -0.94% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.27% | — | +0.07% | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.27% | -0.03% | +8.92% |
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 89 disclosed positions in Q2 2026.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, IVV, SPSM) accounted for 47.3% of total reported equity market value during Q2 2026.
Top New Position Initiated
MRVL
市值: $747.3K
Top Position Liquidated / Trimmed
VOT
前期市值: $326.7K
During Q2 2026, Taylor & Morgan Wealth Management, LLC's top holdings by market value included SPY (18.2%)、IVV (10.7%)、SPSM (8.6%). The largest single position, SPY, represented 18.2% of total portfolio value.
In Q2 2026, Taylor & Morgan Wealth Management, LLC made 82 total portfolio adjustments, initiating 12 new buys, adding to 38 positions, trimming 30 holdings, and fully liquidating 2 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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