Loading…
CIK 0001844266 • 6 13F filings • Apr 8, 2025 – Jul 10, 2026
Import this data to Google Sheets with:
=jivedata("taylor-morgan-wealth-management-llc-0001844266-filer","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADOBE INC | COM | $208K | 0.2% | 543 SH | |
| ALPHABET INC | CAP STK CL A | $2.4M | 1.8% | 15,686 SH | |
| ALTRIA GROUP INC | COM | $763K | 0.6% | 12,705 SH | |
| AMAZON COM INC | COM | $3.3M | 2.5% | 17,551 SH | |
| APPLE INC | COM | $6.2M | 4.6% | 27,746 SH | |
| AT&T INC | COM | $1.1M | 0.8% | 39,690 SH | |
| BLACKROCK ETF TRUST II | ISHARES TOTAL RE | $2.3M | 1.7% | 45,051 SH | |
| BLACKSTONE SECD LENDING FD | COMMON STOCK | $813K | 0.6% | 25,125 SH | |
| BROADCOM INC | COM | $2.0M | 1.5% | 12,099 SH | |
| DEERE & CO | COM | $300K | 0.2% | 639 SH | |
| DELTA AIR LINES INC DEL | COM NEW | $337K | 0.3% | 7,722 SH | |
| DULUTH HLDGS INC | COM CL B | $69K | 0.1% | 39,687 SH | |
| ENERGY TRANSFER L P | COM UT LTD PTN | $288K | 0.2% | 15,515 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $5.1M | 3.9% | 29,605 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $3.7M | 2.8% | 7,975 SH | |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $332K | 0.2% | 7,082 SH | |
| ISHARES TR | CORE MSCI TOTAL | $1.7M | 1.3% | 23,995 SH | |
| ISHARES TR | CORE S&P MCP ETF | $1.4M | 1.0% | 23,826 SH | |
| ISHARES TR | CORE S&P500 ETF | $15.5M | 11.7% | 27,621 SH | |
| ISHARES TR | EAFE GRWTH ETF | $725K | 0.5% | 7,250 SH | |
| ISHARES TR | MSCI EMG MKT ETF | $584K | 0.4% | 13,362 SH | |
| ISHARES TR | MSCI USA VALUE | $275K | 0.2% | 2,578 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $651K | 0.5% | 1,804 SH | |
| ISHARES TR | RUS MD CP GR ETF | $1.3M | 1.0% | 10,955 SH | |
| ISHARES TR | RUS MID CAP ETF | $9.8M | 7.4% | 115,407 SH | |
| ISHARES TR | TRS FLT RT BD | $322K | 0.2% | 6,365 SH | |
| ISHARES TR | U.S. REAL ES ETF | $242K | 0.2% | 2,523 SH | |
| J P MORGAN EXCHANGE TRADED F | ACTIVE BOND ETF | $263K | 0.2% | 4,911 SH | |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $823K | 0.6% | 14,400 SH | |
| JOHNSON & JOHNSON | COM | $764K | 0.6% | 4,605 SH | |
| MICROSOFT CORP | COM | $4.3M | 3.3% | 11,540 SH | |
| NEXTERA ENERGY INC | COM | $523K | 0.4% | 7,385 SH | |
| NVIDIA CORPORATION | COM | $2.9M | 2.2% | 26,592 SH | |
| PERSPECTIVE THERAPEUTICS INC | COM NEW | $192K | 0.1% | 90,000 SH | |
| PIMCO CORPORATE & INCOME OPP | COM | $310K | 0.2% | 21,405 SH | |
| PIMCO ETF TR | ACTIVE BD ETF | $2.1M | 1.6% | 22,368 SH | |
| PIMCO ETF TR | MULTISECTOR BD | $1.4M | 1.0% | 51,520 SH | |
| PROLOGIS INC. | COM | $226K | 0.2% | 2,025 SH | |
| SELECT SECTOR SPDR TR | FINANCIAL | $921K | 0.7% | 18,482 SH | |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | $433K | 0.3% | 5,488 SH | |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $572K | 0.4% | 2,770 SH | |
| SPDR GOLD TR | GOLD SHS | $827K | 0.6% | 2,869 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $25.0M | 18.8% | 44,672 SH | |
| SPDR SER TR | PORTFOLIO S&P600 | $10.5M | 7.9% | 257,946 SH | |
| SPDR SER TR | S&P 600 SMCP VAL | $592K | 0.4% | 7,557 SH | |
| SPDR SER TR | S&P REGL BKG | $1.1M | 0.8% | 19,276 SH | |
| TESLA INC | COM | $350K | 0.3% | 1,352 SH | |
| UNITEDHEALTH GROUP INC | COM | $289K | 0.2% | 552 SH | |
| UWM HOLDINGS CORPORATION | COM CL A | $178K | 0.1% | 32,517 SH | |
| VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | $550K | 0.4% | 5,695 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $692K | 0.5% | 9,418 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $319K | 0.2% | 861 SH | |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $278K | 0.2% | 1,136 SH | |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $5.3M | 4.0% | 32,982 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $1.3M | 1.0% | 5,085 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $325K | 0.2% | 632 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $429K | 0.3% | 2,301 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $3.1M | 2.3% | 13,970 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $593K | 0.4% | 3,056 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.0M | 0.8% | 19,917 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $693K | 0.5% | 5,374 SH | |
| VANGUARD WORLD FD | CONSUM STP ETF | $283K | 0.2% | 1,292 SH | |
| VANGUARD WORLD FD | HEALTH CAR ETF | $213K | 0.2% | 803 SH | |
| VANGUARD WORLD FD | INF TECH ETF | $343K | 0.3% | 632 SH | |
| VERIZON COMMUNICATIONS INC | COM | $585K | 0.4% | 12,898 SH | |
| VISA INC | COM CL A | $280K | 0.2% | 800 SH |
| Q3 2025 |
| 13F-HR |
| 0002085853-25-000093 |
| $162.8M |
| View |
| Jul 10, 2026 | Q2 2026 | 13F-HR | 0002085853-26-000685 | $202.9M | View |
| Jul 7, 2025 | Q2 2025 | 13F-HR | 0001667731-25-000726 | $148.1M | View |
| Apr 9, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000319 | $175.3M | View |
| Apr 8, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000378 | $132.6M | View |