Taylor & Morgan Wealth Management, LLC

CIK 0001844266 • 6 13F filings • Apr 8, 2025 – Jul 10, 2026

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Filer information

Filed by: Taylor & Morgan Wealth Management, LLC, CCO
Address: 3150 LIVERNOIS RD., SUITE 175, TROY, MI, 48083
Phone: 810-230-8200
AUM: $178.4M

AUM over time

$208.0M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationReal EstateOther

Holdings by filing

Portfolio value: $162.8M74 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$3.9M	2.4%Prev: 2.5%	16,020 SH	Decreased+1,916 SH
ALTRIA GROUP INC	COM	$867K	0.5%Prev: 0.5%	13,131 SH	Decreased+374 SH
AMAZON COM INC	COM	$3.9M	2.4%Prev: 1.9%	17,568 SH	Increased+1,588 SH
APPLE INC	COM	$7.0M	4.3%Prev: 3.6%	27,426 SH	Decreased+2,174 SH
AT&T INC	COM	$1.1M	0.7%Prev: 0.4%	38,268 SH	Increased-917 SH
BLACKROCK ETF TRUST II	ISHARES TOTAL RE	$2.3M	1.4%	44,938 SH	New
BLACKSTONE INC	COM	$217K	0.1%	1,268 SH	New
BLACKSTONE SECD LENDING FD	COMMON STOCK	$525K	0.3%Prev: 0.2%	20,156 SH	Increased+3,779 SH
BROADCOM INC	COM	$4.0M	2.4%Prev: 2.2%	12,082 SH	Decreased+504 SH
DEERE & CO	COM	$262K	0.2%Prev: 0.1%	574 SH	Increased+167 SH
DELTA AIR LINES INC DEL	COM NEW	$454K	0.3%	8,007 SH	New
DULUTH HLDGS INC	COM CL B	$94K	0.1%Prev: 0.1%	24,000 SH	Decreased-19,000 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$276K	0.2%Prev: 0.2%	16,097 SH	Decreased-880 SH
FIDELITY COMWLTH TR	NASDAQ COMPSIT	$238K	0.1%Prev: 0.1%	2,671 SH	Decreased
GE AEROSPACE	COM NEW	$280K	0.2%Prev: 0.1%	931 SH	Increased+223 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$5.1M	3.1%Prev: 2.5%	26,813 SH	Decreased+2,814 SH
INVESCO QQQ TR	UNIT SER 1	$5.0M	3.0%Prev: 3.0%	8,265 SH	Decreased-57 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$428K	0.3%Prev: 0.1%	6,582 SH	Increased+96 SH
ISHARES TR	CORE MSCI TOTAL	$2.3M	1.4%Prev: 2.1%	28,118 SH	Decreased-16,099 SH
ISHARES TR	CORE S&P MCP ETF	$1.5M	0.9%Prev: 0.9%	23,490 SH	Decreased-387 SH
ISHARES TR	CORE S&P SCP ETF	$366K	0.2%Prev: 0.3%	3,076 SH	Decreased-575 SH
ISHARES TR	CORE S&P500 ETF	$19.7M	12.1%Prev: 10.7%	29,365 SH	Decreased+354 SH
ISHARES TR	EAFE GRWTH ETF	$834K	0.5%Prev: 0.5%	7,322 SH	Decreased-887 SH
ISHARES TR	MSCI EMG MKT ETF	$704K	0.4%Prev: 0.7%	13,178 SH	Decreased-7,545 SH
ISHARES TR	MSCI USA VALUE	$326K	0.2%Prev: 0.3%	2,610 SH	Decreased-36 SH
ISHARES TR	RUS 1000 GRW ETF	$845K	0.5%Prev: 0.4%	1,804 SH	Decreased-5,412 SH
ISHARES TR	RUS MD CP GR ETF	$1.5M	0.9%Prev: 0.7%	10,470 SH	Increased+933 SH
ISHARES TR	RUS MID CAP ETF	$11.4M	7.0%Prev: 7.4%	117,714 SH	Decreased-18,639 SH
ISHARES TR	RUSSELL 2000 ETF	$234K	0.1%	965 SH	New
ISHARES TR	TRS FLT RT BD	$323K	0.2%Prev: 0.1%	6,393 SH	Increased+463 SH
ISHARES TR	U.S. REAL ES ETF	$248K	0.2%Prev: 0.1%	2,552 SH	Decreased-44 SH
J P MORGAN EXCHANGE TRADED F	ACTIVE BOND ETF	$266K	0.2%	4,911 SH	New
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$829K	0.5%Prev: 0.3%	14,512 SH	Increased+3,122 SH
JOHNSON & JOHNSON	COM	$867K	0.5%Prev: 0.5%	4,677 SH	Decreased+425 SH
MICROSOFT CORP	COM	$6.0M	3.7%Prev: 1.9%	11,607 SH	Increased+1,176 SH
NETFLIX INC	COM	$223K	0.1%	186 SH	New
NEXTERA ENERGY INC	COM	$506K	0.3%Prev: 0.2%	6,709 SH	Increased+1,212 SH
NVIDIA CORPORATION	COM	$5.1M	3.1%Prev: 2.4%	27,148 SH	Increased+2,983 SH
ORACLE CORP	COM	$324K	0.2%	1,153 SH	New
PERSPECTIVE THERAPEUTICS INC	COM NEW	$312K	0.2%Prev: 0.1%	91,000 SH	Increased+25,000 SH
PIMCO CORPORATE & INCOME OPP	COM	$325K	0.2%Prev: 0.1%	22,475 SH	Increased-1,858 SH
PIMCO ETF TR	ACTIVE BD ETF	$2.5M	1.5%Prev: 2.6%	26,647 SH	Decreased-29,975 SH
PIMCO ETF TR	INTER MUN BD ACT	$300K	0.2%Prev: 1.5%	5,739 SH	Decreased-50,593 SH
PIMCO ETF TR	MULTISECTOR BD	$1.4M	0.9%Prev: 1.5%	52,120 SH	Decreased-58,822 SH
PROLOGIS INC.	COM	$230K	0.1%Prev: 0.1%	2,005 SH	Decreased+268 SH
SELECT SECTOR SPDR TR	FINANCIAL	$973K	0.6%	18,063 SH	New
SELECT SECTOR SPDR TR	SBI INT-UTILS	$485K	0.3%	5,563 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$721K	0.4%	2,559 SH	New
SPDR GOLD TR	GOLD SHS	$1.1M	0.7%Prev: 1.7%	3,072 SH	Decreased-6,093 SH
SPDR S&P 500 ETF TR	TR UNIT	$30.0M	18.4%	44,967 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P400	$671K	0.4%	11,725 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P600	$12.8M	7.8%	275,937 SH	New
SPDR SERIES TRUST	S&P 600 SMCP VAL	$661K	0.4%	7,457 SH	New
SPDR SERIES TRUST	S&P REGL BKG	$1.1M	0.7%	17,740 SH	New
TESLA INC	COM	$680K	0.4%Prev: 0.3%	1,528 SH	Increased+153 SH
UNITEDHEALTH GROUP INC	COM	$228K	0.1%Prev: 0.2%	661 SH	Decreased-421 SH
UWM HOLDINGS CORPORATION	COM CL A	$208K	0.1%Prev: 0.0%	34,075 SH	Increased-2,316 SH
VANGUARD ADMIRAL FDS INC	SMLLCP 600 IDX	$519K	0.3%Prev: 0.3%	4,695 SH	Decreased+237 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$681K	0.4%Prev: 0.2%	9,156 SH	Increased+3,297 SH
VANGUARD INDEX FDS	GROWTH ETF	$424K	0.3%Prev: 0.2%	884 SH	Decreased-4,224 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$319K	0.2%	1,087 SH	New
VANGUARD INDEX FDS	MCAP VL IDXVIP	$5.7M	3.5%Prev: 3.0%	32,636 SH	Decreased+2,287 SH
VANGUARD INDEX FDS	MID CAP ETF	$1.5M	0.9%Prev: 1.0%	5,021 SH	Decreased-19,093 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$390K	0.2%Prev: 0.8%	637 SH	Decreased-1,868 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$481K	0.3%Prev: 0.3%	2,305 SH	Decreased+158 SH
VANGUARD INDEX FDS	SMALL CP ETF	$3.4M	2.1%Prev: 2.0%	13,431 SH	Decreased+84 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$481K	0.3%Prev: 0.3%	1,465 SH	Decreased-20 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$655K	0.4%Prev: 0.3%	3,036 SH	Decreased+243 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.2M	0.7%Prev: 0.6%	19,826 SH	Decreased+1,375 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$766K	0.5%Prev: 0.5%	5,432 SH	Decreased-1,507 SH
VANGUARD WORLD FD	CONSUM STP ETF	$279K	0.2%Prev: 0.2%	1,307 SH	Decreased-255 SH
VANGUARD WORLD FD	INF TECH ETF	$472K	0.3%Prev: 0.2%	632 SH	Decreased-3,488 SH
VERIZON COMMUNICATIONS INC	COM	$577K	0.4%Prev: 0.3%	13,127 SH	Increased+76 SH
VISA INC	COM CL A	$275K	0.2%	806 SH	New

Sold (vs prior filing)

ADVANCED MICRO DEVICES INC — $418K
ARK 21SHARES BITCOIN ETF — $574K
ARMSTRONG WORLD INDS INC NEW — $211K
ASML HLDG NV — $263K
BERKSHIRE HATHAWAY INC DEL — $299K
BLACKROCK ETF TRUST II — $2.3M
DELTA AIR LINES INC — $444K
FORD MTR CO — $168K
GE VERNOVA INC — $210K
GRAYSCALE BITCOIN TRUST ETF — $377K
ISHARES SILVER TR — $792K
ISHARES TR — $235K
ISHARES TR — $388K
MARVELL TECHNOLOGY INC — $747K
META PLATFORMS INC — $214K
PROCTER & GAMBLE CO — $234K
QUANTUMSCAPE CORP — $88K
SCHWAB STRATEGIC TR — $602K
SCHWAB STRATEGIC TR — $215K
SEAGATE TECHNOLOGY HLDNGS PL — $582K
… and 12 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 16, 2026	Q4 2025	13F-HR	0002085853-26-000042	$178.4M	View
Oct 9, 2026	Q3 2026	13F-HR	0002085853-26-001128	$208.0M	View
Oct 15, 2025