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: $178.4M77 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$4.8M	2.7%Prev: 2.3%	15,304 SH	Decreased+1,287 SH
ALTRIA GROUP INC	COM	$769K	0.4%Prev: 0.4%	13,332 SH	Decreased+379 SH
AMAZON COM INC	COM	$4.0M	2.2%Prev: 1.9%	17,206 SH	Decreased+1,246 SH
APPLE INC	COM	$7.2M	4.1%Prev: 4.0%	26,664 SH	Decreased+1,643 SH
ARK 21SHARES BITCOIN ETF	SHS BEN INT	$1.2M	0.7%Prev: 0.4%	40,077 SH	Increased+10,564 SH
ARMSTRONG WORLD INDS INC NEW	COM	$298K	0.2%Prev: 0.1%	1,557 SH	Increased+244 SH
AT&T INC	COM	$958K	0.5%Prev: 0.5%	38,586 SH	Decreased-933 SH
BLACKROCK ETF TRUST II	ISHARES TOTAL RE	$2.3M	1.3%	44,320 SH	New
BLACKSTONE SECD LENDING FD	COMMON STOCK	$533K	0.3%Prev: 0.2%	20,245 SH	Increased+3,755 SH
BROADCOM INC	COM	$4.3M	2.4%Prev: 1.9%	12,386 SH	Increased+971 SH
CONSTELLATION ENERGY CORP	COM	$201K	0.1%	569 SH	New
DEERE & CO	COM	$236K	0.1%Prev: 0.1%	507 SH	Decreased+100 SH
DELTA AIR LINES INC DEL	COM NEW	$457K	0.3%	6,586 SH	New
DULUTH HLDGS INC	COM CL B	$64K	0.0%Prev: 0.1%	31,000 SH	Decreased+3,000 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$271K	0.2%Prev: 0.2%	16,413 SH	Decreased-835 SH
FIDELITY COMWLTH TR	NASDAQ COMPSIT	$244K	0.1%Prev: 0.1%	2,671 SH	Decreased
GE AEROSPACE	COM NEW	$248K	0.1%Prev: 0.1%	806 SH	Increased+108 SH
GRAYSCALE BITCOIN TRUST ETF	SHS REP COM UT	$566K	0.3%Prev: 0.3%	8,274 SH	Increased
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$5.1M	2.8%Prev: 2.3%	26,412 SH	Increased+3,209 SH
INVESCO QQQ TR	UNIT SER 1	$5.1M	2.9%Prev: 3.1%	8,343 SH	Decreased-375 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$373K	0.2%Prev: 0.2%	7,506 SH	Increased+620 SH
ISHARES SILVER TR	ISHARES	$951K	0.5%Prev: 0.4%	14,761 SH	Increased-48 SH
ISHARES TR	CORE MSCI TOTAL	$2.8M	1.6%Prev: 2.1%	32,891 SH	Decreased-13,238 SH
ISHARES TR	CORE S&P MCP ETF	$1.6M	0.9%Prev: 0.8%	23,668 SH	Decreased-736 SH
ISHARES TR	CORE S&P SCP ETF	$408K	0.2%Prev: 0.2%	3,397 SH	Decreased-255 SH
ISHARES TR	CORE S&P500 ETF	$19.4M	10.9%Prev: 11.0%	28,379 SH	Decreased-1,568 SH
ISHARES TR	CORE US AGGBD ET	$238K	0.1%Prev: 0.1%	2,382 SH	Increased-17 SH
ISHARES TR	EAFE GRWTH ETF	$847K	0.5%Prev: 0.5%	7,439 SH	Decreased-770 SH
ISHARES TR	MSCI EMG MKT ETF	$725K	0.4%Prev: 0.7%	13,248 SH	Decreased-8,225 SH
ISHARES TR	MSCI USA VALUE	$359K	0.2%Prev: 0.3%	2,625 SH	Decreased-33 SH
ISHARES TR	RUS 1000 GRW ETF	$854K	0.5%Prev: 0.4%	1,804 SH	Decreased-5,412 SH
ISHARES TR	RUS MD CP GR ETF	$1.4M	0.8%Prev: 0.6%	10,466 SH	Increased+927 SH
ISHARES TR	RUS MID CAP ETF	$11.6M	6.5%Prev: 7.3%	120,984 SH	Decreased-22,221 SH
ISHARES TR	TRS FLT RT BD	$323K	0.2%Prev: 0.1%	6,410 SH	Increased+468 SH
ISHARES TR	U.S. REAL ES ETF	$242K	0.1%Prev: 0.1%	2,575 SH	Decreased-40 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$725K	0.4%Prev: 0.3%	12,667 SH	Increased+1,981 SH
JOHNSON & JOHNSON	COM	$974K	0.5%Prev: 0.5%	4,706 SH	Decreased+433 SH
MASTERCARD INCORPORATED	CL A	$224K	0.1%	392 SH	New
MICROSOFT CORP	COM	$5.4M	3.0%Prev: 2.5%	11,241 SH	Increased+1,029 SH
NEXTERA ENERGY INC	COM	$500K	0.3%Prev: 0.2%	6,231 SH	Increased+749 SH
NVIDIA CORPORATION	COM	$5.0M	2.8%Prev: 2.6%	26,776 SH	Decreased+2,767 SH
ORACLE CORP	COM	$225K	0.1%	1,153 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$238K	0.1%Prev: 0.1%	1,339 SH	Decreased-89 SH
PERSPECTIVE THERAPEUTICS INC	COM NEW	$267K	0.1%Prev: 0.1%	97,000 SH	Increased+11,000 SH
PIMCO CORPORATE & INCOME OPP	COM	$297K	0.2%Prev: 0.1%	23,038 SH	Increased+2,854 SH
PIMCO ETF TR	ACTIVE BD ETF	$3.3M	1.8%Prev: 2.6%	35,095 SH	Decreased-27,011 SH
PIMCO ETF TR	INTER MUN BD ACT	$3.0M	1.7%Prev: 1.3%	56,332 SH	Increased
PIMCO ETF TR	MULTISECTOR BD	$2.6M	1.4%Prev: 1.6%	96,577 SH	Decreased-35,321 SH
PROLOGIS INC.	COM	$231K	0.1%Prev: 0.1%	1,812 SH	Increased+80 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$534K	0.3%Prev: 0.3%	19,837 SH	Decreased-617 SH
SELECT SECTOR SPDR TR	STATE STREET FIN	$989K	0.6%	18,052 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$724K	0.4%	5,026 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$478K	0.3%	11,207 SH	New
SPDR GOLD TR	GOLD SHS	$3.7M	2.1%Prev: 1.6%	9,235 SH	Increased+230 SH
SPDR S&P 500 ETF TR	TR UNIT	$31.6M	17.7%	46,316 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$15.5M	8.7%	315,027 SH	New
TESLA INC	COM	$779K	0.4%Prev: 0.2%	1,733 SH	Increased+378 SH
UNITEDHEALTH GROUP INC	COM	$714K	0.4%Prev: 0.2%	2,163 SH	Increased+1,121 SH
UWM HOLDINGS CORPORATION	COM CL A	$152K	0.1%Prev: 0.0%	34,718 SH	Increased-23,441 SH
VANECK ETF TRUST	GOLD MINERS ETF	$551K	0.3%Prev: 0.3%	6,424 SH	Increased+406 SH
VANGUARD ADMIRAL FDS INC	SMLLCP 600 IDX	$521K	0.3%Prev: 0.3%	4,695 SH	Decreased+536 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$681K	0.4%Prev: 0.2%	9,197 SH	Increased+3,290 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$618K	0.3%Prev: 0.3%	2,953 SH	Decreased+72 SH
VANGUARD INDEX FDS	GROWTH ETF	$417K	0.2%	854 SH	New
VANGUARD INDEX FDS	MCAP GR IDXVIP	$319K	0.2%	1,143 SH	New
VANGUARD INDEX FDS	MCAP VL IDXVIP	$5.7M	3.2%	31,896 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$1.5M	0.8%	5,021 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$820K	0.5%Prev: 0.8%	1,307 SH	Decreased-1,167 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$492K	0.3%	2,321 SH	New
VANGUARD INDEX FDS	SMALL CP ETF	$3.5M	1.9%	13,437 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$497K	0.3%	1,484 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$694K	0.4%Prev: 0.3%	3,157 SH	Increased+362 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.2M	0.7%Prev: 0.6%	19,608 SH	Decreased+1,222 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$784K	0.4%Prev: 0.5%	5,462 SH	Decreased-1,510 SH
VANGUARD WORLD FD	INF TECH ETF	$398K	0.2%Prev: 0.2%	528 SH	Decreased-3,592 SH
VERIZON COMMUNICATIONS INC	COM	$540K	0.3%Prev: 0.3%	13,257 SH	Decreased+93 SH
VISA INC	COM CL A	$300K	0.2%	855 SH	New

Sold (vs prior filing)

ADVANCED MICRO DEVICES INC — $400K
ASML HLDG NV — $234K
BERKSHIRE HATHAWAY INC DEL — $298K
BLACKROCK ETF TRUST II — $2.2M
DELTA AIR LINES INC — $396K
FORD MTR CO — $142K
ISHARES TR — $399K
J P MORGAN EXCHANGE TRADED F — $364K
MARVELL TECHNOLOGY INC — $663K
META PLATFORMS INC — $263K
PROCTER & GAMBLE CO — $233K
QUANTUMSCAPE CORP — $54K
SEAGATE TECHNOLOGY HLDNGS PL — $448K
SELECT SECTOR SPDR TR — $827K
SELECT SECTOR SPDR TR — $888K
SELECT SECTOR SPDR TR — $467K
SPDR SERIES TRUST — $719K
SPDR SERIES TRUST — $1.2M
SPDR SERIES TRUST — $16.6M
SPDR SERIES TRUST — $739K
… and 10 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