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: $175.3M76 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$4.3M	2.4%Prev: 1.8%	14,924 SH	Increased-762 SH
ALTRIA GROUP INC	COM	$895K	0.5%Prev: 0.6%	13,568 SH	Increased+863 SH
AMAZON COM INC	COM	$3.5M	2.0%Prev: 2.5%	16,634 SH	Increased-917 SH
APPLE INC	COM	$6.5M	3.7%Prev: 4.6%	25,612 SH	Increased-2,134 SH
ARK 21SHARES BITCOIN ETF	SHS BEN INT	$664K	0.4%	29,513 SH	New
ARMSTRONG WORLD INDS INC NEW	COM	$216K	0.1%	1,313 SH	New
AT&T INC	COM	$1.1M	0.6%Prev: 0.8%	38,883 SH	Increased-807 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$251K	0.1%	523 SH	New
BLACKROCK ETF TRUST II	ISHARES TOTAL RE	$2.2M	1.3%Prev: 1.7%	43,800 SH	Decreased-1,251 SH
BLACKSTONE SECD LENDING FD	COMMON STOCK	$398K	0.2%Prev: 0.6%	16,798 SH	Decreased-8,327 SH
BROADCOM INC	COM	$3.7M	2.1%Prev: 1.5%	11,833 SH	Increased-266 SH
DEERE & CO	COM	$286K	0.2%Prev: 0.2%	507 SH	Decreased-132 SH
DELTA AIR LINES INC	COM NEW	$370K	0.2%	5,564 SH	New
DULUTH HLDGS INC	COM CL B	$158K	0.1%Prev: 0.1%	50,000 SH	Increased+10,313 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$322K	0.2%Prev: 0.2%	16,700 SH	Increased+1,185 SH
FIDELITY COMWLTH TR	NASDAQ COMPSIT	$227K	0.1%	2,671 SH	New
GE AEROSPACE	COM NEW	$201K	0.1%	707 SH	New
GRAYSCALE BITCOIN TRUST ETF	SHS REP COM UT	$437K	0.2%	8,274 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$5.0M	2.9%Prev: 3.9%	26,047 SH	Decreased-3,558 SH
INVESCO QQQ TR	UNIT SER 1	$4.6M	2.6%Prev: 2.8%	7,977 SH	Increased+2 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$249K	0.1%Prev: 0.2%	6,486 SH	Decreased-596 SH
ISHARES SILVER TR	ISHARES	$1.0M	0.6%	14,809 SH	New
ISHARES TR	CORE MSCI TOTAL	$3.2M	1.8%Prev: 1.3%	36,453 SH	Increased+12,458 SH
ISHARES TR	CORE S&P MCP ETF	$1.6M	0.9%Prev: 1.0%	24,142 SH	Increased+316 SH
ISHARES TR	CORE S&P SCP ETF	$417K	0.2%	3,352 SH	New
ISHARES TR	CORE S&P500 ETF	$18.9M	10.8%Prev: 11.7%	29,001 SH	Increased+1,380 SH
ISHARES TR	CORE US AGGBD ET	$234K	0.1%	2,360 SH	New
ISHARES TR	EAFE GRWTH ETF	$996K	0.6%Prev: 0.5%	8,939 SH	Increased+1,689 SH
ISHARES TR	MSCI EMG MKT ETF	$1.1M	0.7%Prev: 0.4%	20,248 SH	Increased+6,886 SH
ISHARES TR	MSCI USA VALUE	$375K	0.2%Prev: 0.2%	2,637 SH	Increased+59 SH
ISHARES TR	RUS 1000 GRW ETF	$769K	0.4%Prev: 0.5%	1,804 SH	Increased
ISHARES TR	RUS MD CP GR ETF	$1.3M	0.7%Prev: 1.0%	10,245 SH	Increased-710 SH
ISHARES TR	RUS MID CAP ETF	$12.4M	7.1%Prev: 7.4%	127,738 SH	Increased+12,331 SH
ISHARES TR	TRS FLT RT BD	$300K	0.2%Prev: 0.2%	5,917 SH	Decreased-448 SH
ISHARES TR	U.S. REAL ES ETF	$244K	0.1%Prev: 0.2%	2,583 SH	Increased+60 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$714K	0.4%Prev: 0.6%	12,602 SH	Decreased-1,798 SH
JOHNSON & JOHNSON	COM	$1.0M	0.6%Prev: 0.6%	4,229 SH	Increased-376 SH
MICROSOFT CORP	COM	$4.1M	2.3%Prev: 3.3%	11,002 SH	Decreased-538 SH
NEXTERA ENERGY INC	COM	$581K	0.3%Prev: 0.4%	6,252 SH	Increased-1,133 SH
NVIDIA CORPORATION	COM	$4.3M	2.5%Prev: 2.2%	24,936 SH	Increased-1,656 SH
PALANTIR TECHNOLOGIES INC	CL A	$215K	0.1%	1,470 SH	New
PERSPECTIVE THERAPEUTICS INC	COM NEW	$121K	0.1%Prev: 0.1%	29,000 SH	Decreased-61,000 SH
PIMCO CORPORATE & INCOME OPP	COM	$285K	0.2%Prev: 0.2%	23,656 SH	Decreased+2,251 SH
PIMCO ETF TR	ACTIVE BD ETF	$4.6M	2.6%Prev: 1.6%	49,572 SH	Increased+27,204 SH
PIMCO ETF TR	INTER MUN BD ACT	$2.9M	1.7%	56,332 SH	New
PIMCO ETF TR	MULTISECTOR BD	$2.9M	1.7%Prev: 1.0%	110,659 SH	Increased+59,139 SH
PROCTER & GAMBLE CO	COM	$229K	0.1%	1,586 SH	New
PROLOGIS INC.	COM	$234K	0.1%Prev: 0.2%	1,767 SH	Increased-258 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$517K	0.3%	20,156 SH	New
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$217K	0.1%	554 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$762K	0.4%	15,442 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$610K	0.3%	4,590 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$536K	0.3%	11,686 SH	New
SPDR GOLD TR	GOLD SHS	$3.9M	2.2%Prev: 0.6%	9,165 SH	Increased+6,296 SH
SPDR SERIES TRUST	STATE STREET SPD	$16.3M	9.3%	321,544 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$31.2M	17.8%	47,943 SH	New
TESLA INC	COM	$497K	0.3%Prev: 0.3%	1,338 SH	Increased-14 SH
UNITEDHEALTH GROUP INC	COM	$546K	0.3%Prev: 0.2%	2,019 SH	Increased+1,467 SH
UWM HOLDINGS CORPORATION	COM CL A	$128K	0.1%Prev: 0.1%	35,466 SH	Decreased+2,949 SH
VANECK ETF TRUST	GOLD MINERS ETF	$590K	0.3%	6,424 SH	New
VANGUARD ADMIRAL FDS INC	SMLLCP 600 IDX	$529K	0.3%Prev: 0.4%	4,608 SH	Decreased-1,087 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$681K	0.4%Prev: 0.5%	9,247 SH	Decreased-171 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$593K	0.3%	2,881 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$372K	0.2%Prev: 0.2%	851 SH	Increased-10 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$327K	0.2%Prev: 0.2%	1,269 SH	Increased+133 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$5.7M	3.3%Prev: 4.0%	31,057 SH	Increased-1,925 SH
VANGUARD INDEX FDS	MID CAP ETF	$1.4M	0.8%Prev: 1.0%	4,938 SH	Increased-147 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$741K	0.4%Prev: 0.2%	1,240 SH	Increased+608 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$502K	0.3%Prev: 0.3%	2,312 SH	Increased+11 SH
VANGUARD INDEX FDS	SMALL CP ETF	$3.5M	2.0%Prev: 2.3%	13,440 SH	Increased-530 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$476K	0.3%	1,484 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$591K	0.3%Prev: 0.4%	2,746 SH	Decreased-310 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.2M	0.7%Prev: 0.8%	19,132 SH	Increased-785 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.0M	0.6%Prev: 0.5%	6,902 SH	Increased+1,528 SH
VANGUARD WORLD FD	INF TECH ETF	$359K	0.2%Prev: 0.3%	515 SH	Increased-117 SH
VERIZON COMMUNICATIONS INC	COM	$661K	0.4%Prev: 0.4%	13,175 SH	Increased+277 SH

Sold (vs prior filing)

ADOBE INC — $208K
DELTA AIR LINES INC DEL — $337K
J P MORGAN EXCHANGE TRADED F — $263K
SELECT SECTOR SPDR TR — $921K
SELECT SECTOR SPDR TR — $433K
SELECT SECTOR SPDR TR — $572K
SPDR S&P 500 ETF TR — $25.0M
SPDR SER TR — $10.5M
SPDR SER TR — $592K
SPDR SER TR — $1.1M
VANGUARD WORLD FD — $283K
VANGUARD WORLD FD — $213K
VISA INC — $280K

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