Taylor Financial Group, Inc.

Q3 2025 13F Holdings

  • Location
    roanoke, VA
  • Num holdings

    105

  • Value ($000)

    $173,786

  • Date Filed
    10/31/2025
  • Form type
    13F-HR
  • CIK
    0002012516
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$29.71M
17 %

61,939

---

NORFOLK SOUTHN CORP

COM
655844108
$24.79M
14 %

82,517

O
ORCL

ORACLE CORP

COM
68389X105
$5.53M
3 %

19,667

A
AAPL

APPLE INC

COM
037833100
$4.94M
3 %

19,403

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$4.81M
3 %

9,573

D
DVY

ISHARES TR

SELECT DIVID ETF
464287168
$4.00M
2 %

28,154

M
MSFT

MICROSOFT CORP

COM
594918104
$3.93M
2 %

7,597

D
DIVB

ISHARES TR

CORE DIVID ETF
46435U861
$3.90M
2 %

74,614

C
CGBL

CAPITAL GROUP CORE BALANCED

SHS
14021D107
$3.87M
2 %

111,605

F
FI

FISERV INC

COM
337738108
$3.82M
2 %

29,598

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