Taylor Financial Group, Inc.
Q1 2026 13F Holdings
- Locationroanoke, VA
- Num holdings
99
- Value ($000)
$164,982
- Date Filed 05/13/2026
- Form type13F-HR
- CIK 0002012516
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $26.49M | 16 % | 60,654 | ||
NORFOLK SOUTHN CORP | COM | 655844108 | $22.99M | 14 % | 80,118 | ||
APPLE INC | COM | 037833100 | $4.86M | 3 % | 19,153 | ||
ISHARES TR | S&P SML 600 GWT | 464287887 | $4.84M | 3 % | 33,474 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $4.47M | 3 % | 9,323 | ||
ISHARES TR | SELECT DIVID ETF | 464287168 | $4.4M | 3 % | 29,069 | ||
ISHARES TR | CORE DIVID ETF | 46435U861 | $4.15M | 3 % | 76,990 | ||
CAPITAL GROUP CORE BALANCED | SHS | 14021D107 | $3.99M | 2 % | 115,973 | ||
SSGA ACTIVE ETF TR | STATE STREET GLO | 78467V400 | $3.89M | 2 % | 78,526 | ||
ISHARES TR | CORE 40/60 MODER | 464289875 | $3.68M | 2 % | 77,609 |
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