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Taylor Financial Group, Inc.

Q2 2026 13F Holdings

  • Location
    roanoke, VA
  • Num holdings

    103

  • Value ($000)

    $181,929

  • Date Filed
    07/24/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$28.54M
16 %

331,273

---

NORFOLK SOUTHN CORP

COM
655844108
$25.13M
14 %

79,892

I
IJT

ISHARES TR

S&P SML 600 GWT
464287887
$6.01M
3 %

33,671

A
AAPL

APPLE INC

COM
037833100
$5.54M
3 %

19,153

D
DIVB

ISHARES TR

CORE DIVID ETF
46435U861
$4.96M
3 %

80,488

D
DVY

ISHARES TR

SELECT DIVID ETF
464287168
$4.76M
3 %

30,431

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$4.67M
3 %

9,323

C
CGBL

CAPITAL GROUP CORE BALANCED

SHS
14021D107
$4.62M
3 %

121,739

G
GAL

SSGA ACTIVE ETF TR

ST STR GLOBA ETF
78467V400
$4.32M
2 %

81,670

L
LLY

ELI LILLY & CO

COM
532457108
$4.18M
2 %

3,485

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