Taylor & Morgan Wealth Management, LLC

Q3 2025 13F Holdings

  • Location
    troy, MI
  • Num holdings

    74

  • Value ($000)

    $162,848

  • Date Filed
    10/15/2025
  • Form type
    13F-HR
  • CIK
    0001844266
  • 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
S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$29.96M
18 %

44,967

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$19.65M
12 %

29,365

K
KRE

SPDR SERIES TRUST

PORTFOLIO S&P600
78468R853
$12.78M
8 %

275,937

I
IWR

ISHARES TR

RUS MID CAP ETF
464287499
$11.37M
7 %

117,714

A
AAPL

APPLE INC

COM
037833100
$6.98M
4 %

27,426

M
MSFT

MICROSOFT CORP

COM
594918104
$6.01M
4 %

11,607

V
VOE

VANGUARD INDEX FDS

MCAP VL IDXVIP
922908512
$5.70M
4 %

32,636

R
RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
46137V357
$5.09M
3 %

26,813

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$5.07M
3 %

27,148

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$4.96M
3 %

8,265

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