Taylor & Morgan Wealth Management, LLC
Q1 2026 13F Holdings
- Locationtroy, MI
- Num holdings
79
- Value ($000)
$175,293
- Date Filed 04/09/2026
- Form type13F-HR
- CIK 0001844266
- 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 |
|---|---|---|---|---|---|---|---|
STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | $31.18M | 18 % | 47,943 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | $18.94M | 11 % | 29,001 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78468R853 | $13.77M | 8 % | 285,077 | ||
ISHARES TR | RUS MID CAP ETF | 464287499 | $12.42M | 7 % | 127,738 | ||
APPLE INC | COM | 037833100 | $6.5M | 4 % | 25,612 | ||
VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | $5.72M | 3 % | 31,057 | ||
INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $5M | 3 % | 26,047 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $4.6M | 3 % | 7,977 | ||
PIMCO ETF TR | ACTIVE BD ETF | 72201R775 | $4.57M | 3 % | 49,572 | ||
NVIDIA CORPORATION | COM | 67066G104 | $4.35M | 3 % | 24,936 |
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