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Taylor & Morgan Wealth Management, LLC

Q2 2026 13F Holdings

  • Location
    troy, MI
  • Num holdings

    89

  • Value ($000)

    $202,852

  • Date Filed
    07/10/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$36.85M
18 %

49,347

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$21.73M
11 %

29,011

K
KRE

SPDR SERIES TRUST

ST STR SP600 SML
78468R853
$17.41M
9 %

301,836

I
IWR

ISHARES TR

RUS MID CAP ETF
464287499
$15.04M
7 %

136,353

A
AAPL

APPLE INC

COM
037833100
$7.31M
4 %

25,252

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$6.13M
3 %

8,322

V
VOE

VANGUARD INDEX FDS

MCAP VL IDXVIP
922908512
$6M
3 %

30,349

B
BOND

PIMCO ETF TR

ACTIVE BD ETF
72201R775
$5.22M
3 %

56,622

R
RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
46137V357
$5.11M
3 %

23,999

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$5.04M
3 %

14,104

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