Taylor & Morgan Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 16, 2026, for the 2025 Q4 period, Taylor & Morgan Wealth Management, LLC held in its portfolio 77 assets valued at $178,422,830 (i.e. $178.42M).
The most valuable assets in the portfolio included: SPDR S&P 500 ETF TR ($31.58M), ISHARES TR ($19.44M), and SPDR SERIES TRUST ($15.54M).
The chart below shows the top 10 valuable assets, and the table below shows the top 77 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Taylor & Morgan Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 46316 | 31583782 | TR UNIT |
| ISHARES TR | 28379 | 19437947 | CORE S&P500 ETF |
| SPDR SERIES TRUST | 315027 | 15540745 | STATE STREET SPD |
| ISHARES TR | 120984 | 11647112 | RUS MID CAP ETF |
| APPLE INC | 26664 | 7248966 | COM |
| VANGUARD INDEX FDS | 31896 | 5657403 | MCAP VL IDXVIP |
| MICROSOFT CORP | 11241 | 5436438 | COM |
| INVESCO QQQ TR | 8343 | 5125084 | UNIT SER 1 |
| INVESCO EXCHANGE TRADED FD T | 26412 | 5059489 | S&P500 EQL WGT |
| NVIDIA CORPORATION | 26776 | 4993650 | COM |
| ALPHABET INC | 15304 | 4790227 | CAP STK CL A |
| BROADCOM INC | 12386 | 4286843 | COM |
| AMAZON COM INC | 17206 | 3971489 | COM |
| SPDR GOLD TR | 9235 | 3659923 | GOLD SHS |
| VANGUARD INDEX FDS | 13437 | 3465956 | SMALL CP ETF |
| PIMCO ETF TR | 35095 | 3266643 | ACTIVE BD ETF |
| PIMCO ETF TR | 56332 | 2952360 | INTER MUN BD ACT |
| ISHARES TR | 32891 | 2783920 | CORE MSCI TOTAL |
| PIMCO ETF TR | 96577 | 2576674 | MULTISECTOR BD |
| BLACKROCK ETF TRUST II | 44320 | 2250344 | ISHARES TOTAL RE |
| ISHARES TR | 23668 | 1562065 | CORE S&P MCP ETF |
| VANGUARD INDEX FDS | 5021 | 1457195 | MID CAP ETF |
| ISHARES TR | 10466 | 1433275 | RUS MD CP GR ETF |
| VANGUARD TAX-MANAGED FDS | 19608 | 1224928 | VAN FTSE DEV MKT |
| ARK 21SHARES BITCOIN ETF | 40077 | 1163836 | SHS BEN INT |
| SELECT SECTOR SPDR TR | 18052 | 988710 | STATE STREET FIN |
| JOHNSON & JOHNSON | 4706 | 973966 | COM |
| AT&T INC | 38586 | 958484 | COM |
| ISHARES SILVER TR | 14761 | 950904 | ISHARES |
| ISHARES TR | 1804 | 853833 | RUS 1000 GRW ETF |
| ISHARES TR | 7439 | 847448 | EAFE GRWTH ETF |
| VANGUARD INDEX FDS | 1307 | 819659 | S&P 500 ETF SHS |
| VANGUARD WHITEHALL FDS | 5462 | 783865 | HIGH DIV YLD |
| TESLA INC | 1733 | 779365 | COM |
| ALTRIA GROUP INC | 13332 | 768702 | COM |
| J P MORGAN EXCHANGE TRADED F | 12667 | 725058 | EQUITY PREMIUM |
| ISHARES TR | 13248 | 724811 | MSCI EMG MKT ETF |
| SELECT SECTOR SPDR TR | 5026 | 723579 | STATE STREET TEC |
| UNITEDHEALTH GROUP INC | 2163 | 714028 | COM |
| VANGUARD SPECIALIZED FUNDS | 3157 | 693909 | DIV APP ETF |
| VANGUARD BD INDEX FDS | 9197 | 681186 | TOTAL BND MRKT |
| VANGUARD INDEX FDS | 2953 | 617531 | EXTEND MKT ETF |
| GRAYSCALE BITCOIN TRUST ETF | 8274 | 565611 | SHS REP COM UT |
| VANECK ETF TRUST | 6424 | 550986 | GOLD MINERS ETF |
| VERIZON COMMUNICATIONS INC | 13257 | 539971 | COM |
| SCHWAB STRATEGIC TR | 19837 | 533814 | US LRG CAP ETF |
| BLACKSTONE SECD LENDING FD | 20245 | 533046 | COMMON STOCK |
| VANGUARD ADMIRAL FDS INC | 4695 | 520957 | SMLLCP 600 IDX |
| NEXTERA ENERGY INC | 6231 | 500226 | COM |
| VANGUARD INDEX FDS | 1484 | 497476 | TOTAL STK MKT |
| VANGUARD INDEX FDS | 2321 | 491515 | SM CP VAL ETF |
| SELECT SECTOR SPDR TR | 11207 | 478406 | STATE STREET UTI |
| DELTA AIR LINES INC DEL | 6586 | 457057 | COM NEW |
| VANGUARD INDEX FDS | 854 | 416676 | GROWTH ETF |
| ISHARES TR | 3397 | 408206 | CORE S&P SCP ETF |
| VANGUARD WORLD FD | 528 | 397996 | INF TECH ETF |
| ISHARES BITCOIN TRUST ETF | 7506 | 372673 | SHS BEN INT |
| ISHARES TR | 2625 | 358923 | MSCI USA VALUE |
| ISHARES TR | 6410 | 323438 | TRS FLT RT BD |
| VANGUARD INDEX FDS | 1143 | 319001 | MCAP GR IDXVIP |
| VISA INC | 855 | 299708 | COM CL A |
| ARMSTRONG WORLD INDS INC NEW | 1557 | 297543 | COM |
| PIMCO CORPORATE & INCOME OPP | 23038 | 297186 | COM |
| ENERGY TRANSFER L P | 16413 | 270650 | COM UT LTD PTN |
| PERSPECTIVE THERAPEUTICS INC | 97000 | 266750 | COM NEW |
| GE AEROSPACE | 806 | 248410 | COM NEW |
| FIDELITY COMWLTH TR | 2671 | 244129 | NASDAQ COMPSIT |
| ISHARES TR | 2575 | 241805 | U.S. REAL ES ETF |
| PALANTIR TECHNOLOGIES INC | 1339 | 238007 | CL A |
| ISHARES TR | 2382 | 237880 | CORE US AGGBD ET |
| DEERE & CO | 507 | 236044 | COM |
| PROLOGIS INC. | 1812 | 231320 | COM |
| ORACLE CORP | 1153 | 224731 | COM |
| MASTERCARD INCORPORATED | 392 | 223802 | CL A |
| CONSTELLATION ENERGY CORP | 569 | 201011 | COM |
| UWM HOLDINGS CORPORATION | 34718 | 152064 | COM CL A |
| DULUTH HLDGS INC | 31000 | 64480 | COM CL B |
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