Taylor & Morgan Wealth Management, LLC
Q3 2026 13F filing
Updated 27 days ago89 disclosed positions worth $208M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S STATE STR SPDR S&P 500 ETF T | $39.1M | 51.3K | 18.82% | Added(+4.0%) |
| 2 | E ISHARES TR | $22.9M | 29.9K | 11.03% | Added(+3.2%) |
| 3 | A SPDR SERIES TRUST | $16.6M | 314.4K | 7.99% | Added(+4.2%) |
| 4 | E ISHARES TR | $15.3M | 143.2K | 7.35% | Added(+5.0%) |
| 5 | A APPLE INC | $8.3M | 25.0K | 4.01% | Trimmed(-0.9%) |
| 6 | Q INVESCO QQQ TR | $6.4M | 8.7K | 3.10% | Added(+4.8%) |
| 7 | V VANGUARD INDEX FDS | $5.8M | 29.8K | 2.80% | Trimmed(-2.0%) |
| 8 | N NVIDIA CORPORATION | $5.5M | 24.0K | 2.64% | Trimmed(-0.7%) |
| 9 | P PIMCO ETF TR | $5.4M | 62.1K | 2.60% | Added(+9.7%) |
| 10 | M MICROSOFT CORP | $5.2M | 10.2K | 2.52% | Trimmed(-2.1%) |
| 11 | I INVESCO EXCHANGE TRADED FD T | $4.8M | 23.2K | 2.32% | Trimmed(-3.3%) |
| 12 | G ALPHABET INC | $4.8M | 14.0K | 2.32% | Trimmed(-0.6%) |
| 13 | E ISHARES TR | $4.4M | 46.1K | 2.11% | Added(+4.3%) |
| 14 | A BROADCOM INC | $4M | 11.4K | 1.93% | Trimmed(-1.4%) |
| 15 | A AMAZON COM INC | $4M | 16.0K | 1.91% | Trimmed(-0.1%) |
| 16 | V VANGUARD INDEX FDS | $3.8M | 13.3K | 1.82% | Trimmed(-0.0%) |
| 17 | G SPDR GOLD TR | $3.4M | 9.0K | 1.65% | Trimmed(-1.8%) |
| 18 | P PIMCO ETF TR | $3.3M | 131.9K | 1.61% | Added(+18.9%) |
| 19 | P PIMCO ETF TR | $2.8M | 56.3K | 1.35% | Unchanged |
| 20 | ? N/A BLACKROCK ETF TRUST II | $2.2M | 45.8K | 1.05% | Trimmed(-0.7%) |
| 21 | V VANGUARD INDEX FDS | $1.8M | 23.1K | 0.87% | Trimmed(-4.1%) |
| 22 | E ISHARES TR | $1.8M | 24.4K | 0.84% | Added(+2.2%) |
| 23 | V VANGUARD INDEX FDS | $1.7M | 2.5K | 0.83% | Trimmed(-1.2%) |
| 24 | E ISHARES TR | $1.4M | 21.5K | 0.69% | Added(+3.6%) |
| 25 | E ISHARES TR | $1.3M | 9.5K | 0.63% | Added(+0.0%) |
| 26 | V VANGUARD TAX-MANAGED FDS | $1.3M | 18.4K | 0.62% | Trimmed(-0.3%) |
| 27 | M SPDR SERIES TRUST | $1.2M | 16.7K | 0.56% | Added(+0.1%) |
| 28 | J JOHNSON & JOHNSON | $1.1M | 4.3K | 0.54% | Added(+0.5%) |
| 29 | V VANGUARD WHITEHALL FDS | $1.1M | 7.0K | 0.52% | Added(+0.5%) |
| 30 | E ISHARES TR | $984K | 8.2K | 0.47% | Unchanged |
| 31 | A AT&T INC | $964K | 39.5K | 0.46% | Added(+0.8%) |
| 32 | E ISHARES TR | $904K | 7.2K | 0.43% | Unchanged |
| 33 | S SELECT SECTOR SPDR TR | $888K | 4.5K | 0.43% | Trimmed(-2.2%) |
| 34 | M ALTRIA GROUP INC | $872K | 13.0K | 0.42% | Added(+1.5%) |
| 35 | S SELECT SECTOR SPDR TR | $827K | 15.5K | 0.40% | Added(+0.2%) |
| 36 | A ARK 21SHARES BITCOIN ETF | $817K | 29.5K | 0.39% | Unchanged |
| 37 | S ISHARES SILVER TR | $807K | 14.8K | 0.39% | Unchanged |
| 38 | S SPDR SERIES TRUST | $739K | 7.2K | 0.36% | Unchanged |
| 39 | S SPDR SERIES TRUST | $719K | 11.4K | 0.35% | Unchanged |
| 40 | V VANGUARD INDEX FDS | $667K | 2.9K | 0.32% | Unchanged |
| 41 | M MARVELL TECHNOLOGY INC | $663K | 2.5K | 0.32% | Unchanged |
| 42 | B VANGUARD SPECIALIZED FUNDS | $652K | 2.8K | 0.31% | Added(+0.1%) |
| 43 | S SCHWAB STRATEGIC TR | $614K | 20.5K | 0.29% | Added(0.0%) |
| 44 | V VERIZON COMMUNICATIONS INC | $604K | 13.2K | 0.29% | Added(+0.9%) |
| 45 | J J P MORGAN EXCHANGE TRADED F | $601K | 10.7K | 0.29% | Trimmed(-6.2%) |
| 46 | V VANGUARD INDEX FDS | $570K | 1.5K | 0.27% | Added(+2.5%) |
| 47 | G GRAYSCALE BITCOIN TRUST ETF | $534K | 8.3K | 0.26% | Unchanged |
| 48 | H VANECK ETF TRUST | $528K | 6.0K | 0.25% | Unchanged |
| 49 | E ISHARES TR | $526K | 2.7K | 0.25% | Added(+0.5%) |
| 50 | V VANGUARD ADMIRAL FDS INC | $526K | 4.2K | 0.25% | Trimmed(-6.7%) |