Institutions / Taylor & Morgan Wealth Management, LLC
Taylor & Morgan Wealth Management, LLC
CIK 1844266 · Institution · as of Dec 31, 2025
Portfolio value
$178.42M
Positions
80
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 80 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR S&P 500 ETF Tr | $31.58M | 17.7% |
| iShares Tr | $19.44M | 10.9% |
| SPDR Series Trust | $13.00M | 7.3% |
| iShares Tr | $11.65M | 6.5% |
| Apple Inc. | $7.25M | 4.1% |
| Vanguard Index Fds | $5.66M | 3.2% |
| Microsoft Corp | $5.44M | 3.0% |
| Invesco Qqq Tr | $5.13M | 2.9% |
| Invesco Exchange Traded Fd T | $5.06M | 2.8% |
| NVIDIA Corp | $4.99M | 2.8% |
| Alphabet Inc. | $4.79M | 2.7% |
| Broadcom Inc. | $4.29M | 2.4% |
| Amazon.com Inc | $3.97M | 2.2% |
| SPDR Gold Tr | $3.66M | 2.1% |
| Vanguard Index Fds | $3.47M | 1.9% |
| PIMCO ETF Tr | $3.27M | 1.8% |
| PIMCO ETF Tr | $2.95M | 1.7% |
| iShares MSCI UAE ETF | $2.78M | 1.6% |
| PIMCO ETF Tr | $2.58M | 1.4% |
| BlackRock ETF Trust II | $2.25M | 1.3% |
| iShares Tr | $1.56M | 0.9% |
| Vanguard Index Fds | $1.46M | 0.8% |
| iShares Tr | $1.43M | 0.8% |
| Vanguard Tax-Managed Fds | $1.22M | 0.7% |
| Ark 21Shares Bitcoin ETF | $1.16M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.