Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Taylor & Morgan Wealth Management, LLC (CIK 1844266) reported $202.9M across 89 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPY ($36.9M, 18.17%), IVV ($21.7M, 10.71%), SPSM ($17.4M, 8.58%), IWR ($15.0M, 7.42%), AAPL ($7.3M, 3.60%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $36.9M | 18.17% | 49,347 | Added |
| 2 | IVV | ISHARES TR | $21.7M | 10.71% | 29,011 | Added |
| 3 | SPSM | SPDR SERIES TRUST | $17.4M | 8.58% | 301,836 | Added |
| 4 | IWR | ISHARES TR | $15.0M | 7.42% | 136,353 | Added |
| 5 | AAPL | APPLE INC | $7.3M | 3.60% | 25,252 | Trimmed |
| 6 | QQQ | INVESCO QQQ TR | $6.1M | 3.02% | 8,322 | Added |
| 7 | VOE | VANGUARD INDEX FDS | $6.0M | 2.96% | 30,349 | Trimmed |
| 8 | BOND | PIMCO ETF TR | $5.2M | 2.57% | 56,622 | Added |
| 9 | RSP | INVESCO EXCHANGE TRADED FD T | $5.1M | 2.52% | 23,999 | Trimmed |
| 10 | GOOGL | ALPHABET INC | $5.0M | 2.48% | 14,104 | Trimmed |
| 11 | NVDA | NVIDIA CORPORATION | $4.8M | 2.38% | 24,165 | Trimmed |
| 12 | AVGO | BROADCOM INC | $4.4M | 2.16% | 11,578 | Trimmed |
| 13 | IXUS | ISHARES TR | $4.2M | 2.08% | 44,217 | Added |
| 14 | VB | VANGUARD INDEX FDS | $4.0M | 1.99% | 13,347 | Trimmed |
| 15 | MSFT | MICROSOFT CORP | $3.9M | 1.92% | 10,431 | Trimmed |
| 16 | AMZN | AMAZON COM INC | $3.8M | 1.88% | 15,980 | Trimmed |
| 17 | GLD | SPDR GOLD TR | $3.4M | 1.66% | 9,165 | Hold |
| 18 | MUNI | PIMCO ETF TR | $3.0M | 1.46% | 56,332 | Hold |
| 19 | PYLD | PIMCO ETF TR | $2.9M | 1.45% | 110,942 | Added |
| 20 | BRTR | BLACKROCK ETF TRUST II | $2.3M | 1.14% | 46,120 | Added |
| 21 | VO | VANGUARD INDEX FDS | $1.9M | 0.96% | 24,114 | Added |
| 22 | IJH | ISHARES TR | $1.8M | 0.91% | 23,877 | Trimmed |
| 23 | VOO | VANGUARD INDEX FDS | $1.7M | 0.85% | 2,505 | Added |
| 24 | EEM | ISHARES TR | $1.4M | 0.70% | 20,723 | Added |
| 25 | IWP | ISHARES TR | $1.4M | 0.69% | 9,537 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30