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 $175.3M across 79 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($31.2M, 17.79%), IVV ($18.9M, 10.81%), SPSM ($13.8M, 7.86%), IWR ($12.4M, 7.09%), AAPL ($6.5M, 3.71%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $31.2M | 17.79% | 47,943 | Added |
| 2 | IVV | ISHARES TR | $18.9M | 10.81% | 29,001 | Added |
| 3 | SPSM | SPDR SERIES TRUST | $13.8M | 7.86% | 285,077 | Added |
| 4 | IWR | ISHARES TR | $12.4M | 7.09% | 127,738 | Added |
| 5 | AAPL | APPLE INC | $6.5M | 3.71% | 25,612 | Trimmed |
| 6 | VOE | VANGUARD INDEX FDS | $5.7M | 3.26% | 31,057 | Trimmed |
| 7 | RSP | INVESCO EXCHANGE TRADED FD T | $5.0M | 2.85% | 26,047 | Trimmed |
| 8 | QQQ | INVESCO QQQ TR | $4.6M | 2.63% | 7,977 | Trimmed |
| 9 | BOND | PIMCO ETF TR | $4.6M | 2.61% | 49,572 | Added |
| 10 | NVDA | NVIDIA CORPORATION | $4.3M | 2.48% | 24,936 | Trimmed |
| 11 | GOOGL | ALPHABET INC | $4.3M | 2.45% | 14,924 | Trimmed |
| 12 | MSFT | MICROSOFT CORP | $4.1M | 2.32% | 11,002 | Trimmed |
| 13 | GLD | SPDR GOLD TR | $3.9M | 2.25% | 9,165 | Trimmed |
| 14 | AVGO | BROADCOM INC | $3.7M | 2.09% | 11,833 | Trimmed |
| 15 | VB | VANGUARD INDEX FDS | $3.5M | 2.01% | 13,440 | Added |
| 16 | AMZN | AMAZON COM INC | $3.5M | 1.98% | 16,634 | Trimmed |
| 17 | IXUS | ISHARES TR | $3.2M | 1.80% | 36,453 | Added |
| 18 | MUNI | PIMCO ETF TR | $2.9M | 1.68% | 56,332 | Hold |
| 19 | PYLD | PIMCO ETF TR | $2.9M | 1.65% | 110,659 | Added |
| 20 | BRTR | BLACKROCK ETF TRUST II | $2.2M | 1.25% | 43,800 | Trimmed |
| 21 | IJH | ISHARES TR | $1.6M | 0.93% | 24,142 | Added |
| 22 | VO | VANGUARD INDEX FDS | $1.4M | 0.81% | 4,938 | Trimmed |
| 23 | IWP | ISHARES TR | $1.3M | 0.75% | 10,245 | Trimmed |
| 24 | VEA | VANGUARD TAX-MANAGED FDS | $1.2M | 0.70% | 19,132 | Trimmed |
| 25 | EEM | ISHARES TR | $1.1M | 0.66% | 20,248 | Added |
Source: SEC Form 13F filings · as of 2026-03-31