CIK 1844266
Taylor & Morgan Wealth Management, LLC
Institutional 13F holdings & portfolio
Holdings
80
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 80
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TR | 46K | $1M+ | SH |
| IVV | ISHARES TR | 28K | $1M+ | SH |
| SPSM | SPDR SERIES TRUST | 277K | $1M+ | SH |
| IWR | ISHARES TR | 121K | $1M+ | SH |
| AAPL | APPLE INC | 27K | $1M+ | SH |
| VOE | VANGUARD INDEX FDS | 32K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 11K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 8K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 26K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 27K | $1M+ | SH |
| GOOGL | ALPHABET INC | 15K | $1M+ | SH |
| AVGO | BROADCOM INC | 12K | $1M+ | SH |
| AMZN | AMAZON COM INC | 17K | $1M+ | SH |
| GLD | SPDR GOLD TR | 9K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 13K | $1M+ | SH |
| BOND | PIMCO ETF TR | 35K | $1M+ | SH |
| MUNI | PIMCO ETF TR | 56K | $1M+ | SH |
| IXUS | ISHARES TR | 33K | $1M+ | SH |
| PYLD | PIMCO ETF TR | 97K | $1M+ | SH |
| BRTR | BLACKROCK ETF TRUST II | 44K | $1M+ | SH |
| IJH | ISHARES TR | 24K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 5K | $1M+ | SH |
| IWP | ISHARES TR | 10K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 20K | $1M+ | SH |
| ARKB | ARK 21SHARES BITCOIN ETF | 40K | $1M+ | SH |
| KRE | SPDR SERIES TRUST | 17K | $1M+ | SH |
| XLF | SELECT SECTOR SPDR TR | 18K | $500K+ | SH |
| JNJ | JOHNSON & JOHNSON | 5K | $500K+ | SH |
| T | AT&T INC | 39K | $500K+ | SH |
| SLV | ISHARES SILVER TR | 15K | $500K+ | SH |
| IWF | ISHARES TR | 2K | $500K+ | SH |
| EFG | ISHARES TR | 7K | $500K+ | SH |
| VOO | VANGUARD INDEX FDS | 1K | $500K+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 5K | $500K+ | SH |
| SPMD | SPDR SERIES TRUST | 13K | $500K+ | SH |
| TSLA | TESLA INC | 2K | $500K+ | SH |
| MO | ALTRIA GROUP INC | 13K | $500K+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 13K | $500K+ | SH |
| EEM | ISHARES TR | 13K | $500K+ | SH |
| XLK | SELECT SECTOR SPDR TR | 5K | $500K+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 2K | $500K+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 3K | $500K+ | SH |
| BND | VANGUARD BD INDEX FDS | 9K | $500K+ | SH |
| SLYV | SPDR SERIES TRUST | 7K | $500K+ | SH |
| VXF | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 8K | $500K+ | SH |
| GDX | VANECK ETF TRUST | 6K | $500K+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 13K | $500K+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 20K | $500K+ | SH |
| BXSL | BLACKSTONE SECD LENDING FD | 20K | $500K+ | SH |