Taylor Financial Group, Inc. Top Holdings and 13F Report (2026) About Taylor Financial Group, Inc.Investment ActivityTaylor Financial Group, Inc. has $181.93 million in total holdings as of June 30, 2026.Taylor Financial Group, Inc. owns shares of 103 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 14.39% of the portfolio was purchased this quarter.About 1.12% of the portfolio was sold this quarter.This quarter, Taylor Financial Group, Inc. has purchased 99 new stocks and bought additional shares in 15 stocks.Taylor Financial Group, Inc. sold shares of 22 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard Growth ETF $28,535,841Norfolk Southern $25,133,171iShares S&P Small-Cap 600 Growth ETF $6,013,641Apple $5,542,112iShares Core Dividend ETF $4,958,061 Largest New Holdings this Quarter 464287721 - iShares U.S. Technology ETF $274,426 Holding438516205 - HONEYWELL INTL INC $238,677 Holding43849R105 - HONEYWELL AEROSPACE INC $235,671 Holding922908769 - Vanguard Total Stock Market ETF $210,923 Holding126650100 - CVS Health $210,417 Holding Largest Purchases this Quarter Vanguard Growth ETF 270,619 shares (about $23.31M)iShares U.S. Technology ETF 1,088 shares (about $274.43K)HONEYWELL INTL INC 1,066 shares (about $238.68K)HONEYWELL AEROSPACE INC 1,066 shares (about $235.67K)CAPITAL GROUP CORE BALANCED 5,766 shares (about $218.88K) Largest Sales this Quarter iShares S&P 500 Value ETF 1,498 shares (about $340.14K)Vanguard Small-Cap Growth ETF 569 shares (about $208.08K)CSX 2,440 shares (about $115.97K)Norfolk Southern 226 shares (about $71.10K)Invesco QQQ 90 shares (about $66.28K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTaylor Financial Group, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVUGVanguard Growth ETF$28,535,841$23,311,108 â–²446.2%331,27315.7%ETFNSCNorfolk Southern$25,133,171$71,097 â–¼-0.3%79,89213.8%TransportationIJTiShares S&P Small-Cap 600 Growth ETF$6,013,641$35,184 â–²0.6%33,6713.3%ETFAAPLApple$5,542,1120.0%19,1533.0%Computer and TechnologyDIVBiShares Core Dividend ETF$4,958,061$215,477 â–²4.5%80,4882.7%ETFDVYiShares Select Dividend ETF$4,756,428$212,883 â–²4.7%30,4312.6%ETFBRK.BBerkshire Hathaway$4,665,1360.0%9,3232.6%FinanceCAPITAL GROUP CORE BALANCED$4,621,220$218,878 â–²5.0%121,7392.5%SHSGALSPDR SSgA Global Allocation ETF$4,315,468$166,130 â–²4.0%81,6702.4%ETFLLYEli Lilly and Company$4,180,0140.0%3,4852.3%MedicalAOMiShares Core 40/60 Moderate Allocation ETF$4,046,408$174,514 â–²4.5%81,1072.2%ETFVTVVanguard Value ETF$3,400,362$19,396 â–²0.6%15,6031.9%ETFIJHiShares Core S&P Mid-Cap ETF$3,372,406$74,180 â–²2.2%43,7351.9%ETFHDHome Depot$3,125,097$46,554 â–¼-1.5%8,8611.7%Retail/WholesaleORCLOracle$2,849,712$9,379 â–¼-0.3%19,4451.6%Computer and TechnologyMSFTMicrosoft$2,778,626$2,611 â–²0.1%7,4491.5%Computer and TechnologyIJSiShares S&P Small-Cap 600 Value ETF$2,435,228$59,182 â–¼-2.4%17,8171.3%ETFPHParker-Hannifin$2,337,707$4,891 â–¼-0.2%2,3901.3%IndustrialsSPYSPDR S&P 500 ETF Trust$2,196,251$10,455 â–¼-0.5%2,9411.2%FinanceMCHPMicrochip Technology$1,971,379$58,368 â–¼-2.9%21,6161.1%Computer and TechnologyBXBlackstone$1,885,1910.0%16,0211.0%FinanceCATCaterpillar$1,882,7430.0%1,7681.0%IndustrialsQQQInvesco QQQ$1,871,929$66,276 â–¼-3.4%2,5421.0%FinanceMARMarriott International$1,799,585$22,235 â–¼-1.2%4,8561.0%Consumer DiscretionaryLMTLockheed Martin$1,670,5190.0%3,2790.9%AerospaceIVEiShares S&P 500 Value ETF$1,653,905$340,136 â–¼-17.1%7,2840.9%ETFGEGE Aerospace$1,564,621$37,369 â–¼-2.3%4,1870.9%AerospaceTFCTruist Financial$1,557,8800.0%31,2700.9%FinanceLOWLowe's Companies$1,521,601$3,969 â–¼-0.3%6,9010.8%Retail/WholesaleAMZNAmazon.com$1,495,5840.0%6,2750.8%Retail/WholesaleFISERV INC$1,495,5350.0%30,4900.8%COMIVWiShares S&P 500 Growth ETF$1,493,0260.0%10,8560.8%ETFJPMJPMorgan Chase & Co.$1,372,1670.0%4,1920.8%FinanceMDYSPDR S&P MidCap 400 ETF Trust$1,324,3890.0%1,8830.7%ETFGE VERNOVA INC$1,298,2200.0%1,1050.7%COMGLWCorning$1,166,5490.0%4,5670.6%Computer and TechnologyTAT&T$1,153,3700.0%55,7180.6%Computer and TechnologyPEPPepsiCo$1,126,122$19,498 â–¼-1.7%8,3170.6%Consumer StaplesQQQMInvesco NASDAQ 100 ETF$1,080,088$39,386 â–²3.8%3,5650.6%ETFGSThe Goldman Sachs Group$1,051,8250.0%1,0400.6%FinanceXOMExxonMobil$985,9330.0%7,2110.5%EnergyINTCIntel$905,5010.0%6,4850.5%Computer and TechnologySTLDSteel Dynamics$835,0050.0%3,6390.5%Basic MaterialsPALANTIR TECHNOLOGIES INC$832,6740.0%7,1370.5%CL AROKRockwell Automation$815,8920.0%1,6480.4%Computer and TechnologyNVDANVIDIA$802,5610.0%4,0110.4%Computer and TechnologyNFLXNetflix$801,4650.0%11,2250.4%Consumer DiscretionaryCSXCSX$800,025$115,973 â–¼-12.7%16,8320.4%TransportationPPGPPG Industries$789,113$48,880 â–¼-5.8%6,5060.4%Basic MaterialsGOOGAlphabet$780,5060.0%2,2090.4%Computer and TechnologyATOAtmos Energy$767,463$1,723 â–¼-0.2%4,4550.4%UtilitiesSDYSPDR S&P Dividend ETF$765,922$57,068 â–¼-6.9%5,0330.4%ETFAEPAmerican Electric Power$727,007$8,482 â–¼-1.2%5,3140.4%UtilitiesVZVerizon Communications$710,0840.0%16,7710.4%Computer and TechnologyFDXFedEx$706,1080.0%2,2550.4%TransportationUPSUnited Parcel Service$698,213$100,190 â–²16.8%6,4950.4%TransportationQCOMQualcomm$694,9950.0%3,7610.4%Computer and TechnologyTXNTexas Instruments$692,4170.0%2,3230.4%Computer and TechnologyMCDMcDonald's$691,8580.0%2,5600.4%Retail/WholesaleELVElevance Health$672,9100.0%1,7400.4%MedicalATLANTIC UN BANKSHARES CORP$637,0020.0%15,0560.4%COMPAYXPaychex$610,3340.0%6,2070.3%Computer and TechnologyCOSTCostco Wholesale$599,6360.0%6410.3%Retail/WholesaleJNJJohnson & Johnson$598,3530.0%2,3560.3%MedicalVOOVanguard S&P 500 ETF$595,6020.0%8670.3%ETFIVViShares Core S&P 500 ETF$590,8740.0%7890.3%ETFDHRDanaher$557,1540.0%2,9250.3%MedicalVBKVanguard Small-Cap Growth ETF$509,420$208,083 â–¼-29.0%1,3930.3%ETFRTXRTX$491,5900.0%2,5910.3%AerospaceCMICummins$467,1530.0%6550.3%Auto/Tires/TrucksMOAltria Group$452,4050.0%6,2880.2%Consumer StaplesGOOGLAlphabet$437,4210.0%1,2240.2%Computer and TechnologyFASTFastenal$431,187$192 â–²0.0%8,9770.2%Retail/WholesaleDISWalt Disney$430,3340.0%4,4710.2%Consumer DiscretionaryPGProcter & Gamble$423,643$19,210 â–²4.7%2,8890.2%Consumer StaplesAPDAir Products and Chemicals$414,8500.0%1,4150.2%Basic MaterialsGPCGenuine Parts$406,205$27,725 â–¼-6.4%3,4430.2%Retail/WholesaleMETAMeta Platforms$395,9930.0%7030.2%Computer and TechnologyVGKVanguard FTSE Europe ETF$392,4980.0%4,4330.2%ETFABBVAbbVie$373,6850.0%1,4850.2%MedicalPFEPfizer$354,9390.0%14,7400.2%MedicalDEDeere & Company$345,7100.0%5450.2%IndustrialsKIMBERLY-CLARK CORP$336,5550.0%3,0660.2%COMPNCThe PNC Financial Services Group$330,4270.0%1,3420.2%FinanceTTTrane Technologies$319,254$19,646 â–¼-5.8%6500.2%ConstructionENBEnbridge$291,6010.0%5,3790.2%EnergyTSLATesla$277,5960.0%6600.2%Auto/Tires/TrucksETNEaton$276,9780.0%6500.2%IndustrialsIYWiShares U.S. Technology ETF$274,426$274,426 â–²New Holding1,0880.2%ManufacturingMLMMartin Marietta Materials$273,9330.0%4750.2%ConstructionWALMART INC$272,390$28,881 â–¼-9.6%2,4050.1%COMAVGOBroadcom$265,1810.0%7020.1%Computer and TechnologyIBMInternational Business Machines$255,3390.0%9080.1%Computer and TechnologyDUKDuke Energy$254,2990.0%2,0090.1%UtilitiesBACBank of America$248,6040.0%4,3630.1%FinanceHONEYWELL INTL INC$238,677$238,677 â–²New Holding1,0660.1%COMHONEYWELL AEROSPACE INC$235,671$235,671 â–²New Holding1,0660.1%COMKOCocaCola$228,6940.0%2,8140.1%Consumer StaplesVTIVanguard Total Stock Market ETF$210,923$210,923 â–²New Holding5700.1%ETFCVSCVS Health$210,417$210,417 â–²New Holding2,0340.1%MedicalShowing largest 100 holdings. 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