Taylor & Morgan Wealth Management, LLC Top Holdings and 13F Report (2026) About Taylor & Morgan Wealth Management, LLCInvestment ActivityTaylor & Morgan Wealth Management, LLC has $175.29 million in total holdings as of March 31, 2026.Taylor & Morgan Wealth Management, LLC owns shares of 79 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 3.54% of the portfolio was purchased this quarter.About 2.37% of the portfolio was sold this quarter.This quarter, Taylor & Morgan Wealth Management, LLC has purchased 80 new stocks and bought additional shares in 28 stocks.Taylor & Morgan Wealth Management, LLC sold shares of 40 stocks and completely divested from 4 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $31,179,364iShares Core S&P 500 ETF $18,943,902SPDR Portfolio S&P 600 Small Cap ETF $13,774,914iShares Russell Mid-Cap ETF $12,419,993Apple $6,499,987 Largest New Holdings this Quarter 084670702 - Berkshire Hathaway $250,622 Holding742718109 - Procter & Gamble $229,082 HoldingG7997R103 - Seagate Technology $217,035 Holding Largest Purchases this Quarter PIMCO ETF TR 14,477 shares (about $1.34M)SPDR S&P 500 ETF Trust 1,627 shares (about $1.06M)iShares Russell Mid-Cap ETF 6,754 shares (about $656.69K)iShares Core S&P 500 ETF 622 shares (about $406.30K)iShares MSCI Emerging Markets ETF 7,000 shares (about $397.53K) Largest Sales this Quarter NVIDIA 1,840 shares (about $320.89K)PERSPECTIVE THERAPEUTICS INC 68,000 shares (about $283.56K)Apple 1,052 shares (about $266.98K)ARK 21SHARES BITCOIN ETF 10,564 shares (about $237.58K)Invesco QQQ 366 shares (about $211.24K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTaylor & Morgan Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$31,179,364$1,058,107 ▲3.5%47,94317.8%FinanceIVViShares Core S&P 500 ETF$18,943,902$406,300 ▲2.2%29,00110.8%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$13,774,914$373,948 ▲2.8%285,0777.9%ETFIWRiShares Russell Mid-Cap ETF$12,419,993$656,693 ▲5.6%127,7387.1%ETFAAPLApple$6,499,987$266,984 ▼-3.9%25,6123.7%Computer and TechnologyVOEVanguard Mid-Cap Value ETF$5,723,233$154,612 ▼-2.6%31,0573.3%ETFRSPInvesco S&P 500 Equal Weight ETF$4,998,990$70,051 ▼-1.4%26,0472.9%ETFQQQInvesco QQQ$4,604,036$211,242 ▼-4.4%7,9772.6%FinancePIMCO ETF TR$4,574,504$1,335,938 ▲41.3%49,5722.6%ACTIVE BD ETFNVDANVIDIA$4,348,770$320,891 ▼-6.9%24,9362.5%Computer and TechnologyGOOGLAlphabet$4,291,656$109,276 ▼-2.5%14,9242.4%Computer and TechnologyMSFTMicrosoft$4,072,752$88,474 ▼-2.1%11,0022.3%Computer and TechnologyGLDSPDR Gold Shares$3,943,608$30,120 ▼-0.8%9,1652.2%FinanceAVGOBroadcom$3,662,440$171,159 ▼-4.5%11,8332.1%Computer and TechnologyVBVanguard Small-Cap ETF$3,520,097$786 ▲0.0%13,4402.0%ETFAMZNAmazon.com$3,464,363$119,130 ▼-3.3%16,6342.0%Retail/WholesaleIXUSiShares Core MSCI Total International Stock ETF$3,158,314$308,614 ▲10.8%36,4531.8%ManufacturingMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$2,939,9670.0%56,3321.7%ETFPYLDPIMCO Multi Sector Bond Active ETF$2,899,266$368,948 ▲14.6%110,6591.7%ETFBLACKROCK ETF TRUST II$2,198,322$26,099 ▼-1.2%43,8001.3%ISHARES TOTAL REIJHiShares Core S&P Mid-Cap ETF$1,630,310$32,009 ▲2.0%24,1420.9%ETFVOVanguard Mid-Cap ETF$1,418,095$23,836 ▼-1.7%4,9380.8%ETFIWPiShares Russell Mid-Cap Growth ETF$1,312,612$28,315 ▼-2.1%10,2450.7%ETFVEAVanguard FTSE Developed Markets ETF$1,225,987$30,502 ▼-2.4%19,1320.7%ETFEEMiShares MSCI Emerging Markets ETF$1,149,897$397,535 ▲52.8%20,2480.7%FinanceTAT&T$1,127,214$8,610 ▲0.8%38,8830.6%Computer and TechnologyKRESPDR S&P Regional Banking ETF$1,092,788$977 ▲0.1%16,7730.6%ETFJNJJohnson & Johnson$1,033,619$116,585 ▼-10.1%4,2290.6%MedicalVYMVanguard High Dividend Yield ETF$1,022,128$213,252 ▲26.4%6,9020.6%ETFSLViShares Silver Trust$1,009,085$3,271 ▲0.3%14,8090.6%ETFEFGiShares MSCI EAFE Growth ETF$995,534$167,055 ▲20.2%8,9390.6%ETFMOAltria Group$895,377$15,574 ▲1.8%13,5680.5%Consumer StaplesIWFiShares Russell 1000 Growth ETF$769,2260.0%1,8040.4%ETFXLFFinancial Select Sector SPDR Fund$762,389$128,859 ▼-14.5%15,4420.4%ETFVOOVanguard S&P 500 ETF$740,962$40,036 ▼-5.1%1,2400.4%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$724,675$73,255 ▼-9.2%12,2370.4%ETFJEPIJPMorgan Equity Premium Income ETF$714,295$3,684 ▼-0.5%12,6020.4%ETFSLYVSPDR S&P 600 Small Cap Value ETF$705,2830.0%7,4570.4%ETFBNDVanguard Total Bond Market ETF$680,983$3,682 ▲0.5%9,2470.4%ETFARK 21SHARES BITCOIN ETF$663,747$237,584 ▼-26.4%29,5130.4%SHS BEN INTVZVerizon Communications$661,405$4,117 ▼-0.6%13,1750.4%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$610,067$57,950 ▼-8.7%4,5900.3%ETFVXFVanguard Extended Market ETF$592,910$14,818 ▼-2.4%2,8810.3%ETFVIGVanguard Dividend Appreciation ETF$590,642$88,403 ▼-13.0%2,7460.3%ETFGDXVanEck Gold Miners ETF$589,5300.0%6,4240.3%ETFNEENextEra Energy$580,705$1,951 ▲0.3%6,2520.3%UtilitiesUNHUnitedHealth Group$546,321$38,965 ▼-6.7%2,0190.3%MedicalXLUUtilities Select Sector SPDR Fund$536,260$21,981 ▲4.3%11,6860.3%ETFVIOOVanguard S&P Small-Cap 600 ETF$529,137$9,990 ▼-1.9%4,6080.3%ETFSCHXSchwab US Large-Cap ETF$516,812$8,179 ▲1.6%20,1560.3%ETFVBRVanguard Small-Cap Value ETF$502,249$1,955 ▼-0.4%2,3120.3%ETFTSLATesla$497,402$146,841 ▼-22.8%1,3380.3%Auto/Tires/TrucksVTIVanguard Total Stock Market ETF$476,2360.0%1,4840.3%ETFGRAYSCALE BITCOIN TRUST ETF$436,5360.0%8,2740.2%SHS REP COM UTIJRiShares Core S&P Small-Cap ETF$416,690$5,594 ▼-1.3%3,3520.2%ETFBXSLBlackstone Secured Lending Fund$397,939$81,658 ▼-17.0%16,7980.2%FinanceVLUEiShares MSCI USA Value Factor ETF$374,890$1,706 ▲0.5%2,6370.2%ETFVUGVanguard Growth ETF$371,856$1,311 ▼-0.4%8510.2%ETFDALDelta Air Lines$369,912$67,946 ▼-15.5%5,5640.2%TransportationVGTVanguard Information Technology ETF$359,326$9,070 ▼-2.5%5150.2%ETFVOTVanguard Mid-Cap Growth ETF$326,686$32,437 ▲11.0%1,2690.2%ETFETEnergy Transfer$322,311$5,539 ▲1.7%16,7000.2%EnergyTFLOiShares Treasury Floating Rate Bond ETF$299,597$24,962 ▼-7.7%5,9170.2%ETFDEDeere & Company$285,5930.0%5070.2%IndustrialsPTYPimco Corporate & Income Opportunity Fund$285,297$7,453 ▲2.7%23,6560.2%FinanceBRK.BBerkshire Hathaway$250,622$250,622 ▲New Holding5230.1%FinanceISHARES BITCOIN TRUST ETF$249,192$39,188 ▼-13.6%6,4860.1%SHS BEN INTIYRiShares U.S. Real Estate ETF$244,238$756 ▲0.3%2,5830.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$234,231$2,184 ▼-0.9%2,3600.1%FinancePLDPrologis$233,562$5,948 ▼-2.5%1,7670.1%FinancePGProcter & Gamble$229,082$229,082 ▲New Holding1,5860.1%Consumer StaplesONEQFidelity NASDAQ Composite Index ETF$226,7950.0%2,6710.1%ETFSTXSeagate Technology$217,035$217,035 ▲New Holding5540.1%Computer and TechnologyAWIArmstrong World Industries$216,382$40,211 ▼-15.7%1,3130.1%ConstructionPALANTIR TECHNOLOGIES INC$215,032$19,163 ▲9.8%1,4700.1%CL AGEGE Aerospace$200,620$28,092 ▼-12.3%7070.1%AerospaceDLTHDuluth$158,000$60,040 ▲61.3%50,0000.1%Consumer DiscretionaryUWMCUWM$128,388$2,708 ▲2.2%35,4660.1%FinancePERSPECTIVE THERAPEUTICS INC$120,930$283,560 ▼-70.1%29,0000.1%COM NEWVVisa$0$299,708 ▼-100.0%00.0%Business ServicesORCLOracle$0$224,731 ▼-100.0%00.0%Computer and TechnologyMAMastercard$0$223,802 ▼-100.0%00.0%Business ServicesCEGConstellation Energy$0$201,011 ▼-100.0%00.0%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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