Taylor & Morgan Wealth Management, LLC Top Holdings and 13F Report (2026) About Taylor & Morgan Wealth Management, LLCInvestment ActivityTaylor & Morgan Wealth Management, LLC has $202.85 million in total holdings as of June 30, 2026.Taylor & Morgan Wealth Management, LLC owns shares of 89 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 6.12% of the portfolio was purchased this quarter.About 1.79% of the portfolio was sold this quarter.This quarter, Taylor & Morgan Wealth Management, LLC has purchased 79 new stocks and bought additional shares in 38 stocks.Taylor & Morgan Wealth Management, LLC sold shares of 30 stocks and completely divested from 2 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $36,850,622iShares Core S&P 500 ETF $21,726,050SPDR Portfolio S&P 600 Small Cap ETF $17,406,894iShares Russell Mid-Cap ETF $15,042,453Apple $7,307,027 Largest New Holdings this Quarter 573874104 - Marvell Technology $747,275 Holding007903107 - Advanced Micro Devices $417,674 Holding46435U556 - iShares Robotics and Artificial Intelligence Multisector ETF $388,416 Holding92204A207 - Vanguard Consumer Staples ETF $352,206 Holding87162W100 - TD SYNNEX $280,172 Holding Largest Purchases this Quarter Vanguard Mid-Cap ETF 19,176 shares (about $1.55M)SPDR S&P 500 ETF Trust 1,404 shares (about $1.05M)SPDR Portfolio S&P 600 Small Cap ETF 16,759 shares (about $966.49K)iShares Russell Mid-Cap ETF 8,615 shares (about $950.41K)Vanguard S&P 500 ETF 1,265 shares (about $868.81K) Largest Sales this Quarter Invesco S&P 500 Equal Weight ETF 2,048 shares (about $435.76K)UnitedHealth Group 937 shares (about $389.45K)Alphabet 820 shares (about $293.04K)Vanguard Total Bond Market ETF 3,388 shares (about $248.71K)Microsoft 571 shares (about $213.00K) 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$36,850,622$1,048,458 â–²2.9%49,34718.2%FinanceIVViShares Core S&P 500 ETF$21,726,050$7,489 â–²0.0%29,01110.7%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$17,406,894$966,492 â–²5.9%301,8368.6%ETFIWRiShares Russell Mid-Cap ETF$15,042,453$950,406 â–²6.7%136,3537.4%ETFAAPLApple$7,307,027$104,171 â–¼-1.4%25,2523.6%Computer and TechnologyQQQInvesco QQQ$6,128,157$254,051 â–²4.3%8,3223.0%FinanceVOEVanguard Mid-Cap Value ETF$5,996,964$139,901 â–¼-2.3%30,3493.0%ETFPIMCO ETF TR$5,221,115$650,081 â–²14.2%56,6222.6%ACTIVE BD ETFRSPInvesco S&P 500 Equal Weight ETF$5,106,311$435,757 â–¼-7.9%23,9992.5%ETFGOOGLAlphabet$5,040,356$293,044 â–¼-5.5%14,1042.5%Computer and TechnologyNVDANVIDIA$4,835,182$154,270 â–¼-3.1%24,1652.4%Computer and TechnologyAVGOBroadcom$4,373,491$96,324 â–¼-2.2%11,5782.2%Computer and TechnologyIXUSiShares Core MSCI Total International Stock ETF$4,220,088$740,999 â–²21.3%44,2172.1%ManufacturingVBVanguard Small-Cap ETF$4,045,737$28,190 â–¼-0.7%13,3472.0%ETFMSFTMicrosoft$3,891,068$213,000 â–¼-5.2%10,4311.9%Computer and TechnologyAMZNAmazon.com$3,808,673$155,874 â–¼-3.9%15,9801.9%Retail/WholesaleGLDSPDR Gold Shares$3,376,2030.0%9,1651.7%FinanceMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$2,963,0630.0%56,3321.5%ETFPYLDPIMCO Multi Sector Bond Active ETF$2,942,182$7,505 â–²0.3%110,9421.5%ETFBLACKROCK ETF TRUST II$2,320,989$116,754 â–²5.3%46,1201.1%ISHA TOTA RE ETFVOVanguard Mid-Cap ETF$1,942,865$1,545,010 â–²388.3%24,1141.0%ETFIJHiShares Core S&P Mid-Cap ETF$1,841,185$20,434 â–¼-1.1%23,8770.9%ETFVOOVanguard S&P 500 ETF$1,720,459$868,815 â–²102.0%2,5050.8%ETFEEMiShares MSCI Emerging Markets ETF$1,417,694$32,496 â–²2.3%20,7230.7%FinanceIWPiShares Russell Mid-Cap Growth ETF$1,396,257$103,654 â–¼-6.9%9,5370.7%ETFVEAVanguard FTSE Developed Markets ETF$1,314,638$48,521 â–¼-3.6%18,4510.6%ETFKRESPDR S&P Regional Banking ETF$1,252,409$3,069 â–¼-0.2%16,7320.6%ETFVYMVanguard High Dividend Yield ETF$1,096,519$5,847 â–²0.5%6,9390.5%Financial ServicesJNJJohnson & Johnson$1,079,954$5,842 â–²0.5%4,2520.5%MedicalEFGiShares MSCI EAFE Growth ETF$1,021,393$90,829 â–¼-8.2%8,2090.5%ETFMOAltria Group$917,888$58,353 â–¼-6.0%12,7570.5%Consumer StaplesIWFiShares Russell 1000 Growth ETF$896,011$672,008 â–²300.0%7,2160.4%ETFXLKTechnology Select Sector SPDR Fund$884,180$9,716 â–²1.1%4,6410.4%ETFXLFFinancial Select Sector SPDR Fund$828,352$483 â–²0.1%15,4510.4%ETFTAT&T$811,125$6,251 â–²0.8%39,1850.4%Computer and TechnologySLViShares Silver Trust$791,8370.0%14,8090.4%ETFSLYVSPDR S&P 600 Small Cap Value ETF$789,084$24,550 â–¼-3.0%7,2320.4%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$770,252$56,480 â–¼-6.8%11,4010.4%ETFMRVLMarvell Technology$747,275$747,275 â–²New Holding2,5090.4%Computer and TechnologyVXFVanguard Extended Market ETF$709,3310.0%2,8810.3%ETFVIGVanguard Dividend Appreciation ETF$660,902$11,122 â–²1.7%2,7930.3%ETFJEPIJPMorgan Equity Premium Income ETF$643,292$68,452 â–¼-9.6%11,3900.3%ETFVIOOVanguard S&P Small-Cap 600 ETF$613,153$20,631 â–¼-3.3%4,4580.3%ETFSCHXSchwab US Large-Cap ETF$601,933$8,741 â–²1.5%20,4530.3%ETFSTXSeagate Technology$581,637$47,264 â–²8.8%6030.3%Computer and TechnologyTSLATesla$578,325$15,562 â–²2.8%1,3750.3%Auto/Tires/TrucksARK 21SHARES BITCOIN ETF$574,3230.0%29,5130.3%SHS BEN INTVZVerizon Communications$552,596$5,250 â–¼-0.9%13,0510.3%Computer and TechnologyVTIVanguard Total Stock Market ETF$549,541$370 â–²0.1%1,4850.3%ETFIJRiShares Core S&P Small-Cap ETF$541,448$44,342 â–²8.9%3,6510.3%ETFXLUUtilities Select Sector SPDR Fund$533,168$3,310 â–²0.6%11,7590.3%ETFVLUEiShares MSCI USA Value Factor ETF$528,643$1,798 â–²0.3%2,6460.3%ETFVBRVanguard Small-Cap Value ETF$521,598$40,086 â–¼-7.1%2,1470.3%ETFVGTVanguard Information Technology ETF$492,422$430,869 â–²700.0%4,1200.2%ETFNEENextEra Energy$482,500$66,270 â–¼-12.1%5,4970.2%UtilitiesGDXVanEck Gold Miners ETF$454,058$30,633 â–¼-6.3%6,0180.2%ETFUNHUnitedHealth Group$449,712$389,446 â–¼-46.4%1,0820.2%MedicalDALDelta Air Lines$443,945$77,175 â–¼-14.8%4,7400.2%TransportationVUGVanguard Growth ETF$439,985$366,683 â–²500.2%5,1080.2%ETFBNDVanguard Total Bond Market ETF$430,110$248,714 â–¼-36.6%5,8590.2%ETFAMDAdvanced Micro Devices$417,674$417,674 â–²New Holding7190.2%Computer and TechnologyIRBOiShares Robotics and Artificial Intelligence Multisector ETF$388,416$388,416 â–²New Holding5,1000.2%ManufacturingBXSLBlackstone Secured Lending Fund$388,306$9,982 â–¼-2.5%16,3770.2%FinanceGRAYSCALE BITCOIN TRUST ETF$376,6320.0%8,2740.2%SHS REP COM UTVDCVanguard Consumer Staples ETF$352,206$352,206 â–²New Holding1,5620.2%ETFETEnergy Transfer$324,605$5,296 â–²1.7%16,9770.2%EnergyTFLOiShares Treasury Floating Rate Bond ETF$300,211$658 â–²0.2%5,9300.1%ETFBRK.BBerkshire Hathaway$299,233$37,529 â–²14.3%5980.1%FinancePTYPimco Corporate & Income Opportunity Fund$292,726$8,144 â–²2.9%24,3330.1%FinanceSNXTD SYNNEX$280,172$280,172 â–²New Holding1,0480.1%Computer and TechnologyONEQFidelity NASDAQ Composite Index ETF$275,7010.0%2,6710.1%ETFIYRiShares U.S. Real Estate ETF$265,433$1,329 â–²0.5%2,5960.1%ETFGEGE Aerospace$264,489$374 â–²0.1%7080.1%AerospaceASMLASML$262,606$262,606 â–²New Holding1320.1%Computer and TechnologyDEDeere & Company$258,172$63,433 â–¼-19.7%4070.1%IndustrialsAGGiShares Core U.S. Aggregate Bond ETF$235,459$1,881 â–²0.8%2,3790.1%FinancePLDPrologis$235,311$4,064 â–¼-1.7%1,7370.1%FinancePGProcter & Gamble$233,694$1,173 â–²0.5%1,5940.1%Consumer StaplesPERSPECTIVE THERAPEUTICS INC$225,060$126,170 â–²127.6%66,0000.1%COM NEWISHARES BITCOIN TRUST ETF$215,9190.0%6,4860.1%SHS BEN INTSCHASchwab US Small-Cap ETF$214,576$214,576 â–²New Holding5,9390.1%ETFMETAMeta Platforms$214,404$214,404 â–²New Holding3810.1%Computer and TechnologyAWIArmstrong World Industries$210,6310.0%1,3130.1%ConstructionGE VERNOVA INC$210,300$210,300 â–²New Holding1790.1%COMDLTHDuluth$192,640$31,360 â–¼-14.0%43,0000.1%Consumer DiscretionaryFFord Motor$167,587$167,587 â–²New Holding12,0570.1%Auto/Tires/TrucksQSQuantumScape$87,696$87,696 â–²New Holding11,6000.0%Auto/Tires/TrucksUWMCUWM$83,336$2,118 â–²2.6%36,3910.0%FinanceSTLAStellantis$74,620$74,620 â–²New Holding13,0000.0%Auto/Tires/TrucksVOTVanguard Mid-Cap Growth ETF$0$326,686 â–¼-100.0%00.0%ETFPALANTIR TECHNOLOGIES INC$0$215,032 â–¼-100.0%00.0%CL AShowing largest 100 holdings. 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