Taylor & Morgan Wealth Management, LLC: 13F holdings
CIK 18442662026Q2
| Positions | 89 |
|---|
| Reported value | $202.9m |
|---|
| Filed | 2026-07-10 |
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Change since last quarter
| Positions | 89 (+10 vs prior quarter) |
|---|
| Reported value | $202.9m (+15.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPY STATE STR SPDR S&P 500 ETF T | 49,347 | $36.9m | 18.2% |
| IVV ISHARES TR | 29,011 | $21.7m | 10.7% |
| SPSM SPDR SERIES TRUST | 301,836 | $17.4m | 8.6% |
| IWR ISHARES TR | 136,353 | $15.0m | 7.4% |
| AAPL APPLE INC | 25,252 | $7.3m | 3.6% |
| QQQ INVESCO QQQ TR | 8,322 | $6.1m | 3.0% |
| VOE VANGUARD INDEX FDS | 30,349 | $6.0m | 3.0% |
| BOND PIMCO ETF TR | 56,622 | $5.2m | 2.6% |
| RSP INVESCO EXCHANGE TRADED FD T | 23,999 | $5.1m | 2.5% |
| GOOGL ALPHABET INC | 14,104 | $5.0m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1844266")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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