Taylor & Morgan Wealth Management, LLC
CIK: 1844266SEC EDGAR →
Portfolio Value
$60.8B
Holdings
79
As of
Q1 2026
New Positions
79
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 285,077 | $13.8B | 22.65% |
| 2 | ISHARES TR | 127,738 | $12.4B | 20.42% |
| 3 | PIMCO ETF TR | 49,572 | $4.6B | 7.52% |
| 4 | ISHARES TR | 36,453 | $3.2B | 5.19% |
| 5 | PIMCO ETF TR | 56,332 | $2.9B | 4.83% |
| 6 | PIMCO ETF TR | 110,659 | $2.9B | 4.77% |
| 7 | BLACKROCK ETF TRUST II | 43,800 | $2.2B | 3.61% |
| 8 | ISHARES TR | 24,142 | $1.6B | 2.68% |
| 9 | VANGUARD TAX-MANAGED FDS | 19,132 | $1.2B | 2.02% |
| 10 | ISHARES TR | 20,248 | $1.1B | 1.89% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 49 | $54.4B | 89.4% |
| Technology | 9 | $1.7B | 2.9% |
| Communication Services | 2 | $1.1B | 1.9% |
| Unknown | 4 | $1.1B | 1.8% |
| Consumer Defensive | 2 | $895.6M | 1.5% |
| Utilities | 1 | $580.7M | 1.0% |
| Industrials | 4 | $370.6M | 0.6% |
| Energy | 1 | $322.3M | 0.5% |
| Consumer Cyclical | 3 | $162.0M | 0.3% |
| Healthcare | 3 | $122.5M | 0.2% |
| Real Estate | 1 | $234K | 0.0% |