Taylor & Morgan Wealth Management, LLC
CIK: 1844266SEC EDGAR →
Portfolio Value
$55.8B
Holdings
89
As of
Q2 2026
New Positions
79
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 301,836 | $17.4B | 31.18% |
| 2 | PIMCO ETF TR | 56,622 | $5.2B | 9.35% |
| 3 | ISHARES TR | 44,217 | $4.2B | 7.56% |
| 4 | PIMCO ETF TR | 56,332 | $3.0B | 5.31% |
| 5 | PIMCO ETF TR | 110,942 | $2.9B | 5.27% |
| 6 | BLACKROCK ETF TRUST II | 46,120 | $2.3B | 4.16% |
| 7 | VANGUARD INDEX FDS | 24,114 | $1.9B | 3.48% |
| 8 | ISHARES TR | 23,877 | $1.8B | 3.30% |
| 9 | ISHARES TR | 20,723 | $1.4B | 2.54% |
| 10 | VANGUARD TAX-MANAGED FDS | 18,451 | $1.3B | 2.35% |
Quarterly Changes
Top Buys
New Positions (12)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 51 | $49.3B | 88.4% |
| Technology | 11 | $1.5B | 2.7% |
| Unknown | 5 | $1.3B | 2.3% |
| Consumer Defensive | 2 | $918.1M | 1.6% |
| Communication Services | 3 | $816.4M | 1.5% |
| Industrials | 5 | $532.4M | 1.0% |
| Utilities | 2 | $482.7M | 0.9% |
| Consumer Cyclical | 5 | $439.2M | 0.8% |
| Energy | 1 | $324.6M | 0.6% |
| Healthcare | 3 | $226.6M | 0.4% |
| Real Estate | 1 | $235K | 0.0% |