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Portfolio (Quarterly) Guide ↗

Taylor & Morgan Wealth Management, LLC

· CIK 0001844266
13F Portfolio $203M AUM 89 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 31 Added 29 Reduced 2 Exited
Page 1 of 2  ·  31 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY STATE STR SPDR S&P 500 ETF T Financial Services 49,347.0 $36.9M 18.17% +1K +2.9% $746.77 +2.0%
2 SPSM SPDR SERIES TRUST 301,836.0 $17.4M 8.58% +17K +5.9% $57.67 -3.6%
3 IWR ISHARES TR 136,353.0 $15.0M 7.42% +9K +6.7% $110.32 +0.2%
4 QQQ INVESCO QQQ TR Financial Services 8,322.0 $6.1M 3.02% +345.0 +4.3% $736.38 -3.9%
5 BOND PIMCO ETF TR 56,622.0 $5.2M 2.57% +7K +14.2% $92.21 -2.7%
6 IXUS ISHARES TR 44,217.0 $4.2M 2.08% +8K +21.3% $95.44 +1.3%
7 BRTR BLACKROCK ETF TRUST II 46,120.0 $2.3M 1.14% +2K +5.3% $50.33 -2.4%
8 VO VANGUARD INDEX FDS 24,114.0 $1.9M 0.96% +19K +388.3% $80.57 +0.9%
9 VOO VANGUARD INDEX FDS 2,505.0 $1.7M 0.85% +1K +102.0% $686.81 +1.9%
10 EEM ISHARES TR 20,723.0 $1.4M 0.70% +475.0 +2.4% $68.41 -2.4%
11 VYM VANGUARD WHITEHALL FDS 6,939.0 $1.1M 0.54% +37.0 +0.5% $158.02 +3.3%
12 JNJ JOHNSON & JOHNSON Healthcare 4,252.0 $1.1M 0.53% +23.0 +0.5% $253.99 +6.8%
13 IWF ISHARES TR 7,216.0 $896K 0.44% +5K +300.0% $124.17 -2.4%
14 XLK SELECT SECTOR SPDR TR 4,641.0 $884K 0.44% +51.0 +1.1% $190.51 -3.6%
15 T AT&T INC Communication Services 39,185.0 $811K 0.40% +302.0 +0.8% $20.70 +25.6%
16 VIG VANGUARD SPECIALIZED FUNDS 2,793.0 $661K 0.33% +47.0 +1.7% $236.63 +1.9%
17 SCHX SCHWAB STRATEGIC TR 20,453.0 $602K 0.30% +297.0 +1.5% $29.43 +2.0%
18 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 603.0 $582K 0.29% +49.0 +8.8% $964.57 -15.3%
19 TSLA TESLA INC Consumer Cyclical 1,375.0 $578K 0.28% +37.0 +2.8% $420.60 -15.3%
20 IJR ISHARES TR 3,651.0 $541K 0.27% +299.0 +8.9% $148.30 -3.6%
Page 1 of 2  ·  31 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 55.4%
Technology 25.6%
Communication Services 7.5%
Consumer Cyclical 5.5%
Healthcare 2.0%
Consumer Defensive 1.3%
Industrials 1.3%
Utilities 0.8%
Energy 0.4%
Real Estate 0.3%