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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	VOT	VANGUARD INDEX FDS	—	1,269	$327K	0.19%	SOLD
2	PLTR	PALANTIR TECHNOLOGIES INC	Technology	1,470	$215K	0.12%	SOLD

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%