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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 2 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VO VANGUARD INDEX FDS 24,114.0 $1.9M 0.96% +19K +388.3% $80.57 +0.9%
22 IJH ISHARES TR 23,877.0 $1.8M 0.91% -265.0 -1.1% $77.11 -3.3%
23 VOO VANGUARD INDEX FDS 2,505.0 $1.7M 0.85% +1K +102.0% $686.81 +1.9%
24 EEM ISHARES TR 20,723.0 $1.4M 0.70% +475.0 +2.4% $68.41 -2.4%
25 IWP ISHARES TR 9,537.0 $1.4M 0.69% -708.0 -6.9% $146.40 -5.8%
26 VEA VANGUARD TAX-MANAGED FDS 18,451.0 $1.3M 0.65% -681.0 -3.6% $71.25 +1.2%
27 KRE SPDR SERIES TRUST 16,732.0 $1.3M 0.62% $74.85 -3.0%
28 VYM VANGUARD WHITEHALL FDS 6,939.0 $1.1M 0.54% +37.0 +0.5% $158.02 +3.3%
29 JNJ JOHNSON & JOHNSON Healthcare 4,252.0 $1.1M 0.53% +23.0 +0.5% $253.99 +6.8%
30 EFG ISHARES TR 8,209.0 $1.0M 0.50% -730.0 -8.2% $124.42 -1.7%
31 MO ALTRIA GROUP INC Consumer Defensive 12,757.0 $918K 0.45% -811.0 -6.0% $71.95 -3.3%
32 IWF ISHARES TR 7,216.0 $896K 0.44% +5K +300.0% $124.17 -2.4%
33 XLK SELECT SECTOR SPDR TR 4,641.0 $884K 0.44% +51.0 +1.1% $190.51 -3.6%
34 XLF SELECT SECTOR SPDR TR 15,451.0 $828K 0.41% $53.61 +6.7%
35 T AT&T INC Communication Services 39,185.0 $811K 0.40% +302.0 +0.8% $20.70 +25.6%
36 SLV ISHARES SILVER TR Financial Services 14,809.0 $792K 0.39% $53.47 +8.3%
37 SLYV SPDR SERIES TRUST 7,232.0 $789K 0.39% -225.0 -3.0% $109.11 -1.3%
38 SPMD SPDR SERIES TRUST 11,401.0 $770K 0.38% -836.0 -6.8% $67.56 -3.3%
39 MRVL MARVELL TECHNOLOGY INC Technology 2,509.0 $747K 0.37% NEW $297.84 -29.4%
40 VXF VANGUARD INDEX FDS 2,881.0 $709K 0.35% $246.21 -3.3%
Page 2 of 5  ·  89 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%