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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 3 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VIG VANGUARD SPECIALIZED FUNDS 2,793.0 $661K 0.33% +47.0 +1.7% $236.63 +1.9%
42 JEPI J P MORGAN EXCHANGE TRADED F 11,390.0 $643K 0.32% -1K -9.6% $56.48 +0.9%
43 VIOO VANGUARD ADMIRAL FDS INC 4,458.0 $613K 0.30% -150.0 -3.3% $137.54 -3.7%
44 SCHX SCHWAB STRATEGIC TR 20,453.0 $602K 0.30% +297.0 +1.5% $29.43 +2.0%
45 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 603.0 $582K 0.29% +49.0 +8.8% $964.57 -15.3%
46 TSLA TESLA INC Consumer Cyclical 1,375.0 $578K 0.28% +37.0 +2.8% $420.60 -15.3%
47 ARKB ARK 21SHARES BITCOIN ETF Financial Services 29,513.0 $574K 0.28% $19.46 +31.7%
48 VZ VERIZON COMMUNICATIONS INC Communication Services 13,051.0 $553K 0.27% -124.0 -0.9% $42.34 +18.8%
49 VTI VANGUARD INDEX FDS 1,485.0 $550K 0.27% $370.06 +1.4%
50 IJR ISHARES TR 3,651.0 $541K 0.27% +299.0 +8.9% $148.30 -3.6%
51 XLU SELECT SECTOR SPDR TR 11,759.0 $533K 0.26% +73.0 +0.6% $45.34 -6.1%
52 VLUE ISHARES TR 2,646.0 $529K 0.26% $199.79 -0.0%
53 VBR VANGUARD INDEX FDS 2,147.0 $522K 0.26% -165.0 -7.1% $242.94 +0.3%
54 VGT VANGUARD WORLD FD 4,120.0 $492K 0.24% +4K +700.0% $119.52 -0.5%
55 NEE NEXTERA ENERGY INC Utilities 5,497.0 $482K 0.24% -755.0 -12.1% $87.78 -5.5%
56 GDX VANECK ETF TRUST 6,018.0 $454K 0.22% -406.0 -6.3% $75.45 +25.5%
57 UNH UNITEDHEALTH GROUP INC Healthcare 1,082.0 $450K 0.22% -937.0 -46.4% $415.63 -4.7%
58 DAL DELTA AIR LINES INC Industrials 4,740.0 $444K 0.22% -824.0 -14.8% $93.66 -18.4%
59 VUG VANGUARD INDEX FDS 5,108.0 $440K 0.22% +4K +500.2% $86.14 +1.4%
60 BND VANGUARD BD INDEX FDS 5,859.0 $430K 0.21% -3K -36.6% $73.41 -2.2%
Page 3 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%