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Portfolio (Quarterly) Guide ↗

Taylor & Morgan Wealth Management, LLC

· CIK 0001844266
13F Portfolio $175M AUM 79 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 22 Added 38 Reduced 4 Exited
Page 4 of 4  ·  79 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VOT VANGUARD INDEX FDS 1,269.0 $327K 0.19% +126.0 +11.0% $257.44 +14.9%
62 ET ENERGY TRANSFER L P Energy 16,700.0 $322K 0.18% +287.0 +1.8% $19.30 +1.9%
63 TFLO ISHARES TR 5,917.0 $300K 0.17% -493.0 -7.7% $50.63 -0.0%
64 DE DEERE & CO Industrials 507.0 $286K 0.16% $563.30 -6.4%
65 PTY PIMCO CORPORATE & INCOME OPP Financial Services 23,656.0 $285K 0.16% +618.0 +2.7% $12.06 -2.2%
66 BERKSHIRE HATHAWAY INC DEL 523.0 $251K 0.14% NEW $479.20
67 IBIT ISHARES BITCOIN TRUST ETF Financial Services 6,486.0 $249K 0.14% -1K -13.6% $38.42 +12.6%
68 IYR ISHARES TR 2,583.0 $244K 0.14% $94.56 +8.7%
69 AGG ISHARES TR 2,360.0 $234K 0.13% -22.0 -0.9% $99.25 -0.6%
70 PLD PROLOGIS INC. Real Estate 1,767.0 $234K 0.13% -45.0 -2.5% $132.18 +11.1%
71 PG PROCTER & GAMBLE CO Consumer Defensive 1,586.0 $229K 0.13% NEW $144.44 -0.5%
72 ONEQ FIDELITY COMWLTH TR 2,671.0 $227K 0.13% $84.91 +23.3%
73 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 554.0 $217K 0.12% NEW $391.76 +115.9%
74 AWI ARMSTRONG WORLD INDS INC NEW Industrials 1,313.0 $216K 0.12% -244.0 -15.7% $164.80 -4.1%
75 PLTR PALANTIR TECHNOLOGIES INC Technology 1,470.0 $215K 0.12% +131.0 +9.8% $146.28 -5.6%
76 GE GE AEROSPACE Industrials 707.0 $201K 0.11% -99.0 -12.3% $283.76 +9.7%
77 DLTH DULUTH HLDGS INC Consumer Cyclical 50,000.0 $158K 0.09% +19K +61.3% $3.16 +13.9%
78 UWMC UWM HOLDINGS CORPORATION Financial Services 35,466.0 $128K 0.07% +748.0 +2.1% $3.62 -13.1%
79 CATX PERSPECTIVE THERAPEUTICS INC Healthcare 29,000.0 $121K 0.07% -68K -70.1% $4.17 -0.1%
Page 4 of 4  ·  79 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 55.6%
Technology 24.6%
Communication Services 7.9%
Consumer Cyclical 5.3%
Healthcare 2.2%
Consumer Defensive 1.5%
Industrials 1.4%
Utilities 0.8%
Energy 0.4%
Real Estate 0.3%