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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 5 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SCHA SCHWAB STRATEGIC TR 5,939.0 $215K 0.11% NEW $36.13 -6.6%
82 META META PLATFORMS INC Communication Services 381.0 $214K 0.11% NEW $562.74 +2.8%
83 AWI ARMSTRONG WORLD INDS INC NEW Industrials 1,313.0 $211K 0.10% $160.42 +5.3%
84 GEV GE VERNOVA INC Utilities 179.0 $210K 0.10% NEW $1174.86 -23.5%
85 DLTH DULUTH HLDGS INC Consumer Cyclical 43,000.0 $193K 0.10% -7K -14.0% $4.48 -19.0%
86 F FORD MTR CO Consumer Cyclical 12,057.0 $168K 0.08% NEW $13.90 -0.4%
87 QS QUANTUMSCAPE CORP Consumer Cyclical 11,600.0 $88K 0.04% NEW $7.56 -27.6%
88 UWMC UWM HOLDINGS CORPORATION Financial Services 36,391.0 $83K 0.04% +925.0 +2.6% $2.29 -40.2%
89 STLA STELLANTIS N.V Consumer Cyclical 13,000.0 $75K 0.04% NEW $5.74 -6.8%
Page 5 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%