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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 1 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY STATE STR SPDR S&P 500 ETF T Financial Services 49,347.0 $36.9M 18.17% +1K +2.9% $746.77 +1.9%
2 IVV ISHARES TR 29,011.0 $21.7M 10.71% $748.89 +2.1%
3 SPSM SPDR SERIES TRUST 301,836.0 $17.4M 8.58% +17K +5.9% $57.67 -3.7%
4 IWR ISHARES TR 136,353.0 $15.0M 7.42% +9K +6.7% $110.32 +0.1%
5 AAPL APPLE INC Technology 25,252.0 $7.3M 3.60% -360.0 -1.4% $289.36 +12.4%
6 QQQ INVESCO QQQ TR Financial Services 8,322.0 $6.1M 3.02% +345.0 +4.3% $736.38 -4.0%
7 VOE VANGUARD INDEX FDS 30,349.0 $6.0M 2.96% -708.0 -2.3% $197.60 +4.0%
8 BOND PIMCO ETF TR 56,622.0 $5.2M 2.57% +7K +14.2% $92.21 -2.6%
9 RSP INVESCO EXCHANGE TRADED FD T 23,999.0 $5.1M 2.52% -2K -7.9% $212.77 +2.2%
10 GOOGL ALPHABET INC Communication Services 14,104.0 $5.0M 2.48% -820.0 -5.5% $357.37 -6.5%
11 NVDA NVIDIA CORPORATION Technology 24,165.0 $4.8M 2.38% -771.0 -3.1% $200.09 +8.7%
12 AVGO BROADCOM INC Technology 11,578.0 $4.4M 2.16% -255.0 -2.1% $377.74 -2.5%
13 IXUS ISHARES TR 44,217.0 $4.2M 2.08% +8K +21.3% $95.44 +1.2%
14 VB VANGUARD INDEX FDS 13,347.0 $4.0M 1.99% -93.0 -0.7% $303.12 -2.4%
15 MSFT MICROSOFT CORP Technology 10,431.0 $3.9M 1.92% -571.0 -5.2% $373.03 +34.4%
16 AMZN AMAZON COM INC Consumer Cyclical 15,980.0 $3.8M 1.88% -654.0 -3.9% $238.34 +7.0%
17 GLD SPDR GOLD TR Financial Services 9,165.0 $3.4M 1.66% $368.38 +8.0%
18 MUNI PIMCO ETF TR 56,332.0 $3.0M 1.46% $52.60 -2.6%
19 PYLD PIMCO ETF TR 110,942.0 $2.9M 1.45% $26.52 -2.1%
20 BRTR BLACKROCK ETF TRUST II 46,120.0 $2.3M 1.14% +2K +5.3% $50.33 -2.5%
Page 1 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%