Taylor Financial Group, Inc.
Q4 2025 13F Holdings
- Locationroanoke, VA
- Num holdings
102
- Value ($000)
$170,158
- Date Filed02/06/2026
- Form type13F-HR
- CIK0002012516
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $29.93M | 18 % | 61,350 | ||
NORFOLK SOUTHN CORP | COM | 655844108 | $23.76M | 14 % | 82,278 | ||
APPLE INC | COM | 037833100 | $5.25M | 3 % | 19,328 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $4.81M | 3 % | 9,573 | ||
ISHARES TR | SELECT DIVID ETF | 464287168 | $3.97M | 2 % | 28,137 | ||
ISHARES TR | CORE DIVID ETF | 46435U861 | $3.95M | 2 % | 74,265 | ||
CAPITAL GROUP CORE BALANCED | SHS | 14021D107 | $3.93M | 2 % | 111,359 | ||
ORACLE CORP | COM | 68389X105 | $3.79M | 2 % | 19,448 | ||
ELI LILLY & CO | COM | 532457108 | $3.75M | 2 % | 3,485 | ||
SSGA ACTIVE ETF TR | STATE STREET GLO | 78467V400 | $3.72M | 2 % | 75,155 |
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