Taylor & Morgan Wealth Management, LLC
Q4 2025 13F Holdings
- Locationtroy, MI
- Num holdings
80
- Value ($000)
$178,423
- Date Filed01/16/2026
- Form type13F-HR
- CIK0001844266
- 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 |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $31.58M | 18 % | 46,316 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | $19.44M | 11 % | 28,379 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78468R853 | $13M | 7 % | 277,338 | ||
ISHARES TR | RUS MID CAP ETF | 464287499 | $11.65M | 7 % | 120,984 | ||
APPLE INC | COM | 037833100 | $7.25M | 4 % | 26,664 | ||
VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | $5.66M | 3 % | 31,896 | ||
MICROSOFT CORP | COM | 594918104 | $5.44M | 3 % | 11,241 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $5.13M | 3 % | 8,343 | ||
INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $5.06M | 3 % | 26,412 | ||
NVIDIA CORPORATION | COM | 67066G104 | $4.99M | 3 % | 26,776 |
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