Institutional Investor · CIK 0001844266
TAYLOR & MORGAN WEALTH MANAGEMENT, LLC
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
96
Total Value
$226.86M
Total Shares
1.79M
Latest Filing
Jul 10, 2026
CIK
0001844266
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF…(1557.T) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 49,347 | $36.85M | 0.0047% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 29,011 | $21.73M | 0.0025% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 301,836 | $17.41M | 0.1009% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 136,353 | $15.04M | 0.0266% | SH | — | View | |
Apple Inc.(AAPL) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-10 | 25,252 | $7.31M | 0.0002% | SH | — | View |
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-10 | 25,252 | $7.31M | 0.0002% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 8,322 | $6.13M | 0.0012% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 8,322 | $6.13M | 0.8542% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 30,349 | $6.00M | 0.0167% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 56,622 | $5.22M | 0.0616% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 23,999 | $5.11M | 0.0053% | SH | — | View | |
Alphabet Inc.(GOOGL.SW) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-10 | 14,104 | $5.04M | 0.0001% | SH | — | View |
NVIDIA Corporation(NVDA) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 24,165 | $4.84M | 0.0001% | SH | — | View |
NVIDIA Corporation(NVD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 24,165 | $4.84M | 0.0001% | SH | — | View |
Broadcom Inc.(AVGO) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 11,578 | $4.37M | 0.0002% | SH | — | View |
iShares Core MSCI Total…(IXUS) | Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 44,217 | $4.22M | 0.0072% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 13,347 | $4.05M | 0.0021% | SH | — | View | |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-10 | 10,431 | $3.89M | 0.0001% | SH | — | View |
Amazon.com, Inc.(AMZN) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-10 | 15,980 | $3.81M | 0.0001% | SH | — | View |
Amazon.com, Inc.(AMZ.DE) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-10 | 15,980 | $3.81M | 0.0001% | SH | — | View |
SPDR Gold Shares(GLD) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 9,165 | $3.38M | 0.0026% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 56,332 | $2.96M | 0.0943% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 110,942 | $2.94M | 0.0197% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 46,120 | $2.32M | 0.9025% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 24,114 | $1.94M | 0.0009% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 23,877 | $1.84M | 0.0015% | SH | — | View | |
Vanguard S&P 500 ETF(VOO) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 2,505 | $1.72M | 0.0001% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 20,723 | $1.42M | 0.0044% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 9,537 | $1.40M | 0.0066% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 18,451 | $1.31M | 0.0004% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 16,732 | $1.25M | 0.0330% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-10 | 6,939 | $1.10M | 0.0012% | SH | — | View | |
Johnson & Johnson(JNJ) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-10 | 4,252 | $1.08M | 0.0002% | SH | — | View |
Johnson & Johnson(JNJ.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-10 | 4,252 | $1.08M | 0.0002% | SH | — | View |
| Consumer Defensive | Tobacco | 2026-06-30 | 2026-07-10 | 12,757 | $917.89K | 0.0008% | SH | — | View | |
Altria Group, Inc.(PHM7.DE) | Consumer Defensive | Tobacco | 2026-06-30 | 2026-07-10 | 12,757 | $917.89K | 0.0008% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 7,216 | $896.01K | 0.0007% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 4,641 | $884.18K | 0.0007% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 15,451 | $828.35K | 0.0015% | SH | — | View | |
AT&T Inc.(SOBA.DE) | Communication Services | Telecommunications Services | 2026-06-30 | 2026-07-10 | 39,185 | $811.13K | 0.0006% | SH | — | View |
AT&T Inc.(T) | Communication Services | Telecommunications Services | 2026-06-30 | 2026-07-10 | 39,185 | $811.13K | 0.0006% | SH | — | View |
iShares Silver Trust(SLV) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 14,809 | $791.84K | 0.0028% | SH | — | View |
State Street SPDR S&P…(SLYV) | Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 7,232 | $789.08K | 0.0162% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 11,401 | $770.25K | 0.0041% | SH | — | View | |
Marvell Technology, Inc.(MRVL) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 2,509 | $747.27K | 0.0003% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 2,881 | $709.33K | 0.0007% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 2,793 | $660.90K | 0.0005% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-10 | 11,390 | $643.29K | 0.0015% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 4,458 | $613.15K | 0.0094% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 20,453 | $601.93K | 0.0008% | SH | — | View | |
| Technology | Computer Hardware | 2026-06-30 | 2026-07-10 | 603 | $581.64K | 0.0003% | SH | — | View | |
Tesla, Inc.(TSLA) | Consumer Cyclical | Auto - Manufacturers | 2026-06-30 | 2026-07-10 | 1,375 | $578.33K | 0.0000% | SH | — | View |
Tesla, Inc.(TL0.DE) | Consumer Cyclical | Auto - Manufacturers | 2026-06-30 | 2026-07-10 | 1,375 | $578.33K | 0.0000% | SH | — | View |
Verizon Communications Inc.(BAC.DE) | Communication Services | Telecommunications Services | 2026-06-30 | 2026-07-10 | 13,051 | $552.60K | 0.0003% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 1,485 | $549.54K | 0.0000% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 3,651 | $541.45K | 0.0005% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 11,759 | $533.17K | 0.0023% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 2,147 | $521.60K | 0.0008% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 4,120 | $492.42K | 0.0004% | SH | — | View | |
NextEra Energy, Inc.(NEE) | Utilities | Regulated Electric | 2026-06-30 | 2026-07-10 | 5,497 | $482.50K | 0.0003% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 6,018 | $454.06K | 0.0020% | SH | — | View | |
UnitedHealth Group Incorporated(UNH.DE) | Healthcare | Medical - Healthcare Plans | 2026-06-30 | 2026-07-10 | 1,082 | $449.71K | 0.0001% | SH | — | View |
| Healthcare | Medical - Healthcare Plans | 2026-06-30 | 2026-07-10 | 1,082 | $449.71K | 0.0001% | SH | — | View | |
| Industrials | Airlines, Airports & Air Services | 2026-06-30 | 2026-07-10 | 4,740 | $443.94K | 0.0007% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 5,108 | $439.99K | 0.0001% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 5,859 | $430.11K | 0.0001% | SH | — | View | |
Advanced Micro Devices, Inc.(AMD.SW) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 719 | $417.67K | 0.0000% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 5,100 | $388.42K | 0.0288% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 16,377 | $388.31K | 0.0070% | SH | — | View | |
| Financial Services | Asset Management - Cryptocurrency | 2026-06-30 | 2026-07-10 | 8,274 | $376.63K | 0.0012% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 1,562 | $352.21K | 0.0039% | SH | — | View | |
Energy Transfer LP(ETPC) | Energy | Oil & Gas Energy | 2026-06-30 | 2026-07-10 | 16,977 | $324.61K | N/A | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 5,930 | $300.21K | 0.0045% | SH | — | View | |
Berkshire Hathaway Inc.(BRK-B) | Financial Services | Insurance - Diversified | 2026-06-30 | 2026-07-10 | 598 | $299.23K | 0.0000% | SH | — | View |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-10 | 24,333 | $292.73K | 0.0115% | SH | — | View | |
TD Synnex Corp(SNX) | Technology | Technology Distributors | 2026-06-30 | 2026-07-10 | 1,048 | $280.17K | 0.0013% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 2,671 | $275.70K | 0.0025% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 2,596 | $265.43K | 0.0058% | SH | — | View | |
GE Aerospace(GE) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-10 | 708 | $264.49K | 0.0001% | SH | — | View |
ASML Holding N.V.(ASML) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 132 | $262.61K | 0.0000% | SH | — | View |
Deere & Company(DE) | Industrials | Agricultural - Machinery | 2026-06-30 | 2026-07-10 | 407 | $258.17K | 0.0002% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 2,379 | $235.46K | 0.0002% | SH | — | View | |
Prologis, Inc.(PLD) | Real Estate | REIT - Industrial | 2026-06-30 | 2026-07-10 | 1,737 | $235.31K | 0.0002% | SH | — | View |
Procter & Gamble Company(PRG.DE) | Consumer Defensive | Household & Personal Products | 2026-06-30 | 2026-07-10 | 1,594 | $233.69K | 0.0001% | SH | — | View |
| Healthcare | Medical - Devices | 2026-06-30 | 2026-07-10 | 66,000 | $225.06K | 0.0579% | SH | — | View | |
| Financial Services | Asset Management - Cryptocurrency | 2026-06-30 | 2026-07-10 | 6,486 | $215.92K | 0.0004% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 5,939 | $214.58K | 0.0008% | SH | — | View | |
Meta Platforms, Inc.(META) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-10 | 381 | $214.40K | 0.0000% | SH | — | View |
Meta Platforms, Inc.(FB2A.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-10 | 381 | $214.40K | 0.0000% | SH | — | View |
| Industrials | Construction | 2026-06-30 | 2026-07-10 | 1,313 | $210.63K | 0.0031% | SH | — | View | |
GE Vernova Inc.(GEV) | Utilities | Renewable Utilities | 2026-06-30 | 2026-07-10 | 179 | $210.30K | 0.0001% | SH | — | View |
Duluth Holdings Inc.(DLTH) | Consumer Cyclical | Apparel - Retail | 2026-06-30 | 2026-07-10 | 43,000 | $192.64K | 0.1132% | SH | — | View |
| Consumer Cyclical | Auto - Manufacturers | 2026-06-30 | 2026-07-10 | 12,057 | $167.59K | 0.0003% | SH | — | View | |
| Consumer Cyclical | Auto - Parts | 2026-06-30 | 2026-07-10 | 11,600 | $87.70K | 0.0019% | SH | — | View | |
UWM Holdings Corporation(UWMC) | Financial Services | Financial - Mortgages | 2026-06-30 | 2026-07-10 | 36,391 | $83.34K | 0.0234% | SH | — | View |
Stellantis N.V.(STLA) | Consumer Cyclical | Auto - Manufacturers | 2026-06-30 | 2026-07-10 | 13,000 | $74.62K | 0.0004% | SH | — | View |
Showing 1 to 96 of 96 results
1