Taylor & Morgan Wealth Management, LLC - Portfolio Stock Holdings

Taylor & Morgan Wealth Management, LLC disclosed 91 stock positions in a recent SEC 13F filing. $202,853,475 of stock holdings were filed, with the largest holdings including SPY, IVV, and SPSM. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $512,510,120 and has 8 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.