Taylor & Morgan Wealth Management, LLC - Portfolio Stock Holdings
Taylor & Morgan Wealth Management, LLC disclosed 91 stock positions in a recent SEC 13F filing. $208,006,060 of stock holdings were filed, with the largest holdings including SPY, IVV, and SPSM. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.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.
Report Period:
Sept. 30, 2026No. of Stocks:
91Est. Stock Holding Value:
$208,006,060Top Stock Holdings By Sector
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Portfolio Stock Holdings - Taylor & Morgan Wealth Management, LLC
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