account_balance
Investment manager · 13F filer · SEC CIK 1844266
Taylor & Morgan Wealth Management, LLC
Reported value$208Mas of Sep 30, 2026
Positions89 2 new, 2 sold out
Top 10 weight62.8%SPY alone is 19%
FiledOct 99 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF Trust
18.8%Added +4%
IVViShares Tr
11.0%Added +3%
SPSMSPDR Series Trust
8.0%Added +4%
IWRiShares Tr
7.3%Added +5%
AAPLApple Inc.
4.0%
QQQInvesco QQQ Tr
3.1%+5%
VOEVanguard Index FDS
2.8%
NVDANVIDIA Corp
2.6%
BONDPimco ETF Tr
2.6%Added +10%
MSFTMicrosoft Corp
2.5%
RSPInvesco Exchange Traded Fd T
2.3%Trimmed −3%
GOOGLAlphabet Inc.
2.3%
SPYSPDR S&P 500 ETF Trust
18.8%Added +4%
IVViShares Tr
11.0%+3%
SPSMSPDR Series Trust
8.0%Added +4%
IWRiShares Tr
7.3%Added +5%
QQQ3.1%
VOE2.8%
NVDA2.6%BOND
MSFTRSP2.3%
GOOGLBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPY SPDR S&P 500 ETF Trust 18.8% Added +4%
IVV iShares Tr 11.0% Added +3%
SPSM SPDR Series Trust 8.0% Added +4%
IWR iShares Tr 7.3% Added +5%
AAPL Apple Inc. 4.0% HeldQQQ Invesco QQQ Tr 3.1% Added +5%
VOE Vanguard Index FDS 2.8% Held
NVDA NVIDIA Corp 2.6% HeldBOND Pimco ETF Tr 2.6% Added +10%
MSFT Microsoft Corp 2.5% Trimmed −2%RSP Invesco Exchange Traded Fd T 2.3% Trimmed −3%
GOOGL Alphabet Inc. 2.3% HeldWhat changed
Biggest moves since Jun 30, 2026
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