account_balance
Investment manager · 13F filer · SEC CIK 2012516
Taylor Financial Group, Inc.
Reported value$183Mas of Sep 30, 2026
Positions96 2 new, 9 sold out
Top 10 weight56.1%VUG alone is 17%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VUGVanguard Index FDS
16.6%
NSCNorfolk Southern Corp
13.4%
GALSsga Active ETF Tr
6.4%Added +176%
AAPLApple Inc.
3.3%Trimmed −6%
DIVBiShares Tr
3.1%Added +8%
IJTiShares Tr
2.9%
DVYiShares Tr
2.8%Added +11%
CGBLCapital Group Core Balanced
2.7%Added +10%
BRK-BBerkshire Hathaway Inc
2.5%
AOMiShares Tr
2.4%Added +11%
LLYELI Lilly & Co
2.2%
MSFTMicrosoft Corp
2.1%
VUGVanguard Index FDS
16.6%
NSCNorfolk Southern Corp
13.4%
GALSsga Active ETF Tr
6.4%
DIVB3.1%
IJT2.9%
DVY2.8%
CGBL
BRK-BAOM2.4%
LLY2.2%Boxes 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
VUG Vanguard Index FDS 16.6% Held
NSC Norfolk Southern Corp 13.4% HeldGAL Ssga Active ETF Tr 6.4% Added +176%
AAPL Apple Inc. 3.3% Trimmed −6%DIVB iShares Tr 3.1% Added +8%
IJT iShares Tr 2.9% Held
DVY iShares Tr 2.8% Added +11%
CGBL Capital Group Core Balanced 2.7% Added +10%
BRK-B Berkshire Hathaway Inc 2.5% HeldAOM iShares Tr 2.4% Added +11%
LLY ELI Lilly & Co 2.2% HeldMSFT Microsoft Corp 2.1% HeldWhat changed
Biggest moves since Jun 30, 2026
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