StockDriftsStockDriftsTop 50 Taylor & Morgan Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 18.82% | 51.3K | $39.1M | +4.00%(+1.98K) | $482.15(+58.97%) | 2026-09-30 | |
| IVV | ISHARES TR | 11.03% | 29.9K | $22.9M | +3.23%(+936) | $464.79(+65.67%) | 2026-09-30 | |
| SPSM | SPDR SERIES TRUST | 7.99% | 314.4K | $16.6M | +4.15%(+12.53K) | $40.05(+31.90%) | 2026-09-30 | |
| IWR | ISHARES TR | 7.35% | 143.2K | $15.3M | +5.03%(+6.85K) | $82.47(+31.35%) | 2026-09-30 | |
| AAPL | APPLE INC | 4.01% | 25.0K | $8.3M | -0.91%(-231) | $159.60(+114.87%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR | 3.1% | 8.7K | $6.4M | +4.76%(+396) | $345.22(+108.09%) | 2026-09-30 | |
| VOE | VANGUARD INDEX FDS | 2.8% | 29.8K | $5.8M | -1.97%(-597) | $144.99(+40.96%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 2.64% | 24.0K | $5.5M | -0.65%(-156) | $27.99(+675.58%) | 2026-09-30 | |
| BOND | PIMCO ETF TR | 2.6% | 62.1K | $5.4M | +9.69%(+5.48K) | $92.35(-5.14%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 2.52% | 10.2K | $5.2M | -2.10%(-219) | $302.77(+76.21%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.13% | +73.36% | — | — | +51.26% |
| Top 20 Holdings Unweighted | +22.12% | +82.12% | — | — | +55.73% |
Taylor & Morgan Wealth Management LLC reports $208.01M in US-listed equity holdings across 89 positions in its most recent 13F filing. Its largest disclosed positions are SPY (18.8%), IVV (11.0%) and SPSM (8.0%). The top 20 holdings account for 80.93% of reported assets. Its disclosed equity book has returned +73.36% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Taylor & Morgan Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1844266). View Taylor & Morgan Wealth Management LLC’s 13F filings on SEC