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 | 18.17% | 49.3K | $36.9M | +2.93%(+1.40K) | $471.24(+64.53%) | 2026-06-30 | |
| IVV | ISHARES TR | 10.71% | 29.0K | $21.7M | +0.03%(+10) | $455.35(+71.06%) | 2026-06-30 | |
| SPSM | SPDR SERIES TRUST | 8.58% | 301.8K | $17.4M | +5.88%(+16.76K) | $39.41(+47.90%) | 2026-06-30 | |
| IWR | ISHARES TR | 7.42% | 136.4K | $15.0M | +6.74%(+8.62K) | $81.16(+41.09%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.6% | 25.3K | $7.3M | -1.41%(-360) | $159.60(+91.34%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 3.02% | 8.3K | $6.1M | +4.32%(+345) | $326.52(+124.34%) | 2026-06-30 | |
| VOE | VANGUARD INDEX FDS | 2.96% | 30.3K | $6.0M | -2.28%(-708) | $144.99(+44.84%) | 2026-06-30 | |
| BOND | PIMCO ETF TR | 2.57% | 56.6K | $5.2M | +14.22%(+7.05K) | $92.62(-2.19%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 2.52% | 24.0K | $5.1M | -7.86%(-2.05K) | $155.69(+42.43%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.48% | 14.1K | $5.0M | -5.49%(-820) | $139.08(+147.86%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.70% | +67.24% | — | — | +50.10% |
| Top 20 Holdings Unweighted | +20.73% | +75.99% | — | — | +53.66% |
Taylor & Morgan Wealth Management, LLC reports $202.85M in US-listed equity holdings across 89 positions in its most recent 13F filing. Its largest disclosed positions are SPY (18.2%), IVV (10.7%) and SPSM (8.6%). The top 20 holdings account for 80.15% of reported assets. Its disclosed equity book has returned +67.24% on a three-year cumulative basis. Figures reflect the Q2 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