Taylor & Morgan Wealth Management, LLC
Taylor & Morgan Wealth Management, LLC reported 89 holdings worth US$203M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 10, 2026
Taylor & Morgan Wealth Management, LLC reported 89 holdings worth US$203M as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Nvidia Corporation. Filed Jul 10, 2026 (Form 13F).
- Holdings
- 89
- Value as reported
- US$203M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 25,252 | US$7.31M | 3.6% |
| Alphabet Inc (google) Class C | 14,104 | US$5.04M | 2.5% |
| Nvidia Corporation | 24,165 | US$4.84M | 2.4% |
| Broadcom Inc. | 11,578 | US$4.37M | 2.2% |
| Microsoft Corp. | 10,431 | US$3.89M | 1.9% |
| Amazon.com, Inc. | 15,980 | US$3.81M | 1.9% |
| Johnson & Johnson | 4,252 | US$1.08M | 0.53% |
| Altria Group, Inc. | 12,757 | US$918K | 0.45% |
| At&t Inc. | 39,185 | US$811K | 0.40% |
| Marvell Technology, Inc. | 2,509 | US$747K | 0.37% |
| Tesla, Inc. | 1,375 | US$578K | 0.29% |
| Verizon Communications Inc. | 13,051 | US$553K | 0.27% |
| Nextera Energy, Inc. | 5,497 | US$483K | 0.24% |
| Unitedhealth Group Incorporated | 1,082 | US$450K | 0.22% |
| Delta Air Lines, Inc. | 4,740 | US$444K | 0.22% |
| Advanced Micro Devices Inc | 719 | US$418K | 0.21% |
| Blackstone Secured Lending Fund | 16,377 | US$388K | 0.19% |
| Energy Transfer Lp | 16,977 | US$325K | 0.16% |
| Berkshire Hathaway Inc. | 598 | US$299K | 0.15% |
| Td Synnex Corporation | 1,048 | US$280K | 0.14% |
| Ge Aerospace | 708 | US$264K | 0.13% |
| Asml Holding Nv | 132 | US$263K | 0.13% |
| Deere & Company | 407 | US$258K | 0.13% |
| Prologis, Inc. | 1,737 | US$235K | 0.12% |
| Procter & Gamble Company (the) | 1,594 | US$234K | 0.12% |
| Perspective Therapeutics, Inc. | 66,000 | US$225K | 0.11% |
| Meta Platforms, Inc. | 381 | US$214K | 0.11% |
| Armstrong World Industries Inc | 1,313 | US$211K | 0.10% |
| Ge Vernova Inc. | 179 | US$210K | 0.10% |
| Duluth Holdings Inc. | 43,000 | US$193K | 0.09% |
| Ford Mtr Co Del | 12,057 | US$168K | 0.08% |
| Quantumscape Corporation | 11,600 | US$87,696 | 0.04% |
| Uwm Holdings Corporation | 36,391 | US$83,336 | 0.04% |
| Palantir Technologies Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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