Taylor & Morgan Wealth Management, LLC
Taylor & Morgan Wealth Management, LLC reported 89 holdings worth US$208M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 9, 2026
Taylor & Morgan Wealth Management, LLC reported 89 holdings worth US$208M as of Sep 30, 2026. Largest: Apple Inc, Nvidia Corporation and Microsoft Corp. Filed Oct 9, 2026 (Form 13F).
- Holdings
- 89
- Value as reported
- US$208M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 25,021 | US$8.33M | 4.0% |
| Nvidia Corporation | 24,009 | US$5.48M | 2.6% |
| Microsoft Corp. | 10,212 | US$5.24M | 2.5% |
| Alphabet Inc (google) Class C | 14,017 | US$4.82M | 2.3% |
| Broadcom Inc. | 11,415 | US$4.01M | 1.9% |
| Amazon.com, Inc. | 15,960 | US$3.98M | 1.9% |
| Johnson & Johnson | 4,273 | US$1.13M | 0.54% |
| At&t Inc. | 39,519 | US$964K | 0.46% |
| Altria Group, Inc. | 12,953 | US$872K | 0.42% |
| Marvell Technology, Inc. | 2,509 | US$663K | 0.32% |
| Verizon Communications Inc. | 13,164 | US$604K | 0.29% |
| Tesla, Inc. | 1,355 | US$481K | 0.23% |
| Nextera Energy, Inc. | 5,482 | US$415K | 0.20% |
| Advanced Micro Devices Inc | 654 | US$400K | 0.19% |
| Delta Air Lines, Inc. | 4,746 | US$396K | 0.19% |
| Blackstone Secured Lending Fund | 16,490 | US$395K | 0.19% |
| Unitedhealth Group Incorporated | 1,042 | US$382K | 0.18% |
| Energy Transfer Lp | 17,248 | US$341K | 0.16% |
| Berkshire Hathaway Inc. | 598 | US$298K | 0.14% |
| Deere & Company | 407 | US$273K | 0.13% |
| Td Synnex Corporation | 1,048 | US$269K | 0.13% |
| Palantir Technologies Inc. | 1,428 | US$267K | 0.13% |
| Meta Platforms, Inc. | 363 | US$263K | 0.13% |
| Perspective Therapeutics, Inc. | 86,000 | US$237K | 0.11% |
| Asml Holding Nv | 129 | US$234K | 0.11% |
| Procter & Gamble Company (the) | 1,601 | US$233K | 0.11% |
| Prologis, Inc. | 1,732 | US$225K | 0.11% |
| Ge Aerospace | 698 | US$218K | 0.10% |
| Armstrong World Industries Inc | 1,313 | US$213K | 0.10% |
| Ford Mtr Co Del | 11,780 | US$142K | 0.07% |
| Duluth Holdings Inc. | 28,000 | US$109K | 0.05% |
| Uwm Holdings Corporation | 58,159 | US$68,627 | 0.03% |
| Quantumscape Corporation | 11,600 | US$53,882 | 0.03% |
| Ge Vernova Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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