§ 13F · FUND PROFILE
Taylor & Morgan Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $148.1T (13F)Positions · 70Turnover · — · Q4Filed · Jan 16, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$178.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | 46K | $31.6T | 17.7% | NEW |
| 2 | IVV | ISHARES TR | 28K | $19.4T | 10.9% | NEW |
| 3 | SPSM | SPDR SERIES TRUST | 277K | $13.0T | 7.3% | NEW |
| 4 | IWR | ISHARES TR | 121K | $11.6T | 6.5% | NEW |
| 5 | AAPL | APPLE INC | 27K | $7.2T | 4.1% | NEW |
| 6 | VOE | VANGUARD INDEX FDS | 32K | $5.7T | 3.2% | NEW |
| 7 | MSFT | MICROSOFT CORP | 11K | $5.4T | 3.0% | NEW |
| 8 | QQQ | INVESCO QQQ TR | 8K | $5.1T | 2.9% | NEW |
| 9 | RSP | INVESCO EXCHANGE TRADED FD T | 26K | $5.1T | 2.8% | NEW |
| 10 | NVDA | NVIDIA CORPORATION | 27K | $5.0T | 2.8% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TAYLOR SIGNAL
AC read
Taylor & Morgan Wealth Management, LLC is a Other fund managing $148148.4 trillion in assets. The fund runs a portfolio of 70 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed