1y return+20.2%S&P 500 +20.9%
3y return+60.7%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $147 against $157 in the S&P 500.2
Taylor & Morgan Wealth Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPYState Str Spdr S&p 500 Etf T | $36.9M | 18.2% | +2.9% |
| IVVIshares Tr | $21.7M | 10.7% | |
| SPSMSpdr Series Trust | $17.4M | 8.6% | +5.9% |
| IWRIshares Tr | $15.0M | 7.4% | +6.7% |
| AAPLApple Inc | $7.3M | 3.6% | −1.4% |
| QQQInvesco Qqq Tr | $6.1M | 3.0% | +4.3% |
| VOEVanguard Index Fds | $6.0M | 3.0% | −2.3% |
| BONDPimco Etf Tr | $5.2M | 2.6% | +14.2% |
| RSPInvesco Exchange Traded Fd T | $5.1M | 2.5% | −7.9% |
| GOOGLAlphabet Inc | $5.0M | 2.5% | −5.5% |
| NVDANvidia Corporation | $4.8M | 2.4% | −3.1% |
| AVGOBroadcom Inc | $4.4M | 2.2% | −2.2% |
| IXUSIshares Tr | $4.2M | 2.1% | +21.3% |
| VBVanguard Index Fds | $4.0M | 2.0% | |
| MSFTMicrosoft Corp | $3.9M | 1.9% | −5.2% |
| AMZNAmazon Com Inc | $3.8M | 1.9% | −3.9% |
| GLDSpdr Gold Tr | $3.4M | 1.7% | |
| MUNIPimco Etf Tr | $3.0M | 1.5% | |
| PYLDPimco Etf Tr | $2.9M | 1.5% | |
| BRTRBlackrock Etf Trust II | $2.3M | 1.1% | +5.3% |
| VOVanguard Index Fds | $1.9M | 1.0% | +22.1% |
| IJHIshares Tr | $1.8M | 0.9% | −1.1% |
| VOOVanguard Index Fds | $1.7M | 0.8% | +102.0% |
| EEMIshares Tr | $1.4M | 0.7% | +2.3% |
| IWPIshares Tr | $1.4M | 0.7% | −6.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2021 | +580.3% | $4.8M |
| AVGOBroadcom Inc | December 31, 2021 | +467.7% | $4.4M |
| QQQInvesco Qqq Tr | June 30, 2022 | +162.7% | $6.1M |
| GOOGLAlphabet Inc | December 31, 2021 | +146.7% | $5.0M |
| XLKSelect Sector Spdr Tr | December 31, 2021 | +119.2% | $884K |
| GLDSpdr Gold Tr | December 31, 2021 | +115.5% | $3.4M |
| VOVanguard Index Fds | September 30, 2022 | +71.4% | $1.9M |
| AAPLApple Inc | December 31, 2021 | +63.0% | $7.3M |
| IWFIshares Tr | December 31, 2021 | +62.5% | $896K |
| VOOVanguard Index Fds | December 31, 2023 | +57.2% | $1.7M |
Sold off last quarter
- VOTVanguard Index Fds was $327K
- PLTRPalantir Technologies Inc was $215K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.2% | +14.8% |
| March 31, 2026 | −3.0% | −4.6% |
| December 31, 2025 | +1.9% | +2.4% |
| September 30, 2025 | +8.4% | +7.8% |
| June 30, 2025 | +9.7% | +10.5% |
| March 31, 2025 | −5.8% | −4.6% |
| December 31, 2024 | +2.2% | +2.1% |
| September 30, 2024 | +5.8% | +5.4% |
| June 30, 2024 | +3.2% | +4.0% |
| March 31, 2024 | +8.2% | +10.0% |
| December 31, 2023 | +12.6% | +11.2% |
| September 30, 2023 | −4.8% | −3.6% |
| June 30, 2023 | +7.8% | +8.3% |
| March 31, 2023 | +7.4% | +7.0% |
| December 31, 2022 | +6.2% | +7.1% |
| September 30, 2022 | −4.9% | −5.3% |
| June 30, 2022 | −17.3% | −16.5% |
| March 31, 2022 | −5.3% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Taylor & Morgan Wealth Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1844266&type=13F-HR&dateb=&owner=include&count=40CIK 1844266
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1844266/000208585326000685/Filed July 10, 2026 · accession 0002085853-26-000685