Taylor & Morgan Wealth Management, LLC
All 13F Filings
- Location
- Troy, MI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 202,852
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/10/2026 | 89 | 202,852 | 13F-HR | Taylor & Morgan Wealth Management, LLC |
| Q1 2026 | 4/9/2026 | 79 | 175,293 | 13F-HR | Taylor & Morgan Wealth Management, LLC |
| Q4 2025 | 1/16/2026 | 80 | 178,423 | 13F-HR | Taylor & Morgan Wealth Management, LLC |
| Q3 2025 | 10/15/2025 | 74 | 162,848 | 13F-HR | Taylor & Morgan Wealth Management, LLC |
| Q2 2025 | 7/7/2025 | 70 | 148,148 | 13F-HR | Taylor & Morgan Wealth Management, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 40.9 K | 20.2% | 5.362 K | 0 | 5.362 K |
| ETFs | 161.6 K | 79.8% | 22.2 K | 0 | 22.2 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/10/2026
Total value ($000)
202,852
Holdings
89
QoQ value change ($000)
27,559
(15.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.