Taylor & Morgan Wealth Management, LLC
All 13F Filings
- Location
- Troy, MI
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 208,006
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/9/2026 | 89 | 208,006 | 13F-HR | Taylor & Morgan Wealth Management, LLC |
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 43.07 K | 20.7% | 2.166 K | 0 | 2.166 K |
| ETFs | 164.3 K | 79.1% | 2.622 K | 0 | 2.622 K |
| Debt | 364 | 0.2% | 364 | 0 | 364 |
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Fund Snapshot
Q3 2026
Latest filed
10/9/2026
Total value ($000)
208,006
Holdings
89
QoQ value change ($000)
5,154
(2.5%)
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.