Taylor & Morgan Wealth Management, LLC holds a focused book of 89 stocks worth $202.9M as of Q2 2026 (disclosed Jul 10, 2026, a ~45-day 13F lag). This quarter they opened MARVELL TECHNOLOGY INC and trimmed APPLE INC. Their largest long position is STATE STR SPDR S&P 500 ETF T at 18% of the equity book.
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Use Arkolith to show Taylor & Morgan Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
0% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | State STR SPDR S&P 500 ETF T TR UNIT | $36.9M | 49.3K | 18.2% | ▲+2.9% Added · +1K sh | |
| 2 | Ishares TR CORE S&P500 ETF | $21.7M | 29.0K | 10.7% | ▲~0% Added · +10 sh | |
| 3 | SPDR Series Trust ST STR SP600 SML | $17.4M | 301.8K | 8.6% | ▲+5.9% Added · +17K sh | |
| 4 | Ishares TR RUS MID CAP ETF | $15.0M | 136.4K | 7.4% | ▲+6.7% Added · +9K sh | |
| 5 | Apple Inc COM | $7.3M | 25.3K | 3.6% | ▼−1.4% Reduced · −360 sh | |
| 6 | Invesco QQQ TR UNIT SER 1 | $6.1M | 8.3K | 3.0% | ▲+4.3% Added · +345 sh | |
| 7 | Vanguard Index FDS MCAP VL IDXVIP | $6.0M | 30.3K | 3.0% | ▼−2.3% Reduced · −708 sh | |
| 8 | Pimco ETF TR ACTIVE BD ETF | $5.2M | 56.6K | 2.6% | ▲+14% Added · +7K sh | |
| 9 | Invesco Exchange Traded FD T S&P500 EQL WGT | $5.1M | 24.0K | 2.5% | ▼−7.9% Reduced · −2K sh | |
| 10 | Alphabet Inc CAP STK CL A | $5.0M | 14.1K | 2.5% | ▼−5.5% Reduced · −820 sh | |
| 11 | Nvidia Corporation COM | $4.8M | 24.2K | 2.4% | ▼−3.1% Reduced · −771 sh | |
| 12 | Broadcom Inc COM | $4.4M | 11.6K | 2.2% | ▼−2.1% Reduced · −255 sh | |
| 13 | Ishares TR CORE MSCI TOTAL | $4.2M | 44.2K | 2.1% | ▲+21% Added · +8K sh | |
| 14 | Vanguard Index FDS SMALL CP ETF | $4.0M | 13.3K | 2.0% | ▼−0.7% Reduced · −93 sh | |
| 15 | Microsoft Corp COM | $3.9M | 10.4K | 1.9% | ▼−5.2% Reduced · −571 sh | |
| 16 | Amazon Com Inc COM | $3.8M | 16.0K | 1.9% | ▼−3.9% Reduced · −654 sh | |
| 17 | SPDR Gold TR GOLD SHS | $3.4M | 9.2K | 1.7% | —Held | |
| 18 | Pimco ETF TR INTER MUN BD ACT | $3.0M | 56.3K | 1.5% | —Held | |
| 19 | Pimco ETF TR MULTISECTOR BD | $2.9M | 110.9K | 1.5% | ▲+0.3% Added · +283 sh | |
| 20 | BlackRock ETF Trust II ISHA TOTA RE ETF | $2.3M | 46.1K | 1.1% | ▲+5.3% Added · +2K sh | |
| 21 | Vanguard Index FDS MID CAP ETF | $1.9M | 24.1K | 1.0% | ▲+388% Added · +19K sh | |
| 22 | Ishares TR CORE S&P MCP ETF | $1.8M | 23.9K | 0.9% | ▼−1.1% Reduced · −265 sh | |
| 23 | Vanguard Index FDS S&P 500 ETF SHS | $1.7M | 2.5K | 0.8% | ▲+102% Added · +1K sh | |
| 24 | Ishares TR MSCI EMG MKT ETF | $1.4M | 20.7K | 0.7% | ▲+2.3% Added · +475 sh | |
| 25 | Ishares TR RUS MD CP GR ETF | $1.4M | 9.5K | 0.7% | ▼−6.9% Reduced · −708 sh | |
| 26 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $1.3M | 18.5K | 0.6% | ▼−3.5% Reduced · −681 sh | |
| 27 | SPDR Series Trust ST STR SP REGBNK | $1.3M | 16.7K | 0.6% | ▼−0.2% Reduced · −41 sh | |
| 28 | Vanguard Whitehall FDS HIGH DIV YLD | $1.1M | 6.9K | 0.5% | ▲+0.5% Added · +37 sh | |
| 29 | Johnson & Johnson COM | $1.1M | 4.3K | 0.5% | ▲+0.5% Added · +23 sh | |
| 30 | Ishares TR EAFE GRWTH ETF | $1.0M | 8.2K | 0.5% | ▼−8.2% Reduced · −730 sh | |
| 31 | Altria Group Inc COM | $918K | 12.8K | 0.5% | ▼−6.0% Reduced · −811 sh | |
| 32 | Ishares TR RUS 1000 GRW ETF | $896K | 7.2K | 0.4% | ▲+300% Added · +5K sh | |
| 33 | Select Sector SPDR TR ST STR TECHN ETF | $884K | 4.6K | 0.4% | ▲+1.1% Added · +51 sh | |
| 34 | Select Sector SPDR TR ST STR FINL ETF | $828K | 15.5K | 0.4% | ▲+0.1% Added · +9 sh | |
| 35 | AT&T Inc COM | $811K | 39.2K | 0.4% | ▲+0.8% Added · +302 sh | |
| 36 | Ishares Silver TR ISHARES | $792K | 14.8K | 0.4% | —Held | |
| 37 | SPDR Series Trust ST STR SP600SM C | $789K | 7.2K | 0.4% | ▼−3.0% Reduced · −225 sh | |
| 38 | SPDR Series Trust ST STR P400MID | $770K | 11.4K | 0.4% | ▼−6.8% Reduced · −836 sh | |
| 39 | Marvell Technology Inc COM | $747K | 2.5K | 0.4% | ▲New New position | |
| 40 | Vanguard Index FDS EXTEND MKT ETF | $709K | 2.9K | 0.3% | —Held | |
| 41 | Vanguard Specialized Funds DIV APP ETF | $661K | 2.8K | 0.3% | ▲+1.7% Added · +47 sh | |
| 42 | J P Morgan Exchange Traded F EQUITY PREMIUM | $643K | 11.4K | 0.3% | ▼−9.6% Reduced · −1K sh | |
| 43 | Vanguard Admiral FDS Inc SMLLCP 600 IDX | $613K | 4.5K | 0.3% | ▼−3.3% Reduced · −150 sh | |
| 44 | Schwab Strategic TR US LRG CAP ETF | $602K | 20.5K | 0.3% | ▲+1.5% Added · +297 sh | |
| 45 | Seagate Technology HLDNGS PL ORD SHS | $582K | 603 | 0.3% | ▲+8.8% Added · +49 sh | |
| 46 | Tesla Inc COM | $578K | 1.4K | 0.3% | ▲+2.8% Added · +37 sh | |
| 47 | Ark 21SHARES Bitcoin ETF SHS BEN INT | $574K | 29.5K | 0.3% | —Held | |
| 48 | Verizon Communications Inc COM | $553K | 13.1K | 0.3% | ▼−0.9% Reduced · −124 sh | |
| 49 | Vanguard Index FDS TOTAL STK MKT | $550K | 1.5K | 0.3% | ▲+0.1% Added · +1 sh | |
| 50 | Ishares TR CORE S&P SCP ETF | $541K | 3.7K | 0.3% | ▲+8.9% Added · +299 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 10, 2026 | 89 | $202.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 9, 2026 | 79 | $175.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 16, 2026 | 80 | $178.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 15, 2025 | 74 | $162.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 7, 2025 | 70 | $148.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 8, 2025 | 66 | $132.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 15, 2025 | 72 | $142.3M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 24, 2024 | 71 | $149.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.