13F Filings History of Taylor & Morgan Wealth Management, LLC

Latest 13F report
Q4 2025 - 16 Jan 2026
Value $
$178,422,830
Signature - Title
Robert Thomas Taylor - CCO
Location
Troy, MI
Summary
This page shows a list of all the recent 13F filings made by Taylor & Morgan Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Taylor & Morgan Wealth Management, LLC reported 80 stock holdings with total value $178,422,830 as of Q4 2025. Top holdings included SPY, IVV, SPSM, IWR, and AAPL.

Notify me when Taylor & Morgan Wealth Management, LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 80 $178,422,830 +$16,486,430 -$3,402,902 +$13,083,528 SPY, IVV, SPSM, IWR, AAPL 13F-HR 16 Jan 2026, 11:58
Q3 2025 74 $162,847,638 +$3,483,772 -$1,234,940 +$2,248,832 SPY, IVV, SPSM, IWR, AAPL 13F-HR 14 Oct 2025, 17:43
Q2 2025 70 $148,148,430 +$3,878,405 -$1,338,345 +$2,540,060 SPY, IVV, SPSM, IWR, MSFT 13F-HR 07 Jul 2025, 09:07
Q1 2025 66 $132,613,848 +$1,757,362 -$3,283,693 -$1,526,331 SPY, IVV, SPSM, IWR, AAPL 13F-HR 08 Apr 2025, 15:56
Q4 2024 72 $142,317,824 +$4,731,605 -$14,553,000 -$9,821,395 SPY, IVV, SPSM, IWR, AAPL 13F-HR 15 Jan 2025, 16:29
Q3 2024 71 $149,055,812 +$4,535,179 -$2,579,362 +$1,955,817 SPY, IVV, SPSM, IWR, AAPL 13F-HR 24 Oct 2024, 14:59
Q2 2024 64 $141,433,998 +$9,241,295 -$4,692,413 +$4,548,882 SPY, IVV, SPSM, IWR, AAPL 13F-HR 16 Jul 2024, 14:15
Q1 2024 66 $136,233,349 +$5,983,699 -$4,532,118 +$1,451,581 SPY, IVV, SPSM, IWR, RSP 13F-HR 15 Apr 2024, 10:24
Q4 2023 63 $125,755,902 +$4,547,713 -$3,701,401 +$846,312 SPY, IVV, SPSM, RSP, IWR 13F-HR 10 Jan 2024, 15:35
Q3 2023 58 $110,956,415 +$648,173 -$5,788,081 -$5,139,908 SPY, IVV, SPSM, RSP, IWR 13F-HR 05 Oct 2023, 16:57
Q2 2023 64 $121,884,052 +$17,419,622 -$19,235,768 -$1,816,146 SPY, IVV, SPSM, RSP, IWR 13F-HR 13 Jul 2023, 16:24
Q1 2023 65 $115,010,057 +$6,212,383 -$4,835,282 +$1,377,101 SPY, IVV, SLY, RSP, VOE 13F-HR 06 Apr 2023, 15:36
Q4 2022 66 $106,101,127 +$1,856,910 -$2,428,808 -$571,898 SPY, SLY, IVV, RSP, VOE 13F-HR 17 Jan 2023, 12:51
Q3 2022 64 $100,459,000 +$9,314,384 -$6,943,327 +$2,371,057 SPY, IVV, SLY, RSP, VOE 13F-HR 12 Oct 2022, 11:18
Q2 2022 66 $105,445,000 +$9,349,638 -$3,152,983 +$6,196,655 SPY, SLY, RSP, IVV, VOE 13F-HR 08 Jul 2022, 12:30
Q1 2022 63 $122,236,000 +$13,895,583 -$9,108,767 +$4,786,816 SPY, SLY, RSP, IVV, VOE 13F-HR 18 Apr 2022, 14:59
Q4 2021 68 $123,570,000 $0 $0 $0 SPY, SLY, RSP, IVV, VOE 13F-HR 20 Jan 2022, 17:33