13F Filings History of Taylor Financial Group, Inc.

Latest 13F report: Q4 2025 - 06 Feb 2026
Value $: $170,158,016
Signature - Title: Jay S. Arce - Vice-President/CCO
Location: Roanoke, VA
Summary: This page shows a list of all the recent 13F filings made by Taylor Financial Group, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Taylor Financial Group, Inc. reported 102 stock holdings with total value $170,158,016 as of Q4 2025. Top holdings included VUG, NSC, AAPL, BRKB, and DVY.

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Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Filing Time
Q4 2025	102	$170,158,016	+$1,375,728	-$2,273,659	-$897,931	VUG, NSC, AAPL, BRKB, DVY	13F-HR	06 Feb 2026, 11:48
Q3 2025	105	$173,785,813	+$3,198,143	-$2,359,688	+$838,455	VUG, NSC, ORCL, AAPL, BRKB	13F-HR	31 Oct 2025, 09:02
Q2 2025	104	$160,179,762	+$6,702,886	-$1,420,521	+$5,282,365	VUG, NSC, FI, ORCL, BRKB	13F-HR	01 Aug 2025, 14:01
Q1 2025	97	$143,755,596	+$5,793,631	-$2,321,513	+$3,472,118	VUG, NSC, FI, BRKB, AAPL	13F-HR	12 May 2025, 12:41
Q4 2024	96	$144,354,641	+$2,373,115	-$2,379,149	-$6,034	VUG, NSC, FI, AAPL, BRKB	13F-HR	10 Feb 2025, 17:20
Q3 2024	99	$144,682,192	+$4,345,997	-$810,979	+$3,535,018	VUG, NSC, FI, BRKB, AAPL	13F-HR	12 Nov 2024, 14:30
Q2 2024	91	$130,121,700	+$3,254,926	-$2,641,342	+$613,584	VUG, NSC, FI, AAPL, BRKB	13F-HR	31 Jul 2024, 15:28
Q1 2024	95	$131,329,378	+$4,246,307	-$3,232,700	+$1,013,607	NSC, VUG, FI, BRKB, HD	13F-HR	14 May 2024, 16:01
Q4 2023	89	$121,570,017	$0	$0	$0	NSC, VUG, FI, AAPL, BRKB	Restatement	17 Sep 2024, 09:57