Taylor & Morgan Wealth Management, LLC
•CIK: 1844266•Filing: Q4 2025
**Taylor & Morgan Wealth Management, LLC** manages $178M across a diversified portfolio of 80 positions. The fund exhibits a significant allocation to broad market indices, notably holding SPY at $31.6M and IVV at $19.4M. Core technology exposure is evident through substantial positions in AAPL ($7.2M) and MSFT ($5.4M). This structure suggests a disciplined, large-cap growth orientation within the current market cycle.
Total AUM
$178.4M
QoQ Performance
+9.6%
Positions
53
Top 10 Concentration
61.2%
Latest Filing
Q4 2025
Top Holdings Allocation
SPY
IVV
SPSM
IWR
SPY17.7%
IVV10.9%
SPSM7.3%
IWR6.5%
AAPL4.1%
VOE3.2%
MSFT3.0%
NDQ2.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other50.0%
ETF29.1%
Technology15.1%
Consumer2.7%
Healthcare0.9%
Financial0.6%
Communication0.5%
Consumer Staples0.4%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW11 new positions
↑42 increased
↓21 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022