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Robert Thomas Taylor

Taylor & Morgan Wealth Management, Llc

Assets Managed
$202.852M
Holdings
89
Last Quarter
2026 - Q2
Filed Date
4d ago
Growth Rate
15.73%(2Q avg: 6.99%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Taylor & Morgan Wealth Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 89 positions.

Assets under management

The assets under management (AUM) of Taylor & Morgan Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 202.852M in assets, with a quarterly growth rate of 15.73% and a 2-quarter average growth rate of 6.99%. The portfolio is managed by Robert Thomas Taylor, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 2.93%
18.17%
$36.851M
49,347 shares@ $746.77 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 0.04%
10.72%
$21.726M
29,011 shares@ $748.9 avg price
SPSM
Spdr Portfolio S&p 600 Small
Recent Activity
Increased 5.88%
8.59%
$17.407M
301,836 shares@ $57.68 avg price
IWR
Ishares Russell Mid-cap Etf
Recent Activity
Increased 6.75%
7.42%
$15.042M
136,353 shares@ $110.32 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.4%
3.61%
$7.307M
25,252 shares@ $289.37 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 4.33%
3.03%
$6.128M
8,322 shares@ $736.39 avg price
VOE
Vanguard Mid-cap Value Etf
Recent Activity
Decreased -2.27%
2.96%
$5.997M
30,349 shares@ $197.61 avg price
BOND
Pimco Active Bond Exchange-t
Recent Activity
Increased 14.23%
2.58%
$5.221M
56,622 shares@ $92.22 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Decreased -7.86%
2.52%
$5.106M
23,999 shares@ $212.78 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -5.49%
2.49%
$5.04M
14,104 shares@ $357.38 avg price

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