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Jay S. Arce

Taylor Financial Group, Inc.

Assets Managed
$164.982M
Holdings
99
Last Quarter
2026 - Q1
Filed Date
12d ago
Growth Rate
-3.04%(2Q avg: -2.56%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Taylor Financial Group, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 99 positions.

Assets under management

The assets under management (AUM) of Taylor Financial Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 164.982M in assets, with a quarterly growth rate of -3.04% and a 2-quarter average growth rate of -2.56%. The portfolio is managed by Jay S. Arce, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VUG
Vanguard Growth Etf
Recent Activity
Decreased -1.13%
16.06%
$26.493M
60,654 shares@ $436.79 avg price
NSC
Norfolk Southern Corp
Recent Activity
Decreased -2.62%
13.94%
$22.994M
80,118 shares@ $287.0 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.9%
2.95%
$4.861M
19,153 shares@ $253.8 avg price
IJT
Ishares S&p Small-cap 600 Gr
Recent Activity
Increased 89.78%
2.94%
$4.844M
33,474 shares@ $144.72 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -2.61%
2.71%
$4.468M
9,323 shares@ $479.21 avg price
DVY
Ishares Select Dividend Etf
Recent Activity
Increased 3.32%
2.67%
$4.401M
29,069 shares@ $151.42 avg price
DIVB
Ishares Core Dividend Etf
Recent Activity
Increased 3.67%
2.52%
$4.154M
76,990 shares@ $53.96 avg price
CGBL
Cap Group Core Balanced
Recent Activity
Increased 4.15%
2.42%
$3.991M
115,973 shares@ $34.42 avg price
GAL
Spdr Ssga Global Allocation
Recent Activity
Increased 4.49%
2.36%
$3.887M
78,526 shares@ $49.51 avg price
AOM
Ishares Core Moderate Alloca
Recent Activity
Increased 4.16%
2.23%
$3.676M
77,609 shares@ $47.37 avg price

1-10 of 99