Jay S. Arce

Taylor Financial Group, Inc.

Assets Managed

$181.929M

Holdings

103

Last Quarter

2026 - Q2

Filed Date

3d ago

Growth Rate

10.28%(2Q avg: 3.62%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Taylor Financial Group, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 103 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 181.929M in assets, with a quarterly growth rate of 10.28% and a 2-quarter average growth rate of 3.62%. The portfolio is managed by Jay S. Arce, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
VUG Vanguard Growth Etf Recent Activity Increased 446.17%	15.69%	$28.536M 331,273 shares@ $86.14 avg price	Increased 446.17%
NSC Norfolk Southern Corp Recent Activity Decreased -0.28%	13.82%	$25.133M 79,892 shares@ $314.59 avg price	Decreased -0.28%
IJT Ishares S&p Small-cap 600 Gr Recent Activity Increased 0.59%	3.31%	$6.014M 33,671 shares@ $178.61 avg price	Increased 0.59%
AAPL Apple Inc Recent Activity	3.05%	$5.542M 19,153 shares@ $289.36 avg price
DIVB Ishares Core Dividend Etf Recent Activity Increased 4.55%	2.73%	$4.958M 80,488 shares@ $61.61 avg price	Increased 4.55%
DVY Ishares Select Dividend Etf Recent Activity Increased 4.69%	2.62%	$4.756M 30,431 shares@ $156.31 avg price	Increased 4.69%
BRK.B Berkshire Hathaway Inc-cl B Recent Activity	2.57%	$4.665M 9,323 shares@ $500.4 avg price
CGBL Cap Group Core Balanced Recent Activity Increased 4.98%	2.55%	$4.621M 121,739 shares@ $37.97 avg price	Increased 4.98%
GAL Spdr Ssga Global Allocation Recent Activity Increased 4.01%	2.38%	$4.315M 81,670 shares@ $52.85 avg price	Increased 4.01%
LLY Eli Lilly & Co Recent Activity	2.3%	$4.18M 3,485 shares@ $1199.44 avg price

1-10 of 103