Taylor Financial Group, Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing the firm's equity holdings as of the close of business on September 30, 2026. The filing was signed by Jay S. Arce, Vice-President and Chief Compliance Officer, on November 2, 2026.
The report lists a total of 96 separate equity positions held by the firm. The largest position disclosed in the filing is Norfolk Southern Corporation, which accounts for 79,188 shares. This is followed by Vanguard Index Funds Morningstar Total Stock Market ETF, which holds 336,973 shares, and Vanguard Index Funds Morningstar Growth ETF, which holds 33,697 shares.
The portfolio is heavily weighted toward large-cap technology and consumer staples companies. Apple Inc. is the fifth-largest holding with 18,044 shares, followed by Microsoft Corporation with 7,449 shares and NVIDIA Corporation with 4,181 shares. Other notable individual stock holdings include Berkshire Hathaway Inc. Class B (9,323 shares), Eli Lilly & Co. (3,443 shares), and Procter & Gamble Co. (2,889 shares).
The filing also lists significant positions in exchange-traded funds (ETFs). The iShares Core S&P 500 ETF is the largest ETF holding with 90,076 shares, while the iShares Core S&P 500 Growth ETF holds 10,856 shares. Other ETFs listed include the iShares Core S&P 500 Value ETF, the iShares Core Dividend ETF, and various Vanguard index funds.
