Taylor & Morgan Wealth Management, LLC has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing lists 89 separate positions held by the firm, which is headquartered in Troy, Michigan, and managed by Robert Thomas Taylor.
The firm's portfolio is heavily weighted toward exchange-traded funds (ETFs), with several funds holding the largest positions. The top holdings include the iShares Core S&P 500 ETF, which is held in 29,947 shares, and the Vanguard Morningstar Small Cap Value ETF, held in 23,125 shares. Other significant ETF positions include the iShares Core S&P 500 ETF Trust, the Vanguard Total Stock Market ETF, and the Vanguard Morningstar Mid Cap Value ETF.
Among individual equities, the largest position is in NVIDIA Corporation, held in 24,009 shares. Other notable individual stock holdings include Advanced Micro Devices Inc. (6,554 shares), Broadcom Inc. (11,415 shares), and Microsoft Corporation (10,212 shares). The filing also lists a substantial position in Perspective Therapeutics Inc. in the amount of 86,000 shares.
The portfolio includes a mix of technology, healthcare, and energy companies, as well as various sector-specific ETFs and funds focused on bonds, gold, and Bitcoin. Specific holdings mentioned include Prologis Inc., UnitedHealth Group Inc., and Tesla Inc.
