SEC Form 13F · Q2 2026

Taylor & Morgan Wealth Management, LLC

Institutional Holdings Report

13F-HRMI
$202.9M
Portfolio Value
89
Holdings
Q2 2026
Reporting Period
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Filing Details

Manager
Taylor & Morgan Wealth Management, LLC
CIK
1844266
Accession No.
0002085853-26-000685
Location
TROY, MI
Form Type
13F-HR
Portfolio Value
$202.9M
Holdings Reported
89
Reporting Period
Q2 2026
Filed
July 10, 2026

About this Filing

Taylor & Morgan Wealth Management, LLC is an institutional investment manager based in TROY, MI reporting approximately $202.9M in 13(f) securities across 89 positions as of Q2 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.