SEC Form 13F · Q3 2026

Taylor & Morgan Wealth Management, LLC

Institutional Holdings Report

13F-HRMI
$208.0M
Portfolio Value
89
Holdings
Q3 2026
Reporting Period
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Filing Details

Manager
Taylor & Morgan Wealth Management, LLC
CIK
1844266
Accession No.
0002085853-26-001128
Location
TROY, MI
Form Type
13F-HR
Portfolio Value
$208.0M
Holdings Reported
89
Reporting Period
Q3 2026
Filed
October 9, 2026

About this Filing

Taylor & Morgan Wealth Management, LLC is an institutional investment manager based in TROY, MI reporting approximately $208.0M in 13(f) securities across 89 positions as of Q3 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.