SEC Form 13F

Taylor & Morgan Wealth Management, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-11
Reported value$202,852,439
Positions89

Largest disclosed positions

IssuerTickerClassReported valueReported amount
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$36,850,62249,347
ISHARES TRIVVCORE S&P500 ETF$21,726,05029,011
SPDR SERIES TRUSTSPSMST STR SP600 SML$17,406,894301,836
ISHARES TRIWRRUS MID CAP ETF$15,042,453136,353
APPLE INCAAPLCOM$7,307,02725,252
INVESCO QQQ TRQQQUNIT SER 1$6,128,1578,322
VANGUARD INDEX FDSVOEMCAP VL IDXVIP$5,996,96430,349
PIMCO ETF TRBONDACTIVE BD ETF$5,221,11556,622
INVESCO EXCHANGE TRADED FD TRSPS&P500 EQL WGT$5,106,31123,999
ALPHABET INCGOOGLCAP STK CL A$5,040,35614,104

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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