# EDGAR Filing Document

**Accession Number:** 0001844266
**File Stem:** 0002085853-26-000319
**Filing Date:** 2026-4
**Character Count:** 11783
**Document Hash:** 2da9a3a1332b18c240ef12e409fdbc0b
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002085853-26-000319.hdr.sgml**: 20260409

**ACCESSION NUMBER**: 0002085853-26-000319

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260409

**DATE AS OF CHANGE**: 20260409

**EFFECTIVENESS DATE**: 20260409

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Taylor & Morgan Wealth Management, LLC
- **CENTRAL INDEX KEY:** 0001844266

**ORGANIZATION NAME:**
- **EIN:** 273223635
- **STATE OF INCORPORATION:** MI
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-21468
- **FILM NUMBER:** 26850480

**BUSINESS ADDRESS:**
- **STREET 1:** 3150 LIVERNOIS RD.
- **STREET 2:** SUITE 175
- **CITY:** TROY
- **STATE:** MI
- **ZIP:** 48083
- **BUSINESS PHONE:** 8102308200

**MAIL ADDRESS:**
- **STREET 1:** 3150 LIVERNOIS RD.
- **STREET 2:** SUITE 175
- **CITY:** TROY
- **STATE:** MI
- **ZIP:** 48083

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Taylor  Morgan Wealth Management LLC<br>**Address:** 3150 LIVERNOIS RD.<br>SUITE 175<br>TROY, MI 48083

**Form 13F File Number:** 028-21468

**CRD Number (if applicable):** 000156177

**SEC File Number (if applicable):** 801-113195

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Robert Thomas Taylor<br>**Title:** CCO<br>**Phone:** 810-230-8200

**Signature, Place, and Date of Signing:**

/s/ Robert Thomas Taylor  Flint, MI  04-09-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 79

**Form 13F Information Table Value Total:** $175293102

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 4291656 | 14924 | SH |  | SOLE |  | 0 | 0 | 14924 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 895377 | 13568 | SH |  | SOLE |  | 0 | 0 | 13568 |
| AMAZON COM INC | COM | 023135106 |  | 3464363 | 16634 | SH |  | SOLE |  | 0 | 0 | 16634 |
| APPLE INC | COM | 037833100 |  | 6499987 | 25612 | SH |  | SOLE |  | 0 | 0 | 25612 |
| ARK 21SHARES BITCOIN ETF | SHS BEN INT | 040919102 |  | 663747 | 29513 | SH |  | SOLE |  | 0 | 0 | 29513 |
| ARMSTRONG WORLD INDS INC NEW | COM | 04247X102 |  | 216382 | 1313 | SH |  | SOLE |  | 0 | 0 | 1313 |
| AT INC | COM | 00206R102 |  | 1127214 | 38883 | SH |  | SOLE |  | 0 | 0 | 38883 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 250622 | 523 | SH |  | SOLE |  | 0 | 0 | 523 |
| BLACKROCK ETF TRUST II | ISHARES TOTAL RE | 092528876 |  | 2198322 | 43800 | SH |  | SOLE |  | 0 | 0 | 43800 |
| BLACKSTONE SECD LENDING FD | COMMON STOCK | 09261X102 |  | 397939 | 16798 | SH |  | SOLE |  | 0 | 0 | 16798 |
| BROADCOM INC | COM | 11135F101 |  | 3662440 | 11833 | SH |  | SOLE |  | 0 | 0 | 11833 |
| DEERE  CO | COM | 244199105 |  | 285593 | 507 | SH |  | SOLE |  | 0 | 0 | 507 |
| DELTA AIR LINES INC | COM NEW | 247361702 |  | 369912 | 5564 | SH |  | SOLE |  | 0 | 0 | 5564 |
| DULUTH HLDGS INC | COM CL B | 26443V101 |  | 158000 | 50000 | SH |  | SOLE |  | 0 | 0 | 50000 |
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 |  | 322311 | 16700 | SH |  | SOLE |  | 0 | 0 | 16700 |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | 315912808 |  | 226795 | 2671 | SH |  | SOLE |  | 0 | 0 | 2671 |
| GE AEROSPACE | COM NEW | 369604301 |  | 200620 | 707 | SH |  | SOLE |  | 0 | 0 | 707 |
| GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | 389637109 |  | 436536 | 8274 | SH |  | SOLE |  | 0 | 0 | 8274 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 4998990 | 26047 | SH |  | SOLE |  | 0 | 0 | 26047 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 4604036 | 7977 | SH |  | SOLE |  | 0 | 0 | 7977 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 |  | 249192 | 6486 | SH |  | SOLE |  | 0 | 0 | 6486 |
| ISHARES SILVER TR | ISHARES | 46428Q109 |  | 1009085 | 14809 | SH |  | SOLE |  | 0 | 0 | 14809 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 416690 | 3352 | SH |  | SOLE |  | 0 | 0 | 3352 |
| ISHARES TR | U.S. REAL ES ETF | 464287739 |  | 244238 | 2583 | SH |  | SOLE |  | 0 | 0 | 2583 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 |  | 3158314 | 36453 | SH |  | SOLE |  | 0 | 0 | 36453 |
| ISHARES TR | RUS MD CP GR ETF | 464287481 |  | 1312612 | 10245 | SH |  | SOLE |  | 0 | 0 | 10245 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 769226 | 1804 | SH |  | SOLE |  | 0 | 0 | 1804 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 1630310 | 24142 | SH |  | SOLE |  | 0 | 0 | 24142 |
| ISHARES TR | CORE S ETF | 464287200 |  | 18943902 | 29001 | SH |  | SOLE |  | 0 | 0 | 29001 |
| ISHARES TR | TRS FLT RT BD | 46434V860 |  | 299597 | 5917 | SH |  | SOLE |  | 0 | 0 | 5917 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 |  | 995534 | 8939 | SH |  | SOLE |  | 0 | 0 | 8939 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 |  | 1149897 | 20248 | SH |  | SOLE |  | 0 | 0 | 20248 |
| ISHARES TR | MSCI USA VALUE | 46432F388 |  | 374890 | 2637 | SH |  | SOLE |  | 0 | 0 | 2637 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 12419993 | 127738 | SH |  | SOLE |  | 0 | 0 | 127738 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 234231 | 2360 | SH |  | SOLE |  | 0 | 0 | 2360 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 714295 | 12602 | SH |  | SOLE |  | 0 | 0 | 12602 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 1033619 | 4229 | SH |  | SOLE |  | 0 | 0 | 4229 |
| MICROSOFT CORP | COM | 594918104 |  | 4072752 | 11002 | SH |  | SOLE |  | 0 | 0 | 11002 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 580705 | 6252 | SH |  | SOLE |  | 0 | 0 | 6252 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 4348770 | 24936 | SH |  | SOLE |  | 0 | 0 | 24936 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 215032 | 1470 | SH |  | SOLE |  | 0 | 0 | 1470 |
| PERSPECTIVE THERAPEUTICS INC | COM NEW | 46489V302 |  | 120930 | 29000 | SH |  | SOLE |  | 0 | 0 | 29000 |
| PIMCO CORPORATE  INCOME OPP | COM | 72201B101 |  | 285297 | 23656 | SH |  | SOLE |  | 0 | 0 | 23656 |
| PIMCO ETF TR | ACTIVE BD ETF | 72201R775 |  | 4574504 | 49572 | SH |  | SOLE |  | 0 | 0 | 49572 |
| PIMCO ETF TR | MULTISECTOR BD | 72201R585 |  | 2899266 | 110659 | SH |  | SOLE |  | 0 | 0 | 110659 |
| PIMCO ETF TR | INTER MUN BD ACT | 72201R866 |  | 2939967 | 56332 | SH |  | SOLE |  | 0 | 0 | 56332 |
| PROCTER  GAMBLE CO | COM | 742718109 |  | 229082 | 1586 | SH |  | SOLE |  | 0 | 0 | 1586 |
| PROLOGIS INC. | COM | 74340W103 |  | 233562 | 1767 | SH |  | SOLE |  | 0 | 0 | 1767 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 516812 | 20156 | SH |  | SOLE |  | 0 | 0 | 20156 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 |  | 217035 | 554 | SH |  | SOLE |  | 0 | 0 | 554 |
| SELECT SECTOR SPDR TR | STATE STREET FIN | 81369Y605 |  | 762389 | 15442 | SH |  | SOLE |  | 0 | 0 | 15442 |
| SELECT SECTOR SPDR TR | STATE STREET UTI | 81369Y886 |  | 536260 | 11686 | SH |  | SOLE |  | 0 | 0 | 11686 |
| SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 |  | 610067 | 4590 | SH |  | SOLE |  | 0 | 0 | 4590 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 3943608 | 9165 | SH |  | SOLE |  | 0 | 0 | 9165 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A698 |  | 1092788 | 16773 | SH |  | SOLE |  | 0 | 0 | 16773 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R853 |  | 13774914 | 285077 | SH |  | SOLE |  | 0 | 0 | 285077 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A847 |  | 724675 | 12237 | SH |  | SOLE |  | 0 | 0 | 12237 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A300 |  | 705283 | 7457 | SH |  | SOLE |  | 0 | 0 | 7457 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 31179364 | 47943 | SH |  | SOLE |  | 0 | 0 | 47943 |
| TESLA INC | COM | 88160R101 |  | 497402 | 1338 | SH |  | SOLE |  | 0 | 0 | 1338 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 546321 | 2019 | SH |  | SOLE |  | 0 | 0 | 2019 |
| UWM HOLDINGS CORPORATION | COM CL A | 91823B109 |  | 128388 | 35466 | SH |  | SOLE |  | 0 | 0 | 35466 |
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 |  | 589530 | 6424 | SH |  | SOLE |  | 0 | 0 | 6424 |
| VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | 921932828 |  | 529137 | 4608 | SH |  | SOLE |  | 0 | 0 | 4608 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 680983 | 9247 | SH |  | SOLE |  | 0 | 0 | 9247 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 |  | 592910 | 2881 | SH |  | SOLE |  | 0 | 0 | 2881 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 |  | 326686 | 1269 | SH |  | SOLE |  | 0 | 0 | 1269 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 |  | 5723233 | 31057 | SH |  | SOLE |  | 0 | 0 | 31057 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 1418095 | 4938 | SH |  | SOLE |  | 0 | 0 | 4938 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 502249 | 2312 | SH |  | SOLE |  | 0 | 0 | 2312 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 371856 | 851 | SH |  | SOLE |  | 0 | 0 | 851 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 476236 | 1484 | SH |  | SOLE |  | 0 | 0 | 1484 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 3520097 | 13440 | SH |  | SOLE |  | 0 | 0 | 13440 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 740962 | 1240 | SH |  | SOLE |  | 0 | 0 | 1240 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 590642 | 2746 | SH |  | SOLE |  | 0 | 0 | 2746 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 1225987 | 19132 | SH |  | SOLE |  | 0 | 0 | 19132 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 1022128 | 6902 | SH |  | SOLE |  | 0 | 0 | 6902 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 359326 | 515 | SH |  | SOLE |  | 0 | 0 | 515 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 661405 | 13175 | SH |  | SOLE |  | 0 | 0 | 13175 |

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