# EDGAR Filing Document

**Accession Number:** 0001844266
**File Stem:** 0001844266-23-000001
**Filing Date:** 2023-1
**Character Count:** 10261
**Document Hash:** 2d197f069c2a25ba44cf2681d3561ad8
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001844266-23-000001.hdr.sgml**: 20230117

**ACCESSION NUMBER**: 0001844266-23-000001

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230117

**DATE AS OF CHANGE**: 20230117

**EFFECTIVENESS DATE**: 20230117

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Taylor & Morgan Wealth Management, LLC
- **CENTRAL INDEX KEY:** 0001844266
- **IRS NUMBER:** 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:** 23530986

**BUSINESS ADDRESS:**
- **STREET 1:** 2302 STONEBRIDGE DR.
- **STREET 2:** BLDG D
- **CITY:** FLINT
- **STATE:** MI
- **ZIP:** 48532
- **BUSINESS PHONE:** 8102308200

**MAIL ADDRESS:**
- **STREET 1:** 2302 STONEBRIDGE DR.
- **STREET 2:** BLDG D
- **CITY:** FLINT
- **STATE:** MI
- **ZIP:** 48532

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**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:** 2302 Stonebridge Dr.<br>Bldg D<br>Flint, MI 48532

**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  01-17-2023<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:** 66

**Form 13F Information Table Value Total:** $106101127

      (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 |
| ADOBE SYSTEMS INCORPORATED | COM | 00724F101 |  | 575130 | 1709 | SH |  | SOLE |  | 0 | 0 | 1709 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 1912385 | 21675 | SH |  | SOLE |  | 0 | 0 | 21675 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 492828 | 10782 | SH |  | SOLE |  | 0 | 0 | 10782 |
| AMAZON COM INC | COM | 023135106 |  | 2050188 | 24407 | SH |  | SOLE |  | 0 | 0 | 24407 |
| APPLE INC | COM | 037833100 |  | 4234730 | 32592 | SH |  | SOLE |  | 0 | 0 | 32592 |
| AT INC | COM | 00206R102 |  | 1056662 | 57396 | SH |  | SOLE |  | 0 | 0 | 57396 |
| BIOCEPT INC | COM | 09072V501 |  | 13780 | 26000 | SH |  | SOLE |  | 0 | 0 | 26000 |
| BLACKROCK CORE BD TR | SHS BEN INT | 09249E101 |  | 119007 | 11465 | SH |  | SOLE |  | 0 | 0 | 11465 |
| BLACKSTONE SECD LENDING FD | COMMON STOCK | 09261X102 |  | 1119756 | 50101 | SH |  | SOLE |  | 0 | 0 | 50101 |
| BROADCOM INC | COM | 11135F101 |  | 1148119 | 2053 | SH |  | SOLE |  | 0 | 0 | 2053 |
| DEERE  CO | COM | 244199105 |  | 987306 | 2303 | SH |  | SOLE |  | 0 | 0 | 2303 |
| DELTA AIR LINES INC DEL | COM NEW | 247361702 |  | 751245 | 22862 | SH |  | SOLE |  | 0 | 0 | 22862 |
| DISNEY WALT CO | COM | 254687106 |  | 366807 | 4222 | SH |  | SOLE |  | 0 | 0 | 4222 |
| GENERAL MTRS CO | COM | 37045V100 |  | 1190273 | 35383 | SH |  | SOLE |  | 0 | 0 | 35383 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 9763334 | 69121 | SH |  | SOLE |  | 0 | 0 | 69121 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 2543664 | 9553 | SH |  | SOLE |  | 0 | 0 | 9553 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 4442878 | 65869 | SH |  | SOLE |  | 0 | 0 | 65869 |
| ISHARES TR | RUS MD CP GR ETF | 464287481 |  | 922643 | 11036 | SH |  | SOLE |  | 0 | 0 | 11036 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 1058760 | 4377 | SH |  | SOLE |  | 0 | 0 | 4377 |
| ISHARES TR | CORE S ETF | 464287200 |  | 10140570 | 26393 | SH |  | SOLE |  | 0 | 0 | 26393 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 359066 | 1676 | SH |  | SOLE |  | 0 | 0 | 1676 |
| ISHARES TR | U.S. REAL ES ETF | 464287739 |  | 200067 | 2376 | SH |  | SOLE |  | 0 | 0 | 2376 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 213821 | 2205 | SH |  | SOLE |  | 0 | 0 | 2205 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 |  | 528902 | 13955 | SH |  | SOLE |  | 0 | 0 | 13955 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 |  | 1055095 | 18229 | SH |  | SOLE |  | 0 | 0 | 18229 |
| ISHARES TR | MSCI USA VALUE | 46432F388 |  | 518887 | 5693 | SH |  | SOLE |  | 0 | 0 | 5693 |
| ISHARES TR | PFD AND INCM SEC | 464288687 |  | 201596 | 6603 | SH |  | SOLE |  | 0 | 0 | 6603 |
| ISORAY INC | COM | 46489V104 |  | 190354 | 770354 | SH |  | SOLE |  | 0 | 0 | 770354 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 637732 | 3610 | SH |  | SOLE |  | 0 | 0 | 3610 |
| MARVELL TECHNOLOGY INC | COM | 573874104 |  | 357338 | 9647 | SH |  | SOLE |  | 0 | 0 | 9647 |
| MGM RESORTS INTERNATIONAL | COM | 552953101 |  | 487035 | 14525 | SH |  | SOLE |  | 0 | 0 | 14525 |
| MICROSOFT CORP | COM | 594918104 |  | 3295381 | 13741 | SH |  | SOLE |  | 0 | 0 | 13741 |
| MYMD PHARMACEUTICALS INC | COM | 62856X102 |  | 19649 | 17086 | SH |  | SOLE |  | 0 | 0 | 17086 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 1593691 | 19063 | SH |  | SOLE |  | 0 | 0 | 19063 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 996497 | 6819 | SH |  | SOLE |  | 0 | 0 | 6819 |
| NXP SEMICONDUCTORS N V | COM | N6596X109 |  | 539455 | 3414 | SH |  | SOLE |  | 0 | 0 | 3414 |
| PAYPAL HLDGS INC | COM | 70450Y103 |  | 360231 | 5058 | SH |  | SOLE |  | 0 | 0 | 5058 |
| PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 |  | 1265933 | 12833 | SH |  | SOLE |  | 0 | 0 | 12833 |
| PROLOGIS INC. | COM | 74340W103 |  | 357467 | 3171 | SH |  | SOLE |  | 0 | 0 | 3171 |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 |  | 272273 | 3862 | SH |  | SOLE |  | 0 | 0 | 3862 |
| SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 |  | 644388 | 18842 | SH |  | SOLE |  | 0 | 0 | 18842 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 |  | 455062 | 3657 | SH |  | SOLE |  | 0 | 0 | 3657 |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 81369Y407 |  | 224351 | 1737 | SH |  | SOLE |  | 0 | 0 | 1737 |
| SKYWORKS SOLUTIONS INC | COM | 83088M102 |  | 770873 | 8459 | SH |  | SOLE |  | 0 | 0 | 8459 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 474822 | 2799 | SH |  | SOLE |  | 0 | 0 | 2799 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 14226941 | 37201 | SH |  | SOLE |  | 0 | 0 | 37201 |
| SPDR SER TR | S 600 SML CAP | 78464A813 |  | 10251165 | 124695 | SH |  | SOLE |  | 0 | 0 | 124695 |
| SPDR SER TR | S REGL BKG | 78464A698 |  | 1580721 | 26910 | SH |  | SOLE |  | 0 | 0 | 26910 |
| SPDR SER TR | S 600 SMCP VAL | 78464A300 |  | 1283451 | 17293 | SH |  | SOLE |  | 0 | 0 | 17293 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 488483 | 921 | SH |  | SOLE |  | 0 | 0 | 921 |
| UWM HOLDINGS CORPORATION | COM CL A | 91823B109 |  | 85267 | 25760 | SH |  | SOLE |  | 0 | 0 | 25760 |
| VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | 921932828 |  | 488734 | 2820 | SH |  | SOLE |  | 0 | 0 | 2820 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 683235 | 9511 | SH |  | SOLE |  | 0 | 0 | 9511 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 956480 | 4693 | SH |  | SOLE |  | 0 | 0 | 4693 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 777311 | 4895 | SH |  | SOLE |  | 0 | 0 | 4895 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 2688758 | 14649 | SH |  | SOLE |  | 0 | 0 | 14649 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 |  | 6827122 | 50482 | SH |  | SOLE |  | 0 | 0 | 50482 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 523255 | 3446 | SH |  | SOLE |  | 0 | 0 | 3446 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 921232 | 21950 | SH |  | SOLE |  | 0 | 0 | 21950 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 1603278 | 14816 | SH |  | SOLE |  | 0 | 0 | 14816 |
| VANGUARD WORLD FDS | INF TECH ETF | 92204A702 |  | 246573 | 772 | SH |  | SOLE |  | 0 | 0 | 772 |
| VANGUARD WORLD FDS | CONSUM STP ETF | 92204A207 |  | 259045 | 1352 | SH |  | SOLE |  | 0 | 0 | 1352 |
| VANGUARD WORLD FDS | HEALTH CAR ETF | 92204A504 |  | 241318 | 973 | SH |  | SOLE |  | 0 | 0 | 973 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 605452 | 15367 | SH |  | SOLE |  | 0 | 0 | 15367 |
| VISA INC | COM CL A | 92826C839 |  | 203663 | 980 | SH |  | SOLE |  | 0 | 0 | 980 |
| WALMART INC | COM | 931142103 |  | 249612 | 1760 | SH |  | SOLE |  | 0 | 0 | 1760 |

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