# EDGAR Filing Document

**Accession Number:** 0002012516
**File Stem:** 0001172661-25-004521
**Filing Date:** 2025-10
**Character Count:** 13590
**Document Hash:** 9101042944682d0df9af6cecd29acb51
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172661-25-004521.hdr.sgml**: 20251031

**ACCESSION NUMBER**: 0001172661-25-004521

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251031

**DATE AS OF CHANGE**: 20251031

**EFFECTIVENESS DATE**: 20251031

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Taylor Financial Group, Inc.
- **CENTRAL INDEX KEY:** 0002012516

**ORGANIZATION NAME:**
- **EIN:** 541382027
- **STATE OF INCORPORATION:** VA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23976
- **FILM NUMBER:** 251438249

**BUSINESS ADDRESS:**
- **STREET 1:** 3102 BRAMBLETON AVENUE
- **CITY:** ROANOKE
- **STATE:** VA
- **ZIP:** 24018
- **BUSINESS PHONE:** (540) 774-7971

**MAIL ADDRESS:**
- **STREET 1:** 3102 BRAMBLETON AVENUE
- **CITY:** ROANOKE
- **STATE:** VA
- **ZIP:** 24018

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**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 Financial Group Inc.<br>**Address:** 3102 Brambleton Avenue<br>Roanoke, VA 24018

**Form 13F File Number:** 028-23976

**CRD Number (if applicable):** 000116744

**SEC File Number (if applicable):** 801-61747

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:** Jay S. Arce<br>**Title:** Vice-President/CCO<br>**Phone:** 540-774-7971

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

/s/ Jay S. Arce  Roanoke, VA  10-31-2025<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:** 105

**Form 13F Information Table Value Total:** $173785813

      (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 |
| 3M CO | COM | 88579Y101 |  | 208135 | 1341 | SH |  | SOLE |  | 0 | 0 | 1341 |
| ABBOTT LABS | COM | 002824100 |  | 293864 | 2194 | SH |  | SOLE |  | 0 | 0 | 2194 |
| ABBVIE INC | COM | 00287Y109 |  | 359119 | 1551 | SH |  | SOLE |  | 0 | 0 | 1551 |
| AIR PRODS  CHEMS INC | COM | 009158106 |  | 391353 | 1435 | SH |  | SOLE |  | 0 | 0 | 1435 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 301444 | 1240 | SH |  | SOLE |  | 0 | 0 | 1240 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 541899 | 2225 | SH |  | SOLE |  | 0 | 0 | 2225 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 415370 | 6288 | SH |  | SOLE |  | 0 | 0 | 6288 |
| AMAZON COM INC | COM | 023135106 |  | 1266919 | 5770 | SH |  | SOLE |  | 0 | 0 | 5770 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 |  | 604799 | 5376 | SH |  | SOLE |  | 0 | 0 | 5376 |
| APPLE INC | COM | 037833100 |  | 4940586 | 19403 | SH |  | SOLE |  | 0 | 0 | 19403 |
| AT INC | COM | 00206R102 |  | 1532030 | 54250 | SH |  | SOLE |  | 0 | 0 | 54250 |
| ATLANTIC UN BANKSHARES CORP | COM | 04911A107 |  | 536606 | 15206 | SH |  | SOLE |  | 0 | 0 | 15206 |
| ATMOS ENERGY CORP | COM | 049560105 |  | 762399 | 4465 | SH |  | SOLE |  | 0 | 0 | 4465 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 228637 | 779 | SH |  | SOLE |  | 0 | 0 | 779 |
| BANK AMERICA CORP | COM | 060505104 |  | 225087 | 4363 | SH |  | SOLE |  | 0 | 0 | 4363 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 4812730 | 9573 | SH |  | SOLE |  | 0 | 0 | 9573 |
| BLACKSTONE INC | COM | 09260D107 |  | 2603754 | 15240 | SH |  | SOLE |  | 0 | 0 | 15240 |
| BROADCOM INC | COM | 11135F101 |  | 231597 | 702 | SH |  | SOLE |  | 0 | 0 | 702 |
| CANDEL THERAPEUTICS INC | COM | 137404109 |  | 69360 | 13600 | SH |  | SOLE |  | 0 | 0 | 13600 |
| CAPITAL GROUP CORE BALANCED | SHS | 14021D107 |  | 3874933 | 111605 | SH |  | SOLE |  | 0 | 0 | 111605 |
| CATERPILLAR INC | COM | 149123101 |  | 848850 | 1779 | SH |  | SOLE |  | 0 | 0 | 1779 |
| COCA COLA CO | COM | 191216100 |  | 233579 | 3522 | SH |  | SOLE |  | 0 | 0 | 3522 |
| CORNING INC | COM | 219350105 |  | 374631 | 4567 | SH |  | SOLE |  | 0 | 0 | 4567 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 593329 | 641 | SH |  | SOLE |  | 0 | 0 | 641 |
| CSX CORP | COM | 126408103 |  | 911613 | 25672 | SH |  | SOLE |  | 0 | 0 | 25672 |
| CUMMINS INC | COM | 231021106 |  | 276652 | 655 | SH |  | SOLE |  | 0 | 0 | 655 |
| DANAHER CORPORATION | COM | 235851102 |  | 604098 | 3047 | SH |  | SOLE |  | 0 | 0 | 3047 |
| DEERE  CO | COM | 244199105 |  | 249207 | 545 | SH |  | SOLE |  | 0 | 0 | 545 |
| DISNEY WALT CO | COM | 254687106 |  | 583492 | 5096 | SH |  | SOLE |  | 0 | 0 | 5096 |
| DOCUSIGN INC | COM | 256163106 |  | 288360 | 4000 | SH |  | SOLE |  | 0 | 0 | 4000 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 248614 | 2009 | SH |  | SOLE |  | 0 | 0 | 2009 |
| EATON CORP PLC | SHS | G29183103 |  | 243263 | 650 | SH |  | SOLE |  | 0 | 0 | 650 |
| ELEVANCE HEALTH INC FORMERLY | COM | 036752103 |  | 602619 | 1865 | SH |  | SOLE |  | 0 | 0 | 1865 |
| ELI LILLY  CO | COM | 532457108 |  | 2714754 | 3558 | SH |  | SOLE |  | 0 | 0 | 3558 |
| ENBRIDGE INC | COM | 29250N105 |  | 271431 | 5379 | SH |  | SOLE |  | 0 | 0 | 5379 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 813077 | 7211 | SH |  | SOLE |  | 0 | 0 | 7211 |
| FASTENAL CO | COM | 311900104 |  | 439589 | 8964 | SH |  | SOLE |  | 0 | 0 | 8964 |
| FEDEX CORP | COM | 31428X106 |  | 531752 | 2255 | SH |  | SOLE |  | 0 | 0 | 2255 |
| FISERV INC | COM | 337738108 |  | 3816070 | 29598 | SH |  | SOLE |  | 0 | 0 | 29598 |
| GE AEROSPACE | COM NEW | 369604301 |  | 1336092 | 4442 | SH |  | SOLE |  | 0 | 0 | 4442 |
| GE VERNOVA INC | COM | 36828A101 |  | 679465 | 1105 | SH |  | SOLE |  | 0 | 0 | 1105 |
| GENUINE PARTS CO | COM | 372460105 |  | 519473 | 3748 | SH |  | SOLE |  | 0 | 0 | 3748 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 828204 | 1040 | SH |  | SOLE |  | 0 | 0 | 1040 |
| HOME DEPOT INC | COM | 437076102 |  | 3643874 | 8993 | SH |  | SOLE |  | 0 | 0 | 8993 |
| HONEYWELL INTL INC | COM | 438516106 |  | 449418 | 2135 | SH |  | SOLE |  | 0 | 0 | 2135 |
| INTEL CORP | COM | 458140100 |  | 275781 | 8220 | SH |  | SOLE |  | 0 | 0 | 8220 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 351289 | 1245 | SH |  | SOLE |  | 0 | 0 | 1245 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 |  | 848857 | 3435 | SH |  | SOLE |  | 0 | 0 | 3435 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 1622200 | 2702 | SH |  | SOLE |  | 0 | 0 | 2702 |
| ISHARES TR | CORE 40/60 MODER | 464289875 |  | 3583564 | 75317 | SH |  | SOLE |  | 0 | 0 | 75317 |
| ISHARES TR | SP SMCP600VL ETF | 464287879 |  | 2220758 | 20081 | SH |  | SOLE |  | 0 | 0 | 20081 |
| ISHARES TR | CORE S ETF | 464287200 |  | 528747 | 790 | SH |  | SOLE |  | 0 | 0 | 790 |
| ISHARES TR | U.S. TECH ETF | 464287721 |  | 213096 | 1088 | SH |  | SOLE |  | 0 | 0 | 1088 |
| ISHARES TR | SELECT DIVID ETF | 464287168 |  | 4000740 | 28154 | SH |  | SOLE |  | 0 | 0 | 28154 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 1804278 | 8737 | SH |  | SOLE |  | 0 | 0 | 8737 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 1310536 | 10856 | SH |  | SOLE |  | 0 | 0 | 10856 |
| ISHARES TR | S SML 600 GWT | 464287887 |  | 2484740 | 17560 | SH |  | SOLE |  | 0 | 0 | 17560 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 2757627 | 42256 | SH |  | SOLE |  | 0 | 0 | 42256 |
| ISHARES TR | CORE DIVID ETF | 46435U861 |  | 3898582 | 74614 | SH |  | SOLE |  | 0 | 0 | 74614 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 478569 | 2581 | SH |  | SOLE |  | 0 | 0 | 2581 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 1322283 | 4192 | SH |  | SOLE |  | 0 | 0 | 4192 |
| KIMBERLY-CLARK CORP | COM | 494368103 |  | 363197 | 2921 | SH |  | SOLE |  | 0 | 0 | 2921 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 1646894 | 3299 | SH |  | SOLE |  | 0 | 0 | 3299 |
| LOWES COS INC | COM | 548661107 |  | 1999171 | 7955 | SH |  | SOLE |  | 0 | 0 | 7955 |
| MARRIOTT INTL INC NEW | CL A | 571903202 |  | 1280323 | 4916 | SH |  | SOLE |  | 0 | 0 | 4916 |
| MARTIN MARIETTA MATLS INC | COM | 573284106 |  | 299383 | 475 | SH |  | SOLE |  | 0 | 0 | 475 |
| MCDONALDS CORP | COM | 580135101 |  | 777806 | 2560 | SH |  | SOLE |  | 0 | 0 | 2560 |
| META PLATFORMS INC | CL A | 30303M102 |  | 395096 | 538 | SH |  | SOLE |  | 0 | 0 | 538 |
| MICROCHIP TECHNOLOGY INC. | COM | 595017104 |  | 1472693 | 22932 | SH |  | SOLE |  | 0 | 0 | 22932 |
| MICROSOFT CORP | COM | 594918104 |  | 3934866 | 7597 | SH |  | SOLE |  | 0 | 0 | 7597 |
| MILESTONE PHARMACEUTICALS IN | COM | 59935V107 |  | 20000 | 10000 | SH |  | SOLE |  | 0 | 0 | 10000 |
| NETFLIX INC | COM | 64110L106 |  | 901588 | 752 | SH |  | SOLE |  | 0 | 0 | 752 |
| NORFOLK SOUTHN CORP | COM | 655844108 |  | 24788881 | 82517 | SH |  | SOLE |  | 0 | 0 | 82517 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 748372 | 4011 | SH |  | SOLE |  | 0 | 0 | 4011 |
| ORACLE CORP | COM | 68389X105 |  | 5531238 | 19667 | SH |  | SOLE |  | 0 | 0 | 19667 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 1297371 | 7112 | SH |  | SOLE |  | 0 | 0 | 7112 |
| PARKER-HANNIFIN CORP | COM | 701094104 |  | 1815769 | 2395 | SH |  | SOLE |  | 0 | 0 | 2395 |
| PAYCHEX INC | COM | 704326107 |  | 796180 | 6281 | SH |  | SOLE |  | 0 | 0 | 6281 |
| PEPSICO INC | COM | 713448108 |  | 1247248 | 8881 | SH |  | SOLE |  | 0 | 0 | 8881 |
| PFIZER INC | COM | 717081103 |  | 350095 | 13740 | SH |  | SOLE |  | 0 | 0 | 13740 |
| PNC FINL SVCS GROUP INC | COM | 693475105 |  | 269648 | 1342 | SH |  | SOLE |  | 0 | 0 | 1342 |
| PPG INDS INC | COM | 693506107 |  | 805353 | 7662 | SH |  | SOLE |  | 0 | 0 | 7662 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 439593 | 2861 | SH |  | SOLE |  | 0 | 0 | 2861 |
| QUALCOMM INC | COM | 747525103 |  | 568286 | 3416 | SH |  | SOLE |  | 0 | 0 | 3416 |
| ROCKWELL AUTOMATION INC | COM | 773903109 |  | 576025 | 1648 | SH |  | SOLE |  | 0 | 0 | 1648 |
| RTX CORPORATION | COM | 75513E101 |  | 433552 | 2591 | SH |  | SOLE |  | 0 | 0 | 2591 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 1968562 | 2955 | SH |  | SOLE |  | 0 | 0 | 2955 |
| SPDR S MIDCAP 400 ETF TR | UTSER1 S | 78467Y107 |  | 1141397 | 1915 | SH |  | SOLE |  | 0 | 0 | 1915 |
| SPDR SERIES TRUST | S DIVID ETF | 78464A763 |  | 786801 | 5618 | SH |  | SOLE |  | 0 | 0 | 5618 |
| SSGA ACTIVE ETF TR | GLOBL ALLO ETF | 78467V400 |  | 3694256 | 75211 | SH |  | SOLE |  | 0 | 0 | 75211 |
| STEEL DYNAMICS INC | COM | 858119100 |  | 507386 | 3639 | SH |  | SOLE |  | 0 | 0 | 3639 |
| TESLA INC | COM | 88160R101 |  | 293515 | 660 | SH |  | SOLE |  | 0 | 0 | 660 |
| TEXAS INSTRS INC | COM | 882508104 |  | 239584 | 1304 | SH |  | SOLE |  | 0 | 0 | 1304 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 |  | 638004 | 1512 | SH |  | SOLE |  | 0 | 0 | 1512 |
| TRUIST FINL CORP | COM | 89832Q109 |  | 1515056 | 33138 | SH |  | SOLE |  | 0 | 0 | 33138 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 222882 | 2275 | SH |  | SOLE |  | 0 | 0 | 2275 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 |  | 558899 | 6691 | SH |  | SOLE |  | 0 | 0 | 6691 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 29706611 | 61939 | SH |  | SOLE |  | 0 | 0 | 61939 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 |  | 580359 | 1950 | SH |  | SOLE |  | 0 | 0 | 1950 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 531056 | 867 | SH |  | SOLE |  | 0 | 0 | 867 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 2888917 | 15491 | SH |  | SOLE |  | 0 | 0 | 15491 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 |  | 353753 | 4433 | SH |  | SOLE |  | 0 | 0 | 4433 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 723021 | 16451 | SH |  | SOLE |  | 0 | 0 | 16451 |
| VISA INC | COM CL A | 92826C839 |  | 213704 | 626 | SH |  | SOLE |  | 0 | 0 | 626 |
| WALMART INC | COM | 931142103 |  | 459648 | 4460 | SH |  | SOLE |  | 0 | 0 | 4460 |

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