Taylor & Morgan Wealth Management Q2 2026 Portfolio Activity: Focus on Fixed Income and Specific ETFs
Taylor & Morgan Wealth Management, Llc significantly increased its position in fixed income during Q2 2026 while adding exposure to several Vanguard exchange-traded funds.
As of the most recent filing date (June 30th, 2026), Taylor & Morgan Wealth Management has shown notable activity within their investment portfolio. The firm appears to be strategically adjusting its holdings based on market opportunities and performance considerations.
Prominent Purchases Observed in Q2
Taylor & Morgan Wealth Management demonstrated a clear focus on fixed income during the second quarter, significantly increasing their position in PIMCO ETF TR (BOND). This holding saw an increase of 7050 shares, representing a substantial +14.22% change from the previous period.
Additionally, the firm added several significant positions during Q2:
- VANGUARD INDEX FDS (VO): A notable new position was established in this fund with a purchase of approximately +38.8% from prior holdings.
- VANGUARD INDEX FDS (VUG): This fund also showed strong buying activity, increasing by roughly +500% quarter-over-quarter.
- VANGUARD WORLD FD (VGT): Another significant addition was the Vanguard World Fund Trust (VGT), which increased substantially (+700%) during Q2.
Smaller Adjustments and Exits
Beyond these major fixed income additions, Taylor & Morgan Wealth Management also made some smaller adjustments to their portfolio. For instance:
- ISHARES TR (IWF): The firm increased its stake in this fund by +300% during the quarter.
The investor did not exit any major positions according to the disclosed data, though they reduced their holding of DULUTH HLDGS INC (DLTH) by -14%.
Sector Allocation Context
The overall portfolio allocation remains heavily concentrated in fixed income, which currently stands at approximately 80.2%. Technology and Communication Services sectors also feature prominently with allocations of around 10.9% and 3.3%, respectively.
While the firm's primary action appears to be focused on fixed income, they maintained their interest in specific ETFs like SPDR Series Trust (SPSM) and iShares Core World Equity Index Fund (IWR), which together account for roughly 16% of the portfolio. The Technology sector is represented by holdings such as Apple Inc. (AAPL).
Key Takeaways
Taylor & Morgan Wealth Management's Q2 activity highlights a continued emphasis on fixed income investments, complemented by selective additions to specific exchange-traded funds.
The firm appears to be actively managing its portfolio through quarterly adjustments. For more detailed information about their holdings and performance, interested readers can explore the full report or visit Taylor & Morgan Wealth Management's institutional profile on Insiderset.