What Taylor Financial Group, Inc. reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 2012516 · Filed Jul 24, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| Security | Shares | Change | Value | Of portfolio |
|---|---|---|---|---|
VANGUARD INDEX FDSGROWTH ETF | 331.3K | +446.2% | $28.5M | 15.7% |
NSCNorfolk Southern Corp | 79.9K | −0.3% | $25.1M | 13.8% |
ISHARES TRS&P SML 600 GWT |
| 33.7K |
| +0.6% |
| $6M |
| 3.3% |
AAPLApple Inc. | 19.2K | ±0% | $5.5M | 3% |
ISHARES TRCORE DIVID ETF | 80.5K | +4.5% | $5M | 2.7% |
ISHARES TRSELECT DIVID ETF | 30.4K | +4.7% | $4.8M | 2.6% |
BERKSHIRE HATHAWAY INC DELCL B NEW | 9.3K | ±0% | $4.7M | 2.6% |
CAPITAL GROUP CORE BALANCEDSHS | 121.7K | +5.0% | $4.6M | 2.5% |
SSGA ACTIVE ETF TRST STR GLOBA ETF | 81.7K | New | $4.3M | 2.4% |
LLYELI LILLY & Co | 3.5K | ±0% | $4.2M | 2.3% |
ISHARES TRCORE 40 MODE ETF | 81.1K | New | $4M | 2.2% |
VANGUARD INDEX FDSVALUE ETF | 15.6K | +0.6% | $3.4M | 1.9% |
ISHARES TRCORE S&P MCP ETF | 43.7K | +2.2% | $3.4M | 1.9% |
HDHome Depot, Inc. | 8.9K | −1.5% | $3.1M | 1.7% |
ORCLOracle Corp | 19.4K | −0.3% | $2.8M | 1.6% |
MSFTMicrosoft Corp | 7.4K | +0.1% | $2.8M | 1.5% |
ISHARES TRSP SMCP600VL ETF | 17.8K | −2.4% | $2.4M | 1.3% |
PHParker-Hannifin Corp | 2.4K | −0.2% | $2.3M | 1.3% |
SPYSPDR S&P 500 ETF Trust | 2.9K | −0.5% | $2.2M | 1.2% |
MCHPMicrochip Technology Inc | 21.6K | −2.9% | $2M | 1.1% |
BXBlackstone Inc. | 16K | ±0% | $1.9M | 1% |
CATCaterpillar Inc | 1.8K | ±0% | $1.9M | 1% |
QQQInvesco QQQ Trust, Series 1 | 2.5K | −3.4% | $1.9M | 1% |
MARMarriott International Inc | 4.9K | −1.2% | $1.8M | 1% |
LMTLockheed Martin Corp | 3.3K | ±0% | $1.7M | 0.9% |
ISHARES TRS&P 500 VAL ETF | 7.3K | −17.1% | $1.7M | 0.9% |
GEGeneral Electric Co | 4.2K | −2.3% | $1.6M | 0.9% |
TFCTruist Financial Corp | 31.3K | ±0% | $1.6M | 0.9% |
LOWLowe's Companies Inc | 6.9K | −0.3% | $1.5M | 0.8% |
AMZNAmazon Com Inc | 6.3K | ±0% | $1.5M | 0.8% |
FISVFiserv Inc | 30.5K | ±0% | $1.5M | 0.8% |
ISHARES TRS&P 500 GRWT ETF | 10.9K | ±0% | $1.5M | 0.8% |
JPMJPMorgan Chase & Co | 4.2K | ±0% | $1.4M | 0.8% |
MDYSPDR S&P Midcap 400 ETF Trust | 1.9K | ±0% | $1.3M | 0.7% |
GEVGE Vernova Inc. | 1.1K | ±0% | $1.3M | 0.7% |
GLWCorning Inc | 4.6K | ±0% | $1.2M | 0.6% |
TAT&T Inc. | 55.7K | ±0% | $1.2M | 0.6% |
PEPPepsiCo Inc | 8.3K | −1.7% | $1.1M | 0.6% |
INVESCO EXCH TRADED FD TR IINASDAQ 100 ETF | 3.6K | +3.8% | $1.1M | 0.6% |
GSGoldman Sachs Group Inc | 1K | ±0% | $1.1M | 0.6% |
EXXON MOBIL CORPCOM | 7.2K | ±0% | $985.9K | 0.5% |
INTCIntel Corp | 6.5K | ±0% | $905.5K | 0.5% |
STLDSteel Dynamics Inc | 3.6K | ±0% | $835K | 0.5% |
PLTRPalantir Technologies Inc. | 7.1K | ±0% | $832.7K | 0.5% |
ROKRockwell Automation, Inc | 1.6K | ±0% | $815.9K | 0.4% |
NVDANVIDIA Corp | 4K | ±0% | $802.6K | 0.4% |
NFLXNetflix Inc | 11.2K | ±0% | $801.5K | 0.4% |
CSXCSX Corp | 16.8K | −12.7% | $800K | 0.4% |
PPGPPG Industries Inc | 6.5K | −5.8% | $789.1K | 0.4% |
GOOGAlphabet Inc. | 2.2K | ±0% | $780.5K | 0.4% |
ATOAtmos Energy Corp | 4.5K | −0.2% | $767.5K | 0.4% |
SPDR SERIES TRUSTST STR SP DIV | 5K | New | $765.9K | 0.4% |
AEPAmerican Electric Power Co Inc | 5.3K | −1.2% | $727K | 0.4% |
VZVerizon Communications Inc | 16.8K | ±0% | $710.1K | 0.4% |
FDXFedEx Corp | 2.3K | ±0% | $706.1K | 0.4% |
UPSUnited Parcel Service Inc | 6.5K | +16.8% | $698.2K | 0.4% |
QCOMQualcomm Inc | 3.8K | ±0% | $695K | 0.4% |
TXNTexas Instruments Inc | 2.3K | ±0% | $692.4K | 0.4% |
MCDMcDonald's Corp | 2.6K | ±0% | $691.9K | 0.4% |
ELVElevance Health, Inc. | 1.7K | ±0% | $672.9K | 0.4% |
AUBAtlantic Union Bankshares Corp | 15.1K | ±0% | $637K | 0.4% |
PAYXPaychex Inc | 6.2K | ±0% | $610.3K | 0.3% |
COSTCostco Wholesale Corp | 641 | ±0% | $599.6K | 0.3% |
JNJJohnson & Johnson | 2.4K | ±0% | $598.4K | 0.3% |
VANGUARD INDEX FDSS&P 500 ETF SHS | 867 | ±0% | $595.6K | 0.3% |
ISHARES TRCORE S&P500 ETF | 789 | ±0% | $590.9K | 0.3% |
DHRDanaher Corp | 2.9K | ±0% | $557.2K | 0.3% |
VANGUARD INDEX FDSSML CP GRW ETF | 1.4K | −29.0% | $509.4K | 0.3% |
RTXRTX Corp | 2.6K | ±0% | $491.6K | 0.3% |
CMICummins Inc | 655 | ±0% | $467.2K | 0.3% |
MOAltria Group, Inc. | 6.3K | ±0% | $452.4K | 0.2% |
GOOGLAlphabet Inc. | 1.2K | ±0% | $437.4K | 0.2% |
FASTFastenal Co | 9K | +0.0% | $431.2K | 0.2% |
DISWalt Disney Co | 4.5K | ±0% | $430.3K | 0.2% |
PGPROCTER & GAMBLE Co | 2.9K | +4.7% | $423.6K | 0.2% |
APDAir Products & Chemicals, Inc. | 1.4K | ±0% | $414.9K | 0.2% |
GPCGenuine Parts Co | 3.4K | −6.4% | $406.2K | 0.2% |
METAMeta Platforms, Inc. | 703 | ±0% | $396K | 0.2% |
VANGUARD INTL EQUITY INDEX FFTSE EUROPE ETF | 4.4K | ±0% | $392.5K | 0.2% |
ABBVAbbVie Inc. | 1.5K | ±0% | $373.7K | 0.2% |
PFEPfizer Inc | 14.7K | ±0% | $354.9K | 0.2% |
DEDeere & Co | 545 | ±0% | $345.7K | 0.2% |
KMBKimberly Clark Corp | 3.1K | ±0% | $336.6K | 0.2% |
PNCPNC Financial Services Group, Inc. | 1.3K | ±0% | $330.4K | 0.2% |
TTTrane Technologies plc | 650 | −5.8% | $319.3K | 0.2% |
ENBEnbridge Inc | 5.4K | ±0% | $291.6K | 0.2% |
TSLATesla, Inc. | 660 | ±0% | $277.6K | 0.2% |
ETNEaton Corp plc | 650 | ±0% | $277K | 0.2% |
ISHARES TRU.S. TECH ETF | 1.1K | New | $274.4K | 0.2% |
MLMMartin Marietta Materials Inc | 475 | ±0% | $273.9K | 0.2% |
WMTWalmart Inc. | 2.4K | −9.6% | $272.4K | 0.1% |
AVGOBroadcom Inc. | 702 | ±0% | $265.2K | 0.1% |
IBMInternational Business Machines Corp | 908 | ±0% | $255.3K | 0.1% |
DUKDuke Energy CORP | 2K | ±0% | $254.3K | 0.1% |
BACBank of America Corp | 4.4K | ±0% | $248.6K | 0.1% |
HONHoneywell International Inc | 1.1K | New | $238.7K | 0.1% |
HONAHoneywell Aerospace Inc. | 1.1K | New | $235.7K | 0.1% |
KOCoca Cola Co | 2.8K | ±0% | $228.7K | 0.1% |
VANGUARD INDEX FDSTOTAL STK MKT | 570 | New | $210.9K | 0.1% |
CVSCVS HEALTH Corp | 2K | New | $210.4K | 0.1% |
UNHUnitedHealth Group Inc | 505 | New | $209.9K | 0.1% |
DRIDarden Restaurants Inc | 975 | New | $200.9K | 0.1% |
MISTMilestone Pharmaceuticals Inc. | 20K | +33.3% | $26.8K | 0.1% |
