DOSSIER · 13F-HR · Q2 2026

Taylor Financial Group, Inc.

$182M in tracked AUM across 103 positions as of Q2 2026.

TF
CIK 0002012516 · last filed Jun 30, 2026
Total AUM
$182M
as of Q2 2026
Holdings
103
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Taylor Financial Group, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VUG
VANGUARD INDEX FDS
$29M331K15.7%
02
NSC
NORFOLK SOUTHN CORP
$25M80K13.8%
03
IJT
ISHARES TR
$6M34K3.3%
04
AAPL
APPLE INC
$6M19K3.0%
05
DIVB
ISHARES TR
$5M80K2.7%
06
DVY
ISHARES TR
$5M30K2.6%
07
BRK/B
BERKSHIRE HATHAWAY INC DEL
$5M9K2.6%
08
CGBL
CAPITAL GROUP CORE BALANCED
$5M122K2.5%
09
GAL
SSGA ACTIVE ETF TR
$4M82K2.4%
10
LLY
ELI LILLY & CO
$4M3K2.3%

Filing history

2026Q2Jun 30
$182M 10.3%
103 positionsView →
2026Q1Mar 31
$165M 3.0%
99 positionsView →
2025Q4Dec 31
$170M 2.1%
102 positionsView →
2025Q3Sep 30
$174M 8.5%
105 positionsView →
2025Q2Jun 30
$160M 11.4%
104 positionsLocked
2025Q1Mar 31
$144M 0.4%
97 positionsLocked
2024Q4Dec 31
$144M 0.2%
96 positionsLocked
2024Q3Sep 30
$145M 11.2%
99 positionsLocked
2024Q2Jun 30
$130M 0.9%
91 positionsLocked
2024Q1Mar 31
$131M 8.0%
95 positionsLocked
2023Q4Dec 31
$122M
89 positionsLocked