DOSSIER · 13F-HR · Q1 2026

Taylor Financial Group, Inc.

Taylor Financial's asset manager based in London, UK $165M in tracked AUM across 99 positions as of Q1 2026.

TF
Taylor Financial·London, UK·Asset Manager
CIK 0002012516 · last filed Mar 31, 2026
Total AUM
$165M
5.8%
vs prior
Holdings
99
positions
Whale Score
57
57
tracked
Activity
no data
changes this Q
Top sector
Tech
49% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Taylor Financial Group, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VUG
VANGUARD INDEX FDS
$26M61K16.1%
02
NSC
NORFOLK SOUTHN CORP
$23M80K13.9%
03
AAPL
APPLE INC
$5M19K2.9%
04
IJT
ISHARES TR
$5M33K2.9%
05
BRK/B
BERKSHIRE HATHAWAY INC DEL
$4M9K2.7%
06
DVY
ISHARES TR
$4M29K2.7%
07
DIVB
ISHARES TR
$4M77K2.5%
08
CGBL
CAPITAL GROUP CORE BALANCED
$4M116K2.4%
09
GAL
SSGA ACTIVE ETF TR
$4M79K2.4%
10
AOM
ISHARES TR
$4M78K2.2%

Filing history

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