DOSSIER · 13F-HR · Q3 2026

Taylor Securities Services, Inc.

$250M in tracked AUM across 59 positions as of Q3 2026.

TS
CIK 0002115182 · last filed Sep 30, 2026
Total AUM
$250M
as of Q3 2026
Holdings
59
—
positions
Whale Score
65
65
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Taylor Securities Services, Inc. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
HEGD
LISTED FDS TR
$75M2.8M30.1%
02
HELO
J P MORGAN EXCHANGE TRADED F
$34M487K13.5%
03
SPY
STATE STR SPDR S&P 500 ETF T
$26M34K10.4%
04
AAPL
APPLE INC
$22M68K9.0%
05
AIQ
GLOBAL X FDS
$15M231K6.0%
06
JPST
J P MORGAN EXCHANGE TRADED F
$12M246K4.9%
07
NVDA
NVIDIA CORPORATION
$8M34K3.1%
08
WSO
WATSCO INC
$6M21K2.6%
09
FHEQ
FIDELITY GREENWOOD STREET TR
$6M191K2.6%
10
JEPI
J P MORGAN EXCHANGE TRADED F
$4M65K1.5%

Filing history

2026Q3Sep 30
$250M▲ 1.8%
59 positionsView →
2026Q2Jun 30
$246M▲ 14.8%
63 positionsView →
2026Q1Mar 31
$214M▼ 2.3%
55 positionsView →
2025Q4Dec 31
$219M—
54 positionsView →