Taylor Financial Group, Inc. Portfolio Holdings

Taylor Financial Group, Inc.

  • $174 Billion
  • Q3 2025

Taylor Financial Group, Inc. has filed its 13F form on October 31, 2025 for Q3 2025 where it was disclosed a total value porftolio of $174 Billion distributed in 105 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $29.7B, Norfolk Southern Corp with a value of $24.8B, Oracle Corp with a value of $5.53B, Apple Inc. with a value of $4.94B, and Berkshire Hathaway Inc Class B with a value of $4.81B.

Examining the 13F form we can see an increase of $13.6B in the current position value, from $160B to 174B.

Taylor Financial Group, Inc. is based out at Roanoke, VA

Below you can find more details about Taylor Financial Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $174 Billion
ETFs: $66.9 Billion
Industrials: $37 Billion
Technology: $24.3 Billion
Financial Services: $12.3 Billion
Consumer Cyclical: $9.78 Billion
Healthcare: $5.49 Billion
Communication Services: $4.98 Billion
Consumer Defensive: $3.75 Billion
Other: $4.7 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$29.7 Billion 17.09% of portfolio
61,939
Q3 2025 Reduced 1.14%
$65.7B
$24.8 Billion 14.26% of portfolio
82,517
Q3 2025 Reduced 1.99%
$593B
$5.53 Billion 3.18% of portfolio
19,667
Q3 2025 Reduced 9.98%
$4.3T
$4.94 Billion 2.84% of portfolio
19,403
Q2 2025 Added 0.69%
$662B
$4.81 Billion 2.77% of portfolio
9,573
Q3 2025 Reduced 0.21%
$0
$4 Billion 2.3% of portfolio
28,154
Q3 2025 Added 6.56%
$3.78T
$3.93 Billion 2.26% of portfolio
7,597
Q2 2025 Reduced 0.91%
$0
$3.9 Billion 2.24% of portfolio
74,614
Q3 2025 Added 6.92%
Capital Group Core Balanced
-
$3.87 Billion 2.23% of portfolio
-
Q3 2025 Added 6.93%
$79.5B
$3.82 Billion 2.2% of portfolio
29,598
Q3 2025 Added 6.23%
$0
$3.69 Billion 2.13% of portfolio
75,211
Q3 2025 Added 7.93%
$367B
$3.64 Billion 2.1% of portfolio
8,993
Q1 2025 Added 3.93%
$0
$3.58 Billion 2.06% of portfolio
75,317
Q3 2025 Added 10.02%
$0
$2.89 Billion 1.66% of portfolio
15,491
Q3 2025 Added 6.07%
$0
$2.76 Billion 1.59% of portfolio
42,256
Q3 2025 Added 5.84%
$971B
$2.71 Billion 1.56% of portfolio
3,558
Q3 2025 Added 1.86%
$0
$2.48 Billion 1.43% of portfolio
17,560
Q3 2025 Added 3.04%
$0
$2.22 Billion 1.28% of portfolio
20,081
Q3 2025 Reduced 3.65%
$140B
$2 Billion 1.15% of portfolio
7,955
Q3 2025 Reduced 0.4%
$0
$1.97 Billion 1.13% of portfolio
2,955
Q2 2025 Reduced 0.51%
$107B
$1.82 Billion 1.04% of portfolio
2,395
Q3 2025 Reduced 0.33%
$0
$1.8 Billion 1.04% of portfolio
8,737
Q2 2025 Added 3.31%
$123B
$1.65 Billion 0.95% of portfolio
3,299
Q4 2023 Added 3.67%
$0
$1.62 Billion 0.93% of portfolio
2,702
Q3 2025 Reduced 1.31%
$181B
$1.53 Billion 0.88% of portfolio
54,250
Q3 2025 Reduced 1.49%
$59.5B
$1.52 Billion 0.87% of portfolio
33,138
Q3 2025 Reduced 0.6%
$29.5B
$1.47 Billion 0.85% of portfolio
22,932
Q3 2025 Reduced 0.16%
$328B
$1.34 Billion 0.77% of portfolio
4,442
Q2 2025 Reduced 2.95%
$881B
$1.32 Billion 0.76% of portfolio
4,192
Q1 2025 Added 3.74%
$0
$1.31 Billion 0.75% of portfolio
10,856
Q4 2023 New
$342B
$1.3 Billion 0.75% of portfolio
7,112
Q2 2025 Added 1.89%
$92.7B
$1.28 Billion 0.74% of portfolio
4,916
Q3 2025 Reduced 0.77%
$2.39T
$1.27 Billion 0.73% of portfolio
5,770
Q3 2025 Reduced 0.16%
$204B
$1.25 Billion 0.72% of portfolio
8,881
Q3 2025 Reduced 1.11%
$0
$1.14 Billion 0.66% of portfolio
1,915
Q3 2025 Reduced 0.73%
$49.1B
$902 Million 0.52% of portfolio
752
Q1 2025 Added 0.8%
$73.4B
$912 Million 0.52% of portfolio
25,672
Q3 2025 Added 61.24%
$0
$849 Million 0.49% of portfolio
3,435
Q2 2025 Added 12.44%
$291B
$849 Million 0.49% of portfolio
1,779
Q2 2025 Reduced 1.44%
$265B
$828 Million 0.48% of portfolio
1,040
Q4 2023 New
$490B
$813 Million 0.47% of portfolio
7,211
Q3 2025 Reduced 0.95%
$40.4B
$796 Million 0.46% of portfolio
6,281
Q3 2025 Reduced 0.79%
$22.8B
$805 Million 0.46% of portfolio
7,662
Q3 2025 Reduced 0.65%
$224B
$778 Million 0.45% of portfolio
2,560
Q3 2025 Reduced 0.16%
$0
$787 Million 0.45% of portfolio
5,618
Q3 2025 Reduced 6.74%
$24.5B
$762 Million 0.44% of portfolio
4,465
Q4 2023 New
$465B
$748 Million 0.43% of portfolio
4,011
Q2 2025 Reduced 32.2%
$172B
$723 Million 0.42% of portfolio
16,451
Q3 2025 Reduced 2.93%
Ge Vernova Inc
-
$679 Million 0.39% of portfolio
-
Q2 2025 Reduced 3.07%

Summary

  • Portfolio
  • No. of Stocks 105
  • Current Value $174 Billion
  • Prior Value $160 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 31, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
Track This Portfolio

Track Taylor Financial Group, Inc. Portfolio

Follow Taylor Financial Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Taylor Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Taylor Financial Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email