Taylor Financial Group, Inc.
All 13F Filings
- Location
- Roanoke, VA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 170,158
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/6/2026 | 102 | 170,158 | 13F-HR | Taylor Financial Group, Inc. |
| Q3 2025 | 10/31/2025 | 105 | 173,786 | 13F-HR | Taylor Financial Group, Inc. |
| Q2 2025 | 8/1/2025 | 104 | 160,180 | 13F-HR | Taylor Financial Group, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 117.9 K | 69.3% | 280 | 0 | 280 |
| ETFs | 52.21 K | 30.7% | 0 | 3.917 K | -3.917 K |
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Fund Snapshot
Q4 2025
Latest filed
2/6/2026
Total value ($000)
170,158
Holdings
102
QoQ value change ($000)
-3,628
(-2.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.