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Taylor Financial Group, Inc.
Taylor Financial Group, Inc., headquartered in Roanoke, Virginia, is a registered investment adviser founded to serve individual investors and families. The firm offers financial planning, investment management, and personalized advisory services to help clients achieve financial stability and independence. It maintains a reputation for personal service and fiduciary responsibility, and is incorporated in Virginia. The team consists of 4 to 5 employees as of 2025, focused on investor advisory and wealth management for individuals, primarily in the United States, with no broker-dealer activities.
Investment Strategy
Taylor Financial Group, Inc. focuses on comprehensive financial planning and discretionary investment management for individuals (including high-net-worth clients), aiming for financial stability and security. The firm builds diversified portfolios with equity and fixed income positions tailored to client risk profiles, retirement goals, and personal circumstances. Their strategy emphasizes long-term wealth accumulation, personalized service, and ongoing adjustments to ensure alignment with clients' objectives. There is no emphasis on trading, pooled vehicles, or institutional clients—the approach centers entirely on the individual investor experience and prudent asset allocation.
Latest 13F Filing Activity
Taylor Financial Group, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 104 equity positions with a total 13F market value of $160M. The fund increased holdings in Vanguard Index FDS, Oracle Corp., Norfolk Southn Corp. among other positions. Taylor Financial Group, Inc. reduced exposure to Fiserv Inc., Berkshire Hathaway Inc. Del, Apple Inc. among others.
Top Holdings
Equity Positions (104)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VUG | VANGUARD INDEX FDS | 17.15% | $27.5M | 62,653 | $317.29 | $438.40 | +$5.1M |
N NSC | NORFOLK SOUTHN CORP | 13.45% | $21.6M | 84,190 | $236.44 | $255.97 | +$1.7M |
F FI | FISERV INC | 3.00% | $4.8M | 27,863 | $133.00 | $172.41 | -$1.3M |
O ORCL | ORACLE CORP | 2.98% | $4.8M | 21,847 | $106.30 | $218.63 | +$1.7M |
| BERKSHIRE HATHAWAY INC DEL | 2.91% | $4.7M | 9,593 | $356.66 | $485.77 | -$449.0K |
Industry Allocation
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