Taylor Securities Services, Inc.

HARRISBURG, PA · CIK 2115182 · 13F filing filed 2026-05-14

SEC-registered investment adviser since 2022 · corporation

Assets managed$252.5m
Staff11 · 4 in investment roles
Main clients (by assets)Individuals 55%, High net worth individuals 34%, Companies 11%
Websitetaylorretirementservices.com
Form ADV · 2026-02-23SEC adviser record

Kindwealth
Others nearbyHarrisburg, PA

$214.2m reported value -2.3% vs Q4 2025

55positions

85.0%in top 10

6 new 20 added 18 reduced 5 sold out vs Q4 2025

Holdings, Q1 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	LISTED FDS TR SWAN HEDGED EQTY HEGD	HEGD	2,156,924	$53.3m24.87%	24.87%	Added +172.6k	+172,590 8.7%
2	J P MORGAN EXCHANGE TRADED F HEDGED EQUITY LA HELO	HELO	695,057	$44.4m20.74%	20.74%	Reduced -53.6k	-53,552 -7.2%
3	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	38,337	$24.9m11.64%	11.64%	Added +1.2k	+1,222 3.3%
4	APPLE INC COM AAPL	AAPL	66,683	$16.9m7.90%	7.90%	Reduced -39	-39 -0.1%
5	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	232,500	$11.8m5.49%	5.49%	Reduced -31.8k	-31,819 -12.0%
6	GLOBAL X FDS ARTIFICIAL ETF AIQ	AIQ	187,465	$8.7m4.08%	4.08%	Added +17.7k	+17,705 10.4%
7	WATSCO INC COM WSO	WSO	23,825	$8.7m4.05%	4.05%	Added +225	+225 0.9%
8	NVIDIA CORPORATION COM NVDA	NVDA	34,366	$6.0m2.80%	2.80%	Added +438	+438 1.3%
9	FIDELITY GREENWOOD STREET TR HEDGED EQTY ETF FHEQ	FHEQ	155,963	$4.6m2.14%	2.14%	Added +30.3k	+30,331 24.1%
10	LOCKHEED MARTIN CORP COM LMT	LMT	4,692	$2.8m1.32%	1.32%	Unchanged
11	TRAVEL PLUS LEISURE CO COM TNL	TNL	36,300	$2.5m1.17%	1.17%	Reduced -52	-52 -0.1%
12	DEERE & CO COM DE	DE	4,425	$2.5m1.16%	1.16%	Unchanged
13	MICROSOFT CORP COM MSFT	MSFT	5,479	$2.0m0.95%	0.95%	Added +70	+70 1.3%
14	VISA INC COM CL A V	V	6,416	$1.9m0.91%	0.91%	Reduced -220	-220 -3.3%
15	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	2,593	$1.5m0.70%	0.70%	Added +88	+88 3.5%
16	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	7,324	$1.4m0.66%	0.66%	Added +4.4k	+4,392 149.8%
17	HOME DEPOT INC COM HD	HD	3,974	$1.3m0.61%	0.61%	Added +103	+103 2.7%
18	ISHARES TR CORE S&P500 ETF IVV	IVV	1,843	$1.2m0.56%	0.56%	Added +196	+196 11.9%
19	ALPHABET INC CAP STK CL A GOOGL	GOOGL	3,780	$1.1m0.51%	0.51%	Reduced -163	-163 -4.1%
20	ALPHABET INC CAP STK CL C GOOG	GOOG	3,534	$1.0m0.47%	0.47%	Reduced -38	-38 -1.1%
21	INVESCO EXCH TRADED FD TR II S&P500 LOW VOL SPLV	SPLV	12,907	$944.0k0.44%	0.44%	Reduced -518	-518 -3.9%
22	AMAZON COM INC COM AMZN	AMZN	4,510	$939.3k0.44%	0.44%	Reduced -289	-289 -6.0%
23	AMERICAN EXPRESS CO COM AXP	AXP	2,882	$871.7k0.41%	0.41%	Unchanged
24	M & T BK CORP COM MTB	MTB	4,130	$853.8k0.40%	0.40%	Unchanged
25	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	10,500	$803.7k0.38%	0.38%	Unchanged
26	MCDONALDS CORP COM MCD	MCD	2,312	$718.5k0.34%	0.34%	Unchanged
27	US BANCORP DEL COM NEW USB	USB	12,096	$629.1k0.29%	0.29%	Unchanged
28	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	2,354	$570.6k0.27%	0.27%	Reduced -340	-340 -12.6%
29	CATERPILLAR INC COM CAT	CAT	782	$554.0k0.26%	0.26%	Unchanged
30	AMGEN INC COM AMGN	AMGN	1,556	$547.3k0.26%	0.26%	Reduced -1.1k	-1,069 -40.7%
31	SHERWIN WILLIAMS CO COM SHW	SHW	1,600	$512.9k0.24%	0.24%	Unchanged
32	PNC FINL SVCS GROUP INC COM PNC	PNC	2,457	$511.3k0.24%	0.24%	Reduced -40	-40 -1.6%
33	WALMART INC COM WMT	WMT	4,066	$505.3k0.24%	0.24%	Added +719	+719 21.5%
34	ABBVIE INC COM ABBV	ABBV	2,209	$480.4k0.22%	0.22%	Reduced -33	-33 -1.5%
35	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	1,303	$418.0k0.20%	0.20%	Added +467	+467 55.9%
36	META PLATFORMS INC CL A META	META	721	$412.2k0.19%	0.19%	Added +4	+4 0.6%
37	AIM ETF PRODUCTS TRUST US LRGCP B20 OCT OCTW	OCTW	10,553	$406.0k0.19%	0.19%	Added +674	+674 6.8%
38	TESLA INC COM TSLA	TSLA	1,027	$381.8k0.18%	0.18%	Reduced -99	-99 -8.8%
39	ELI LILLY & CO COM LLY	LLY	407	$374.2k0.17%	0.17%	Added +1	+1 0.2%
40	J P MORGAN EXCHANGE TRADED F ACTIVE BOND ETF JBND	JBND	5,969	$321.0k0.15%	0.15%	Reduced -1.1k	-1,109 -15.7%
41	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	5,522	$313.0k0.15%	0.15%	New
42	CARNIVAL CORP UNIT 99/99/9999 UNIT 99/99/9999		11,426	$295.7k0.14%	0.14%	Added +108	+108 0.9%
43	SPDR GOLD TR GOLD SHS GLD	GLD	670	$288.3k0.13%	0.13%	Reduced -46	-46 -6.4%
44	J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM JEPQ	JEPQ	4,841	$268.8k0.13%	0.13%	New
45	PROCTER AND GAMBLE CO COM PG	PG	1,850	$267.2k0.12%	0.12%	Added +1	+1 0.1%
46	EXXON MOBIL CORP COM XOM	XOM	1,562	$265.0k0.12%	0.12%	New
47	MERCK & CO INC COM MRK	MRK	2,192	$263.6k0.12%	0.12%	Added +2	+2 0.1%
48	MARRIOTT INTL INC NEW CL A MAR	MAR	800	$261.7k0.12%	0.12%	Reduced -2	-2 -0.2%
49	VERIZON COMMUNICATIONS INC COM VZ	VZ	4,700	$235.9k0.11%	0.11%	New
50	TRUIST FINL CORP COM TFC	TFC	5,000	$229.8k0.11%	0.11%	New
51	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	382	$228.3k0.11%	0.11%	New
52	AIM ETF PRODUCTS TRUST ALLIANZIM US EQT NVBW	NVBW	6,759	$225.0k0.11%	0.11%	Unchanged
53	VANGUARD INDEX FDS EXTEND MKT ETF VXF	VXF	1,088	$223.9k0.10%	0.10%	Unchanged
54	INVESCO EXCH TRADED FD TR II S&P500 HDL VOL SPHD	SPHD	4,330	$214.8k0.10%	0.10%	Added +40	+40 0.9%
55	GE AEROSPACE COM NEW GE	GE	750	$212.8k0.10%	0.10%	Reduced -25	-25 -3.2%

Sold out since Q4 2025

Security	Ticker	Shares held before	Value then
L3HARRIS TECHNOLOGIES INC LHX	LHX	2,850	$836.7k2.9k shares
GENERAL DYNAMICS CORP GD	GD	1,299	$437.3k1.3k shares
NETFLIX INC NFLX	NFLX	4,450	$417.2k4.5k shares
ADVANCED MICRO DEVICES INC AMD	AMD	1,202	$257.4k1.2k shares
BOOKING HOLDINGS INC BKNG	BKNG	40	$214.2k40 shares