Moran Wealth Management, LLC 13F holdings
Moran Wealth Management, LLC reported 484 positions with a total reported value of $3.7B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-05. Top holdings by reported value: AVGO Broadcom Inc (1.8%), NVDA Nvidia Corporation (1.7%), PH Parker-Hannifin Corp (1.6%), GOOGL Alphabet Inc Cap Stock Cl A (1.5%), TT Trane Technologies Plc (1.5%). Against 2026-03-31 it opened 172 new positions and exited 131. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
Email me when Moran Wealth Management, LLC files its 13F
A free account follows up to 10 funds. New 13F filings arrive in your daily or weekly digest. No password and no card.
Top holdings
25 largest of 484 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| AVGO Broadcom Inc | 174,797 | $66.0M | 1.8% |
| NVDA Nvidia Corporation | 313,984 | $62.8M | 1.7% |
| PH Parker-Hannifin Corp | 58,956 | $57.7M | 1.6% |
| GOOGL Alphabet Inc Cap Stock Cl A | 158,225 | $56.2M | 1.5% |
| TT Trane Technologies Plc | 109,513 | $53.8M | 1.5% |
| LRCX Lam Research Corp New | 118,675 | $51.4M | 1.4% |
| TSM Taiwan Semiconductor Mfg Ltd S | 103,313 | $49.3M | 1.3% |
| IVZ Invesco S&P 500 Equal Weight E | 210,098 | $44.6M | 1.2% |
| CAT Caterpillar Inc | 39,277 | $41.8M | 1.1% |
| HWM Howmet Aerospace Inc | 148,919 | $40.0M | 1.1% |
| WSM Williams Sonoma Inc | 162,177 | $37.8M | 1.0% |
| MSFT Microsoft Corp | 97,043 | $36.2M | 1.0% |
| CDNS Cadence Design System Inc | 94,960 | $35.6M | 1.0% |
| EOG Eog Resources Inc | 272,856 | $35.4M | 1.0% |
| Applied Materials Inc | 46,459 | $33.6M | 0.9% |
| APH Amphenol Corp Cl A | 186,732 | $32.9M | 0.9% |
| NTAP Netapp Inc | 209,544 | $32.4M | 0.9% |
| Ameriprise Financial Inc | 68,051 | $31.2M | 0.9% |
| Texas Instruments Inc | 101,280 | $30.2M | 0.8% |
| ZTS Zoetis Inc Cl A | 410,762 | $29.5M | 0.8% |
| ANET Arista Networks Inc | 172,638 | $29.3M | 0.8% |
| KLAC Kla Corp New | 95,358 | $28.8M | 0.8% |
| JPM Jpmorgan Chase & Co | 86,958 | $28.5M | 0.8% |
| MU Micron Technology Inc | 23,844 | $27.5M | 0.8% |
| V Visa Inc Cl A | 79,975 | $27.4M | 0.7% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 172 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| Applied Materials Inc | 46,459 | $33.6M | 0.9% |
| Ameriprise Financial Inc | 68,051 | $31.2M | 0.9% |
| Texas Instruments Inc | 101,280 | $30.2M | 0.8% |
| MRVL Marvell Technology Inc | 82,156 | $24.5M | 0.7% |
| Quanta Services Inc | 31,445 | $22.6M | 0.6% |
| Iron Mountain Inc | 163,458 | $20.6M | 0.6% |
| Republic Services Inc | 94,384 | $20.1M | 0.5% |
| MONOLITHIC POWER SYSTEMSINC | 13,126 | $18.1M | 0.5% |
| DRI Darden Restaurants Inc | 83,994 | $17.3M | 0.5% |
| Vanguard International High Di | 158,397 | $15.6M | 0.4% |
| Westinghouse Air Brake Technol | 57,425 | $15.5M | 0.4% |
| Ishares Msci Italy Etf | 238,984 | $14.2M | 0.4% |
| STIFEL FINANCIAL CORP | 202,225 | $14.1M | 0.4% |
| ProShares S&P 500 Dividend Ari | 246,492 | $13.8M | 0.4% |
| Ishares Msci Spain Etf | 222,606 | $13.2M | 0.4% |
| Ishares Russell Mid-Cap Value | 78,357 | $12.9M | 0.4% |
| ISHARES MSCI BRAZIL CAPPED IND | 364,938 | $12.6M | 0.3% |
| Ss&C Technologies Hldgs Inc | 197,561 | $12.3M | 0.3% |
| Packaging Corp America | 51,237 | $12.2M | 0.3% |
| Schwab Us Dividend Equity Etf | 375,959 | $11.9M | 0.3% |
| Sprouts Farmers Mkt Inc | 136,938 | $11.6M | 0.3% |
| AU Anglogold Ashanti Plc | 136,050 | $11.0M | 0.3% |
| Petroleo Brasileiro Sa Sp Adr | 663,955 | $10.7M | 0.3% |
| Barrick Mining Corp | 290,257 | $10.7M | 0.3% |
| Tradeweb Mkts Inc Cl A | 103,061 | $10.3M | 0.3% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 131 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| ISHARES INC | 1,047,499 | $40.9M | 1.3% |
| AMERIPRISE FINL INC | 70,412 | $31.3M | 1.0% |
| GLOBAL X FDS | 570,868 | $22.7M | 0.7% |
| TEXAS INSTRS INC | 112,008 | $21.7M | 0.7% |
| REPUBLIC SVCS INC | 98,086 | $21.5M | 0.7% |
| QUANTA SVCS INC | 33,379 | $18.3M | 0.6% |
| IRON MTN INC DEL | 173,360 | $17.7M | 0.5% |
| APPLIED MATLS INC | 50,971 | $17.4M | 0.5% |
| MONOLITHIC PWR SYS INC | 15,725 | $17.2M | 0.5% |
| LOWES COS INC | 67,054 | $15.8M | 0.5% |
| INTU INTUIT | 36,256 | $15.7M | 0.5% |
| WABTEC | 61,062 | $15.3M | 0.5% |
| STIFEL FINL CORP | 204,372 | $15.1M | 0.5% |
| PETROLEO BRASILEIRO S A | 699,465 | $14.5M | 0.4% |
| SS&C TECH HLDGS | 205,890 | $13.9M | 0.4% |
| VANGUARD WHITEHALL FDS | 141,385 | $13.8M | 0.4% |
| SCHWAB STRATEGIC TR | 373,188 | $11.4M | 0.3% |
| PACKAGING CORP AMER | 53,419 | $11.3M | 0.3% |
| SPROUTS FMRS MKT INC | 143,842 | $11.1M | 0.3% |
| BR BROADRIDGE FINL SOLUTIONS IN | 68,105 | $11.1M | 0.3% |
| BARRICK MNG CORP | 267,263 | $10.9M | 0.3% |
| ISHARES TR | 172,119 | $9.8M | 0.3% |
| AMPLIFY ETF TR | 199,735 | $9.7M | 0.3% |
| GIS GENERAL MILLS INC | 258,987 | $9.6M | 0.3% |
| BRITISH AMERN TOB PLC | 161,088 | $9.4M | 0.3% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| KLAC Kla Corp New | 10,275 | 95,358 | +828.1% | $28.8M |
| LRCX Lam Research Corp New | 88,825 | 118,675 | +33.6% | $51.4M |
| EXE Expand Energy Corporation Com | 29,834 | 167,650 | +461.9% | $15.3M |
| ZTS Zoetis Inc Cl A | 247,304 | 410,762 | +66.1% | $29.5M |
| LLY Lilly Eli & Co | 11,265 | 20,903 | +85.6% | $25.1M |
| DVN Devon Energy Corp | 53,391 | 287,982 | +439.4% | $11.9M |
| AMG Affiliated Managers Group Inc | 23,192 | 45,453 | +96.0% | $15.4M |
| BKNG Booking Holdings Inc | 1,436 | 34,844 | +2,326.5% | $6.2M |
| DUK Duke Energy 5.750 Call 06/15/ | 26,013 | 133,169 | +411.9% | $5.9M |
| NBIX NEUROCRINE BIOSCI | 23,506 | 50,557 | +115.1% | $8.5M |
| EXEL Exelixis Inc | 63,905 | 141,150 | +120.9% | $7.7M |
| SNA Snap On Inc | 24,893 | 34,673 | +39.3% | $14.0M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| AFL Aflac Inc | 188,305 | 1,903 | -99.0% | $223.1K |
| PGR Progressive Corp | 107,653 | 43,178 | -59.9% | $9.4M |
| PCAR Paccar Inc | 221,405 | 114,192 | -48.4% | $13.7M |
| UMC United Microelectronics Corp S | 910,416 | 500,125 | -45.1% | $13.6M |
| TSM Taiwan Semiconductor Mfg Ltd S | 122,945 | 103,313 | -16.0% | $49.3M |
| CAT Caterpillar Inc | 47,323 | 39,277 | -17.0% | $41.8M |
| MTZ Mastec Inc | 55,004 | 35,124 | -36.1% | $14.6M |
| FLEX Flex Ltd | 159,433 | 122,370 | -23.2% | $19.8M |
| AVGO Broadcom Inc | 189,286 | 174,797 | -7.7% | $66.0M |
| CSCO Cisco Systems Inc | 274,925 | 230,491 | -16.2% | $27.1M |
| FTNT Fortinet Inc | 130,886 | 97,816 | -25.3% | $15.0M |
| T At&T Inc | 1,010,614 | 808,820 | -20.0% | $16.7M |
CIK 1965334 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
