Moran Wealth Management, LLC
13F Reported Value
ⓘ$3.7B
Holdings
491
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Moran Wealth Management, LLC disclosed 491 positions worth $3.7B in its Form 13F-HR for Q2 2026, led by $AVGO (Broadcom Inc.) at 1.8% of the equity portfolio, followed by $NVDA and $PH. During the quarter the fund opened 84 new positions and exited 69 — including a new stake in $MRVL and a full exit from $LOW. The portfolio is most concentrated in Technology (29.0% of disclosed assets). All figures are sourced directly from Moran Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 1965334.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 84.5#8
Quality
$66.0M174,797 sh - 85.9#5
Quality
$62.8M313,984 sh - 65.8#457
Quality
$57.7M58,956 sh - —
Quality
$53.8M109,513 sh - 79.4
Quality
$51.4M118,675 sh - $49.3M103,313 sh
- —
Quality
$44.2M207,812 sh - 66.5
Quality
$41.8M39,277 sh - 73.9
Quality
$40.0M148,919 sh - 66.1
Quality
$37.8M162,177 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Broadcom Inc.$AVGO | 84.5#8 | $66.0M | 174,797 |
 NVIDIA CORP$NVDA | 85.9#5 | $62.8M | 313,984 |
 Parker-Hannifin Corp$PH | 65.8#457 | $57.7M | 58,956 |
 Trane Technologies plc$TT | — | $53.8M | 109,513 |
 LAM RESEARCH CORP$LRCX | 79.4 | $51.4M | 118,675 |
 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $49.3M | 103,313 |
 Invesco Ltd.$IVZ | — | $44.2M | 207,812 |
 CATERPILLAR INC$CAT | 66.5 | $41.8M | 39,277 |
 Howmet Aerospace Inc.$HWM | 73.9 | $40.0M | 148,919 |
 WILLIAMS SONOMA INC$WSM | 66.1 | $37.8M | 162,177 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Moran Wealth Management, LLC's 491 positions.
Showing top 10 of 491 holdings.
Sector Allocation
Technology
$1.1B
Industrials
$561.1M
Financials
$445.1M
Consumer Discretionary
$317.1M
Healthcare
$297.9M
Other
$248.4M
Materials
$198.3M
Energy
$196.3M
Top Holdings — Moran Wealth Management, LLC (Q2 2026)
Top 150 of 491 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AVGO | Broadcom Inc. | $66.0M | 1.8% | -8% | 84.5 |
| 2 | $NVDA | NVIDIA CORP | $62.8M | 1.7% | +0% | 85.9 |
| 3 | $PH | Parker-Hannifin Corp | $57.7M | 1.6% | -5% | 65.8 |
| 4 | $TT | Trane Technologies plc | $53.8M | 1.5% | -5% | — |
| 5 | $LRCX | LAM RESEARCH CORP | $51.4M | 1.4% | +34% | 79.4 |
| 6 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $49.3M | 1.4% | -16% | — |
| 7 | $IVZ | Invesco Ltd. | $44.2M | 1.2% | -4% | — |
| 8 | $CAT | CATERPILLAR INC | $41.8M | 1.1% | -17% | 66.5 |
| 9 | $HWM | Howmet Aerospace Inc. | $40.0M | 1.1% | -6% | 73.9 |
| 10 | $WSM | WILLIAMS SONOMA INC | $37.8M | 1.0% | -6% | 66.1 |
| 11 |  $MSFT | MICROSOFT CORP | $36.2M | 1.0% | +6% | 79.8 |
| 12 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $35.6M | 1.0% | -9% | 72.6 |
| 13 |  $EOG | EOG RESOURCES INC | $35.4M | 1.0% | -10% | 71.9 |
| 14 |  $AMAT | APPLIED MATERIALS INC /DE | $33.6M | 0.9% | -9% | 72.3 |
| 15 |  $APH | AMPHENOL CORP /DE/ | $32.9M | 0.9% | -5% | 79.3 |
| 16 |  $NTAP | NetApp, Inc. | $32.4M | 0.9% | -7% | 66.8 |
| 17 |  $AMP | AMERIPRISE FINANCIAL INC | $31.2M | 0.8% | -3% | 68.7 |
| 18 |  $TXN | TEXAS INSTRUMENTS INC | $30.2M | 0.8% | -10% | 73.4 |
| 19 |  $GOOG | Alphabet Inc. | $30.1M | 0.8% | +2% | 78.2 |
| 20 |  $ZTS | Zoetis Inc. | $29.5M | 0.8% | +66% | 68.6 |
| 21 |  $ANET | Arista Networks, Inc. | $29.3M | 0.8% | -5% | 81.9 |
| 22 |  $KLAC | KLA CORP | $28.8M | 0.8% | +828% | 78.6 |
| 23 |  $JPM | JPMORGAN CHASE & CO | $28.5M | 0.8% | +0% | 70.7 |
| 24 |  $MU | MICRON TECHNOLOGY INC | $27.5M | 0.8% | +6% | 86.2 |
| 25 |  $V | VISA INC. | $27.4M | 0.8% | -5% | 82.9 |
| 26 |  $MRK | Merck & Co., Inc. | $27.3M | 0.7% | -4% | 59.9 |
| 27 |  $CSCO | CISCO SYSTEMS, INC. | $27.1M | 0.7% | -16% | 70.3 |
| 28 |  $GOOGL | Alphabet Inc. | $26.1M | 0.7% | -4% | 78.2 |
| 29 |  $LIN | LINDE PLC | $25.5M | 0.7% | -5% | — |
| 30 |  $LLY | ELI LILLY & Co | $25.1M | 0.7% | +86% | 87.5 |
| 31 |  $FDX | FEDEX CORP | $24.6M | 0.7% | +4% | 60.3 |
| 32 |  $MRVL | Marvell Technology, Inc. | $24.5M | 0.7% | NEW | 76.5 |
| 33 |  $AMZN | AMAZON COM INC | $23.6M | 0.6% | +7% | 68.7 |
| 34 |  $PANW | Palo Alto Networks Inc | $22.8M | 0.6% | -9% | 65.5 |
| 35 |  $PWR | QUANTA SERVICES, INC. | $22.6M | 0.6% | -6% | 72.1 |
| 36 |  $JNJ | JOHNSON & JOHNSON | $22.6M | 0.6% | -2% | 69 |
| 37 |  $ETN | Eaton Corp plc | $22.5M | 0.6% | -3% | — |
| 38 |  $DGX | QUEST DIAGNOSTICS INC | $22.1M | 0.6% | -4% | 69 |
| 39 |  $META | Meta Platforms, Inc. | $22.0M | 0.6% | +9% | 79.6 |
| 40 |  $CASY | CASEYS GENERAL STORES INC | $21.4M | 0.6% | -6% | 65.1 |
| 41 |  $WMT | Walmart Inc. | $21.1M | 0.6% | +16% | 60.2 |
| 42 |  $FIX | COMFORT SYSTEMS USA INC | $21.0M | 0.6% | -7% | 77.7 |
| 43 |  $IRM | IRON MOUNTAIN INC | $20.6M | 0.6% | -6% | 62.9 |
| 44 |  $PHM | PULTEGROUP INC/MI/ | $20.4M | 0.6% | -5% | 55.3 |
| 45 |  $RSG | REPUBLIC SERVICES, INC. | $20.1M | 0.6% | -4% | 62.3 |
| 46 |  $FLEX | FLEX LTD. | $19.8M | 0.5% | -23% | — |
| 47 |  $PG | PROCTER & GAMBLE Co | $19.0M | 0.5% | -4% | 64.6 |
| 48 |  $AXP | AMERICAN EXPRESS CO | $18.9M | 0.5% | -4% | 69.4 |
| 49 |  $AAPL | Apple Inc. | $18.7M | 0.5% | +22% | 76.4 |
| 50 |  $PAG | PENSKE AUTOMOTIVE GROUP, INC. | $18.5M | 0.5% | -3% | 49.4 |
| 51 |  $MSI | Motorola Solutions, Inc. | $18.3M | 0.5% | -6% | 71.8 |
| 52 |  $MPWR | MONOLITHIC POWER SYSTEMS, INC. | $18.1M | 0.5% | -17% | 73.3 |
| 53 |  $DRI | DARDEN RESTAURANTS INC | $17.3M | 0.5% | NEW | 64.1 |
| 54 |  $HD | HOME DEPOT, INC. | $17.3M | 0.5% | +21% | 60.3 |
| 55 |  $MCK | MCKESSON CORP | $17.3M | 0.5% | -2% | 63.4 |
| 56 |  $EME | EMCOR Group, Inc. | $17.2M | 0.5% | -6% | 69.3 |
| 57 |  $LMT | LOCKHEED MARTIN CORP | $17.2M | 0.5% | -19% | 65.6 |
| 58 |  $GRMN | GARMIN LTD | $16.9M | 0.5% | -5% | — |
| 59 |  $AMD | ADVANCED MICRO DEVICES INC | $16.8M | 0.5% | +2% | 79.8 |
| 60 |  $T | AT&T INC. | $16.7M | 0.5% | -20% | 65.7 |
| 61 |  $CME | CME GROUP INC. | $16.7M | 0.5% | -2% | 69.5 |
| 62 |  $BRK.B | BERKSHIRE HATHAWAY INC | $16.5M | 0.5% | -2% | 73.8 |
| 63 |  $COR | Cencora, Inc. | $16.0M | 0.4% | -4% | 61.1 |
| 64 |  $BX | Blackstone Inc. | $15.7M | 0.4% | -2% | 74.4 |
| 65 | — | Vanguard International High Di - COM | $15.6M | 0.4% | +19% | — |
| 66 |  $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $15.5M | 0.4% | -6% | 66.3 |
| 67 |  $AMG | AFFILIATED MANAGERS GROUP, INC. | $15.4M | 0.4% | +96% | 56.1 |
| 68 |  $EXE | EXPAND ENERGY Corp | $15.3M | 0.4% | +462% | 80.8 |
| 69 |  $MNST | Monster Beverage Corp | $15.0M | 0.4% | -6% | 71.3 |
| 70 |  $FTNT | Fortinet, Inc. | $15.0M | 0.4% | -25% | 80.1 |
| 71 |  $TOL | Toll Brothers, Inc. | $14.8M | 0.4% | +1% | 58.1 |
| 72 |  $IQV | IQVIA HOLDINGS INC. | $14.7M | 0.4% | -6% | 61.4 |
| 73 |  $MTZ | MASTEC INC | $14.6M | 0.4% | -36% | 58.8 |
| 74 |  $COST | COSTCO WHOLESALE CORP /NEW | $14.6M | 0.4% | +2% | 66.2 |
| 75 |  $MA | Mastercard Inc | $14.6M | 0.4% | -1% | 85.1 |
| 76 |  $CVX | CHEVRON CORP | $14.5M | 0.4% | -3% | 62.8 |
| 77 |  $ELV | Elevance Health, Inc. | $14.4M | 0.4% | +1% | 59 |
| 78 |  $TROW | PRICE T ROWE GROUP INC | $14.2M | 0.4% | -3% | 69 |
| 79 | — | Ishares Msci Italy Etf - COM | $14.2M | 0.4% | +36% | — |
| 80 |  $SF | STIFEL FINANCIAL CORP | $14.1M | 0.4% | -1% | 67 |
| 81 |  $SBAC | SBA COMMUNICATIONS CORP | $14.0M | 0.4% | -3% | 63.7 |
| 82 |  $SNA | Snap-on Inc | $14.0M | 0.4% | +39% | 63 |
| 83 | — | ProShares S&P 500 Dividend Ari - cs | $13.8M | 0.4% | +4002% | — |
| 84 |  $KR | KROGER CO | $13.8M | 0.4% | -3% | 52.6 |
| 85 |  $JBL | JABIL INC | $13.7M | 0.4% | -8% | 57.4 |
| 86 |  $PCAR | PACCAR INC | $13.7M | 0.4% | -48% | 56.5 |
| 87 |  $IBKR | Interactive Brokers Group, Inc. | $13.7M | 0.4% | -5% | 77 |
| 88 |  $ASX | ASE Technology Holding Co., Ltd. | $13.6M | 0.4% | -22% | — |
| 89 |  $UMC | UNITED MICROELECTRONICS CORP | $13.6M | 0.4% | -45% | — |
| 90 |  $FTI | TechnipFMC plc | $13.3M | 0.4% | -5% | — |
| 91 |  $IR | Ingersoll Rand Inc. | $13.2M | 0.4% | -6% | 64.4 |
| 92 |  $CI | Cigna Group | $13.2M | 0.4% | -1% | 66.2 |
| 93 | — | Ishares Msci Spain Etf - COM | $13.2M | 0.4% | +34% | — |
| 94 |  $BLK | BlackRock, Inc. | $13.1M | 0.4% | +40% | 70 |
| 95 |  $PEP | PEPSICO INC | $13.1M | 0.4% | -2% | 63.4 |
| 96 |  $CPAY | CORPAY, INC. | $12.9M | 0.3% | +3% | 70.8 |
| 97 | — | Ishares Russell Mid-Cap Value - COM | $12.9M | 0.3% | +3174% | — |
| 98 |  $SYY | SYSCO CORP | $12.9M | 0.3% | -3% | 54.7 |
| 99 | — | ISHARES MSCI BRAZIL CAPPED IND - COM | $12.6M | 0.3% | +2% | — |
| 100 |  $SPOT | Spotify Technology S.A. | $12.6M | 0.3% | -2% | — |
| 101 |  $SSNC | SS&C Technologies Holdings Inc | $12.3M | 0.3% | -4% | 68.2 |
| 102 |  $PKG | PACKAGING CORP OF AMERICA | $12.2M | 0.3% | -4% | 63 |
| 103 | — | Schwab Us Dividend Equity Etf - COM | $11.9M | 0.3% | +20% | — |
| 104 |  $DVN | DEVON ENERGY CORP/DE | $11.9M | 0.3% | +439% | 74.8 |
| 105 |  $WMB | WILLIAMS COMPANIES, INC. | $11.9M | 0.3% | -4% | 64.3 |
| 106 |  $BHP | BHP Group Ltd | $11.8M | 0.3% | -7% | — |
| 107 |  $MDT | Medtronic plc | $11.6M | 0.3% | +1% | 68.7 |
| 108 |  $SFM | Sprouts Farmers Market, Inc. | $11.6M | 0.3% | -5% | 64.8 |
| 109 |  $CRWD | CrowdStrike Holdings, Inc. | $11.3M | 0.3% | -15% | 67.7 |
| 110 |  $ITT | ITT INC. | $11.3M | 0.3% | -7% | 63 |
| 111 |  $ROL | ROLLINS INC | $11.1M | 0.3% | +2% | 65 |
| 112 |  $AU | AngloGold Ashanti PLC | $11.0M | 0.3% | NEW | — |
| 113 |  $PBR | PETROBRAS - PETROLEO BRASILEIRO SA | $10.7M | 0.3% | -5% | 54.3 |
| 114 |  $B | BARRICK MINING CORP | $10.7M | 0.3% | +9% | 69.6 |
| 115 |  $RIO | RIO TINTO PLC | $10.6M | 0.3% | -5% | — |
| 116 |  $TXRH | Texas Roadhouse, Inc. | $10.5M | 0.3% | -4% | 62.7 |
| 117 |  $RPRX | Royalty Pharma plc | $10.5M | 0.3% | +6% | — |
| 118 |  $OTIS | Otis Worldwide Corp | $10.3M | 0.3% | +31% | 61.3 |
| 119 |  $TW | Tradeweb Markets Inc. | $10.3M | 0.3% | +32% | 76.9 |
| 120 |  $CSL | CARLISLE COMPANIES INC | $10.3M | 0.3% | -6% | 59.4 |
| 121 |  $ROST | ROSS STORES, INC. | $10.2M | 0.3% | -3% | 70.4 |
| 122 |  $BTI | British American Tobacco p.l.c. | $9.9M | 0.3% | -0% | — |
| 123 |  $MEDP | Medpace Holdings, Inc. | $9.8M | 0.3% | +45% | 76.2 |
| 124 |  $ADP | AUTOMATIC DATA PROCESSING INC | $9.8M | 0.3% | NEW | 69.8 |
| 125 |  $ASML | ASML HOLDING NV | $9.6M | 0.3% | -7% | — |
| 126 | — | ISHARES MSCI BELGIUM CAPPED IN - cs | $9.6M | 0.3% | +3% | — |
| 127 |  $ZM | Zoom Communications, Inc. | $9.6M | 0.3% | +3% | 70.5 |
| 128 |  $PGR | PROGRESSIVE CORP/OH/ | $9.4M | 0.3% | -60% | 80.1 |
| 129 |  $CTAS | CINTAS CORP | $9.4M | 0.3% | -6% | 68.7 |
| 130 |  $GD | GENERAL DYNAMICS CORP | $9.4M | 0.3% | -4% | 68.7 |
| 131 |  $SPGI | S&P Global Inc. | $9.3M | 0.3% | -7% | 76.1 |
| 132 |  $ADSK | Autodesk, Inc. | $9.2M | 0.3% | +25% | 78.6 |
| 133 |  $NFLX | NETFLIX INC | $9.2M | 0.3% | +9% | 78.8 |
| 134 |  $FANG | Diamondback Energy, Inc. | $9.2M | 0.3% | +4% | 76.1 |
| 135 |  $PYPL | PayPal Holdings, Inc. | $9.1M | 0.3% | -2% | 64.1 |
| 136 |  $ABEV | AMBEV S.A. | $9.1M | 0.3% | -1% | — |
| 137 |  $XOM.R34088 | EXXON MOBIL CORP | $9.0M | 0.3% | -11% | 57.9 |
| 138 |  $EXP | EAGLE MATERIALS INC | $8.9M | 0.2% | -6% | 57 |
| 139 |  $SLB | SLB LIMITED/NV | $8.9M | 0.2% | +7% | 57.9 |
| 140 | — | Roche Holding Ltd Sp Adr - ad | $8.9M | 0.2% | NEW | — |
| 141 | — | Nestle Sa Sp Adr - ad | $8.6M | 0.2% | NEW | — |
| 142 | — | Ishares Msci Finland Etf - COM | $8.6M | 0.2% | NEW | — |
| 143 |  $NBIX | NEUROCRINE BIOSCIENCES INC | $8.5M | 0.2% | +115% | 76.5 |
| 144 |  $ITUB | Itau Unibanco Holding S.A. | $8.4M | 0.2% | +2% | — |
| 145 |  $AIT | APPLIED INDUSTRIAL TECHNOLOGIES INC | $8.4M | 0.2% | -5% | 58.7 |
| 146 |  $ULTA | Ulta Beauty, Inc. | $8.3M | 0.2% | +31% | 67.3 |
| 147 |  $FMS | Fresenius Medical Care AG | $8.2M | 0.2% | +4% | 50.4 |
| 148 | — | Vanguard Real Estate Etf - COM | $8.2M | 0.2% | +138% | — |
| 149 |  $RMD | RESMED INC | $8.1M | 0.2% | -5% | 74.3 |
| 150 |  $CCL | Carnival Corp Ltd. | $8.0M | 0.2% | -6% | — |
New Positions (84)
$MRVL Marvell Technology, Inc.$24.5M$DRI DARDEN RESTAURANTS INC$17.3M$AU AngloGold Ashanti PLC$11.0M$ADP AUTOMATIC DATA PROCESSING INC$9.8M
$DY DYCOM INDUSTRIES INC$7.2M
$DDOG Datadog, Inc.$6.7M
$HQY HEALTHEQUITY, INC.$6.7M
$INTC INTEL CORP$6.6M
$CHWY Chewy, Inc.$6.5M
$NDAQ NASDAQ, INC.$6.5M
$EXPE Expedia Group, Inc.$6.4M
$FDXF FedEx Freight Holding Company, Inc.$5.7MExited Positions (69)
$LOW LOWES COMPANIES INC
$INTU INTUIT INC.
$BR BROADRIDGE FINANCIAL SOLUTIONS, INC.
$GIS GENERAL MILLS INC
$USFD US Foods Holding Corp.
$UHS UNIVERSAL HEALTH SERVICES INC
$BSX BOSTON SCIENTIFIC CORP
$CMG CHIPOTLE MEXICAN GRILL INC
$OC Owens Corning
$CTRA Coterra Energy Inc.
$PPC PILGRIMS PRIDE CORP
$HIG HARTFORD INSURANCE GROUP, INC.
$CCZ COMCAST CORP
$SSD Simpson Manufacturing Co., Inc.Browse Top Institutional Investors
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