Moran Wealth Management, LLC
Sector Allocation
- Technology31.8%$1.2B
- Financials13.4%$488.2M
- Industrials11.6%$420.7M
- Healthcare8.8%$319.4M
- Consumer Discretionary7.8%$283.9M
- Energy5.7%$208.7M
- Other5.5%$198.9M
- Consumer Staples5.4%$195.1M
- Materials5.3%$190.9M
- Communication Services2.1%$77.1M
AUM History
13fpro.ai/research/fund/moran-wealth-management-llc-1965334
Conviction and streaks
Stable · top 10 = 13.8%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
NVDA
$89.9MAVGO
$61.5MMSFT
$51.6MPH
$50.0MTT
$49.4MTSM
$47.4MNTAP
$42.0MEOG
$37.5MLRCX
$37.3MWSM
$36.4MANET
$34.7MAMP
$33.8MCDNS
$31.8MAPH
$31.6MCAT
$31.6MHWM
$31.4MZTS
$31.1MIVZ
$31.1MGOOGL
$30.0MMETA
$30.0M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/moran-wealth-management-llc-1965334
Moran Wealth Management, LLC 13F holdings — Q3 2026
$3.6B portfolio (-0.8% QoQ) · 500 holdings · Q3 2026 13F · top 10 are 14% of the stock portfolio
$89.9M
2.5% of stocks
+25%This quarter+1.8%Since filed11+ qtrsHeld$61.5M
1.7% of stocks
+0.2%This quarter+1.8%Since filed11+ qtrsHeld$51.6M
1.4% of stocks
+4%This quarter+2.2%Since filed11+ qtrsHeld$50.0M
1.4% of stocks
-11%This quarter+1.3%Since filed11+ qtrsHeldAIQuality65.6#465Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 10 qtrs in a row$49.4M
1.4% of stocks
-0.2%This quarter+1.4%Since filed11+ qtrsHeld$47.4M
1.3% of stocks
+0.5%This quarter+2.9%Since filed11+ qtrsHeld$42.0M
1.2% of stocks
-5%This quarter+4.5%Since filed11+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 5 qtrs in a row$37.5M
1.0% of stocks
-0.3%This quarter+3.6%Since filed11+ qtrsHeld$37.3M
1.0% of stocks
-4%This quarter+3.2%Since filed7 qtrsHeld$36.4M
1.0% of stocks
-2%This quarter-4.2%Since filed11+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 7 qtrs in a row
All holdings — Moran Wealth Management, LLC (Q3 2026)
500 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Arista Networks, Inc. | Technology | $34.7M | 0.9% | 170K | -1% | 7 qtrsTrimmed 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | AMERIPRISE FINANCIAL INC | Financials | $33.8M | 0.9% | 69K | +0.8% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | CADENCE DESIGN SYSTEMS INC | Technology | $31.8M | 0.9% | 96K | +1% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | AMPHENOL CORP /DE/ | Technology | $31.6M | 0.9% | 375K | +101% | 6 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | CATERPILLAR INC | Industrials | $31.6M | 0.9% | 39K | -0.9% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Howmet Aerospace Inc. | Materials | $31.4M | 0.9% | 139K | -7% | 11+ qtrsTrimmed 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Zoetis Inc. | Healthcare | $31.1M | 0.9% | 446K | +9% | 11+ qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Invesco Ltd. | Financials | $31.1M | 0.8% | 149K | -28% | 10 qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Alphabet Inc. | Technology | $30.0M | 0.8% | 87K | +3% | 11+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Meta Platforms, Inc. | Technology | $30.0M | 0.8% | 41K | +6% | 11+ qtrsAdded 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | JPMORGAN CHASE & CO | Financials | $29.9M | 0.8% | 90K | +4% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | VISA INC. | Financials | $29.0M | 0.8% | 81K | +1% | 6 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | TEXAS INSTRUMENTS INC | Technology | $28.4M | 0.8% | 101K | +0.1% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | CME GROUP INC. | Financials | $27.3M | 0.8% | 104K | +38% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | AMAZON COM INC | Consumer Discretionary | $26.0M | 0.7% | 104K | +5% | 11+ qtrsAdded 10 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $MU | MICRON TECHNOLOGY INC | Technology | $25.6M | 0.7% | 24K | +0.7% | |||
| 27 | $CSCO | CISCO SYSTEMS, INC. | Technology | $25.1M | 0.7% | 233K | +1% | |||
| 28 | $LLY | ELI LILLY & Co | Healthcare | $24.6M | 0.7% | 21K | +2% | |||
| 29 | $DGX | QUEST DIAGNOSTICS INC | Healthcare | $24.2M | 0.7% | 104K | -0.6% | |||
| 30 | $PANW | Palo Alto Networks Inc | Technology | $23.9M | 0.7% | 60K | -10% | |||
| 31 | $MRK | Merck & Co., Inc. | Healthcare | $23.9M | 0.7% | 164K | -23% | |||
| 32 | $AAPL | Apple Inc. | Technology | $23.5M | 0.6% | 70K | +9% | |||
| 33 | $LIN | LINDE PLC | Materials | $23.3M | 0.6% | 49K | +0.2% | |||
| 34 | $ETN | Eaton Corp plc | Industrials | $23.0M | 0.6% | 54K | +2% | |||
| 35 | $GOOG | Alphabet Inc. | Technology | $23.0M | 0.6% | 68K | -9% | |||
| 36 | $FDX | FEDEX CORP | Industrials | $22.8M | 0.6% | 80K | +2% | |||
| 37 | $JNJ | JOHNSON & JOHNSON | Healthcare | $22.7M | 0.6% | 86K | -3% | |||
| 38 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $22.7M | 0.6% | 44K | -4% | |||
| 39 | $MRVL | Marvell Technology, Inc. | Technology | $22.2M | 0.6% | 84K | +2% | |||
| 40 | $PWR | QUANTA SERVICES, INC. | Industrials | $20.7M | 0.6% | 32K | +3% | |||
| 41 | $GRMN | GARMIN LTD | Technology | $20.4M | 0.6% | 71K | -0.0% | |||
| 42 | $IQV | IQVIA HOLDINGS INC. | Healthcare | $20.3M | 0.6% | 76K | -0.3% | |||
| 43 | $T | AT&T INC. | Communication Services | $20.2M | 0.6% | 827K | +2% | |||
| 44 | $RSG | REPUBLIC SERVICES, INC. | Utilities | $19.9M | 0.6% | 95K | +0.5% | |||
| 45 | $MSI | Motorola Solutions, Inc. | Technology | $19.7M | 0.5% | 44K | +0.6% | |||
| 46 | $WMT | Walmart Inc. | Consumer Staples | $19.7M | 0.5% | 190K | +2% | |||
| 47 | $MCK | MCKESSON CORP | Consumer Staples | $19.5M | 0.5% | 23K | +0.1% | |||
| 48 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $19.0M | 0.5% | 131K | +0.9% | |||
| 49 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETF | — | $19.0M | 0.5% | 187K | +18% | |||
| 50 | $IRM | IRON MOUNTAIN INC | Real Estate | $18.2M | 0.5% | 164K | +0.3% | |||
| 51 | $KLAC | KLA CORP | Technology | $18.2M | 0.5% | 93K | -2% | |||
| 52 | $PHM | PULTEGROUP INC/MI/ | Industrials | $18.0M | 0.5% | 155K | +4% | |||
| 53 | $MPWR | MONOLITHIC POWER SYSTEMS, INC. | Technology | $17.9M | 0.5% | 13K | +1.0% | |||
| 54 | $CVX | CHEVRON CORP | Energy | $17.8M | 0.5% | 87K | -0.4% | |||
| 55 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $17.8M | 0.5% | 29K | +0.8% | |||
| 56 | $LMT | LOCKHEED MARTIN CORP | Industrials | $17.7M | 0.5% | 35K | +3% | |||
| 57 | $FIX | COMFORT SYSTEMS USA INC | Industrials | $17.7M | 0.5% | 11K | +0.7% | |||
| 58 | $FTNT | Fortinet, Inc. | Technology | $17.6M | 0.5% | 99K | +0.8% | |||
| 59 | $AXP | AMERICAN EXPRESS CO | Financials | $17.1M | 0.5% | 56K | +0.6% | |||
| 60 | $COR | Cencora, Inc. | Consumer Staples | $17.0M | 0.5% | 57K | +0.3% | |||
| 61 | $AMG | AFFILIATED MANAGERS GROUP, INC. | Financials | $16.8M | 0.5% | 46K | +1% | |||
| 62 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $16.7M | 0.5% | 34K | +2% | |||
| 63 | $DVN | DEVON ENERGY CORP/DE | Energy | $16.6M | 0.5% | 360K | +25% | |||
| 64 | $DRI | DARDEN RESTAURANTS INC | Consumer Discretionary | $16.5M | 0.5% | 85K | +1% | |||
| 65 | $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | Industrials | $16.4M | 0.5% | 57K | -0.3% | |||
| 66 | $CASY | CASEYS GENERAL STORES INC | Consumer Discretionary | $16.1M | 0.4% | 26K | -2% | |||
| 67 | $MA | Mastercard Inc | Financials | $16.0M | 0.4% | 29K | +2% | |||
| 68 | $ZM | Zoom Communications, Inc. | Technology | $15.8M | 0.4% | 174K | +57% | |||
| 69 | $EME | EMCOR Group, Inc. | Industrials | $15.7M | 0.4% | 21K | +0.6% | |||
| 70 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $15.4M | 0.4% | 54K | +10% | |||
| 71 | $SSNC | SS&C Technologies Holdings Inc | Technology | $15.4M | 0.4% | 199K | +0.8% | |||
| 72 | $BX | Blackstone Inc. | Financials | $15.3M | 0.4% | 136K | +2% | |||
| 73 | $NFLX | NETFLIX INC | Communication Services | $15.2M | 0.4% | 218K | +69% | |||
| 74 | $ELV | Elevance Health, Inc. | Healthcare | $15.1M | 0.4% | 39K | +4% | |||
| 75 | $KR | KROGER CO | Consumer Staples | $15.0M | 0.4% | 256K | +3% | |||
| 76 | $BLK | BlackRock, Inc. | Financials | $14.9M | 0.4% | 14K | +3% | |||
| 77 | $WMB | WILLIAMS COMPANIES, INC. | Energy | $14.8M | 0.4% | 218K | +36% | |||
| 78 | $CI | Cigna Group | Healthcare | $14.8M | 0.4% | 54K | +13% | |||
| 79 | $CPAY | CORPAY, INC. | Financials | $14.8M | 0.4% | 38K | -2% | |||
| 80 | $SF | STIFEL FINANCIAL CORP | Financials | $14.7M | 0.4% | 210K | +4% | |||
| 81 | — | ISHARES INC - MSCI ITALY ETF | — | $14.7M | 0.4% | 251K | +5% | |||
| 82 | — | ISHARES INC - MSCI BRAZIL ETF | — | $14.6M | 0.4% | 393K | +8% | |||
| 83 | $PBR | PETROBRAS - PETROLEO BRASILEIRO SA | Energy | $14.5M | 0.4% | 696K | +5% | |||
| 84 | $EXE | EXPAND ENERGY Corp | Energy | $14.3M | 0.4% | 170K | +1% | |||
| 85 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $14.3M | 0.4% | 438K | +17% | |||
| 86 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $14.1M | 0.4% | 53K | +259% | |||
| 87 | $IBKR | Interactive Brokers Group, Inc. | Financials | $13.6M | 0.4% | 159K | +1% | |||
| 88 | $SPOT | Spotify Technology S.A. | Communication Services | $13.5M | 0.4% | 28K | +1% | |||
| 89 | $SBAC | SBA COMMUNICATIONS CORP | Real Estate | $13.5M | 0.4% | 84K | +7% | |||
| 90 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $13.3M | 0.4% | 15K | -6% | |||
| 91 | $TROW | PRICE T ROWE GROUP INC | Financials | $13.3M | 0.4% | 127K | +2% | |||
| 92 | $FTI | TechnipFMC plc | Energy | $13.3M | 0.4% | 195K | -3% | |||
| 93 | $FLEX | FLEX LTD. | Technology | $13.2M | 0.4% | 120K | -2% | |||
| 94 | $MNST | Monster Beverage Corp | Consumer Staples | $13.0M | 0.4% | 313K | +100% | |||
| 95 | $ASX | ASE Technology Holding Co., Ltd. | Technology | $13.0M | 0.4% | 293K | -3% | |||
| 96 | $MDT | Medtronic plc | Healthcare | $13.0M | 0.4% | 150K | +1% | |||
| 97 | $NU | Nu Holdings Ltd. | Financials | $12.9M | 0.4% | 1.02M | +143% | |||
| 98 | $AU | AngloGold Ashanti PLC | Materials | $12.7M | 0.3% | 136K | -0.3% | |||
| 99 | $B | BARRICK MINING CORP | Materials | $12.7M | 0.3% | 312K | +8% | |||
| 100 | $TOL | Toll Brothers, Inc. | Industrials | $12.7M | 0.3% | 94K | +5% | |||
| 101 | $BHP | BHP Group Ltd | Materials | $12.5M | 0.3% | 148K | +4% | |||
| 102 | $SYY | SYSCO CORP | Consumer Discretionary | $12.5M | 0.3% | 160K | +4% | |||
| 103 | $SNA | Snap-on Inc | Industrials | $12.5M | 0.3% | 34K | -0.9% | |||
| 104 | $PEP | PEPSICO INC | Consumer Staples | $12.5M | 0.3% | 98K | +2% | |||
| 105 | $UMC | UNITED MICROELECTRONICS CORP | Technology | $12.4M | 0.3% | 506K | +1% | |||
| 106 | $IR | Ingersoll Rand Inc. | Industrials | $12.2M | 0.3% | 163K | +1.0% | |||
| 107 | $ITT | ITT INC. | Industrials | $11.7M | 0.3% | 58K | +2% | |||
| 108 | $PKG | PACKAGING CORP OF AMERICA | Materials | $11.7M | 0.3% | 51K | -0.2% | |||
| 109 | $CRM | Salesforce, Inc. | Technology | $11.6M | 0.3% | 50K | +73% | |||
| 110 | $MEDP | Medpace Holdings, Inc. | Healthcare | $11.5M | 0.3% | 18K | -0.7% | |||
| 111 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $11.5M | 0.3% | 44K | +2% | |||
| 112 | $ROST | ROSS STORES, INC. | Consumer Discretionary | $11.4M | 0.3% | 49K | +2% | |||
| 113 | — | ISHARES INC - MSCI SPAIN ETF | — | $11.3M | 0.3% | 191K | -14% | |||
| 114 | $PYPL | PayPal Holdings, Inc. | Financials | $11.3M | 0.3% | 215K | +1% | |||
| 115 | $RIO | RIO TINTO PLC | Materials | $11.3M | 0.3% | 120K | +7% | |||
| 116 | $CSL | CARLISLE COMPANIES INC | Materials | $11.3M | 0.3% | 35K | +24% | |||
| 117 | $ULTA | Ulta Beauty, Inc. | Consumer Discretionary | $11.2M | 0.3% | 21K | +12% | |||
| 118 | $RL | RALPH LAUREN CORP | Consumer Discretionary | $11.1M | 0.3% | 31K | New | |||
| 119 | $CTAS | CINTAS CORP | Consumer Discretionary | $10.9M | 0.3% | 56K | +1% | |||
| 120 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $10.8M | 0.3% | 67K | +0.8% | |||
| 121 | $TW | Tradeweb Markets Inc. | Financials | $10.4M | 0.3% | 103K | -0.3% | |||
| 122 | $OTIS | Otis Worldwide Corp | Industrials | $10.3M | 0.3% | 160K | +11% | |||
| 123 | $JBL | JABIL INC | Technology | $10.2M | 0.3% | 36K | +0.1% | |||
| 124 | $NUE | NUCOR CORP | Materials | $10.1M | 0.3% | 43K | New | |||
| 125 | $SLB | SLB LIMITED/NV | Energy | $10.1M | 0.3% | 207K | +8% | |||
| 126 | $FANG | Diamondback Energy, Inc. | Energy | $10.0M | 0.3% | 55K | +5% | |||
| 127 | $ADSK | Autodesk, Inc. | Technology | $10.0M | 0.3% | 48K | +1% | |||
| 128 | — | ISHARES INC - MSCI BELGIUM ETF | — | $10.0M | 0.3% | 386K | +9% | |||
| 129 | $CFG | CITIZENS FINANCIAL GROUP INC/RI | Financials | $9.8M | 0.3% | 154K | New | |||
| 130 | $ASML | ASML HOLDING NV | Technology | $9.6M | 0.3% | 5,322 | +10% | |||
| 131 | — | ISHARES TR - MSCI FINLAND ETF | — | $9.6M | 0.3% | 181K | +13% | |||
| 132 | $FDS | FACTSET RESEARCH SYSTEMS INC | Technology | $9.6M | 0.3% | 36K | +6% | |||
| 133 | $NOW | ServiceNow, Inc. | Technology | $9.6M | 0.3% | 72K | +5% | |||
| 134 | $SFM | Sprouts Farmers Market, Inc. | Consumer Staples | $9.6M | 0.3% | 145K | +6% | |||
| 135 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | — | $9.5M | 0.3% | 106K | +25% | |||
| 136 | $ITUB | Itau Unibanco Holding S.A. | Financials | $9.5M | 0.3% | 1.11M | +8% | |||
| 137 | — | AMPLIFY ETF TR - CWP ENHANCED DIV | — | $9.4M | 0.3% | 203K | +19% | |||
| 138 | $BTI | British American Tobacco p.l.c. | Consumer Staples | $9.4M | 0.3% | 173K | +7% | |||
| 139 | $RPRX | Royalty Pharma plc | Healthcare | $9.4M | 0.3% | 161K | -14% | |||
| 140 | $PGR | PROGRESSIVE CORP/OH/ | Financials | $9.2M | 0.3% | 44K | +3% | |||
| 141 | $RMD | RESMED INC | Healthcare | $9.1M | 0.3% | 41K | -0.3% | |||
| 142 | $SPGI | S&P Global Inc. | Financials | $9.1M | 0.3% | 23K | +2% | |||
| 143 | $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | Financials | $9.0M | 0.3% | 392K | +2% | |||
| 144 | $SMFG | SUMITOMO MITSUI FINANCIAL GROUP, INC. | Financials | $9.0M | 0.3% | 347K | +3% | |||
| 145 | $HALO | HALOZYME THERAPEUTICS, INC. | Healthcare | $9.0M | 0.3% | 81K | +1% | |||
| 146 | $GD | GENERAL DYNAMICS CORP | Industrials | $8.8M | 0.2% | 26K | -0.0% | |||
| 147 | $TXRH | Texas Roadhouse, Inc. | Consumer Discretionary | $8.7M | 0.2% | 56K | +2% | |||
| 148 | $KSPI | Joint Stock Co Kaspi.kz | Industrials | $8.7M | 0.2% | 92K | New | |||
| 149 | $FMS | Fresenius Medical Care AG | Healthcare | $8.5M | 0.2% | 381K | +5% | |||
| 150 | $AIT | APPLIED INDUSTRIAL TECHNOLOGIES INC | Consumer Discretionary | $8.4M | 0.2% | 25K | +2% |
What changed in Q3 2026
Against the previous quarter's 13F: 58 new, 323 added to, 117 trimmed, 44 sold out. Share-count changes; largest moves by dollar size first.
New positions (58)
$RLRALPH LAUREN CORP$11.1M
first bought this quarter
$NUENUCOR CORP$10.1M
first bought this quarter
$CFGCITIZENS FINANCIAL GROUP INC/RI$9.8M
first bought this quarter
$KSPIJoint Stock Co Kaspi.kz$8.7M
first bought this quarter
$CAHCARDINAL HEALTH INC$7.2M
first bought this quarter
$TPRTAPESTRY, INC.$6.5M
first bought this quarter
+52 more in the Excel export
Added to (323)
now $89.9M · held 11+ qtrs
now $31.6M · held 6 qtrs
$CRWDCrowdStrike Holdings, Inc.+259%
now $14.1M · held 7 qtrs
$NUNu Holdings Ltd.+143%
now $12.9M · held 11+ qtrs, 5 adds in a row
$CMECME GROUP INC.+38%
now $27.3M · held 11+ qtrs
$MNSTMonster Beverage Corp+100%
now $13.0M · held 6 qtrs
+317 more in the Excel export
Holdings by quarter
Every 13F Moran Wealth Management, LLC has filed, 15 earlier quarters. Pick one to see what it held then.
Is it too late to follow Moran Wealth Management?
Q3 2026 13F filed with the SEC on Oct 22, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Moran Wealth Management's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
+1.9%
Value-weighted move of the 10 largest stock positions
Turnover
7%
Last quarter; 43% over the last 4
Top 10 weight
14%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
89%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Moran Wealth Management, LLC disclosed 500 positions worth $3.6B in its Form 13F-HR for Q3 2026, led by $NVDA (NVIDIA CORP) at 2.5% of the equity portfolio, followed by $AVGO and $MSFT. During the quarter the fund opened 58 new positions and exited 44 — including a new stake in $RL and a full exit from $ROL. The portfolio is most concentrated in Technology (31.8% of disclosed assets). All figures are sourced directly from Moran Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 1965334.
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AI-Powered Hedge Fund Analysis: Moran Wealth Management, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Moran Wealth Management, LLC (SEC CIK: 1965334), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Moran Wealth Management, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.