Moran Wealth Management, LLC — 13F Holdings & Portfolio
CIK 1965334 · latest 13F-HR filed 2026-08-05
Moran Wealth Management, LLC manages $3.67B in 13F-reported U.S. long-equity assets across 853 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AVGO (1.75%), PH (1.56%), NVDA (1.51%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 88 new positions, exited 71, added to 238, and trimmed 94.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
SUITE 110
NAPLES, FL 34108
$3.67B
Long-equity book
853
Distinct positions
2026-06-30
Filed 2026-08-05
+88 / −71 / ↑238 / ↓94
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- Lam Research Corp New$32.4M +171.0%
- Micron Technology Inc$19.9M +262.6%
- Applied Materials Inc$16.2M +92.8%
- Lilly Eli & Co$14.7M +142.0%
- Kla Corp New$13.6M +90.2%
Top Trims
- Aflac Inc-$20.4M -98.9%
- At&T Inc-$12.6M -42.9%
- Progressive Corp-$11.9M -55.8%
- Paccar Inc-$11.9M -46.4%
- Eog Resources Inc-$8.3M -18.9%
New Positions
- Marvell Technology Inc$24.5M
- Darden Restaurants Inc$17.3M
- Anglogold Ashanti Plc$11.0M
- Automatic Data Processing Inc$9.8M
- Roche Holding Ltd Sp Adr$8.9M
Exited Positions
- LOWES COS INC$15.8M
- INTUIT$15.7M
- GLOBAL X FDS$11.7M
- BROADRIDGE FINL SOLUTIONS IN$11.1M
- GENERAL MILLS INC$9.6M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | Broadcom Inc | AVGO | 11135F101 | $64.1M | 1.75% | 169,759 | SH |
| 2 | Parker-Hannifin Corp | PH | 701094104 | $57.3M | 1.56% | 58,561 | SH |
| 3 | Nvidia Corporation | NVDA | 67066G104 | $55.5M | 1.51% | 277,613 | SH |
| 4 | Trane Technologies Plc | TT | G8994E103 | $53.4M | 1.46% | 108,824 | SH |
| 5 | Lam Research Corp New | LRCX | 512807306 | $50.9M | 1.39% | 117,468 | SH |
| 6 | Taiwan Semiconductor Mfg Ltd S | TSM | 874039100 | $49.0M | 1.33% | 102,516 | SH |
| 7 | Invesco S&P 500 Equal Weight E | RSP | 46137V357 | $44.2M | 1.20% | 207,617 | SH |
| 8 | Caterpillar Inc | CAT | 149123101 | $41.1M | 1.12% | 38,639 | SH |
| 9 | Howmet Aerospace Inc | HWM | 443201108 | $39.7M | 1.08% | 147,761 | SH |
| 10 | Williams Sonoma Inc | WSM | 969904101 | $37.5M | 1.02% | 160,874 | SH |
| 11 | Cadence Design System Inc | CDNS | 127387108 | $35.5M | 0.97% | 94,466 | SH |
| 12 | Eog Resources Inc | EOG | 26875P101 | $35.2M | 0.96% | 271,283 | SH |
| 13 | Applied Materials Inc | AMAT | 038222105 | $32.9M | 0.90% | 45,548 | SH |
| 14 | Amphenol Corp Cl A | APH | 032095101 | $32.7M | 0.89% | 185,598 | SH |
| 15 | Microsoft Corp | MSFT | 594918104 | $32.7M | 0.89% | 87,640 | SH |
| 16 | Netapp Inc | NTAP | 64110D104 | $32.3M | 0.88% | 208,868 | SH |
| 17 | Ameriprise Financial Inc | AMP | 03076C106 | $31.1M | 0.85% | 67,839 | SH |
| 18 | Texas Instruments Inc | TXN | 882508104 | $29.8M | 0.81% | 99,899 | SH |
| 19 | Zoetis Inc Cl A | ZTS | 98978V103 | $29.5M | 0.80% | 409,917 | SH |
| 20 | Arista Networks Inc | ANET | 040413205 | $29.1M | 0.79% | 171,018 | SH |
| 21 | Kla Corp New | KLAC | 482480100 | $28.4M | 0.78% | 94,224 | SH |
| 22 | Jpmorgan Chase & Co | JPM | 46625H100 | $27.4M | 0.75% | 83,820 | SH |
| 23 | Visa Inc Cl A | V | 92826C839 | $26.9M | 0.73% | 78,275 | SH |
| 24 | Alphabet Inc Cap Stock Cl A | GOOGL | 02079K305 | $26.8M | 0.73% | 74,994 | SH |
| 25 | Merck & Co Inc | MRK | 58933Y105 | $26.6M | 0.73% | 207,269 | SH |
| 26 | Cisco Systems Inc | CSCO | 17275R102 | $26.5M | 0.72% | 225,852 | SH |
| 27 | Linde Plc | LIN | G54950103 | $25.2M | 0.69% | 48,572 | SH |
| 28 | Alphabet Inc Cap Stock Cl C | GOOG | 02079K107 | $24.8M | 0.67% | 70,065 | SH |
| 29 | Fedex Corp | FDX | 31428X106 | $24.4M | 0.67% | 77,945 | SH |
| 30 | Lilly Eli & Co | LLY | 532457108 | $24.4M | 0.66% | 20,314 | SH |
| 31 | Marvell Technology Inc | MRVL | 573874104 | $24.3M | 0.66% | 81,678 | SH |
| 32 | Micron Technology Inc | MU | 595112103 | $23.6M | 0.64% | 20,478 | SH |
| 33 | Palo Alto Networks Inc | PANW | 697435105 | $22.5M | 0.61% | 65,912 | SH |
| 34 | Quanta Services Inc | PWR | 74762E102 | $22.4M | 0.61% | 31,072 | SH |
| 35 | Eaton Corp Plc | ETN | G29183103 | $22.4M | 0.61% | 52,481 | SH |
| 36 | Quest Diagnostics Inc | DGX | 74834L100 | $22.1M | 0.60% | 104,051 | SH |
| 37 | Johnson & Johnson | JNJ | 478160104 | $22.0M | 0.60% | 86,661 | SH |
| 38 | Caseys General Stores Inc | CASY | 147528103 | $21.4M | 0.58% | 26,924 | SH |
| 39 | Meta Platforms Inc Cl A | META | 30303M102 | $21.0M | 0.57% | 37,275 | SH |
| 40 | Comfort Systems Usa Inc | FIX | 199908104 | $20.9M | 0.57% | 10,537 | SH |
| 41 | Wal-Mart Inc | WMT | 931142103 | $20.8M | 0.57% | 183,296 | SH |
| 42 | Amazon.Com Inc | AMZN | 023135106 | $20.6M | 0.56% | 86,466 | SH |
| 43 | Iron Mountain Inc | IRM | 46284V101 | $20.6M | 0.56% | 162,902 | SH |
| 44 | Pulte Group Inc | PHM | 745867101 | $20.3M | 0.55% | 147,909 | SH |
| 45 | Republic Services Inc | RSG | 760759100 | $20.0M | 0.55% | 93,904 | SH |
| 46 | Flex Ltd | FLEX | Y2573F102 | $19.7M | 0.54% | 121,427 | SH |
| 47 | Procter And Gamble Co | PG | 742718109 | $18.8M | 0.51% | 128,203 | SH |
| 48 | American Express Co | AXP | 025816109 | $18.6M | 0.51% | 55,001 | SH |
| 49 | Penske Automotive Group Inc | PAG | 70959W103 | $18.5M | 0.50% | 103,429 | SH |
| 50 | Motorola Solutions Inc New | MSI | 620076307 | $18.2M | 0.50% | 43,864 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-05 | $3.67B | 853 | 0001965334-26-000004 |
| 2026-03-31 | 2026-04-27 | $3.27B | 780 | 0002085853-26-000507 |
| 2025-12-31 | 2026-01-26 | $3.26B | 764 | 0002085853-26-000091 |