Moran Wealth Management, LLC

CIK 0001965334 · NAPLES, FL · Quarter end: 2026-06-30 · Filed on: 2026-08-05 · Open the SEC source

Moran Wealth Management, LLC reported 491 positions worth $3.67B as of June 30, 2026 (13F filed August 5, 2026). Largest holding: AVGO (1.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$3.67B
2026 Q2
Positions
491
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
13.8%
Est. Net Flow (Q)
2026 Q2
10 / 491 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AVGOBroadcom IncSH$66.0M1.80%174,797
2NVDANvidia CorporationSH$62.8M1.71%313,984
3PHParker-Hannifin CorpSH$57.7M1.57%58,956
4TTTrane Technologies PlcSH$53.8M1.47%109,513
5LRCXLam Research Corp NewSH$51.4M1.40%118,675
6TSMTaiwan Semiconductor Mfg Ltd SSH$49.3M1.35%103,313
7RSPInvesco S&P 500 Equal Weight ESH$44.2M1.21%207,812
8CATCaterpillar IncSH$41.8M1.14%39,277
9HWMHowmet Aerospace IncSH$40.0M1.09%148,919
10WSMWilliams Sonoma IncSH$37.8M1.03%162,177

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Moran Wealth Management, LLC hold as of Q2 2026?

Moran Wealth Management, LLC reported 491 positions worth $3.67B in its Q2 2026 13F filing. Largest positions: AVGO (1.8%), NVDA (1.7%), PH (1.6%), TT (1.5%) and LRCX (1.4%).

What did Moran Wealth Management, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Moran Wealth Management, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.