Q3 2026 13F · SEC CIK 1965334

Moran Wealth Management, LLC

Wealth managerFiled 2026-10-22 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $3.6B
Reported positions: 500
Top holdings a year, 3 yrs: +19.1%
Assets under management: $5.1B

Moran Wealth Management, LLC is a wealth manager that reported 500 positions worth $3.6B in its Q3 2026 13F, filed 2026-10-22. Its largest holdings were Nvidia Corporation (NVDA, 2.5%), Broadcom Inc (AVGO, 1.7%), Microsoft Corp (MSFT, 1.4%). A portfolio copying its top holdings returned 19.1% a year over the last 3 years, against 20.4% for the S&P 500.

Moran Wealth Management, LLC holdings largest 50 of 500 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Moran Wealth Management, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
NVDANvidia Corporation	2.5%	1.7%	393,611	+25.4%	$89.9M
AVGOBroadcom Inc	1.7%	1.8%	175,188	+0.2%	$61.5M
MSFTMicrosoft Corp	1.4%	1.0%	100,649	+3.7%	$51.6M
PHParker-Hannifin Corp	1.4%	1.6%	52,351	-11.2%	$50.0M
TTTrane Technologies PLC	1.4%	1.5%	109,348	-0.2%	$49.4M
TSMTaiwan Semiconductor Manufac	1.3%	1.3%	103,869	+0.5%	$47.4M
NTAPNetapp Inc	1.2%	0.9%	200,064	-4.5%	$42.0M
EOGEog Res Inc	1.0%	1.0%	272,055	-0.3%	$37.5M
LRCXLam Research Corp	1.0%	1.4%	113,681	-4.2%	$37.3M
WSMWilliams Sonoma Inc	1.0%	1.0%	159,587	-1.6%	$36.4M
ANETArista Networks Inc	1.0%	0.8%	170,456	-1.3%	$34.7M
AMPAmeriprise Finl Inc	0.9%	0.9%	68,620	+0.8%	$33.8M
CDNSCadence Design System Inc	0.9%	1.0%	96,183	+1.3%	$31.8M
APHAmphenol Corp	0.9%	0.9%	375,192	+100.9%	$31.6M
CATCaterpillar Inc	0.9%	1.1%	38,936	-0.9%	$31.6M
HWMHowmet Aerospace Inc	0.9%	1.1%	138,924	-6.7%	$31.4M
ZTSZoetis Inc	0.9%	0.8%	445,975	+8.6%	$31.1M
RSPInvesco Exchange Traded Fd T	0.9%	1.2%	149,450	-28.1%	$31.1M
GOOGLAlphabet Inc	0.8%	0.8%	87,267	+3.5%	$30.0M
METAMeta Platforms Inc	0.8%	0.6%	41,323	+5.6%	$30.0M
JPMJpmorgan Chase & Co	0.8%	0.8%	90,438	+4.0%	$29.9M
VVisa Inc	0.8%	0.7%	80,793	+1.0%	$29.0M
TXNTexas Instrs Inc	0.8%	0.8%	101,370	+0.1%	$28.4M
CMECme Group Inc	0.7%	—	104,042	—	$27.3M
AMZNAmazon Com Inc	0.7%	0.6%	104,474	+5.4%	$26.0M
MUMicron Technology Inc	0.7%	0.8%	24,005	+0.7%	$25.6M
CSCOCisco Sys Inc	0.7%	0.7%	232,885	+1.0%	$25.1M
LLYEli Lilly & Co	0.7%	0.7%	21,292	+1.9%	$24.6M
DGXQuest Diagnostics Inc	0.7%	0.6%	103,908	-0.6%	$24.2M
PANWPalo Alto Networks Inc	0.7%	0.6%	60,058	-10.0%	$23.9M
MRKMerck & Co Inc	0.7%	0.7%	164,173	-22.6%	$23.9M
AAPLApple Inc	0.6%	0.5%	70,437	+9.3%	$23.5M
LINLinde PLC	0.6%	0.7%	49,186	+0.2%	$23.3M
ETNEaton Corp PLC	0.6%	0.6%	53,564	+1.5%	$23.0M
GOOGAlphabet Inc	0.6%	0.7%	67,527	-8.6%	$23.0M
FDXFedex Corp	0.6%	0.7%	80,019	+1.9%	$22.8M
JNJJohnson & Johnson	0.6%	0.6%	85,840	-3.3%	$22.7M
AMATApplied Matls Inc	0.6%	0.9%	44,390	-4.5%	$22.7M
MRVLMarvell Technology Inc	0.6%	0.7%	83,932	+2.2%	$22.2M
PWRQuanta Svcs Inc	0.6%	0.6%	32,283	+2.7%	$20.7M
GRMNGarmin Ltd	0.6%	—	71,088	—	$20.4M
IQVIqvia Hldgs Inc	0.6%	—	75,688	—	$20.3M
TAt&t Inc	0.6%	—	826,960	—	$20.2M
RSGRepublic Svcs Inc	0.5%	0.5%	94,816	+0.5%	$19.9M
MSIMotorola Solutions Inc	0.5%	—	44,279	—	$19.7M
WMTWalmart Inc	0.5%	0.6%	189,770	+1.8%	$19.7M
MCKMckesson Corp	0.5%	—	22,872	—	$19.5M
PGProcter & Gamble Co	0.5%	0.5%	131,040	+0.9%	$19.0M
VYMIVanguard Whitehall Fds	0.5%	—	187,399	—	$19.0M
IRMIron Mtn Inc Del	0.5%	0.6%	163,874	+0.3%	$18.2M

What Moran Wealth Management, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

APH Amphenol Corp+100.9% shares
NVDA Nvidia Corporation+25.4% shares
AAPL Apple Inc+9.3% shares
ZTS Zoetis Inc+8.6% shares
META Meta Platforms Inc+5.6% shares
AMZN Amazon Com Inc+5.4% shares

Reduced

RSP Invesco Exchange Traded Fd T-28.1% shares
MRK Merck & Co Inc-22.6% shares
PH Parker-Hannifin Corp-11.2% shares
PANW Palo Alto Networks Inc-10.0% shares
GOOG Alphabet Inc-8.6% shares
HWM Howmet Aerospace Inc-6.7% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +26.7% /yr; S&P 500 +20.1%
3 years: +19.1% /yr; S&P 500 +20.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$3.6B	500
Q2 2026	$3.7B	491
Q1 2026	$3.3B	474
Q4 2025	$3.3B	485
Q3 2025	$3.3B	491
Q2 2025	$3.2B	469
Q1 2025	$3.0B	433
Q4 2024	$3.1B	411
Q3 2024	$3.3B	402
Q2 2024	$3.0B	387
Q1 2024	$3.1B	409
Q4 2023	$2.8B	415

Questions about Moran Wealth Management, LLC's portfolio

What stocks does Moran Wealth Management, LLC own?

Moran Wealth Management, LLC's latest 13F, for Q3 2026 and filed Oct 22, 2026, lists 500 positions worth $3.6B. The largest are Nvidia Corporation (NVDA) at 2.5%, Broadcom Inc (AVGO) at 1.7%, Microsoft Corp (MSFT) at 1.4%, Parker-Hannifin Corp (PH) at 1.4% and Trane Technologies PLC (TT) at 1.4%.

What did Moran Wealth Management, LLC buy last quarter?

In Q3 2026, Moran Wealth Management, LLC added Amphenol Corp (APH) (+100.9% shares), Nvidia Corporation (NVDA) (+25.4% shares) and Apple Inc (AAPL) (+9.3% shares), compared with its Q2 2026 filing.

What did Moran Wealth Management, LLC sell last quarter?

In Q3 2026, Moran Wealth Management, LLC cut from its top 50 Kla Corp (KLAC), cut from its top 50 Caseys Gen Stores Inc (CASY), cut from its top 50 Comfort Sys USA Inc (FIX), cut from its top 50 Pulte Group Inc (PHM), cut from its top 50 Flex Ltd Ord (FLEX), Invesco Exchange Traded Fd T (RSP) (-28.1% shares), Merck & Co Inc (MRK) (-22.6% shares) and Parker-Hannifin Corp (PH) (-11.2% shares), compared with its Q2 2026 filing.

How has Moran Wealth Management, LLC's portfolio performed?

A portfolio copying Moran Wealth Management, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +19.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +26.7% against +20.1%.

When is Moran Wealth Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Moran Wealth Management, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Moran Wealth Management, LLC manage?

Moran Wealth Management, LLC reported $5.1B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $3.6B.