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CIK: 0001965334
Total reported value
$3.6B
$3.6B
491 檔
8.0%
As reported in its official Q2 2026 Form 13F filing, Moran Wealth Management, LLC's tracked investment portfolio stood at $3.6B with 491 total positions.
Moran Wealth Management, LLC executed strategic sector rebalancing during Q2 2026, establishing 38 new positions while fully exiting 35 holdings and trimming 76 positions.
In terms of portfolio concentration, the top 5 core holdings (including AVGO, NVDA, PH) accounted for 8.0% of total reported equity market value during Q2 2026.
Top New Position Initiated
MRVL
市值: $24.5M
Top Position Liquidated / Trimmed
LOW
前期市值: $15.8M
Showing top 200 holdings (of 491 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | Stock-Tech | 1.80% | -0.11% | -7.65% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 1.71% | +0.76% | +0.27% | |
| 3 | PH | Parker Hannifin CORP | Stock-Industrials | 1.57% | -0.20% | -5.11% | |
| 4 | TT | Trane Technologies plc | Stock-Industrials | 1.47% | -0.11% | -5.08% | |
| 5 | LRCX | Lam Research CORP | Stock-Tech | 1.40% | -0.37% | +33.61% | |
| 6 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.35% | -0.05% | -15.97% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.21% | -0.36% | -4.48% | |
| 8 | CAT | Caterpillar Inc | Stock-Industrials | 1.14% | -0.27% | -17.00% | |
| 9 | HWM | Howmet Aerospace Inc | Stock-Industrials | 1.09% | -0.23% | -5.78% | |
| 10 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 1.03% | -0.03% | -6.02% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 0.99% | +0.43% | +5.88% | |
| 12 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.97% | -0.10% | -9.14% | |
| 13 | EOG | Eog Resources Inc | Stock-Energy | 0.97% | +0.06% | -9.64% | |
| 14 | AMAT | Applied Materials Inc | Stock-Tech | 0.92% | -0.30% | -8.85% | |
| 15 | APH | Amphenol Corp-cl A | Stock-Tech | 0.90% | -0.03% | -4.67% | |
| 16 | NTAP | Netapp Inc | Stock-Tech | 0.88% | +0.28% | -7.00% | |
| 17 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.85% | +0.08% | -3.35% | |
| 18 | TXN | Texas Instruments Inc | Stock-Tech | 0.82% | -0.04% | -9.58% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.82% | +0.01% | +2.19% | |
| 20 | ZTS | Zoetis Inc | Stock-Healthcare | 0.80% | +0.06% | +66.10% | |
| 21 | ANET | Arista Networks Inc | Stock-Tech | 0.80% | +0.15% | -5.46% | |
| 22 | KLAC | Kla CORP | Stock-Tech | 0.78% | -0.28% | +828.06% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.78% | +0.04% | +0.20% | |
| 24 | MU | Micron Technology Inc | Stock-Tech | 0.75% | -0.05% | +6.14% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 0.75% | +0.05% | -5.45% | |
| 26 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.74% | -0.08% | -3.67% | |
| 27 | CSCO | Cisco Systems Inc | Stock-Tech | 0.74% | -0.05% | -16.16% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.71% | -0.08% | -4.01% | |
| 29 | LIN | Linde plc | Stock-Materials | 0.69% | -0.05% | -4.58% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.68% | — | +85.56% | |
| 31 | FDX | Fedex CORP | Stock-Industrials | 0.67% | -0.04% | +4.40% | |
| 32 | MRVL | Marvell Technology Inc | Stock-Tech | 0.67% | -0.06% | — | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.64% | +0.08% | +7.40% | |
| 34 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.62% | +0.04% | -9.38% | |
| 35 | PWR | Quanta Services Inc | Stock-Industrials | 0.62% | -0.05% | -5.79% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.61% | — | -2.30% | |
| 37 | ETN | Eaton Corporation plc | Stock-Industrials | 0.61% | +0.02% | -3.08% | |
| 38 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 0.60% | +0.07% | -3.56% | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.60% | +0.22% | +8.80% | |
| 40 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.58% | -0.14% | -5.76% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.58% | -0.04% | +15.60% | |
| 42 | FIX | Comfort Systems USA Inc | Stock-Industrials | 0.57% | -0.08% | -6.63% | |
| 43 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.56% | -0.06% | -5.71% | |
| 44 | PHM | Pultegroup Inc | Stock-Consumer Disc | 0.56% | -0.07% | -5.37% | |
| 45 | RSG | Republic Services Inc | Stock-Industrials | 0.55% | — | -3.77% | |
| 46 | FLEX | Flex Ltd. | Stock-Tech | 0.54% | -0.18% | -23.25% | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.52% | — | -3.56% | |
| 48 | AXP | American Express Co | Stock-Financials | 0.52% | -0.05% | -3.83% | |
| 49 | AAPL | Apple Inc | Stock-Tech | 0.51% | +0.13% | +21.81% | |
| 50 | PAG | Penske Automotive Group Inc | Stock-Consumer Disc | 0.51% | -0.50% | -3.32% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LRCX | Lam Research CORP | +0.8% | +33.61% | Add |
| 2 | MRVL | Marvell Technology Inc | +0.7% | NEW | New buy |
| 3 | MU | Micron Technology Inc | +0.5% | +6.14% | Add |
| 4 | DRI | Darden Restaurants Inc | +0.5% | NEW | New buy |
| 5 | AMAT | Applied Materials Inc | +0.4% | -8.85% | Trim |
| 6 | LLY | Eli Lilly & Co | +0.4% | +85.56% | Add |
| 7 | NOBL | Proshares S&p 500 Dividend A | +0.4% | +4002.05% | Add |
| 8 | IWS | Ishares Russell Mid-cap Valu | +0.3% | +3174.43% | Add |
| 9 | KLAC | Kla CORP | +0.3% | +828.06% | Add |
| 10 | EXE | Expand Energy CORP | +0.3% | +461.94% | Add |
| 11 | AU | AngloGold Ashanti plc | +0.3% | NEW | New buy |
| 12 | AMD | Advanced Micro Devices | +0.3% | +1.75% | Add |
| 13 | ADP | Automatic Data Processing | +0.3% | NEW | New buy |
| 14 | PANW | Palo Alto Networks Inc | +0.3% | -9.38% | Trim |
| 15 | DVN | Devon Energy CORP | +0.2% | +439.38% | Add |
| 16 | RHHBY | Roche Holdings Ltd-spons Adr | +0.2% | NEW | New buy |
| 17 | NSRGY | Nestle Sa-spons Adr | +0.2% | NEW | New buy |
| 18 | EFNL | Ishares Msci Finland ETF | +0.2% | NEW | New buy |
| 19 | FLEX | Flex Ltd. | +0.2% | -23.25% | Trim |
| 20 | AMG | Affiliated Managers Group | +0.2% | +95.99% | Add |
| 21 | ✓ | Carnival CORP LTD F | +0.2% | NEW | New buy |
| 22 | DY | Dycom Industries Inc | +0.2% | NEW | New buy |
| 23 | DDOG | Datadog Inc - Class A | +0.2% | NEW | New buy |
| 24 | HQY | Healthequity Inc | +0.2% | NEW | New buy |
| 25 | INTC | Intel CORP | +0.2% | NEW | New buy |
| 26 | CHWY | Chewy Inc - Class A | +0.2% | NEW | New buy |
| 27 | NDAQ | Nasdaq Inc | +0.2% | NEW | New buy |
| 28 | EXPE | Expedia Group Inc | +0.2% | NEW | New buy |
| 29 | NTAP | Netapp Inc | +0.2% | -7.00% | Trim |
| 30 | ✓ | +0.2% | NEW | New buy | |
| 31 | LVMUY | Lvmh Moet Hennessy-unsp Adr | +0.2% | NEW | New buy |
| 32 | TXN | Texas Instruments Inc | +0.2% | -9.58% | Trim |
| 33 | BRLMX | Bramshill Multi-str Inc-inst | +0.2% | NEW | New buy |
| 34 | CVSB | Calvert Ult-shrt Inv Grd ETF | +0.2% | NEW | New buy |
| 35 | APH | Amphenol Corp-cl A | +0.1% | -4.67% | Trim |
| 36 | NBIX | Neurocrine Biosciences Inc | +0.1% | +115.08% | Add |
| 37 | BE | Bloom Energy Corp- A | +0.1% | NEW | New buy |
| 38 | EXEL | Exelixis Inc | +0.1% | +120.87% | Add |
| 39 | NTDOY | Nintendo Co Ltd-unspons Adr | +0.1% | NEW | New buy |
| 40 | UMC | United Microelectron-sp Adr | +0.1% | -45.07% | Trim |
| 41 | VNQ | Vanguard Real Estate ETF | +0.1% | +138.05% | Add |
| 42 | DOX | Amdocs Limited | +0.1% | NEW | New buy |
| 43 | IWN | Ishares Russell 2000 Value E | +0.1% | NEW | New buy |
| 44 | CAT | Caterpillar Inc | +0.1% | -17.00% | Trim |
| 45 | ANET | Arista Networks Inc | +0.1% | -5.46% | Trim |
| 46 | ASX | Ase Technology Holding -adr | +0.1% | -22.05% | Trim |
| 47 | HALO | Halozyme Therapeutics Inc | +0.1% | +163.74% | Add |
| 48 | BROS | Dutch Bros Inc-class A | +0.1% | +79.44% | Add |
| 49 | AAPL | Apple Inc | +0.1% | +21.81% | Add |
| 50 | SNA | Snap-on Inc | +0.1% | +39.29% | Add |
According to official SEC Form 13F filings, Moran Wealth Management, LLC reported a total U.S. public equity portfolio value of $3.6B across 491 disclosed positions in Q2 2026.
During Q2 2026, Moran Wealth Management, LLC's top holdings by market value included AVGO (1.8%)、NVDA (1.7%)、PH (1.6%). The largest single position, AVGO, represented 1.8% of total portfolio value.
In Q2 2026, Moran Wealth Management, LLC made 200 total portfolio adjustments, initiating 38 new buys, adding to 51 positions, trimming 76 holdings, and fully liquidating 35 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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