13F Insight
DOSSIER · 13F-HR · Q3 2026

Moran Wealth Management, LLC

$3.6B in tracked AUM across 899 positions as of Q3 2026.

MW
CIK 0001965334 · last filed Sep 30, 2026
Total AUM
$3.6B
as of Q3 2026
Holdings
899
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Moran Wealth Management, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$90M394K2.5%02
AVGO
BROADCOM INC
$62M175K1.7%03
MSFT
MICROSOFT CORP
$52M101K1.4%04
PH
PARKER-HANNIFIN CORP
$50M52K1.4%05
G8994E103
TRANE TECHNOLOGIES PLC
$49M109K1.4%06
TSM
TAIWAN SEMICONDUCTOR MANUFAC
$47M104K1.3%07
NTAP
NETAPP INC
$42M200K1.2%08
EOG
EOG RES INC
$37M272K1.0%09
LRCX
LAM RESEARCH CORP
$37M114K1.0%10
WSM
WILLIAMS SONOMA INC
$36M160K1.0%

Filing history

2026Q3Sep 30
$3.6B▼ 0.8%
899 positionsView →2026Q2Jun 30
$3.7B▲ 12.3%
853 positionsView →2026Q1Mar 31
$3.3B▲ 0.1%
780 positionsView →2025Q4Dec 31
$3.3B▼ 1.7%
764 positionsView →2025Q3Sep 30
$3.3B▲ 2.2%
491 positionsLocked2025Q2Jun 30
$3.2B▲ 9.1%
660 positionsLocked2025Q1Mar 31
$3.0B▼ 5.1%
574 positionsLocked2024Q4Dec 31
$3.1B▼ 3.6%
412 positionsLocked2024Q3Sep 30
$3.3B▲ 7.0%
402 positionsLocked2024Q2Jun 30
$3.0B▼ 1.5%
387 positionsLocked2024Q1Mar 31
$3.1B▲ 9.8%
409 positionsLocked2023Q4Dec 31
$2.8B▲ 8.8%
415 positionsLocked
Showing 12 of 16