13F Insight
DOSSIER · 13F-HR · Q2 2026

Moran Wealth Management, LLC

$3.7B in tracked AUM across 853 positions as of Q2 2026.

MW
CIK 0001965334 · last filed Jun 30, 2026
Total AUM
$3.7B
as of Q2 2026
Holdings
853
—
positions
Whale Score
49
49
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Moran Wealth Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AVGO
Broadcom Inc
$66M175K1.8%02
NVDA
Nvidia Corporation
$63M314K1.7%03
PH
Parker-Hannifin Corp
$58M59K1.6%04
G8994E103
Trane Technologies Plc
$54M110K1.5%05
LRCX
Lam Research Corp New
$51M119K1.4%06
TSM
Taiwan Semiconductor Mfg Ltd S
$49M103K1.3%07
RSP
Invesco S&P 500 Equal Weight E
$44M208K1.2%08
CAT
Caterpillar Inc
$42M39K1.1%09
HWM
Howmet Aerospace Inc
$40M149K1.1%10
WSM
Williams Sonoma Inc
$38M162K1.0%

Filing history

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 positionsView →2025Q2Jun 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 positionsLocked2023Q3Sep 30
$2.6B▼ 3.1%
366 positionsLocked
Showing 12 of 15