13F Insight
DOSSIER · 13F-HR · Q1 2026

Moran Wealth Management, LLC

$3.3B in tracked AUM across 780 positions as of Q1 2026.

MW
CIK 0001965334 · last filed Mar 31, 2026
Total AUM
$3.3B
as of Q1 2026
Holdings
780
—
positions
Whale Score
47
47
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Moran Wealth Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AVGO
BROADCOM INC
$59M189K1.8%02
PH
PARKER-HANNIFIN CORP
$56M62K1.7%03
NVDA
NVIDIA CORPORATION
$55M313K1.7%04
G8994E103
TRANE TECHNOLOGIES PLC
$48M115K1.5%05
EOG
EOG RES INC
$44M302K1.3%06
RSP
INVESCO EXCHANGE TRADED FD T
$42M218K1.3%07
TSM
TAIWAN SEMICONDUCTOR MANUFAC
$42M123K1.3%08
HWM
HOWMET AEROSPACE INC
$36M158K1.1%09
MSFT
MICROSOFT CORP
$34M92K1.0%10
CAT
CATERPILLAR INC
$34M47K1.0%

Filing history

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 positionsLocked2023Q2Jun 30
$2.7B▲ 0.8%
380 positionsLocked
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