Moran Wealth Management
$3.7B 13F equity value
561 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Moran Wealth Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AVGO | Broadcom Inc | 174,797 | $66M | 1.8% |
| NVDA | Nvidia Corporation | 313,984 | $63M | 1.7% |
| PH | Parker-Hannifin Corp | 58,956 | $58M | 1.6% |
| TT | Trane Technologies Plc | 109,513 | $54M | 1.5% |
| LRCX | Lam Research Corp New | 118,675 | $51M | 1.4% |
| TSM | Taiwan Semiconductor Mfg Ltd S | 103,313 | $49M | 1.3% |
| RSP | Invesco S&P 500 Equal Weight E | 207,812 | $44M | 1.2% |
| CAT | Caterpillar Inc | 39,277 | $42M | 1.1% |
| HWM | Howmet Aerospace Inc | 148,919 | $40M | 1.1% |
| WSM | Williams Sonoma Inc | 162,177 | $38M | 1.0% |
Track Moran Wealth Management's 13F portfolio: $3.7B in reported holdings, 561 positions. Top holdings and quarterly changes on SentiSense.
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