Moran Wealth Management, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 5, 2026), Moran Wealth Management, LLC reported 479 stock positions worth $3.7 billion. Its top holding was Broadcom (AVGO) at 1.8% of the portfolio, followed by Nvidia (NVDA, 1.7%) and Parker Hannifin (PH, 1.6%). Compared with Q1 2026, it opened 74 new positions, sold out of 70, added to 175 and reduced 229. The biggest buy was Lam Research (LRCX, shares +34%) and the biggest sale Aflac (AFL, shares −99%).
- Most Recent 13F
- Q2 2026
- Location
- NAPLES, FL
- CIK
- 0001965334
- Portfolio Value
- $3.7B (Q2 2026)
- SEC Filing
- 0001965334-26-000004 ↗ filed Aug 5, 2026
Holdings Value
Holdings 479 stocks · $3.7B
| AVGO Broadcom Inc. | 1.81% | 174,797 | $66.0M | Reduce -7.7% |
| NVDA Nvidia Corp. | 1.72% | 313,984 | $62.8M | Add +0.3% |
| PH Parker Hannifin Corp. | 1.58% | 58,956 | $57.7M | Reduce -5.1% |
| TT Trane Technologies PLC | 1.47% | 109,513 | $53.8M | Reduce -5.1% |
| LRCX Lam Research Corp. | 1.41% | 118,675 | $51.4M | Add +33.6% |
| TSM Taiwan Semiconductor-SP ADR | 1.35% | 103,313 | $49.3M | Reduce -16.0% |
| RSP Invesco S&P 500 Equal Weight | 1.21% | 207,812 | $44.2M | Reduce -4.5% |
| CAT Caterpillar Inc. | 1.15% | 39,277 | $41.8M | Reduce -17.0% |
| HWM Howmet Aerospace Inc. | 1.10% | 148,919 | $40.0M | Reduce -5.8% |
| WSM Williams-Sonoma Inc. | 1.03% | 162,177 | $37.8M | Reduce -6.0% |
| MSFT Microsoft Corp. | 0.99% | 97,043 | $36.2M | Add +5.9% |
| CDNS Cadence Design SYS Inc. | 0.98% | 94,960 | $35.6M | Reduce -9.1% |
| EOG EOG Resources Inc. | 0.97% | 272,856 | $35.4M | Reduce -9.6% |
| AMAT Applied Materials Inc. | 0.92% | 46,459 | $33.6M | Reduce -8.8% |
| APH Amphenol Corp. Class A | 0.90% | 186,732 | $32.9M | Reduce -4.7% |
| NTAP Netapp Inc. | 0.89% | 209,544 | $32.4M | Reduce -7.0% |
| AMP Ameriprise Financial Inc. | 0.85% | 68,051 | $31.2M | Reduce -3.4% |
| TXN Texas Instruments Inc. | 0.83% | 101,280 | $30.2M | Reduce -9.6% |
| GOOGL Alphabet Inc. Class A | 0.83% | 84,341 | $30.1M | Add +2.2% |
| ZTS Zoetis Inc. | 0.81% | 410,762 | $29.5M | Add +66.1% |
| ANET Arista Networks Inc. | 0.80% | 172,638 | $29.3M | Reduce -5.5% |
| KLAC KLA Corp. | 0.79% | 95,358 | $28.8M | Reduce -7.2% |
| JPM JPMorgan Chase & Co. | 0.78% | 86,958 | $28.5M | Add +0.2% |
| MU Micron Technology Inc. | 0.75% | 23,844 | $27.5M | Add +6.1% |
| V Visa Inc. Class A | 0.75% | 79,975 | $27.4M | Reduce -5.5% |
| MRK Merck & Co. Inc. | 0.75% | 212,218 | $27.3M | Reduce -3.7% |
| CSCO Cisco Systems Inc. | 0.74% | 230,491 | $27.1M | Reduce -16.2% |
| GOOG Alphabet Inc. Class C | 0.71% | 73,884 | $26.1M | Reduce -4.0% |
| LIN Linde PLC | 0.70% | 49,064 | $25.5M | Reduce -4.6% |
| LLY Eli Lilly & Co. | 0.69% | 20,903 | $25.1M | Add +85.6% |
| FDX FedEx Corp. | 0.67% | 78,564 | $24.6M | Add +4.4% |
| MRVL Marvell Technology Inc. | 0.67% | 82,156 | $24.5M | New |
| AMZN Amazon.com Inc. | 0.65% | 99,103 | $23.6M | Add +7.4% |
| PANW Palo Alto Networks Inc. | 0.62% | 66,727 | $22.8M | Reduce -9.4% |
| PWR Quanta Services Inc. | 0.62% | 31,445 | $22.6M | Reduce -5.8% |
| JNJ Johnson & Johnson | 0.62% | 88,810 | $22.6M | Reduce -2.3% |
| ETN Eaton Corp. PLC | 0.62% | 52,751 | $22.5M | Reduce -3.1% |
| DGX Quest Diagnostics Inc. | 0.61% | 104,495 | $22.1M | Reduce -3.6% |
| META Meta Platforms Inc. Class A | 0.60% | 39,135 | $22.0M | Add +8.8% |
| CASY Casey's General Stores Inc. | 0.59% | 26,979 | $21.4M | Reduce -5.8% |
| WMT Walmart Inc. | 0.58% | 186,379 | $21.1M | Add +15.6% |
| FIX Comfort Systems USA Inc. | 0.58% | 10,601 | $21.0M | Reduce -6.6% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.57% | 163,458 | $20.6M | Reduce -5.7% |
| PHM Pultegroup Inc. | 0.56% | 148,626 | $20.4M | Reduce -5.4% |
| RSG Republic Services Inc. | 0.55% | 94,384 | $20.1M | Reduce -3.8% |
| FLEX Flex Ltd. | 0.54% | 122,370 | $19.8M | Reduce -23.3% |
| PG The Procter & Gamble Co. | 0.52% | 129,812 | $19.0M | Reduce -3.6% |
| AXP American Express Co. | 0.52% | 55,870 | $18.9M | Reduce -3.8% |
| AAPL Apple Inc. | 0.51% | 64,463 | $18.7M | Add +21.8% |
| PAG Penske Automotive Group Inc. | 0.51% | 103,649 | $18.5M | Reduce -3.3% |
| MSI Motorola Solutions Inc. | 0.50% | 44,007 | $18.3M | Reduce -5.6% |
| MPWR Monolithic Power Systems Inc. | 0.50% | 13,126 | $18.1M | Reduce -16.5% |
| DRI Darden Restaurants Inc. | 0.47% | 83,994 | $17.3M | New |
| HD Home Depot Inc. | 0.47% | 49,050 | $17.3M | Add +21.4% |
| MCK McKesson Corp. | 0.47% | 22,845 | $17.3M | Reduce -2.4% |
| EME Emcor Group Inc. | 0.47% | 20,727 | $17.2M | Reduce -6.3% |
| LMT Lockheed Martin Corp. | 0.47% | 33,732 | $17.2M | Reduce -19.2% |
| GRMN Garmin Ltd. | 0.46% | 71,097 | $16.9M | Reduce -5.3% |
| AMD Advanced Micro Devices | 0.46% | 28,899 | $16.8M | Add +1.8% |
| T AT&T Inc. | 0.46% | 808,820 | $16.7M | Reduce -20.0% |
| CME Cme Group Inc. | 0.46% | 75,663 | $16.7M | Reduce -2.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.45% | 32,987 | $16.5M | Reduce -2.1% |
| COR Cencora Inc. | 0.44% | 56,374 | $16.0M | Reduce -4.2% |
| BX Blackstone Inc. | 0.43% | 133,642 | $15.7M | Reduce -1.9% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.43% | 158,397 | $15.6M | Add +19.2% |
| WAB Wabtec Corp. | 0.42% | 57,425 | $15.5M | Reduce -6.0% |
| AMG Affiliated Managers Group | 0.42% | 45,453 | $15.4M | Add +96.0% |
| EXE Expand Energy Corp. | 0.42% | 167,650 | $15.3M | Add +461.9% |
| MNST Monster Beverage Corp. | 0.41% | 156,549 | $15.0M | Reduce -5.7% |
| FTNT Fortinet Inc. | 0.41% | 97,816 | $15.0M | Reduce -25.3% |
| TOL Toll Brothers Inc. | 0.41% | 89,996 | $14.8M | Add +0.6% |
| IQV Iqvia Holdings Inc. | 0.40% | 75,946 | $14.7M | Reduce -5.6% |
| MTZ Mastec Inc. | 0.40% | 35,124 | $14.6M | Reduce -36.1% |
| COST Costco Wholesale Corp. | 0.40% | 15,595 | $14.6M | Add +1.9% |
| MA Mastercard Inc. Class A | 0.40% | 28,386 | $14.6M | Reduce -1.4% |
| CVX Chevron Corp. | 0.40% | 87,652 | $14.5M | Reduce -3.0% |
| ELV Elevance Health Inc. | 0.40% | 37,323 | $14.4M | Add +1.2% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.39% | 124,645 | $14.2M | Reduce -2.6% |
| EWI iShares MSCI Italy ETF | 0.39% | 238,984 | $14.2M | Add +35.5% |
| SF Stifel Financial Corp. | 0.39% | 202,225 | $14.1M | Reduce -1.1% |
| SBAC SBA Communications Corp. | 0.38% | 79,284 | $14.0M | Reduce -2.9% |
| SNA Snap-on Inc. | 0.38% | 34,673 | $14.0M | Add +39.3% |
| NOBL Proshares S&P 500 Dividend A | 0.38% | 246,492 | $13.8M | Add +1951.0% |
| KR Kroger Co. | 0.38% | 248,010 | $13.8M | Reduce -3.3% |
| JBL Jabil Inc. | 0.38% | 35,639 | $13.7M | Reduce -8.0% |
| PCAR Paccar Inc. | 0.38% | 114,192 | $13.7M | Reduce -48.4% |
| IBKR Interactive Brokers Gro Class A | 0.38% | 157,379 | $13.7M | Reduce -5.2% |
| ASX Ase Technology Holding -ADR | 0.37% | 301,766 | $13.6M | Reduce -22.1% |
| UMC United Microelectron-SP ADR | 0.37% | 500,125 | $13.6M | Reduce -45.1% |
| FTI Technipfmc PLC | 0.36% | 200,712 | $13.3M | Reduce -4.7% |
| IR Ingersoll-Rand Inc. | 0.36% | 161,512 | $13.2M | Reduce -5.8% |
| CI The Cigna Group | 0.36% | 48,012 | $13.2M | Reduce -0.8% |
| EWP iShares MSCI Spain ETF | 0.36% | 222,606 | $13.2M | Add +34.1% |
| BLK BlackRock Inc. | 0.36% | 13,633 | $13.1M | Add +39.8% |
| PEP Pepsico Inc. | 0.36% | 96,651 | $13.1M | Reduce -2.2% |
| CPAY Corpay Inc. | 0.35% | 38,824 | $12.9M | Add +2.5% |
| IWS iShares Russell Mid-Cap Valu | 0.35% | 78,357 | $12.9M | Add +3174.4% |
| SYY Sysco Corp. | 0.35% | 154,028 | $12.9M | Reduce -3.2% |
| EWZ iShares MSCI Brazil ETF | 0.34% | 364,938 | $12.6M | Add +2.3% |
| SPOT Spotify Technology SA | 0.34% | 27,416 | $12.6M | Reduce -2.3% |
Other holdings (12): bonds, preferreds, convertibles and warrants · $15.2M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP (BAC 4.75 PERP SS) | PREFERR | 150,825 | $2.9M | New |
| DUKE ENERGY CORP (DUK 5.75 PERP A) | Common Stock | 107,315 | $2.6M | New |
| KIMCO REALTY CORP (KIM 5.25 PERP M) | PFD | 60,472 | $1.2M | New |
| ATHENE HOLDING LTD (ATH V6.35 PERP A) | PFD | 46,608 | $1.1M | New |
| CMS ENERGY CORP (CMS 4.2 PERP C) | Common Stock | 61,166 | $1.0M | New |
| PUBLIC STORAGE (PSA 4.625 PERP L) | COM | 57,292 | $1.0M | New |
| METLIFE INC (MET F PERP A) | Bond | 47,920 | $1.0M | New |
| GOLDMAN SACHS GROUP INC (GS F PERP D) | Preferred Stock | 50,460 | $952K | New |
| MORGAN STANLEY (MS F PERP +A) | COM | 49,412 | $929K | New |
| SIMON PROPERTY GROUP INC (SPG 8.375 PERP J) | ps | 16,621 | $916K | New |
| TRUIST FINANCIAL CORP (TFC F PERP I) | Common Stock | 49,475 | $886K | New |
| M&T BANK CORPORATION (MTB V5.625 PERP H) | Common Stock | 23,382 | $584K | New |
Total filed on the 13F, all lines: $3.7B.
Portfolio Sells Q1 2026 → Q2 2026
| AFL Aflac Inc. | Reduce -99.0% | 0.01% | −0.63 |
| LOW Lowe's Cos Inc. | Sold out | 0.00% | −0.49 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.48 |
| T AT&T Inc. | Reduce -20.0% | 0.46% | −0.44 |
| PCAR Paccar Inc. | Reduce -48.4% | 0.38% | −0.41 |
| PGR Progressive Corp. | Reduce -59.9% | 0.26% | −0.40 |
| EOG EOG Resources Inc. | Reduce -9.6% | 0.97% | −0.37 |
| COLO Global X MSCI Colombia ETF | Sold out | 0.00% | −0.36 |
| BR Broadridge Financial Solutio | Sold out | 0.00% | −0.34 |
| LMT Lockheed Martin Corp. | Reduce -19.2% | 0.47% | −0.30 |
| GIS General Mills Inc. | Sold out | 0.00% | −0.30 |
| USFD US Foods Holding Corp. | Sold out | 0.00% | −0.27 |
| UHS Universal Health Services-B | Sold out | 0.00% | −0.26 |
| BSX Boston Scientific Corp. | Sold out | 0.00% | −0.25 |
| CME Cme Group Inc. | Reduce -2.3% | 0.46% | −0.24 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.21 |
| OC Owens Corning | Sold out | 0.00% | −0.21 |
| CTRA Coterra Energy Inc. | Sold out | 0.00% | −0.19 |
| KR Kroger Co. | Reduce -3.3% | 0.38% | −0.19 |
| PPC Pilgrim's Pride Corp. | Sold out | 0.00% | −0.18 |
| HIG Hartford Insurance Group Inc. | Sold out | 0.00% | −0.18 |
| CVX Chevron Corp. | Reduce -3.0% | 0.40% | −0.17 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.17 |
| SSD Simpson Manufacturing Co. Inc. | Sold out | 0.00% | −0.16 |
| INGR Ingredion Inc. | Sold out | 0.00% | −0.16 |
| LULU Lululemon Athletica Inc. | Sold out | 0.00% | −0.16 |
| PBR Petroleo Brasileiro-Spon ADR | Reduce -5.1% | 0.29% | −0.15 |
| CELH Celsius Holdings Inc. | Reduce -39.5% | 0.12% | −0.15 |
| MCK McKesson Corp. | Reduce -2.4% | 0.47% | −0.15 |
| MTZ Mastec Inc. | Reduce -36.1% | 0.40% | −0.14 |
| XOM Exxon Mobil Corp. | Reduce -11.4% | 0.25% | −0.14 |
| ONON On Holding AG Class A | Sold out | 0.00% | −0.14 |
| CRDO Credo Technology Group Holdi | Sold out | 0.00% | −0.14 |
| CBOE Cboe Global Markets Inc. | Reduce -40.6% | 0.12% | −0.14 |
| COR Cencora Inc. | Reduce -4.2% | 0.44% | −0.13 |
| PH Parker Hannifin Corp. | Reduce -5.1% | 1.58% | −0.12 |
| MSI Motorola Solutions Inc. | Reduce -5.6% | 0.50% | −0.12 |
| PEP Pepsico Inc. | Reduce -2.2% | 0.36% | −0.11 |
| RSG Republic Services Inc. | Reduce -3.8% | 0.55% | −0.11 |
| AMP Ameriprise Financial Inc. | Reduce -3.4% | 0.85% | −0.10 |
| DUSB Dimension Ultrashort Fi ETF | Sold out | 0.00% | −0.10 |
| GNRC Generac Holdings Inc. | Sold out | 0.00% | −0.10 |
| DEM Wisdomtree Emerging Markets | Sold out | 0.00% | −0.10 |
| PFF iShares Preferred & Income S | Sold out | 0.00% | −0.09 |
| ROKU Roku Inc. | Sold out | 0.00% | −0.09 |
| SSNC Ss&c Technologies Holdings | Reduce -4.0% | 0.34% | −0.09 |
| TPH Tri Pointe Homes Inc. | Sold out | 0.00% | −0.09 |
| LIN Linde PLC | Reduce -4.6% | 0.70% | −0.08 |
| TEX Terex Corp. | Sold out | 0.00% | −0.08 |
| FTI Technipfmc PLC | Reduce -4.7% | 0.36% | −0.08 |
Portfolio Buys Q1 2026 → Q2 2026
| LRCX Lam Research Corp. | Add +33.6% | 1.41% | +0.83 |
| MRVL Marvell Technology Inc. | New | 0.67% | +0.67 |
| MU Micron Technology Inc. | Add +6.1% | 0.75% | +0.52 |
| DRI Darden Restaurants Inc. | New | 0.47% | +0.47 |
| LLY Eli Lilly & Co. | Add +85.6% | 0.69% | +0.37 |
| NOBL Proshares S&P 500 Dividend A | Add +1951.0% | 0.38% | +0.36 |
| IWS iShares Russell Mid-Cap Valu | Add +3174.4% | 0.35% | +0.34 |
| EXE Expand Energy Corp. | Add +461.9% | 0.42% | +0.32 |
| AU Anglogold Ashanti PLC | New | 0.30% | +0.30 |
| AMD Advanced Micro Devices | Add +1.8% | 0.46% | +0.28 |
| ADP Automatic Data Processing | New | 0.27% | +0.27 |
| RHHBY Roche Holdings Ltd.-Spons ADR | New | 0.24% | +0.24 |
| DVN Devon Energy Corp. | Add +439.4% | 0.33% | +0.24 |
| EFNL iShares MSCI Finland ETF | New | 0.23% | +0.23 |
| NSRGY Nestle SA-Spons ADR | New | 0.23% | +0.23 |
| AMG Affiliated Managers Group | Add +96.0% | 0.42% | +0.22 |
| DY Dycom Industries Inc. | New | 0.20% | +0.20 |
| DDOG Datadog Inc. Class A | New | 0.18% | +0.18 |
| HQY Healthequity Inc. | New | 0.18% | +0.18 |
| INTC Intel Corp. | New | 0.18% | +0.18 |
| CHWY Chewy Inc. Class A | New | 0.18% | +0.18 |
| NDAQ Nasdaq Inc. | New | 0.18% | +0.18 |
| EXPE Expedia Group Inc. | New | 0.18% | +0.18 |
| LVMUY LVMH Moet Hennessy-Unsp ADR | New | 0.16% | +0.16 |
| BRLMX Bramshill Multi-STR Inc.-Inst | New | 0.15% | +0.15 |
| CVSB Calvert Ult-SHRT Inv GRD ETF | New | 0.15% | +0.15 |
| NBIX Neurocrine Biosciences Inc. | Add +115.1% | 0.23% | +0.14 |
| BE Bloom Energy Corp. Class A | New | 0.14% | +0.14 |
| NTDOY Nintendo Co. Ltd.-Unspons ADR | New | 0.13% | +0.13 |
| VNQ Vanguard Real Estate ETF | Add +138.1% | 0.22% | +0.13 |
| EXEL Exelixis Inc. | Add +120.9% | 0.21% | +0.13 |
| DOX Amdocs Ltd. | New | 0.12% | +0.12 |
| IWN iShares Russell 2000 Value E | New | 0.12% | +0.12 |
| HALO Halozyme Therapeutics Inc. | Add +163.7% | 0.17% | +0.11 |
| SNA Snap-on Inc. | Add +39.3% | 0.38% | +0.11 |
| BROS Dutch Bros Inc. Class A | Add +79.4% | 0.19% | +0.10 |
| AAPL Apple Inc. | Add +21.8% | 0.51% | +0.10 |
| EWI iShares MSCI Italy ETF | Add +35.5% | 0.39% | +0.10 |
| GOOGL Alphabet Inc. Class A | Add +2.2% | 0.83% | +0.10 |
| BURL Burlington Stores Inc. | New | 0.10% | +0.10 |
| EWP iShares MSCI Spain ETF | Add +34.1% | 0.36% | +0.09 |
| MEDP Medpace Holdings Inc. | Add +44.6% | 0.27% | +0.08 |
| TDC Teradata Corp. | New | 0.08% | +0.08 |
| KEX Kirby Corp. | New | 0.08% | +0.08 |
| PGNY Progyny Inc. | New | 0.07% | +0.07 |
| BLK BlackRock Inc. | Add +39.8% | 0.36% | +0.07 |
| IWP iShares Russell Mid-Cap Grow | New | 0.07% | +0.07 |
| HD Home Depot Inc. | Add +21.4% | 0.47% | +0.07 |
| ELV Elevance Health Inc. | Add +1.2% | 0.40% | +0.06 |
| KOID Kraneshares Global Humanoid | New | 0.06% | +0.06 |
Notes & Other Activity Q1 2026 → Q2 2026
| BANK OF AMERICA CORP (BAC 4.75 PERP SS) | PREFERR | New | 150,825 | $2.9M |
| DUKE ENERGY CORP (DUK 5.75 PERP A) | Common Stock | New | 107,315 | $2.6M |
| KIMCO REALTY CORP (KIM 5.25 PERP M) | PFD | New | 60,472 | $1.2M |
| ATHENE HOLDING LTD (ATH V6.35 PERP A) | PFD | New | 46,608 | $1.1M |
| CMS ENERGY CORP (CMS 4.2 PERP C) | Common Stock | New | 61,166 | $1.0M |
| PUBLIC STORAGE (PSA 4.625 PERP L) | COM | New | 57,292 | $1.0M |
| METLIFE INC (MET F PERP A) | Bond | New | 47,920 | $1.0M |
| GOLDMAN SACHS GROUP INC (GS F PERP D) | Preferred Stock | New | 50,460 | $952K |
| MORGAN STANLEY (MS F PERP +A) | COM | New | 49,412 | $929K |
| SIMON PROPERTY GROUP INC (SPG 8.375 PERP J) | ps | New | 16,621 | $916K |
| TRUIST FINANCIAL CORP (TFC F PERP I) | Common Stock | New | 49,475 | $886K |
| M&T BANK CORPORATION (MTB V5.625 PERP H) | Common Stock | New | 23,382 | $584K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 479 | $3.7B | AVGO, NVDA, PH, TT, LRCX |
| Q1 2026 | 474 | $3.3B | AVGO, PH, NVDA, TT, EOG |
| Q4 2025 | 485 | $3.3B | AVGO, PH, NVDA, TSM, MSFT |
| Q3 2025 | 491 | $3.3B | AVGO, SPY, PH, NVDA, MSFT |
| Q2 2025 | 469 | $3.2B | AVGO, PH, TT, MSFT, NVDA |
| Q1 2025 | 433 | $3.0B | TT, PH, AVGO, WSM, MSFT |
| Q4 2024 | 411 | $3.1B | TT, AVGO, WSM, PH, JPM |
| Q3 2024 | 402 | $3.3B | TT, LMT, PH, NVO, JPM |
| Q2 2024 | 387 | $3.0B | NVO, TT, CDNS, LMT, MSFT |
| Q1 2024 | 409 | $3.1B | NVO, TT, PH, WSM, CDNS |