Moran Wealth Management portfolio
Wealth adviserPortfolio as of Sep 30, 2026 (Q3 2026) · filed with the SEC on Oct 22, 2026 · data updated on Nov 5, 2026 · Q3 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Moran Wealth Management reported a $3.6 bn portfolio of 499 companies (500 positions, counting each share class separately) to the SEC as of the end of Q3 2026. Its largest positions are NVDA, AVGO, GOOGL.
Sections with a free account
What changed this quarter
466 positions with a change (56 new, 281 added to, 82 trimmed, 47 sold). 1 is listed here: those of 0.5 points of the portfolio or more (up to 12).
- Penske Automotive Group−99%fewer sharesReduced0.5% → under 0.1%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- NVIDIANVDA2.5%
- BroadcomAVGO1.7%
- AlphabetGOOGL · GOOG1.5%
- MicrosoftMSFT1.4%
- Parker-hannifinPH1.4%
- Trane TechnologiesTT1.4%
- Taiwan Semiconductor ManufacturingTSM1.3%
- NetAppNTAP1.2%
- EOG ResourcesEOG1.0%
- Lam ResearchLRCX1.0%
- Williams-sonomaWSM1.0%
- Arista NetworksANET1.0%
- Ameriprise FinancialAMP0.9%
- Cadence Design SystemsCDNS0.9%
- AmphenolAPH0.9%
Portfolio by sector
- ● Information Technology 25%
- ● Industrials 16%
- ● Financials 13%
- ● Health Care 10%
- ● Consumer Discretionary 9%
- ● No sector 7%
- ● Energy 5%
- ● Consumer Staples 5%
- ● Communication Services 4%
- ● Materials 4%
- ● Real Estate 2%
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Not counted as a concentrated manager: its portfolio is not within 5 to 100 positions; its top 10 positions are under 45%; it is a wealth adviser; its 13F adds up client accounts. Its portfolio is shown all the same, but it is left out of manager counts, the consensus and the ranking. How this is decided
Managers of a similar size
A 13F portfolio value between a third and three times this one, whatever the type of filer. It is not a comparison of what they hold.
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- Hyperion Asset ManagementInvestment firm · $3.7 bn
- Himalaya Capital ManagementInvestment firm · $3.7 bn
- Navera Investment Management$3.7 bn
- Foxhaven Asset ManagementInvestment firm · $3.7 bn