Moran Wealth Management, LLC

Registered adviser

CIK

1965334

Location

Naples, FL

Portfolio Value

Mid $3,582,379,996

Diversification

Diversified

Filing Date

Global Rank

#1,109 / 8,827 ▼ 46 · as of Jun 2026

Top Industry

Semiconductors 10.2%

Period ended 38 days ago

Filed Oct 22, 2026 · 16d

16 quarters · since Dec 2022

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 319208

Roster of Nov 1, 2026

Regulatory AUM

$5,095,822,670

Main clients

Individuals and high net worth (94% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Feb 2026 to Nov 2026	$5,095,822,670	Individuals and high net worth (94%)
Dec 2025 to Jan 2026	$5,093,086,147	Individuals and high net worth (94%)
Mar 2025 to Sep 2025	$4,743,610,462	Individuals and high net worth (94%)
Apr 2024 to Feb 2025	$4,266,886,768	Individuals and high net worth (93%)
May 2023 to Mar 2024	$4,052,369,937	Individuals and high net worth (93%)
Apr 2023	$4,052,369,937	Individuals and high net worth (93%)

2 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 14.7%, 168.1 effective positions, active share 64.9% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Medium turnover

46.0% over the last four quarters (30% to under 100%)

Horizon

Medium horizon

Value-weighted holding period 10.0 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 64.9%; sector active share 13.5% against the combined 13F book's sector weights.

Over time 15 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

500 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

2.5%

+0.7 pts

Top 5

8.6%

+0.4 pts

Top 10

14.9%

+0.2 pts

HHI

Diversified+1

Portfolio Trend

16 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	28.3%	$1,013,120,964	96
Industrials	15.0%	$537,413,432	69
Financial Services	12.3%	$438,900,388	55
Healthcare	10.5%	$375,242,504	52
Consumer Cyclical	8.4%	$301,694,878	45
Energy	5.4%	$193,992,417	25
Unclassified	5.0%	$177,826,764	52
Consumer Defensive	4.7%	$169,169,149	24
Communication Services	4.4%	$158,263,776	16
Basic Materials	3.9%	$138,338,524	30
Real Estate	1.9%	$66,958,008	31
Utilities	0.3%	$11,459,192	5

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NU	Nu Holdings Ltd.	+601,054	1,020,822	$12,923,605
APH	Amphenol Corp	+188,460	375,192	$31,628,685
MNST	Monster Beverage Corp	+156,863	313,412	$13,044,207
NFLX	Netflix Inc	+89,142	217,908	$15,162,037
NVDA	Nvidia Corp	+79,627	393,611	$89,892,879
ITUB	Itau Unibanco Holding S.A.	+79,545	1,113,572	$9,498,768
DVN	Devon Energy Corp	+71,720	359,702	$16,560,679
ZM	Zoom Communications, Inc.	+63,350	174,155	$15,808,048
SCHD	Schwab U.S. Dividend Equity ETF	+62,143	438,102	$14,251,458
WMB	Williams Companies, Inc.	+58,078	217,921	$14,812,089
ACM	Aecom	+43,166	125,177	$7,379,184
CRWD	CrowdStrike Holdings, Inc.	+38,431	53,297	$14,110,380
AGI	Alamos Gold Inc	+36,155	97,813	$3,168,162
AR	ANTERO RESOURCES Corp	+35,666	103,273	$3,448,284
ZTS	Zoetis Inc.	+35,213	445,975	$31,142,433
CELH	Celsius Holdings, Inc.	+34,219	184,283	$5,040,139
DIVO	Amplify CWP Enhanced Dividend Income ETF	+32,730	202,937	$9,434,540
EWK	iShares MSCI Belgium ETF	+32,720	386,163	$9,970,727
PBR	Petrobras - Petroleo Brasileiro SA	+32,229	696,184	$14,529,359
VYMI	VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND	+29,002	187,399	$18,951,660
CME	Cme Group Inc.	+28,379	104,042	$27,256,922
EWZ	iShares MSCI Brazil ETF	+27,579	392,517	$14,621,258
NASA	Tema Etfs LLC	+26,565	84,836	$0
KOID	KraneShares Global Humanoid and Embodied Intelligence Index ETF	+23,578	79,735	$2,848,931
B	Barrick Mining Corp	+22,156	312,413	$12,705,836
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ABEV	Ambev S.A.	−2,858,877	30,963	$90,411
—		−222,399	24,093	$0
PCAR	Paccar Inc	−109,611	4,581	$503,039
PAG	Penske Automotive Group, Inc.	−102,291	1,358	$272,061
RSP	Victory Portfolios II	−58,362	149,450	$0
VONV	VANGUARD RUSSELL 1000 VALUE INDEX FUND	−53,047	3,308	$359,578
IWS	iShares Russell Mid-Cap Value ETF	−48,754	29,603	$4,758,385
MRK	Merck & Co., Inc.	−48,045	164,173	$23,855,977
CVSB	Calvert Ultra-Short Investment Grade ETF	−39,375	67,409	$3,400,109
EXP	Eagle Materials Inc	−38,352	1,396	$238,743
EWP	iShares MSCI Spain ETF	−31,879	190,727	$11,291,038
RPRX	Royalty Pharma plc	−26,144	160,528	$9,368,414
MOS	Mosaic Co	−14,191	68,279	$1,478,240
NTR	Nutrien Ltd.	−10,088	23,014	$1,616,733
HWM	Howmet Aerospace Inc.	−9,995	138,924	$31,421,829
NTAP	NetApp, Inc.	−9,480	200,064	$42,029,444
HCC	Warrior Met Coal, Inc.	−9,182	28,452	$2,505,767
ASX	ASE Technology Holding Co., Ltd.	−8,390	293,376	$13,043,496
FDXF	FedEx Freight Holding Company, Inc.	−7,612	30,453	$3,330,948
PANW	Palo Alto Networks Inc	−6,669	60,058	$23,861,643
PH	Parker-Hannifin Corp	−6,605	52,351	$50,017,191
GOOG	Alphabet Inc.	−6,357	67,527	$23,009,149
FTI	TechnipFMC plc	−5,551	195,161	$13,255,334
SPCX	Space Exploration Technologies Corp	−5,282	3,597	$542,643
LRCX	Lam Research Corp	−4,994	113,681	$37,345,345
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
RL	Ralph Lauren Corp	31,388	$11,144,937
NUE	Nucor Corp	43,203	$10,098,701
CFG	Citizens Financial Group Inc	153,782	$9,805,139
KSPI	Joint Stock Co Kaspi.kz	92,163	$8,668,851
CAH	Cardinal Health Inc	32,145	$7,152,262
TPR	Tapestry, Inc.	56,506	$6,500,449
WMG	Warner Music Group Corp.	194,770	$5,377,599
CPRT	Copart Inc	179,587	$4,899,132
MGNI	Magnite, Inc.	183,844	$4,643,899
INCY	Incyte Corp	32,538	$3,948,485
CNO	CNO Financial Group, Inc.	69,673	$3,686,398
GMED	Globus Medical Inc	38,439	$2,879,081
NUTX	Nutex Health Inc.	10,994	$2,326,990
RDDT	Reddit, Inc.	14,987	$2,134,747
INVX	Innovex International, Inc.	68,066	$1,839,143
QXO	QXO, Inc.	148,443	$1,735,298
LRN	Stride, Inc.	21,475	$1,674,619
IONQ	IonQ, Inc.	36,115	$1,584,003
BELFA	Bel Fuse Inc	6,723	$1,329,338
AUPH	Aurinia Pharmaceuticals Inc.	79,456	$1,286,789
PNTG	Pennant Group, Inc.	32,139	$1,253,421
GRDN	Guardian Pharmacy Services, Inc.	30,405	$1,239,915
SPY	Spdr S&P 500 ETF Trust	1,336	$1,018,873
QBTS	D-Wave Quantum Inc.	57,376	$950,720
TER	Teradyne, Inc	1,228	$492,316
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
ROL	Rollins Inc	265,640	$11,087,812
DEO	Diageo PLC	89,478	$7,192,241
—		180,915	$5,686,159
LKQ	Lkq Corp	163,007	$4,291,974
—		19,356	$4,281,547
HWKN	Hawkins Inc	27,819	$3,953,079
CTSH	Cognizant Technology Solutions Corp	94,851	$3,673,578
LHX	L3harris Technologies, Inc.	11,696	$3,398,739
—		17,726	$2,595,263
—		7,114	$2,522,125
UTI	Universal Technical Institute Inc	46,613	$1,993,638
APAM	Artisan Partners Asset Management Inc.	46,662	$1,611,238
PRIM	Primoris Services Corp	11,612	$1,150,981
—		5,795	$1,093,458
HURN	Huron Consulting Group Inc.	9,393	$846,872
RNA	Atrium Therapeutics, Inc.	33,320	$448,154
GHM	Graham Corp	2,680	$331,757
MYRG	Myr Group Inc.	604	$302,241
—		5,697	$295,958
RHLD	Resolute Holdings Management, Inc.	1,939	$280,243
IOT	Samsara Inc.	8,639	$280,162
ADBE	Adobe Inc.	1,340	$274,726
BA	Boeing Co	1,265	$273,834
ANAB	Anaptysbio, Inc	3,981	$268,717
PATH	UiPath, Inc.	24,300	$264,141
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

500 tracked positions · $3,582,379,996 total · filing declares 899 positions · $3,638,264,123 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 500 positions by value · page 1 of 10

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	393,611	+79,627	$89,892,879	+43.1%	2.51%
AVGO	Broadcom Inc. Technology	Added	175,188	+391	$61,524,272	−6.8%	1.72%
MSFT	Microsoft Corp Technology	Added	100,649	+3,606	$51,622,871	+42.6%	1.44%
PH	Parker-Hannifin Corp Industrials	Reduced	52,351	-6,605	$50,017,191	−13.3%	1.40%
TT	Trane Technologies plc Industrials	Reduced	109,348	-165	$49,423,108	−8.1%	1.38%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	103,869	+556	$47,383,998	−4.0%	1.32%
NTAP	NetApp, Inc. Technology	Reduced	200,064	-9,480	$42,029,444	+29.6%	1.17%
EOG	Eog Resources Inc Energy	Reduced	272,055	-801	$37,478,296	+5.9%	1.05%
LRCX	Lam Research Corp Technology	Reduced	113,681	-4,994	$37,345,345	−27.4%	1.04%
WSM	Williams Sonoma Inc Consumer Cyclical	Reduced	159,587	-2,590	$36,376,259	−3.8%	1.02%
ANET	Arista Networks, Inc. Technology	Reduced	170,456	-2,182	$34,703,136	+18.3%	0.97%
AMP	Ameriprise Financial Inc Financial Services	Added	68,620	+569	$33,785,056	+8.2%	0.94%
CDNS	Cadence Design Systems Inc Technology	Added	96,183	+1,223	$31,758,183	−10.9%	0.89%
APH	Amphenol Corp Technology	Added	375,192	+188,460	$31,628,685	−3.9%	0.88%
CAT	Caterpillar Inc Industrials	Reduced	38,936	-341	$31,568,919	−24.5%	0.88%
HWM	Howmet Aerospace Inc. Industrials	Reduced	138,924	-9,995	$31,421,829	−21.5%	0.88%
ZTS	Zoetis Inc. Healthcare	Added	445,975	+35,213	$31,142,433	+5.5%	0.87%
GOOGL	Alphabet Inc. Communication Services	Added	87,267	+2,926	$30,026,828	−0.4%	0.84%
META	Meta Platforms, Inc. Communication Services	Added	41,323	+2,188	$29,966,612	+35.9%	0.84%
JPM	Jpmorgan Chase & Co Financial Services	Added	90,438	+3,480	$29,919,603	+5.1%	0.84%
V	Visa Inc. Financial Services	Added	80,793	+818	$29,031,347	+5.8%	0.81%
TXN	Texas Instruments Inc Technology	Added	101,370	+90	$28,392,723	−5.9%	0.79%
CME	Cme Group Inc. Financial Services	Added	104,042	+28,379	$27,256,922	+63.1%	0.76%
AMZN	Amazon Com Inc Consumer Cyclical	Added	104,474	+5,371	$26,029,697	+10.2%	0.73%
MU	Micron Technology Inc Technology	Added	24,005	+161	$25,567,965	−7.1%	0.71%
CSCO	Cisco Systems, Inc. Technology	Added	232,885	+2,394	$25,065,411	−7.4%	0.70%
LLY	ELI LILLY & Co Healthcare	Added	21,292	+389	$24,636,547	−1.7%	0.69%
DGX	Quest Diagnostics Inc Healthcare	Reduced	103,908	-587	$24,217,837	+9.3%	0.68%
PANW	Palo Alto Networks Inc Technology	Reduced	60,058	-6,669	$23,861,643	+4.9%	0.67%
MRK	Merck & Co., Inc. Healthcare	Reduced	164,173	-48,045	$23,855,977	−12.5%	0.67%
AAPL	Apple Inc. Technology	Added	70,437	+5,974	$23,456,929	+25.8%	0.65%
LIN	Linde PLC Basic Materials	Added	49,186	+122	$23,346,134	−8.3%	0.65%
ETN	Eaton Corp plc Industrials	Added	53,564	+813	$23,016,985	+2.4%	0.64%
GOOG	Alphabet Inc. Communication Services	Reduced	67,527	-6,357	$23,009,149	−11.9%	0.64%
FDX	Fedex Corp Industrials	Added	80,019	+1,455	$22,812,616	−7.3%	0.64%
JNJ	Johnson & Johnson Healthcare	Reduced	85,840	-2,970	$22,725,281	+0.8%	0.63%
AMAT	Applied Materials Inc Technology	Reduced	44,390	-2,069	$22,700,158	−32.4%	0.63%
MRVL	Marvell Technology, Inc. Technology	Added	83,932	+1,776	$22,175,673	−9.4%	0.62%
PWR	Quanta Services, Inc. Industrials	Added	32,283	+838	$20,742,149	−8.4%	0.58%
GRMN	Garmin Ltd Technology	Reduced	71,088	-9	$20,390,881	+20.7%	0.57%
IQV	Iqvia Holdings Inc. Healthcare	Reduced	75,688	-258	$20,348,717	+38.7%	0.57%
T	At&T Inc. Communication Services	Added	826,960	+18,140	$20,177,823	+20.5%	0.56%
RSG	Republic Services, Inc. Industrials	Added	94,816	+432	$19,899,033	−1.1%	0.56%
MSI	Motorola Solutions, Inc. Technology	Added	44,279	+272	$19,747,104	+8.1%	0.55%
WMT	Walmart Inc. Consumer Defensive	Added	189,770	+3,391	$19,720,897	−6.6%	0.55%
MCK	Mckesson Corp Healthcare	Added	22,872	+27	$19,528,341	+13.1%	0.55%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	131,040	+1,228	$19,037,490	+0.0%	0.53%
VYMI	VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND	Added	187,399	+29,002	$18,951,660	+21.8%	0.53%
IRM	Iron Mountain Inc Real Estate	Added	163,874	+416	$18,181,820	−11.9%	0.51%
KLAC	Kla Corp Technology	Reduced	93,235	-2,123	$18,174,298	−36.8%	0.51%

Showing the top 50 of 500 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.