Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Broadcom Inc.COM | COM | $58.6M | 1.8% |
| Parker-hannifin Corp.COM | COM | $55.6M | 1.7% |
| Nvidia CorporationCOM | COM | $54.6M | 1.7% |
| Trane Technologies PLCSHS | SHS | $48.1M | 1.5% |
| Eog Res Inc.COM | COM | $43.7M | 1.3% |
| Invesco Exchange Traded FD TS&P500 EQL WGT | S&P500 EQL WGT | $41.8M | 1.3% |
| Taiwan Semiconductor ManufacSPONSORED ADS | SPONSORED ADS | $41.5M | 1.3% |
| Howmet Aerospace Inc.COM | COM | $36.4M | 1.1% |
| Microsoft Corp.COM | COM | $33.9M | 1.0% |
| Caterpillar Inc.COM | COM | $33.5M | 1.0% |
| Williams Sonoma Inc.COM | COM | $31.5M | 1.0% |
| Ameriprise Finl Inc.COM | COM | $31.3M | 1.0% |
| AT&T Inc.COM | COM | $29.3M | 0.9% |
| Zoetis Inc.CL A | CL A | $29.2M | 0.9% |
| Cadence Design System Inc.COM | COM | $29M | 0.9% |
| Fedex Corp.COM | COM | $26.8M | 0.8% |
| Merck & CO Inc.COM | COM | $26.5M | 0.8% |
| Paccar Inc.COM | COM | $25.6M | 0.8% |
| Visa Inc.COM CL A | COM CL A | $25.6M | 0.8% |
| JPMORGAN Chase & COCOM | COM | $25.5M | 0.8% |
| Linde PLCSHS | SHS | $25.5M | 0.8% |
| Lockheed Martin Corp.COM | COM | $25.2M | 0.8% |
| Amphenol Corp.CL A | CL A | $24.8M | 0.8% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $23.7M | 0.7% |
| Netapp Inc.COM | COM | $23.1M | 0.7% |
| CME Group Inc.COM | COM | $22.9M | 0.7% |
| Arista Networks Inc.COM SHS | COM SHS | $22.4M | 0.7% |
| Johnson & JohnsonCOM | COM | $22.2M | 0.7% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $22.1M | 0.7% |
| Texas Instrs Inc.COM | COM | $21.7M | 0.7% |
| Republic Svcs Inc.COM | COM | $21.5M | 0.7% |
| Progressive Corp.COM | COM | $21.3M | 0.7% |
| Cisco Sys Inc.COM | COM | $21.3M | 0.7% |
| Quest Diagnostics Inc.COM | COM | $21.2M | 0.7% |
| Caseys Gen Stores Inc.COM | COM | $20.8M | 0.6% |
| Aflac Inc.COM | COM | $20.7M | 0.6% |
| Meta Platforms Inc.CL A | CL A | $20.6M | 0.6% |
| Mckesson Corp.COM | COM | $20.3M | 0.6% |
| Motorola Solutions Inc.COM NEW | COM NEW | $20.2M | 0.6% |
| Walmart Inc.COM | COM | $20M | 0.6% |
| Eaton Corp. PLCSHS | SHS | $19.5M | 0.6% |
| Procter & Gamble COCOM | COM | $19.4M | 0.6% |
| Amazon Com Inc.COM | COM | $19.2M | 0.6% |
| Lam Research Corp.COM NEW | COM NEW | $19M | 0.6% |
| Chevron CorporationCOM | COM | $18.7M | 0.6% |
| Kroger COCOM | COM | $18.6M | 0.6% |
| Cencora Inc.COM | COM | $18.5M | 0.6% |
| Pulte Group Inc.COM | COM | $18.5M | 0.6% |
| Quanta Svcs Inc.COM | COM | $18.3M | 0.6% |
| Iron Mtn Inc. DelCOM | COM | $17.7M | 0.5% |
- Class
- COM
- Share
- 1.8%
- Class
- COM
- Share
- 1.7%
- Class
- COM
- Share
- 1.7%
- Class
- SHS
- Share
- 1.5%
- Class
- COM
- Share
- 1.3%
- Class
- S&P500 EQL WGT
- Share
- 1.3%
- Class
- SPONSORED ADS
- Share
- 1.3%
- Class
- COM
- Share
- 1.1%
- Class
- COM
- Share
- 1.0%
- Class
- COM
- Share
- 1.0%
- Class
- COM
- Share
- 1.0%
- Class
- COM
- Share
- 1.0%
- Class
- COM
- Share
- 0.9%
- Class
- CL A
- Share
- 0.9%
- Class
- COM
- Share
- 0.9%
- Class
- COM
- Share
- 0.8%
- Class
- COM
- Share
- 0.8%
- Class
- COM
- Share
- 0.8%
- Class
- COM CL A
- Share
- 0.8%
- Class
- COM
- Share
- 0.8%
- Class
- SHS
- Share
- 0.8%
- Class
- COM
- Share
- 0.8%
- Class
- CL A
- Share
- 0.8%
- Class
- CAP STK CL A
- Share
- 0.7%
- Class
- COM
- Share
- 0.7%
- Class
- COM
- Share
- 0.7%
- Class
- COM SHS
- Share
- 0.7%
- Class
- COM
- Share
- 0.7%
- Class
- CAP STK CL C
- Share
- 0.7%
- Class
- COM
- Share
- 0.7%
- Class
- COM
- Share
- 0.7%
- Class
- COM
- Share
- 0.7%
- Class
- COM
- Share
- 0.7%
- Class
- COM
- Share
- 0.7%
- Class
- COM
- Share
- 0.6%
- Class
- COM
- Share
- 0.6%
- Class
- CL A
- Share
- 0.6%
- Class
- COM
- Share
- 0.6%
- Class
- COM NEW
- Share
- 0.6%
- Class
- COM
- Share
- 0.6%
- Class
- SHS
- Share
- 0.6%
- Class
- COM
- Share
- 0.6%
- Class
- COM
- Share
- 0.6%
- Class
- COM NEW
- Share
- 0.6%
- Class
- COM
- Share
- 0.6%
- Class
- COM
- Share
- 0.6%
- Class
- COM
- Share
- 0.6%
- Class
- COM
- Share
- 0.6%
- Class
- COM
- Share
- 0.6%
- Class
- COM
- Share
- 0.5%
The share class is shown on a wider screen.
The 50 largest of 474 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1965334
- File number
- 028-22945
- Options
- 0 call, 0 put
- In the 25 largest
- 26.0%
Common questions
What are Moran Wealth Management’s 13F holdings worth?
$3.27 billion across 474 positions for the quarter ended 31 March 2026.
What is Moran Wealth Management’s largest 13F holding?
BROADCOM INC (COM) was the largest position at $58.6 million, or 1.8% of reported 13F value, as of 31 March 2026.
How concentrated is Moran Wealth Management’s 13F portfolio?
The ten largest positions accounted for 13.7% of reported value and the twenty-five largest for 26.0%, across 474 positions as of 31 March 2026.
Does Form 13F show everything Moran Wealth Management manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Moran Wealth Management file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 31 March 2026.
Answered from this filing and the prior quarter's.