Moran Wealth Management, LLC holds a diversified book of 491 stocks worth $3.7B as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter they opened Marvell Technology Inc and trimmed Broadcom Inc. Their largest long position is Broadcom Inc at 2% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
91% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Moran Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 80 / 80 | $2.4T |
| FMR LLC | 80 / 80 | $854.1B |
| MORGAN STANLEY | 80 / 80 | $544.0B |
| JPMORGAN CHASE & CO | 80 / 80 | $523.7B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $327.2B |
| GOLDMAN SACHS GROUP INC | 80 / 80 | $249.1B |
| Bank of New York Mellon Corp | 80 / 80 | $215.9B |
| ROYAL BANK OF CANADA | 80 / 80 | $155.5B |
Ranked by how many of Moran Wealth Management, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Broadcom Inc cs | $66.0M | 174.8K | 1.8% | ▼−7.7% Reduced · −14K sh | |
| 2 | Nvidia Corporation cs | $62.8M | 314.0K | 1.7% | ▲+0.3% Added · +835 sh | |
| 3 | Parker-Hannifin Corp cs | $57.7M | 59.0K | 1.6% | ▼−5.1% Reduced · −3K sh | |
| 4 | Trane Technologies Plc cs | $53.8M | 109.5K | 1.5% | ▼−5.1% Reduced · −6K sh | |
| 5 | Lam Research Corp New cs | $51.4M | 118.7K | 1.4% | ▲+34% Added · +30K sh | |
| 6 | Taiwan Semiconductor Mfg Ltd S ad | $49.3M | 103.3K | 1.3% | ▼−16% Reduced · −20K sh | |
| 7 | Invesco S&P 500 Equal Weight E COM | $44.2M | 207.8K | 1.2% | ▼−4.5% Reduced · −10K sh | |
| 8 | Caterpillar Inc cs | $41.8M | 39.3K | 1.1% | ▼−17% Reduced · −8K sh | |
| 9 | Howmet Aerospace Inc cs | $40.0M | 148.9K | 1.1% | ▼−5.8% Reduced · −9K sh | |
| 10 | Williams Sonoma Inc cs | $37.8M | 162.2K | 1.0% | ▼−6.0% Reduced · −10K sh | |
| 11 | Microsoft Corp cs | $36.2M | 97.0K | 1.0% | ▲+5.9% Added · +5K sh | |
| 12 | Cadence Design System Inc cs | $35.6M | 95.0K | 1.0% | ▼−9.1% Reduced · −10K sh | |
| 13 | Eog Resources Inc cs | $35.4M | 272.9K | 1.0% | ▼−9.6% Reduced · −29K sh | |
| 14 | Applied Materials Inc cs | $33.6M | 46.5K | 0.9% | ▼−8.8% Reduced · −5K sh | |
| 15 | Amphenol Corp Cl A cs | $32.9M | 186.7K | 0.9% | ▼−4.7% Reduced · −9K sh | |
| 16 | Netapp Inc cs | $32.4M | 209.5K | 0.9% | ▼−7.0% Reduced · −16K sh | |
| 17 | Ameriprise Financial Inc cs | $31.2M | 68.1K | 0.9% | ▼−3.4% Reduced · −2K sh | |
| 18 | Texas Instruments Inc cs | $30.2M | 101.3K | 0.8% | ▼−9.6% Reduced · −11K sh | |
| 19 | Alphabet Inc Cap Stock Cl A cs | $30.1M | 84.3K | 0.8% | ▲+2.2% Added · +2K sh | |
| 20 | Zoetis Inc Cl A cs | $29.5M | 410.8K | 0.8% | ▲+66% Added · +163K sh | |
| 21 | Arista Networks Inc cs | $29.3M | 172.6K | 0.8% | ▼−5.5% Reduced · −10K sh | |
| 22 | Kla Corp New cs | $28.8M | 95.4K | 0.8% | ▲+828% Added · +85K sh | |
| 23 | Jpmorgan Chase & Co cs | $28.5M | 87.0K | 0.8% | ▲+0.2% Added · +173 sh | |
| 24 | Micron Technology Inc cs | $27.5M | 23.8K | 0.8% | ▲+6.1% Added · +1K sh | |
| 25 | Visa Inc Cl A cs | $27.4M | 80.0K | 0.7% | ▼−5.4% Reduced · −5K sh | |
| 26 | Merck & Co Inc cs | $27.3M | 212.2K | 0.7% | ▼−3.7% Reduced · −8K sh | |
| 27 | Cisco Systems Inc cs | $27.1M | 230.5K | 0.7% | ▼−16% Reduced · −44K sh | |
| 28 | Alphabet Inc Cap Stock Cl C cs | $26.1M | 73.9K | 0.7% | ▼−4.0% Reduced · −3K sh | |
| 29 | Linde Plc cs | $25.5M | 49.1K | 0.7% | ▼−4.6% Reduced · −2K sh | |
| 30 | Lilly Eli & Co cs | $25.1M | 20.9K | 0.7% | ▲+86% Added · +10K sh | |
| 31 | Fedex Corp cs | $24.6M | 78.6K | 0.7% | ▲+4.4% Added · +3K sh | |
| 32 | Marvell Technology Inc cs | $24.5M | 82.2K | 0.7% | ▲New New position | |
| 33 | Amazon.Com Inc cs | $23.6M | 99.1K | 0.6% | ▲+7.4% Added · +7K sh | |
| 34 | Palo Alto Networks Inc cs | $22.8M | 66.7K | 0.6% | ▼−9.4% Reduced · −7K sh | |
| 35 | Quanta Services Inc cs | $22.6M | 31.4K | 0.6% | ▼−5.8% Reduced · −2K sh | |
| 36 | Johnson & Johnson cs | $22.6M | 88.8K | 0.6% | ▼−2.3% Reduced · −2K sh | |
| 37 | Eaton Corp Plc cs | $22.5M | 52.8K | 0.6% | ▼−3.1% Reduced · −2K sh | |
| 38 | Quest Diagnostics Inc cs | $22.1M | 104.5K | 0.6% | ▼−3.5% Reduced · −4K sh | |
| 39 | Meta Platforms Inc Cl A cs | $22.0M | 39.1K | 0.6% | ▲+8.8% Added · +3K sh | |
| 40 | Caseys General Stores Inc cs | $21.4M | 27.0K | 0.6% | ▼−5.8% Reduced · −2K sh | |
| 41 | Wal-Mart Inc cs | $21.1M | 186.4K | 0.6% | ▲+16% Added · +25K sh | |
| 42 | Comfort Systems Usa Inc cs | $21.0M | 10.6K | 0.6% | ▼−6.6% Reduced · −753 sh | |
| 43 | Iron Mountain Inc COM | $20.6M | 163.5K | 0.6% | ▼−5.7% Reduced · −10K sh | |
| 44 | Pulte Group Inc cs | $20.4M | 148.6K | 0.6% | ▼−5.4% Reduced · −8K sh | |
| 45 | Republic Services Inc cs | $20.1M | 94.4K | 0.5% | ▼−3.8% Reduced · −4K sh | |
| 46 | Flex Ltd cs | $19.8M | 122.4K | 0.5% | ▼−23% Reduced · −37K sh | |
| 47 | Procter And Gamble Co cs | $19.0M | 129.8K | 0.5% | ▼−3.5% Reduced · −5K sh | |
| 48 | American Express Co cs | $18.9M | 55.9K | 0.5% | ▼−3.8% Reduced · −2K sh | |
| 49 | Apple Inc cs | $18.7M | 64.5K | 0.5% | ▲+22% Added · +12K sh | |
| 50 | Penske Automotive Group Inc cs | $18.5M | 103.6K | 0.5% | ▼−3.3% Reduced · −4K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1965334/holdings"
Use Arkolith to show Moran Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 5, 2026 | 853 | $3.7B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 27, 2026 | 780 | $3.3B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 26, 2026 | 764 | $3.3B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 23, 2025 | 491 | $3.3B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 28, 2025 | 660 | $3.2B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 23, 2025 | 574 | $3.0B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 7, 2025 | 412 | $3.1B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 8, 2024 | 402 | $3.3B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 13, 2024 | 387 | $3.0B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 409 | $3.1B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 8, 2024 | 415 | $2.8B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 13, 2023 | 366 | $2.6B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 10, 2023 | 380 | $2.7B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 10, 2023 | 355 | $2.6B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 13, 2023 | 339 | $2.6B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.