Moran Wealth Management, LLC holds a diversified book of 474 stocks worth $3.3B as of Q1 2026 (disclosed Apr 27, 2026, a ~45-day 13F lag). This quarter they opened Technipfmc PLC and trimmed Broadcom Inc. Their largest long position is Broadcom Inc at 2% of the equity book.
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.
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.
94% 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
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 COM | $58.6M | 189.3K | 1.8% | ▼−7.7% Reduced · −16K sh | |
| 2 | Parker-Hannifin Corp COM | $55.6M | 62.1K | 1.7% | ▼−15% Reduced · −11K sh | |
| 3 | Nvidia Corporation COM | $54.6M | 313.1K | 1.7% | ▼−1.2% Reduced · −4K sh | |
| 4 | Trane Technologies PLC SHS | $48.1M | 115.4K | 1.5% | ▼−3.2% Reduced · −4K sh | |
| 5 | Eog Res Inc COM | $43.7M | 302.0K | 1.3% | ▲+4.1% Added · +12K sh | |
| 6 | Invesco Exchange Traded FD T S&P500 EQL WGT | $41.8M | 217.5K | 1.3% | ▲46× Added · +213K sh | |
| 7 | Taiwan Semiconductor Manufac SPONSORED ADS | $41.5M | 122.9K | 1.3% | ▼−21% Reduced · −34K sh | |
| 8 | Howmet Aerospace Inc COM | $36.4M | 158.1K | 1.1% | ▼−11% Reduced · −19K sh | |
| 9 | Microsoft Corp COM | $33.9M | 91.7K | 1.0% | ▼−5.5% Reduced · −5K sh | |
| 10 | Caterpillar Inc COM | $33.5M | 47.3K | 1.0% | ▼−15% Reduced · −8K sh | |
| 11 | Williams Sonoma Inc COM | $31.5M | 172.6K | 1.0% | ▼−13% Reduced · −25K sh | |
| 12 | Ameriprise Finl Inc COM | $31.3M | 70.4K | 1.0% | ▲+4.8% Added · +3K sh | |
| 13 | AT&T Inc COM | $29.3M | 1.01M | 0.9% | ▼−1.7% Reduced · −18K sh | |
| 14 | Zoetis Inc CL A | $29.2M | 247.3K | 0.9% | ▲+22% Added · +45K sh | |
| 15 | Cadence Design System Inc COM | $29.0M | 104.5K | 0.9% | ▼−14% Reduced · −17K sh | |
| 16 | Fedex Corp COM | $26.8M | 75.3K | 0.8% | ▼−15% Reduced · −13K sh | |
| 17 | Merck & Co Inc COM | $26.5M | 220.3K | 0.8% | ▼−7.0% Reduced · −17K sh | |
| 18 | Paccar Inc COM | $25.6M | 221.4K | 0.8% | ▼−6.7% Reduced · −16K sh | |
| 19 | Visa Inc COM CL A | $25.6M | 84.6K | 0.8% | ▲+34% Added · +22K sh | |
| 20 | JPMorgan Chase & Co COM | $25.5M | 86.8K | 0.8% | ▼−2.7% Reduced · −2K sh | |
| 21 | Linde PLC SHS | $25.5M | 51.4K | 0.8% | ▼−14% Reduced · −8K sh | |
| 22 | Lockheed Martin Corp COM | $25.2M | 41.7K | 0.8% | ▼−10.0% Reduced · −5K sh | |
| 23 | Amphenol Corp CL A | $24.8M | 195.9K | 0.8% | ▼−4.3% Reduced · −9K sh | |
| 24 | Alphabet Inc CAP STK CL A | $23.7M | 82.5K | 0.7% | ▼−8.8% Reduced · −8K sh | |
| 25 | Netapp Inc COM | $23.1M | 225.3K | 0.7% | ▼−7.3% Reduced · −18K sh | |
| 26 | Cme Group Inc COM | $22.9M | 77.5K | 0.7% | ▲+20% Added · +13K sh | |
| 27 | Arista Networks Inc COM SHS | $22.4M | 182.6K | 0.7% | ▼−2.4% Reduced · −4K sh | |
| 28 | Johnson & Johnson COM | $22.2M | 90.9K | 0.7% | ▲+15% Added · +12K sh | |
| 29 | Alphabet Inc CAP STK CL C | $22.1M | 77.0K | 0.7% | ▼−11% Reduced · −9K sh | |
| 30 | Texas Instrs Inc COM | $21.7M | 112.0K | 0.7% | ▼−6.9% Reduced · −8K sh | |
| 31 | Republic Svcs Inc COM | $21.5M | 98.1K | 0.7% | ▼−6.0% Reduced · −6K sh | |
| 32 | Progressive Corp COM | $21.3M | 107.7K | 0.7% | ▼−36% Reduced · −61K sh | |
| 33 | Cisco Sys Inc COM | $21.3M | 274.9K | 0.7% | ▲+0.2% Added · +445 sh | |
| 34 | Quest Diagnostics Inc COM | $21.2M | 108.4K | 0.7% | ▲+4.1% Added · +4K sh | |
| 35 | Caseys Gen Stores Inc COM | $20.8M | 28.6K | 0.6% | ▲+183% Added · +19K sh | |
| 36 | Aflac Inc COM | $20.7M | 188.3K | 0.6% | ▼−5.0% Reduced · −10K sh | |
| 37 | Meta Platforms Inc CL A | $20.6M | 36.0K | 0.6% | ▲+5.5% Added · +2K sh | |
| 38 | McKesson Corp COM | $20.3M | 23.4K | 0.6% | ▼−0.7% Reduced · −173 sh | |
| 39 | Motorola Solutions Inc COM NEW | $20.2M | 46.6K | 0.6% | ▲+12% Added · +5K sh | |
| 40 | Walmart Inc COM | $20.0M | 161.2K | 0.6% | ▼−1.3% Reduced · −2K sh | |
| 41 | Eaton Corp PLC SHS | $19.5M | 54.4K | 0.6% | ▼−11% Reduced · −7K sh | |
| 42 | Procter & Gamble Co COM | $19.4M | 134.6K | 0.6% | ▲+7.2% Added · +9K sh | |
| 43 | Amazon Com Inc COM | $19.2M | 92.3K | 0.6% | ▲+11% Added · +9K sh | |
| 44 | Lam Research Corp COM NEW | $19.0M | 88.8K | 0.6% | ▼−2.5% Reduced · −2K sh | |
| 45 | Chevron Corporation COM | $18.7M | 90.4K | 0.6% | ▼−4.0% Reduced · −4K sh | |
| 46 | Kroger Co COM | $18.6M | 256.6K | 0.6% | ▼−0.3% Reduced · −739 sh | |
| 47 | Cencora Inc COM | $18.5M | 58.8K | 0.6% | ▼−9.9% Reduced · −6K sh | |
| 48 | Pulte Group Inc COM | $18.5M | 157.1K | 0.6% | ▼−8.0% Reduced · −14K sh | |
| 49 | Quanta Svcs Inc COM | $18.3M | 33.4K | 0.6% | ▼−24% Reduced · −10K sh | |
| 50 | Iron MTN Inc Del COM | $17.7M | 173.4K | 0.5% | ▼−11% Reduced · −22K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| 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 ~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.