Filed: 8/5/2026ACC: 0001965334-26-000004
📋 What this filing means
MORAN WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 491 equity positions with a total reported market value of $3.67B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
491
Positions
$3.67B
Total AUM (reported)
37.58M
Total Shares
Allocation by class
CS$3.11B84.8%
COM$309.95M8.5%
AD$233.69M6.4%
PS$14.18M0.4%
Portfolio Concentration
Top 3$186.52M5.1%
4–10$318.44M8.7%
11–25$468.77M12.8%
Rest$2.69B73.5%
Top 3 weight
5.1%
Top 10 weight
13.8%
Voting Authority Distribution
Total shares with voting rights: 37.58M
Sole
Full voting authority
37.23M
shares
% of voting shares99.1%
Shared
Joint voting authority
353.68K
shares
% of voting shares0.9%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole478
Shared0
Other13
Dominant voting typeSole · 99.1% of voting shares
Institutional Holdings491
Rows:
Broadcom Inc
SOLEShares174.80K
TypeSH
Market value$66.03M
1.80%
Sole
169.76K
Shared
5.04K
None
0.00
Nvidia Corporation
SOLEShares313.98K
TypeSH
Market value$62.83M
1.71%
Sole
277.61K
Shared
36.37K
None
0.00
Parker-Hannifin Corp
SOLEShares58.96K
TypeSH
Market value$57.67M
1.57%
Sole
58.56K
Shared
395.00
None
0.00
Trane Technologies Plc
SOLEShares109.51K
TypeSH
Market value$53.79M
1.47%
Sole
108.82K
Shared
689.00
None
0.00
Lam Research Corp New
SOLEShares118.67K
TypeSH
Market value$51.43M
1.40%
Sole
117.47K
Shared
1.21K
None
0.00
Taiwan Semiconductor Mfg Ltd S
SOLEShares103.31K
TypeSH
Market value$49.34M
1.35%
Sole
102.52K
Shared
797.00
None
0.00
Invesco S&P 500 Equal Weight E
SOLEShares207.81K
TypeSH
Market value$44.22M
1.21%
Sole
207.62K
Shared
195.00
None
0.00
Caterpillar Inc
SOLEShares39.28K
TypeSH
Market value$41.83M
1.14%
Sole
38.64K
Shared
638.00
None
0.00
Howmet Aerospace Inc
SOLEShares148.92K
TypeSH
Market value$40.04M
1.09%
Sole
147.76K
Shared
1.16K
None
0.00
Williams Sonoma Inc
SOLEShares162.18K
TypeSH
Market value$37.80M
1.03%
Sole
160.87K
Shared
1.30K
None
0.00
Microsoft Corp
SOLEShares97.04K
TypeSH
Market value$36.20M
0.99%
Sole
87.64K
Shared
9.40K
None
0.00
Cadence Design System Inc
SOLEShares94.96K
TypeSH
Market value$35.64M
0.97%
Sole
94.47K
Shared
494.00
None
0.00
Eog Resources Inc
SOLEShares272.86K
TypeSH
Market value$35.40M
0.97%
Sole
271.28K
Shared
1.57K
None
0.00
Applied Materials Inc
SOLEShares46.46K
TypeSH
Market value$33.59M
0.92%
Sole
45.55K
Shared
911.00
None
0.00
Amphenol Corp Cl A
SOLEShares186.73K
TypeSH
Market value$32.92M
0.90%
Sole
185.60K
Shared
1.13K
None
0.00
Netapp Inc
SOLEShares209.54K
TypeSH
Market value$32.43M
0.88%
Sole
208.87K
Shared
676.00
None
0.00
Ameriprise Financial Inc
SOLEShares68.05K
TypeSH
Market value$31.22M
0.85%
Sole
67.84K
Shared
212.00
None
0.00
Texas Instruments Inc
SOLEShares101.28K
TypeSH
Market value$30.19M
0.82%
Sole
99.90K
Shared
1.38K
None
0.00
Alphabet Inc Cap Stock Cl A
SOLEShares84.34K
TypeSH
Market value$30.14M
0.82%
Sole
74.99K
Shared
9.35K
None
0.00
Zoetis Inc Cl A
SOLEShares410.76K
TypeSH
Market value$29.52M
0.80%
Sole
409.92K
Shared
845.00
None
0.00
Arista Networks Inc
SOLEShares172.64K
TypeSH
Market value$29.33M
0.80%
Sole
171.02K
Shared
1.62K
None
0.00
Kla Corp New
SOLEShares95.36K
TypeSH
Market value$28.77M
0.78%
Sole
94.22K
Shared
1.13K
None
0.00
Jpmorgan Chase & Co
SOLEShares86.96K
TypeSH
Market value$28.46M
0.78%
Sole
83.82K
Shared
3.14K
None
0.00
Micron Technology Inc
SOLEShares23.84K
TypeSH
Market value$27.52M
0.75%
Sole
20.48K
Shared
3.37K
None
0.00
Visa Inc Cl A
SOLEShares79.97K
TypeSH
Market value$27.44M
0.75%
Sole
78.28K
Shared
1.70K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Broadcom IncSOLE | cs | 174.80K | SH | $66.03M 1.80% | 169.76K | 5.04K | 0.00 |
Nvidia CorporationSOLE | cs | 313.98K | SH | $62.83M 1.71% | 277.61K | 36.37K | 0.00 |
Parker-Hannifin CorpSOLE | cs | 58.96K | SH | $57.67M 1.57% | 58.56K | 395.00 | 0.00 |
Trane Technologies PlcSOLE | cs | 109.51K | SH | $53.79M 1.47% | 108.82K | 689.00 | 0.00 |
Lam Research Corp NewSOLE | cs | 118.67K | SH | $51.43M 1.40% | 117.47K | 1.21K | 0.00 |
Taiwan Semiconductor Mfg Ltd SSOLE | ad | 103.31K | SH | $49.34M 1.35% | 102.52K | 797.00 | 0.00 |
Invesco S&P 500 Equal Weight ESOLE | COM | 207.81K | SH | $44.22M 1.21% | 207.62K | 195.00 | 0.00 |
Caterpillar IncSOLE | cs | 39.28K | SH | $41.83M 1.14% | 38.64K | 638.00 | 0.00 |
Howmet Aerospace IncSOLE | cs | 148.92K | SH | $40.04M 1.09% | 147.76K | 1.16K | 0.00 |
Williams Sonoma IncSOLE | cs | 162.18K | SH | $37.80M 1.03% | 160.87K | 1.30K | 0.00 |
Microsoft CorpSOLE | cs | 97.04K | SH | $36.20M 0.99% | 87.64K | 9.40K | 0.00 |
Cadence Design System IncSOLE | cs | 94.96K | SH | $35.64M 0.97% | 94.47K | 494.00 | 0.00 |
Eog Resources IncSOLE | cs | 272.86K | SH | $35.40M 0.97% | 271.28K | 1.57K | 0.00 |
Applied Materials IncSOLE | cs | 46.46K | SH | $33.59M 0.92% | 45.55K | 911.00 | 0.00 |
Amphenol Corp Cl ASOLE | cs | 186.73K | SH | $32.92M 0.90% | 185.60K | 1.13K | 0.00 |
Netapp IncSOLE | cs | 209.54K | SH | $32.43M 0.88% | 208.87K | 676.00 | 0.00 |
Ameriprise Financial IncSOLE | cs | 68.05K | SH | $31.22M 0.85% | 67.84K | 212.00 | 0.00 |
Texas Instruments IncSOLE | cs | 101.28K | SH | $30.19M 0.82% | 99.90K | 1.38K | 0.00 |
Alphabet Inc Cap Stock Cl ASOLE | cs | 84.34K | SH | $30.14M 0.82% | 74.99K | 9.35K | 0.00 |
Zoetis Inc Cl ASOLE | cs | 410.76K | SH | $29.52M 0.80% | 409.92K | 845.00 | 0.00 |
Arista Networks IncSOLE | cs | 172.64K | SH | $29.33M 0.80% | 171.02K | 1.62K | 0.00 |
Kla Corp NewSOLE | cs | 95.36K | SH | $28.77M 0.78% | 94.22K | 1.13K | 0.00 |
Jpmorgan Chase & CoSOLE | cs | 86.96K | SH | $28.46M 0.78% | 83.82K | 3.14K | 0.00 |
Micron Technology IncSOLE | cs | 23.84K | SH | $27.52M 0.75% | 20.48K | 3.37K | 0.00 |
Visa Inc Cl ASOLE | cs | 79.97K | SH | $27.44M 0.75% | 78.28K | 1.70K | 0.00 |
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