Filed: 10/22/2026ACC: 0002085853-26-001268
📋 What this filing means
MORAN WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 500 equity positions with a total reported market value of $3.64B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
500
Positions
$3.64B
Total AUM (reported)
34.97M
Total Shares
Allocation by class
COM$2.33B64.1%
CL A$226.99M6.2%
SHS$152.75M4.2%
COM NEW$113.36M3.1%
SPONSORED ADS$92.16M2.5%
COM SHS$91.83M2.5%
COM CL A$68.73M1.9%
Portfolio Concentration
Top 3$203.04M5.6%
4–10$300.05M8.2%
11–25$457.72M12.6%
Rest$2.68B73.6%
Top 3 weight
5.6%
Top 10 weight
13.8%
Voting Authority Distribution
Total shares with voting rights: 34.97M
Sole
Full voting authority
34.49M
shares
% of voting shares98.6%
Shared
Joint voting authority
487.21K
shares
% of voting shares1.4%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole286
Shared0
Other214
Dominant voting typeSole · 98.6% of voting shares
Institutional Holdings500
Rows:
NVIDIA CORPORATION
SOLEShares393.61K
TypeSH
Market value$89.89M
2.47%
Sole
350.68K
Shared
42.93K
None
0.00
BROADCOM INC
DFNDShares175.19K
TypeSH
Market value$61.52M
1.69%
Sole
169.19K
Shared
6K
None
0.00
MICROSOFT CORP
SOLEShares100.65K
TypeSH
Market value$51.62M
1.42%
Sole
87.02K
Shared
13.63K
None
0.00
PARKER-HANNIFIN CORP
DFNDShares52.35K
TypeSH
Market value$50.02M
1.37%
Sole
51.76K
Shared
592.00
None
0.00
TRANE TECHNOLOGIES PLC
DFNDShares109.35K
TypeSH
Market value$49.42M
1.36%
Sole
108.15K
Shared
1.20K
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
DFNDShares103.87K
TypeSH
Market value$47.38M
1.30%
Sole
102.35K
Shared
1.52K
None
0.00
NETAPP INC
SOLEShares200.06K
TypeSH
Market value$42.03M
1.16%
Sole
198.33K
Shared
1.73K
None
0.00
EOG RES INC
SOLEShares272.06K
TypeSH
Market value$37.48M
1.03%
Sole
269.64K
Shared
2.41K
None
0.00
LAM RESEARCH CORP
SOLEShares113.68K
TypeSH
Market value$37.35M
1.03%
Sole
112.23K
Shared
1.45K
None
0.00
WILLIAMS SONOMA INC
SOLEShares159.59K
TypeSH
Market value$36.38M
1.00%
Sole
157.22K
Shared
2.37K
None
0.00
ARISTA NETWORKS INC
DFNDShares170.46K
TypeSH
Market value$34.70M
0.95%
Sole
168.16K
Shared
2.29K
None
0.00
AMERIPRISE FINL INC
DFNDShares68.62K
TypeSH
Market value$33.79M
0.93%
Sole
68.24K
Shared
381.00
None
0.00
CADENCE DESIGN SYSTEM INC
DFNDShares96.18K
TypeSH
Market value$31.76M
0.87%
Sole
95.41K
Shared
770.00
None
0.00
AMPHENOL CORP
DFNDShares375.19K
TypeSH
Market value$31.63M
0.87%
Sole
371.56K
Shared
3.63K
None
0.00
CATERPILLAR INC
DFNDShares38.94K
TypeSH
Market value$31.57M
0.87%
Sole
38.10K
Shared
836.00
None
0.00
HOWMET AEROSPACE INC
DFNDShares138.92K
TypeSH
Market value$31.42M
0.86%
Sole
137.31K
Shared
1.61K
None
0.00
ZOETIS INC
SOLEShares445.98K
TypeSH
Market value$31.14M
0.86%
Sole
444.85K
Shared
1.13K
None
0.00
INVESCO EXCHANGE TRADED FD T
DFNDShares149.45K
TypeSH
Market value$31.09M
0.85%
Sole
148.96K
Shared
489.00
None
0.00
ALPHABET INC
SOLEShares87.27K
TypeSH
Market value$30.03M
0.83%
Sole
75.91K
Shared
11.36K
None
0.00
META PLATFORMS INC
SOLEShares41.32K
TypeSH
Market value$29.97M
0.82%
Sole
38.42K
Shared
2.90K
None
0.00
JPMORGAN CHASE & CO
DFNDShares90.44K
TypeSH
Market value$29.92M
0.82%
Sole
84.78K
Shared
5.66K
None
0.00
VISA INC
SOLEShares80.79K
TypeSH
Market value$29.03M
0.80%
Sole
78.80K
Shared
1.99K
None
0.00
TEXAS INSTRS INC
DFNDShares101.37K
TypeSH
Market value$28.39M
0.78%
Sole
99.28K
Shared
2.09K
None
0.00
CME GROUP INC
DFNDShares104.04K
TypeSH
Market value$27.26M
0.75%
Sole
103.47K
Shared
577.00
None
0.00
AMAZON COM INC
SOLEShares104.47K
TypeSH
Market value$26.03M
0.72%
Sole
89.12K
Shared
15.35K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 393.61K | SH | $89.89M 2.47% | 350.68K | 42.93K | 0.00 |
BROADCOM INCDFND | COM | 175.19K | SH | $61.52M 1.69% | 169.19K | 6K | 0.00 |
MICROSOFT CORPSOLE | COM | 100.65K | SH | $51.62M 1.42% | 87.02K | 13.63K | 0.00 |
PARKER-HANNIFIN CORPDFND | COM | 52.35K | SH | $50.02M 1.37% | 51.76K | 592.00 | 0.00 |
TRANE TECHNOLOGIES PLCDFND | SHS | 109.35K | SH | $49.42M 1.36% | 108.15K | 1.20K | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACDFND | SPONSORED ADS | 103.87K | SH | $47.38M 1.30% | 102.35K | 1.52K | 0.00 |
NETAPP INCSOLE | COM | 200.06K | SH | $42.03M 1.16% | 198.33K | 1.73K | 0.00 |
EOG RES INCSOLE | COM | 272.06K | SH | $37.48M 1.03% | 269.64K | 2.41K | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 113.68K | SH | $37.35M 1.03% | 112.23K | 1.45K | 0.00 |
WILLIAMS SONOMA INCSOLE | COM | 159.59K | SH | $36.38M 1.00% | 157.22K | 2.37K | 0.00 |
ARISTA NETWORKS INCDFND | COM SHS | 170.46K | SH | $34.70M 0.95% | 168.16K | 2.29K | 0.00 |
AMERIPRISE FINL INCDFND | COM | 68.62K | SH | $33.79M 0.93% | 68.24K | 381.00 | 0.00 |
CADENCE DESIGN SYSTEM INCDFND | COM | 96.18K | SH | $31.76M 0.87% | 95.41K | 770.00 | 0.00 |
AMPHENOL CORPDFND | CL A | 375.19K | SH | $31.63M 0.87% | 371.56K | 3.63K | 0.00 |
CATERPILLAR INCDFND | COM | 38.94K | SH | $31.57M 0.87% | 38.10K | 836.00 | 0.00 |
HOWMET AEROSPACE INCDFND | COM | 138.92K | SH | $31.42M 0.86% | 137.31K | 1.61K | 0.00 |
ZOETIS INCSOLE | CL A | 445.98K | SH | $31.14M 0.86% | 444.85K | 1.13K | 0.00 |
INVESCO EXCHANGE TRADED FD TDFND | S&P500 EQL WGT | 149.45K | SH | $31.09M 0.85% | 148.96K | 489.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 87.27K | SH | $30.03M 0.83% | 75.91K | 11.36K | 0.00 |
META PLATFORMS INCSOLE | CL A | 41.32K | SH | $29.97M 0.82% | 38.42K | 2.90K | 0.00 |
JPMORGAN CHASE & CODFND | COM | 90.44K | SH | $29.92M 0.82% | 84.78K | 5.66K | 0.00 |
VISA INCSOLE | COM CL A | 80.79K | SH | $29.03M 0.80% | 78.80K | 1.99K | 0.00 |
TEXAS INSTRS INCDFND | COM | 101.37K | SH | $28.39M 0.78% | 99.28K | 2.09K | 0.00 |
CME GROUP INCDFND | COM | 104.04K | SH | $27.26M 0.75% | 103.47K | 577.00 | 0.00 |
AMAZON COM INCSOLE | COM | 104.47K | SH | $26.03M 0.72% | 89.12K | 15.35K | 0.00 |
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