Moran Wealth Management, LLC
SEC Form 13F institutional filer · CIK 0001965334
13F-HR · 207 reported holdings · 2026-03-31
Wealth management firm.
Reported long-US-equity value
$2.36B
Top-10 concentration
18.6%
Moran Wealth Management, LLC — $2.36B AUM allocation strategy
Moran Wealth Management, LLC files SEC Form 13F and reports $2.36B of long US equity value across 207 reported holdings for 2026-03-31.
Its largest sector bet is Industrials 9.6%, followed by Information Technology 7.5% and Financials 6.5%.
The top 10 holdings account for 19% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Moran Wealth Management, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$2.36B
total across 207 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
19% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVZ +184K sh · +$38.8M+$SCHW +116K sh · +$4.35M+$BF.B +91.4K sh · +$2.48M
Biggest trims (shares)
−$CMG −253K sh · −$10.4M−$DXCM −164K sh · −$11M−$GRMN −107K sh · −$19.5M
Exited to nil (held last quarter, gone now)
$CL ($15.2M last qtr)$WRB ($12.1M last qtr)$TEL ($10M last qtr)$TKO ($8.17M last qtr)$BRO ($7.45M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors4.8%—
- Asset Management & Custody Banks4.4%—
- Construction Machinery & Heavy Transportation Equipment2.5%—
- Pharmaceuticals2.3%—
- Industrial Machinery & Supplies & Components2.3%—
- Building Products2.0%—
- Oil & Gas Exploration & Production1.9%—
- Aerospace & Defense1.6%—
- Other holdings78.2%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AVGO | Broadcom Inc | 189K | $58.6M | -15.8K | 2.5% |
| $PH | Parker-Hannifin Corporation | 62.1K | $55.6M | -10.9K | 2.4% |
| $NVDA | NVIDIA Corporation | 313K | $54.6M | -3.77K | 2.3% |
| $TT | Trane Technologies plc | 115K | $48.1M | -3.77K | 2.0% |
| $EOG | EOG Resources Inc | 302K | $43.7M | +11.9K | 1.8% |
| $IVZ | Invesco Ltd | 220K | $42M | +184K | 1.8% |
| $HWM | Howmet Aerospace Inc | 158K | $36.4M | -19.3K | 1.5% |
| $MSFT | Microsoft Corporation | 91.7K | $33.9M | -5.34K | 1.4% |
| $CAT | Caterpillar Inc | 47.3K | $33.5M | -8.31K | 1.4% |
| $T | AT&T Inc | 1.03M | $33.5M | +4.96K | 1.4% |
…and 197 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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