Moran Wealth Management
Moran Wealth Management reported 500 stocks worth $3.6B in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are NVDA (2.5%), AVGO (1.7%) and MSFT (1.4%). Compared with Q2 2026, the fund added to NVDA, AVGO and MSFT, trimmed PH, TT and NTAP and sold out of ROL, XOM and RHHBY.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $89.9M | 2.5% | 394K | +80K (+25%) | 8 of 8 | |
| 2 |  AVGO Broadcom Inc | $61.5M | 1.7% | 175K | +391 (+0%) | 8 of 8 | |
| 3 |  MSFT Microsoft Corp | $51.6M | 1.4% | 101K | +3,606 (+4%) | 8 of 8 | |
| 4 |  PH Parker Hannifin Corp | $50M | 1.4% | 52K | −6,605 (−11%) | 8 of 8 | |
| 5 |  TT Trane Technologies PLC | $49.4M | 1.4% | 109K | −165 (−0%) | 8 of 8 | |
| 6 |  TSM Taiwan Semiconductor Mfg Ltd | $47.4M | 1.3% | 104K | +556 (+1%) | 8 of 8 | |
| 7 |  NTAP Netapp Inc | $42M | 1.2% | 200K | −9,480 (−5%) | 8 of 8 | |
| 8 |  EOG Eog Res Inc | $37.5M | 1.0% | 272K | −801 (−0%) | 8 of 8 | |
| 9 |  LRCX Lam Research Corp | $37.3M | 1.0% | 114K | −4,994 (−4%) | 7 of 8 | |
| 10 |  WSM Williams Sonoma Inc | $36.4M | 1.0% | 160K | −2,590 (−2%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 ROL Rollins Inc | $11.1M | 266K |
 XOM Exxon Mobil Corp | $9M | 66K |
 RHHBY Roche Hldgs AG Basel Sponsored ADR | $8.9M | 173K |
 NSRGY Nestle S A Sponsored ADR | $8.6M | 83K |
 DEO Diageo PLC | $7.2M | 89K |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 22, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Moran Wealth Management 13F FAQ
What does Moran Wealth Management own?
Moran Wealth Management reported 500 stocks worth $3.6B in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are NVDA (2.5%), AVGO (1.7%) and MSFT (1.4%). The table above lists every position in the filing (the top 10 without an account).
What did Moran Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 60 new positions, 318 added to, 112 trimmed and 51 sold out. It sold all of ROL, XOM and RHHBY.
When will Moran Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Moran Wealth Management's portfolio worth?
The Q3 2026 filing reports $3.6B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.