Moran Wealth Management, LLC

Q2 2026 13F-HR Holdings

Location
Naples, FL
Holdings as of
6/30/2026
Date filed
8/5/2026
Form type
13F-HR
Num holdings
491
Total value ($000)
$3,667,678
Net value change ($000)
+401,614 (12.3%)
New positions
88
Sold out positions
71
Turnover %
12.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
LRCX 32,447 171.0%
MRVL 24,473 NEW
MU 19,933 262.6%
DRI 17,304 NEW
AMAT 16,169 92.8%
LLY 14,711 142.0%
KLAC 13,641 90.2%
NOBL 13,206 2073.2%
IWS 12,549 3595.7%
EXE 12,013 366.8%
Top Reduces (Value $000, Stocks/ETFs)
AFL -20,436 -98.9%
LOW -15,844 -100.0%
INTU -15,676 -100.0%
T -12,555 -42.9%
PGR -11,909 -55.8%
PCAR -11,855 -46.4%
COLO -11,664 -100.0%
BR -11,066 -100.0%
GIS -9,639 -100.0%
USFD -8,806 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type