Moran Wealth Management, LLC

Q3 2026 13F-HR Holdings

Location
Naples, FL
Holdings as of
9/30/2026
Date filed
10/22/2026
Form type
13F-HR
Num holdings
500
Total value ($000)
$3,638,264
Net value change ($000)
-29,414 (-0.8%)
New positions
60
Sold out positions
51
Turnover %
6.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
NVDA 27,068 43.1%
MSFT 15,424 42.6%
RL 11,145 NEW
EXXONMOBIL HOLDINGS CORP 10,837 NEW
CME 10,548 63.1%
NUE 10,099 NEW
CFG 9,805 NEW
NTAP 9,600 29.6%
KSPI 8,669 NEW
META 7,923 35.9%
Top Reduces (Value $000, Stocks/ETFs)
PAG -18,276 -98.5%
LRCX -14,080 -27.4%
PCAR -13,214 -96.3%
RSP -13,127 -29.7%
NOBL -12,540 -90.6%
ROL -11,088 -100.0%
AMAT -10,890 -32.4%
KLAC -10,596 -36.8%
CAT -10,257 -24.5%
XOM -9,028 -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