Moran Wealth Management, LLC
All 13F Filings
- Location
- Naples, FL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 3,266,064
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/27/2026 | 474 | 3,266,064 | 13F-HR | Moran Wealth Management, LLC |
| Q4 2025 | 1/26/2026 | 485 | 3,261,944 | 13F-HR | Moran Wealth Management, LLC |
| Q3 2025 | 10/23/2025 | 491 | 3,316,780 | 13F-HR | Moran Wealth Management, LLC |
| Q2 2025 | 7/28/2025 | 471 | 3,244,888 | 13F-HR | Moran Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 3.076 M | 94.2% | 0 | 104.7 K | -104.7 K |
| ETFs | 189.8 K | 5.8% | 108.8 K | 0 | 108.8 K |
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Fund Snapshot
Q1 2026
Latest filed
4/27/2026
Total value ($000)
3,266,064
Holdings
474
QoQ value change ($000)
4,120
(0.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.