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Motley Fool Wealth Management

Latest statistics and disclosures from Motley Fool Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are AMZN, GOOG, META, MELI, NFLX, and represent 19.43% of Motley Fool Wealth Management's stock portfolio.
Added to shares of these 10 stocks: NOW (+$18M), TMO (+$14M), SRLN (+$12M), LEMB (+$12M), VRTX (+$6.8M), MKC (+$5.6M), REGN (+$5.4M), ODFL (+$5.4M), CLBT (+$5.1M), KVUE.
Started 8 new stock positions in ODFL, MNDY, NOW, VRRM, LEMB, SRLN, MKC, REGN.
Reduced shares in these 10 stocks: META (-$22M), BKNG (-$21M), BSCS (-$20M), SHYG (-$13M), GOOG (-$11M), FAST (-$11M), AXON (-$9.7M), AMZN (-$9.4M), NFLX (-$8.5M), .
Sold out of its positions in CMCSA, MORN, OKTA, TTD, UPS, VPLM, BLX.
Motley Fool Wealth Management was a net seller of stock by $-168M.
Motley Fool Wealth Management has $1.5B in assets under management (AUM), dropping by -11.03%.
Central Index Key (CIK): 0001607978

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Portfolio Holdings for Motley Fool Wealth Management

Motley Fool Wealth Management holds 128 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Amazon Ordinary Shares (AMZN)	4.7	$70M	-11%	318k	219.57	View chart
Alphabet Ordinary Shares (GOOG)	4.3	$64M	-15%	261k	243.55	View chart
Meta Platforms Ordinary Shares (META)	4.3	$63M	-25%	86k	734.38	View chart
Mercadolibre Ordinary Shares (MELI)	3.1	$45M	-11%	19k	2336.94	View chart
Netflix Ordinary Shares (NFLX)	3.0	$45M	-15%	38k	1198.92	View chart
Booking Holdings Ordinary Shares (BKNG)	2.6	$39M	-34%	7.2k	5399.63	View chart
Mastercard Incorporated Ordinary Shares (MA)	2.4	$36M	-12%	63k	568.81	View chart
Salesforce Ordinary Shares (CRM)	2.0	$30M	-8%	127k	237.00	View chart
Palo Alto Networks Ordinary Shares (PANW)	2.0	$30M	-12%	146k	203.62	View chart
Vertex Pharmaceuticals Ordinary Shares (VRTX)	1.9	$28M	+32%	71k	391.64	View chart
Invesco Exch Trd Slf Idx Fd Invsco 30 Bond ETFs (BSCU)	1.8	$27M	-9%	1.6M	16.90	View chart
Invesco Exchng Trad Slf Inde Bullet Bond ETFs (BSCW)	1.8	$27M	-9%	1.3M	20.88	View chart
Thermo Fisher Scientific Ordinary Shares (TMO)	1.8	$26M	+124%	54k	485.02	View chart
Equinix Ordinary Shares (EQIX)	1.6	$24M	-12%	30k	783.24	View chart
Invesco Exch Trd Slf Idx Fd Bulshs 2025 Bond ETFs (BSCP)	1.6	$23M	-8%	1.1M	20.69	View chart
Biomarin Pharmaceutical Ordinary Shares (BMRN)	1.5	$23M	-12%	416k	54.16	View chart
Costar Group Ordinary Shares (CSGP)	1.5	$22M	-12%	256k	84.37	View chart
Nextera Energy Ordinary Shares (NEE)	1.3	$20M	-13%	258k	75.49	View chart
Brown & Brown Ordinary Shares (BRO)	1.3	$19M	-10%	203k	93.79	View chart
Stonex Group Ordinary Shares (SNEX)	1.3	$19M	-10%	184k	100.92	View chart
Servicenow Ordinary Shares (NOW)	1.2	$18M	NEW	20k	920.30	View chart
Datadog Ordinary Shares (DDOG)	1.1	$17M	-11%	119k	142.40	View chart
Broadridge Finl Solutions In Ordinary Shares (BR)	1.1	$17M	-20%	70k	238.17	View chart
Microsoft Corp Ordinary Shares (MSFT)	1.1	$17M	-13%	32k	517.96	View chart
Invesco Exch Trd Slf Idx Fd Buletshs 2031 Bond ETFs (BSCV)	1.1	$17M	-9%	987k	16.68	View chart
Ishares Tr Ibonds Dec Bond ETFs (IBDU)	1.1	$16M	-5%	696k	23.47	View chart
Berkshire Hathaway Inc Del Ordinary Shares (BRK.B)	1.1	$16M	-13%	32k	502.75	View chart
Vanguard Index Fds S&p 500 Etf Equity ETFs (VOO)	1.0	$15M		25k	612.39	View chart
Axon Enterprise Ordinary Shares (AXON)	1.0	$15M	-39%	21k	717.64	View chart
Dexcom Ordinary Shares (DXCM)	1.0	$15M	-12%	218k	67.29	View chart
Autodesk Ordinary Shares (ADSK)	1.0	$14M	-11%	45k	317.67	View chart
Alphatec Hldgs Ordinary Shares (ATEC)	1.0	$14M	-10%	968k	14.54	View chart
Wisdomtree Tr Jp Smallcp Equity ETFs (DFJ)	0.9	$14M	-12%	146k	94.83	View chart
Toast Ordinary Shares (TOST)	0.9	$13M	-10%	348k	36.51	View chart
Danaher Corporation Ordinary Shares (DHR)	0.8	$12M	-12%	62k	198.26	View chart
Cellebrite Di Ordinary Shares (CLBT)	0.8	$12M	+71%	658k	18.53	View chart
ISHARES 10plus YR CR BD Bond ETFs (IGLB)	0.8	$12M	-9%	231k	51.54	View chart
Ishares Tr 0-5yr Hi Yl Bond ETFs (SHYG)	0.8	$12M	-52%	273k	43.30	View chart
Doubleline Etf Trust Equity ETFs (DCRE)	0.8	$12M		225k	52.08	View chart
Ssga Active Tr Spdr Ssga Bond ETFs (MYCF)	0.8	$12M	+56%	464k	25.13	View chart
Invesco Exch Trd Slf Idx Fd Bulet Bond ETFs (BSCT)	0.8	$12M	-3%	619k	18.81	View chart
Ishares Tr Ibonds Dec Bond ETFs (IBDW)	0.8	$12M	-6%	548k	21.22	View chart
Doubleline Etf Trust Equity ETFs (DMBS)	0.8	$12M	-2%	234k	49.68	View chart
Ssga Active Etf Tr Bond ETFs (SRLN)	0.8	$12M	NEW	279k	41.58	View chart
Invesco Exchng Trad Slf Inde Invesco Bond ETFs (BSCX)	0.8	$12M	-9%	540k	21.47	View chart
Live Oak Bancshares Ordinary Shares (LOB)	0.8	$12M	-10%	328k	35.22	View chart
Ishares Jpm Em Loc Cur Bond ETFs (LEMB)	0.8	$12M	NEW	279k	41.21	View chart
Howard Hughes Holdings Ordinary Shares (HHH)	0.8	$11M	-10%	138k	82.17	View chart
Markel Group Ordinary Shares (MKL)	0.8	$11M	-13%	5.9k	1911.33	View chart
Ultragenyx Pharmaceutical In Ordinary Shares (RARE)	0.7	$11M	+29%	356k	30.08	View chart
Brookfield Asset Managmt Ordinary Shares (BAM)	0.7	$11M	-12%	184k	56.94	View chart
Icon Ordinary Shares (ICLR)	0.7	$10M	-12%	58k	175.00	View chart
Fabrinet Ordinary Shares (FN)	0.7	$9.9M	-37%	27k	364.62	View chart
Healthequity Ordinary Shares (HQY)	0.7	$9.6M	-10%	101k	94.77	View chart
Guidewire Software Ordinary Shares (GWRE)	0.7	$9.6M	-10%	42k	229.86	View chart
American Tower Corp Ordinary Shares (AMT)	0.6	$9.4M	-13%	49k	192.32	View chart
Nvidia Corporation Ordinary Shares (NVDA)	0.6	$9.3M	-2%	50k	186.58	View chart
Tyler Technologies Ordinary Shares (TYL)	0.6	$9.2M	-10%	18k	523.16	View chart
Eastman Chem Ordinary Shares (EMN)	0.6	$9.2M	+27%	145k	63.05	View chart
Ishares Tr Core Msci Equity ETFs (IEUR)	0.6	$9.1M	-12%	134k	68.12	View chart
Herc Hldgs Ordinary Shares (HRI)	0.6	$9.0M	+14%	77k	116.66	View chart
Waters Corp Ordinary Shares (WAT)	0.6	$8.4M	-10%	28k	299.81	View chart
Watsco Ordinary Shares (WSO)	0.6	$8.4M	-10%	21k	404.31	View chart
Aon Ordinary Shares (AON)	0.6	$8.3M	-11%	23k	356.57	View chart
Bellring Brands Ordinary Shares (BRBR)	0.6	$8.3M	+28%	228k	36.35	View chart
Qxo Ordinary Shares (QXO)	0.5	$7.7M	-10%	404k	19.06	View chart
Stag Indl Ordinary Shares (STAG)	0.5	$7.7M	-10%	218k	35.29	View chart
Tesla Mtrs Ordinary Shares (TSLA)	0.5	$7.7M		17k	444.72	View chart
Taiwan Semiconductor Mfg American Depository Receipts (TSM)	0.5	$7.5M	-12%	27k	279.29	View chart
Alarm Com Hldgs Ordinary Shares (ALRM)	0.5	$7.3M	-10%	137k	53.08	View chart
Gxo Logistics Incorporated Ordinary Shares (GXO)	0.5	$7.2M	-10%	136k	52.89	View chart
Hexcel Corp Ordinary Shares (HXL)	0.5	$7.2M	-10%	115k	62.70	View chart
Rentokil Initial American Depository Receipts (RTO)	0.5	$7.2M	-13%	284k	25.25	View chart
Q2 HLDGS Ordinary Shares (QTWO)	0.5	$7.2M	-10%	99k	72.39	View chart
Paychex Ordinary Shares (PAYX)	0.5	$7.1M	-14%	56k	126.76	View chart
Sba Communications Corp Ordinary Shares (SBAC)	0.5	$6.9M	-10%	36k	193.35	View chart
Crocs Ordinary Shares (CROX)	0.5	$6.9M	-10%	83k	83.55	View chart
Waste Connections Ordinary Shares (WCN)	0.5	$6.8M	-12%	39k	175.77	View chart
West Pharmaceutical Svsc Ordinary Shares (WST)	0.4	$6.5M	-15%	25k	262.33	View chart
Siteone Landscape Supply Ordinary Shares (SITE)	0.4	$6.5M	-10%	50k	128.80	View chart
Rxo Ordinary Shares (RXO)	0.4	$6.3M	-11%	411k	15.38	View chart
Goosehead Ins Ordinary Shares (GSHD)	0.4	$6.3M	-10%	85k	74.42	View chart
Canadian Natl Ry Ordinary Shares (CNI)	0.4	$6.1M	-12%	65k	94.30	View chart
Mccormick & Co Ordinary Shares (MKC)	0.4	$5.6M	NEW	84k	66.91	View chart
Regeneron Pharmaceuticals Ordinary Shares (REGN)	0.4	$5.4M	NEW	9.6k	562.27	View chart
Old Dominion Freight Line In Ordinary Shares (ODFL)	0.4	$5.4M	NEW	38k	140.78	View chart
Kenvue Ordinary Shares (KVUE)	0.4	$5.4M	+555%	330k	16.23	View chart
Hdfc Bank American Depository Receipts (HDB)	0.4	$5.2M	+75%	152k	34.16	View chart
Costco Whsl Corp Ordinary Shares (COST)	0.3	$5.2M	-13%	5.6k	925.58	View chart
Tractor Supply Ordinary Shares (TSCO)	0.3	$5.1M	-10%	90k	56.87	View chart
Firstservice Corp Ordinary Shares (FSV)	0.3	$4.9M	-12%	26k	190.49	View chart
Yum China Hldgs Ordinary Shares (YUMC)	0.3	$4.9M	-12%	115k	42.92	View chart
Medtronic Ordinary Shares (MDT)	0.3	$4.9M	-12%	52k	95.24	View chart
Invesco Exch Trd Slf Idx Fd Invsco Blsh Bond ETFs (BSCS)	0.3	$4.8M	-80%	234k	20.57	View chart
Ball Corp Ordinary Shares (BALL)	0.3	$4.7M	-13%	93k	50.42	View chart
Vanguard Bd Index Fd Inc Total Bnd Bond ETFs (BND)	0.3	$4.6M	-7%	62k	74.37	View chart
Verra Mobility Corp Ordinary Shares (VRRM)	0.3	$4.5M	NEW	183k	24.70	View chart
Carlisle Cos Ordinary Shares (CSL)	0.3	$4.2M	-14%	13k	328.95	View chart
Vanguard Tax-managed Intl Fd Ftse Dev Mkt Equity ETFs (VEA)	0.3	$4.0M	-3%	67k	59.92	View chart
Cme Group Ordinary Shares (CME)	0.3	$3.9M	-11%	14k	270.20	View chart
Alexandria Real Estate Eq In Ordinary Shares (ARE)	0.3	$3.8M	-14%	46k	83.34	View chart
Ufp Technologies Ordinary Shares (UFPT)	0.3	$3.8M	-10%	19k	199.60	View chart
Vanguard Index Fds Mid Cap Equity ETFs (VO)	0.3	$3.8M		13k	293.75	View chart
Novo-nordisk A S American Depository Receipts (NVO)	0.3	$3.7M	-12%	67k	55.49	View chart
Monday Ordinary Shares (MNDY)	0.2	$3.4M	NEW	17k	193.69	View chart
Apple Ordinary Shares (AAPL)	0.2	$2.6M	-3%	10k	254.62	View chart
Walmart Ordinary Shares (WMT)	0.2	$2.3M	-12%	22k	103.06	View chart
Vanguard Malvern Fds Strm Equity ETFs (VTIP)	0.2	$2.2M	-11%	44k	50.63	View chart
Anheuser Busch Inbev Sa American Depository Receipts (BUD)	0.1	$2.2M	-12%	37k	59.61	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Equity ETFs (VWO)	0.1	$2.2M	-4%	40k	54.18	View chart
Procter And Gamble Ordinary Shares (PG)	0.1	$1.7M	-12%	11k	153.65	View chart
Ishares Tr National Mun Bond ETFs (MUB)	0.1	$1.6M		15k	106.49	View chart
Wec Energy Group Ordinary Shares (WEC)	0.1	$1.6M	-27%	14k	114.59	View chart
Vanguard Index Fds Small Cp Equity ETFs (VB)	0.1	$1.5M		5.7k	254.26	View chart
CRH Ordinary Shares (CRH)	0.1	$1.4M	-12%	12k	119.90	View chart
Us Bancorp Del Ordinary Shares (USB)	0.1	$1.3M	-12%	27k	48.33	View chart
Agree Rlty Corp Ordinary Shares (ADC)	0.1	$1.3M	-12%	18k	71.04	View chart
Texas Instrs Ordinary Shares (TXN)	0.1	$1.2M	-12%	6.8k	183.74	View chart
Atlassian Corporation Ordinary Shares (TEAM)	0.1	$1.2M	-70%	7.7k	159.70	View chart
Johnson & Johnson Ordinary Shares (JNJ)	0.1	$1.1M	-12%	5.9k	185.41	View chart
Alphabet Ordinary Shares (GOOGL)	0.1	$923k		3.8k	243.08	View chart
Vanguard Index Fds Reit Equity ETFs (VNQ)	0.1	$916k		10k	91.42	View chart
Coca Cola Ordinary Shares (KO)	0.1	$909k	-12%	14k	66.32	View chart
Ishares Tr Core Div Equity ETFs (DGRO)	0.0	$559k	+2%	8.2k	68.08	View chart
Vaneck Semiconductor Etf Equity ETFs (SMH)	0.0	$294k		900.00	326.50	View chart
Shopify Ordinary Shares (SHOP)	0.0	$288k	-67%	1.9k	148.64	View chart
Fastenal Ordinary Shares (FAST)	0.0	$214k	-98%	4.4k	49.04	View chart
Energy Fuels Ordinary Shares (UUUU)	0.0	$154k		10k	15.35	View chart

Past Filings by Motley Fool Wealth Management

SEC 13F filings are viewable for Motley Fool Wealth Management going back to 2014

Motley Fool Wealth Management 2025 Q3 filed Nov. 14, 2025
Motley Fool Wealth Management 2025 Q2 filed Aug. 1, 2025
Motley Fool Wealth Management 2025 Q1 filed May 12, 2025
Motley Fool Wealth Management 2024 Q4 filed Feb. 12, 2025
Motley Fool Wealth Management 2024 Q3 filed Nov. 14, 2024
Motley Fool Wealth Management 2024 Q2 filed Aug. 8, 2024
Motley Fool Wealth Management 2024 Q1 filed May 8, 2024
Motley Fool Wealth Management 2023 Q4 filed Feb. 2, 2024
Motley Fool Wealth Management 2023 Q3 filed Nov. 13, 2023
Motley Fool Wealth Management 2023 Q2 filed Aug. 9, 2023
Motley Fool Wealth Management 2023 Q1 filed May 10, 2023
Motley Fool Wealth Management 2022 Q4 filed Feb. 9, 2023
Motley Fool Wealth Management 2022 Q3 filed Nov. 14, 2022
Motley Fool Wealth Management 2022 Q2 filed Aug. 11, 2022
Motley Fool Wealth Management 2022 Q1 filed May 4, 2022
Motley Fool Wealth Management 2021 Q4 filed Feb. 10, 2022

View all past filings

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