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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 GOOG, AMZN, META, MELI, BKNG, and represent 19.04% of Motley Fool Wealth Management's stock portfolio.
Added to shares of these 10 stocks: NFLX (+$26M), VOO (+$14M), IBDZ (+$12M), NOW (+$9.1M), MYCF (+$8.7M), PEN (+$8.2M), FTDR (+$5.5M), DXCM, VO, GSHD.
Started 7 new stock positions in SPTS, VEU, IBDZ, FTDR, AOA, IVOO, PEN.
Reduced shares in these 10 stocks: BSCP (-$23M), GOOG (-$12M), AMZN (-$11M), EMN (-$9.2M), META (-$8.5M), BRBR (-$8.3M), CROX (-$6.9M), BKNG (-$6.4M), MA (-$5.8M), MELI (-$5.5M).
Sold out of its positions in BRBR, CROX, EMN, UUUU, FAST, BSCS, BSCP.
Motley Fool Wealth Management was a net seller of stock by $-146M.
Motley Fool Wealth Management has $1.3B in assets under management (AUM), dropping by -12.56%.
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 December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Alphabet Ordinary Shares (GOOG)	5.4	$70M	-15%	221k	313.80	View chart
Amazon Ordinary Shares (AMZN)	4.8	$62M	-15%	269k	230.82	View chart
Meta Platforms Ordinary Shares (META)	3.7	$48M	-15%	73k	660.09	View chart
Mercadolibre Ordinary Shares (MELI)	2.6	$33M	-14%	17k	2014.23	View chart
Booking Holdings Ordinary Shares (BKNG)	2.5	$32M	-16%	6.0k	5355.34	View chart
Mastercard Incorporated Ordinary Shares (MA)	2.3	$30M	-16%	53k	570.88	View chart
Vanguard Index Fds S&p 500 Etf Equity ETFs (VOO)	2.3	$30M	+89%	48k	627.13	View chart
Netflix Ordinary Shares (NFLX)	2.3	$30M	+746%	317k	93.76	View chart
Salesforce Ordinary Shares (CRM)	2.2	$29M	-15%	108k	264.91	View chart
Vertex Pharmaceuticals Ordinary Shares (VRTX)	2.1	$27M	-16%	60k	453.36	View chart
Thermo Fisher Scientific Ordinary Shares (TMO)	2.0	$26M	-15%	46k	579.45	View chart
Invesco Exch Trd Slf Idx Fd Invsco 30 Bond ETFs (BSCU)	1.8	$24M	-12%	1.4M	16.92	View chart
Invesco Exchng Trad Slf Inde Bullet Bond ETFs (BSCW)	1.8	$24M	-12%	1.1M	20.88	View chart
Palo Alto Networks Ordinary Shares (PANW)	1.8	$23M	-15%	123k	184.20	View chart
Ssga Active Tr Spdr Ssga Bond ETFs (MYCF)	1.6	$20M	+74%	811k	25.04	View chart
Biomarin Pharmaceutical Ordinary Shares (BMRN)	1.5	$20M	-20%	331k	59.43	View chart
Equinix Ordinary Shares (EQIX)	1.5	$19M	-17%	25k	766.16	View chart
Dexcom Ordinary Shares (DXCM)	1.4	$18M	+26%	277k	66.37	View chart
Alphatec Hldgs Ordinary Shares (ATEC)	1.4	$18M	-13%	837k	21.04	View chart
Nextera Energy Ordinary Shares (NEE)	1.3	$17M	-17%	214k	80.28	View chart
Stonex Group Ordinary Shares (SNEX)	1.2	$15M	-13%	159k	95.13	View chart
Invesco Exch Trd Slf Idx Fd Buletshs 2031 Bond ETFs (BSCV)	1.1	$15M	-12%	867k	16.70	View chart
Ishares Tr Ibonds Dec Bond ETFs (IBDU)	1.1	$14M	-12%	612k	23.41	View chart
Invesco Exchng Trad Slf Inde Invesco Bond ETFs (BSCX)	1.1	$14M	+23%	665k	21.46	View chart
Datadog Ordinary Shares (DDOG)	1.1	$14M	-13%	102k	135.99	View chart
Brown & Brown Ordinary Shares (BRO)	1.1	$14M	-15%	172k	79.70	View chart
Costar Group Ordinary Shares (CSGP)	1.1	$14M	-20%	203k	67.24	View chart
Broadridge Finl Solutions In Ordinary Shares (BR)	1.0	$13M	-14%	60k	223.17	View chart
Berkshire Hathaway Inc Del Ordinary Shares (BRK.B)	1.0	$13M	-19%	26k	502.66	View chart
Microsoft Corp Ordinary Shares (MSFT)	1.0	$12M	-19%	26k	483.62	View chart
Servicenow Ordinary Shares (NOW)	0.9	$12M	+297%	79k	153.19	View chart
Ishares Tr Bond ETFs (IBDZ)	0.9	$12M	NEW	456k	26.37	View chart
Wisdomtree Tr Jp Smallcp Equity ETFs (DFJ)	0.9	$12M	-16%	122k	96.34	View chart
Danaher Corporation Ordinary Shares (DHR)	0.9	$12M	-17%	51k	228.92	View chart
Autodesk Ordinary Shares (ADSK)	0.9	$11M	-14%	39k	296.01	View chart
Toast Ordinary Shares (TOST)	0.8	$11M	-13%	301k	35.51	View chart
Fabrinet Ordinary Shares (FN)	0.8	$11M	-13%	23k	455.28	View chart
Ishares Tr 0-5yr Hi Yl Bond ETFs (SHYG)	0.8	$10M	-12%	239k	42.87	View chart
ISHARES 10plus YR CR BD Bond ETFs (IGLB)	0.8	$10M	-12%	203k	50.45	View chart
Doubleline Etf Trust Equity ETFs (DCRE)	0.8	$10M	-12%	197k	51.90	View chart
Ishares Tr Ibonds Dec Bond ETFs (IBDW)	0.8	$10M	-11%	483k	21.15	View chart
Ishares Jpm Em Loc Cur Bond ETFs (LEMB)	0.8	$10M	-11%	246k	41.57	View chart
Doubleline Etf Trust Equity ETFs (DMBS)	0.8	$10M	-12%	206k	49.66	View chart
Invesco Exch Trd Slf Idx Fd Bulet Bond ETFs (BSCT)	0.8	$10M	-12%	542k	18.84	View chart
Markel Group Ordinary Shares (MKL)	0.8	$10M	-20%	4.7k	2149.47	View chart
Cellebrite Di Ordinary Shares (CLBT)	0.8	$10M	-14%	565k	18.03	View chart
Axon Enterprise Ordinary Shares (AXON)	0.8	$9.9M	-14%	18k	567.92	View chart
Ssga Active Etf Tr Bond ETFs (SRLN)	0.8	$9.9M	-13%	240k	41.27	View chart
Herc Hldgs Ordinary Shares (HRI)	0.8	$9.8M	-14%	66k	148.38	View chart
Live Oak Bancshares Ordinary Shares (LOB)	0.8	$9.7M	-13%	283k	34.35	View chart
Nvidia Corporation Ordinary Shares (NVDA)	0.7	$9.5M		51k	186.50	View chart
Howard Hughes Holdings Ordinary Shares (HHH)	0.7	$9.4M	-14%	118k	79.77	View chart
Waters Corp Ordinary Shares (WAT)	0.7	$9.2M	-13%	24k	379.83	View chart
Goosehead Ins Ordinary Shares (GSHD)	0.7	$9.0M	+44%	123k	73.65	View chart
Icon Ordinary Shares (ICLR)	0.6	$8.4M	-20%	46k	182.22	View chart
Penumbra Ordinary Shares (PEN)	0.6	$8.2M	NEW	26k	310.91	View chart
Brookfield Asset Managmt Ordinary Shares (BAM)	0.6	$8.1M	-16%	154k	52.39	View chart
Healthequity Ordinary Shares (HQY)	0.6	$8.0M	-13%	87k	91.61	View chart
Ishares Tr Core Msci Equity ETFs (IEUR)	0.6	$7.9M	-16%	112k	70.98	View chart
Tesla Ordinary Shares (TSLA)	0.6	$7.8M		17k	449.72	View chart
Hexcel Corp Ordinary Shares (HXL)	0.6	$7.3M	-13%	99k	73.90	View chart
Guidewire Software Ordinary Shares (GWRE)	0.6	$7.2M	-13%	36k	201.01	View chart
Rentokil Initial American Depository Receipts (RTO)	0.6	$7.1M	-14%	242k	29.46	View chart
Aon Ordinary Shares (AON)	0.5	$7.0M	-15%	20k	352.88	View chart
Stag Indl Ordinary Shares (STAG)	0.5	$6.9M	-13%	188k	36.76	View chart
Taiwan Semiconductor Mfg American Depository Receipts (TSM)	0.5	$6.9M	-16%	23k	303.89	View chart
Ultragenyx Pharmaceutical In Ordinary Shares (RARE)	0.5	$6.8M	-16%	298k	23.00	View chart
Tyler Technologies Ordinary Shares (TYL)	0.5	$6.8M	-14%	15k	453.96	View chart
Qxo Ordinary Shares (QXO)	0.5	$6.7M	-13%	348k	19.29	View chart
Vanguard Bd Index Fd Inc Total Bnd Bond ETFs (BND)	0.5	$6.7M	+45%	90k	74.07	View chart
American Tower Corp Ordinary Shares (AMT)	0.5	$6.6M	-22%	38k	175.57	View chart
Vanguard Tax-managed Intl Fd Ftse Dev Mkt Equity ETFs (VEA)	0.5	$6.5M	+56%	105k	62.47	View chart
Vanguard Index Fds Mid Cap Equity ETFs (VO)	0.5	$6.5M	+75%	23k	290.22	View chart
Q2 HLDGS Ordinary Shares (QTWO)	0.5	$6.1M	-13%	85k	72.16	View chart
Gxo Logistics Incorporated Ordinary Shares (GXO)	0.5	$6.1M	-14%	117k	52.64	View chart
Regeneron Pharmaceuticals Ordinary Shares (REGN)	0.5	$6.0M	-19%	7.8k	771.88	View chart
Watsco Ordinary Shares (WSO)	0.5	$6.0M	-13%	18k	336.95	View chart
Alarm Com Hldgs Ordinary Shares (ALRM)	0.5	$6.0M	-14%	117k	51.02	View chart
Sba Communications Corp Ordinary Shares (SBAC)	0.5	$5.8M	-16%	30k	193.43	View chart
Waste Connections Ordinary Shares (WCN)	0.4	$5.7M	-16%	32k	175.36	View chart
Frontdoor Ordinary Shares (FTDR)	0.4	$5.5M	NEW	95k	57.69	View chart
Siteone Landscape Supply Ordinary Shares (SITE)	0.4	$5.4M	-13%	44k	124.56	View chart
West Pharmaceutical Svsc Ordinary Shares (WST)	0.4	$5.4M	-21%	20k	275.14	View chart
Canadian Natl Ry Ordinary Shares (CNI)	0.4	$5.1M	-20%	52k	98.85	View chart
Paychex Ordinary Shares (PAYX)	0.4	$4.9M	-22%	43k	112.18	View chart
Old Dominion Freight Line In Ordinary Shares (ODFL)	0.4	$4.8M	-20%	30k	156.80	View chart
Hdfc Bank American Depository Receipts (HDB)	0.4	$4.7M	-16%	128k	36.54	View chart
Yum China Hldgs Ordinary Shares (YUMC)	0.4	$4.6M	-16%	96k	47.74	View chart
Mccormick & Co Ordinary Shares (MKC)	0.4	$4.5M	-20%	66k	68.11	View chart
Kenvue Ordinary Shares (KVUE)	0.3	$4.4M	-22%	256k	17.25	View chart
Medtronic Ordinary Shares (MDT)	0.3	$4.2M	-16%	43k	96.06	View chart
Tractor Supply Ordinary Shares (TSCO)	0.3	$3.9M	-13%	77k	50.01	View chart
Costco Whsl Corp Ordinary Shares (COST)	0.3	$3.8M	-20%	4.4k	862.33	View chart
Ball Corp Ordinary Shares (BALL)	0.3	$3.8M	-23%	71k	52.97	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Equity ETFs (VWO)	0.3	$3.7M	+69%	68k	53.76	View chart
Ufp Technologies Ordinary Shares (UFPT)	0.3	$3.6M	-15%	16k	222.04	View chart
Verra Mobility Corp Ordinary Shares (VRRM)	0.3	$3.4M	-16%	153k	22.41	View chart
Cme Group Ordinary Shares (CME)	0.3	$3.3M	-16%	12k	273.07	View chart
Firstservice Corp Ordinary Shares (FSV)	0.3	$3.2M	-20%	21k	155.53	View chart
Carlisle Cos Ordinary Shares (CSL)	0.2	$3.1M	-24%	9.8k	319.85	View chart
Novo-nordisk A S American Depository Receipts (NVO)	0.2	$2.8M	-17%	55k	50.88	View chart
Apple Ordinary Shares (AAPL)	0.2	$2.6M	-5%	9.5k	271.86	View chart
Vanguard Index Fds Small Cp Equity ETFs (VB)	0.2	$2.4M	+60%	9.2k	257.95	View chart
Vanguard Malvern Fds Strm Equity ETFs (VTIP)	0.2	$2.2M	+2%	45k	49.46	View chart
Monday Ordinary Shares (MNDY)	0.2	$2.1M	-17%	14k	147.56	View chart
Walmart Ordinary Shares (WMT)	0.2	$2.0M	-16%	18k	111.41	View chart
Anheuser Busch Inbev Sa American Depository Receipts (BUD)	0.2	$2.0M	-16%	31k	64.04	View chart
Vanguard Index Fds Reit Equity ETFs (VNQ)	0.1	$1.7M	+91%	19k	88.49	View chart
Alexandria Real Estate Eq In Ordinary Shares (ARE)	0.1	$1.7M	-24%	34k	48.94	View chart
Vanguard Bd Index Fd Inc Total Bnd Bond ETFs (IVOO)	0.1	$1.6M	NEW	14k	111.80	View chart
Ishares Tr National Mun Bond ETFs (MUB)	0.1	$1.5M	-4%	14k	107.11	View chart
Vanguard Intl Equity Index F Equity ETFs (VEU)	0.1	$1.4M	NEW	19k	73.56	View chart
Procter And Gamble Ordinary Shares (PG)	0.1	$1.3M	-17%	9.1k	143.31	View chart
CRH Ordinary Shares (CRH)	0.1	$1.2M	-16%	9.7k	124.80	View chart
Us Bancorp Del Ordinary Shares (USB)	0.1	$1.2M	-16%	22k	53.36	View chart
Wec Energy Group Ordinary Shares (WEC)	0.1	$1.2M	-16%	11k	105.46	View chart
Alphabet Ordinary Shares (GOOGL)	0.1	$1.2M		3.8k	312.96	View chart
Ishares Tr Core Div Equity ETFs (DGRO)	0.1	$1.2M	+107%	17k	69.42	View chart
Agree Rlty Corp Ordinary Shares (ADC)	0.1	$1.1M	-16%	15k	72.03	View chart
Atlassian Corporation Ordinary Shares (TEAM)	0.1	$1.0M	-18%	6.3k	162.15	View chart
Johnson & Johnson Ordinary Shares (JNJ)	0.1	$1.0M	-16%	4.9k	206.95	View chart
Texas Instrs Ordinary Shares (TXN)	0.1	$986k	-16%	5.7k	173.49	View chart
Ishares Tr Equity ETFs (AOA)	0.1	$888k	NEW	9.9k	89.56	View chart
Rxo Ordinary Shares (RXO)	0.1	$835k	-83%	66k	12.64	View chart
Coca Cola Ordinary Shares (KO)	0.1	$802k	-16%	12k	69.91	View chart
Shopify Ordinary Shares (SHOP)	0.0	$349k	+11%	2.2k	161.00	View chart
Vaneck Semiconductor Etf Equity ETFs (SMH)	0.0	$325k		903.00	360.17	View chart
Spdr Series Trust Bond ETFs (SPTS)	0.0	$293k	NEW	10k	29.28	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 Q4 filed Feb. 11, 2026
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

View all past filings

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