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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, META, BKNG, GOOG, MELI, and represent 18.50% of Motley Fool Wealth Management's stock portfolio.
Added to shares of these 10 stocks: IBDU (+$19M), BSCS (+$18M), SHYG (+$12M), FN (+$9.5M), ATEC (+$9.1M), WST (+$7.4M), CROX, SNEX, LOB, AAPL.
Started 4 new stock positions in IBDU, ATEC, FN, WST.
Reduced shares in these 10 stocks: Ishares Ibonds Dec 2029 Term Etf (-$20M), BSCQ (-$18M), CRWD (-$14M), VOO (-$13M), AMZN (-$11M), BSCP (-$11M), META (-$10M), Inari Medical Ord (-$9.7M), BKNG (-$7.9M), GOOG (-$7.5M).
Sold out of its positions in Ishares Ibonds Dec 2029 Term Etf, Vaneck Semiconductor Etf, CRWD, Inari Medical Ord, TLT, AOA, IXUS, DGRO, MRNA, SPTS. SBUX, IVOO.
Motley Fool Wealth Management was a net seller of stock by $-187M.
Motley Fool Wealth Management has $1.7B in assets under management (AUM), dropping by -12.75%.
Central Index Key (CIK): 0001607978

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Portfolio Holdings for Motley Fool Wealth Management

Motley Fool Wealth Management holds 125 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Amazon.com Ordinary Shares (AMZN)	4.6	$78M	-12%	410k	190.26	View chart
Meta Platforms Inc Class A Ordinary Shares (META)	4.4	$74M	-12%	129k	576.36	View chart
Booking Hldgs Ordinary Shares (BKNG)	3.4	$58M	-12%	13k	4607.24	View chart
Alphabet Inc Class C Ordinary Shares (GOOG)	3.2	$54M	-12%	348k	156.23	View chart
Mercadolibre Ordinary Shares (MELI)	2.9	$48M	-12%	25k	1950.93	View chart
Netflix Ordinary Shares (NFLX)	2.8	$47M	-12%	51k	932.54	View chart
Mastercard Inc Class A Ordinary Shares (MA)	2.6	$45M	-11%	81k	548.12	View chart
Invsc Bulletshares 2025 Crp Bnd Etf Bond ETFs (BSCP)	2.5	$43M	-20%	2.1M	20.68	View chart
Salesforce Ordinary Shares (CRM)	2.5	$42M	-12%	158k	268.36	View chart
Invesco Bulletshars 2028corp Bd Etf Bond ETFs (BSCS)	1.9	$33M	+124%	1.6M	20.35	View chart
Palo Alto Networks Ordinary Shares (PANW)	1.9	$32M	-13%	189k	170.64	View chart
Equinix Inc Reit Ordinary Shares (EQIX)	1.9	$32M	-12%	40k	815.36	View chart
Invesco Bulltshr 2030 Cor Bnd Etf Bond ETFs (BSCU)	1.9	$32M	-6%	1.9M	16.59	View chart
Invesco Bulletshs 2032 Corp Bnd Etf Bond ETFs (BSCW)	1.9	$32M	-6%	1.6M	20.37	View chart
Brown & Brown Ordinary Shares (BRO)	1.9	$32M	-8%	253k	124.40	View chart
Ishares High Yield Corporat Bond Etf Bond ETFs (SHYG)	1.6	$27M	+83%	640k	42.52	View chart
Costar Group Ordinary Shares (CSGP)	1.5	$26M	-8%	331k	79.23	View chart
Biomarin Pharmaceutical Ordinary Shares (BMRN)	1.5	$25M		349k	70.69	View chart
Broadridge Finl Solution Ordinary Shares (BR)	1.4	$24M	-10%	98k	242.46	View chart
Berkshire Hathaway Class B Ordinary Shares (BRK.B)	1.3	$23M	-10%	43k	532.59	View chart
Axon Enterprise Ordinary Shares (AXON)	1.2	$20M	-20%	38k	525.96	View chart
Invesco Bulltshr 2031 Crp Bnd Etf Bond ETFs (BSCV)	1.2	$20M	-7%	1.2M	16.31	View chart
Ishares Ibonds Dec 2029 Term Etf Bond ETFs (IBDU)	1.1	$19M	NEW	814k	23.13	View chart
Stonex Group Ordinary Shares (SNEX)	1.0	$17M	+37%	228k	76.38	View chart
Dexcom Ordinary Shares (DXCM)	1.0	$17M	-3%	251k	68.29	View chart
Micron Technology Ordinary Shares (MU)	1.0	$17M		192k	86.89	View chart
Danaher Corp Ordinary Shares (DHR)	1.0	$17M	-8%	81k	205.00	View chart
Vertex Pharmaceuticals I Ordinary Shares (VRTX)	0.9	$16M	-9%	33k	484.82	View chart
Microsoft Corp Ordinary Shares (MSFT)	0.9	$16M	-10%	42k	375.39	View chart
Wisdomtree Japan Smalcp Dividend Etf Equity ETFs (DFJ)	0.9	$15M	-11%	195k	79.27	View chart
Vanguard S&p 500 Etf Equity ETFs (VOO)	0.9	$15M	-45%	30k	513.93	View chart
Autodesk Ordinary Shares (ADSK)	0.9	$15M	-12%	57k	261.80	View chart
Datadog Inc Class A Ordinary Shares (DDOG)	0.9	$15M	-12%	151k	99.21	View chart
Markel Group Ordinary Shares (MKL)	0.9	$15M	-10%	8.0k	1869.81	View chart
Toast Inc Class A Ordinary Shares (TOST)	0.8	$14M	-7%	432k	33.17	View chart
American Tower Corp New Reit Ordinary Shares (AMT)	0.8	$14M	-5%	66k	217.60	View chart
Ishares Ibond Dec 2031 Trm Crp Etf Bond ETFs (IBDW)	0.8	$13M	-4%	647k	20.75	View chart
Thermo Fisher Scientific Ordinary Shares (TMO)	0.8	$13M	-6%	27k	497.61	View chart
Invsc Bltshrs 2029 Corp Bnd Etf Bond ETFs (BSCT)	0.8	$13M	-5%	709k	18.53	View chart
Watsco Ordinary Shares (WSO)	0.8	$13M	-13%	26k	508.31	View chart
Doubleline Mortgage Etf Equity ETFs (DMBS)	0.8	$13M	-7%	267k	49.05	View chart
Doubleline Commercial Rlest Etf Equity ETFs (DCRE)	0.8	$13M	-7%	251k	51.87	View chart
Waters Corp Ordinary Shares (WAT)	0.8	$13M	-9%	35k	368.58	View chart
Ishares Core Msci Europeetf Equity ETFs (IEUR)	0.8	$13M	-12%	214k	60.15	View chart
Howard Hughes Hldgs Ordinary Shares (HHH)	0.8	$13M	-4%	173k	74.08	View chart
Tyler Technologies Ordinary Shares (TYL)	0.7	$13M	-8%	22k	581.40	View chart
Brookfield Asset Mgmt Fclass A Ordinary Shares (BAM)	0.7	$13M	-12%	261k	48.45	View chart
Alarm Com Hldgs Ordinary Shares (ALRM)	0.7	$13M	-8%	227k	55.65	View chart
Goosehead Ins Inc Class A Ordinary Shares (GSHD)	0.7	$12M	-8%	105k	118.06	View chart
Aon Plc Fclass A Ordinary Shares (AON)	0.7	$12M	-12%	31k	399.09	View chart
Paychex Ordinary Shares (PAYX)	0.7	$12M	-8%	76k	154.28	View chart
Bellring Brands Ordinary Shares (BRBR)	0.7	$11M	-7%	152k	74.46	View chart
Healthequity Ordinary Shares (HQY)	0.7	$11M	-8%	126k	88.37	View chart
Crocs Ordinary Shares (CROX)	0.6	$11M	+82%	102k	106.20	View chart
Icon Plc F Ordinary Shares (ICLR)	0.6	$10M	-8%	59k	174.99	View chart
Waste Connections Inc F Ordinary Shares (WCN)	0.6	$10M	-12%	52k	195.19	View chart
Fastenal Ordinary Shares (FAST)	0.6	$10M	-10%	129k	77.55	View chart
Herc Hldgs Ordinary Shares (HRI)	0.6	$10M	-7%	74k	134.27	View chart
Rxo Ordinary Shares (RXO)	0.6	$9.9M	-8%	518k	19.10	View chart
Q2 HLDGS Ordinary Shares (QTWO)	0.6	$9.8M	-8%	123k	80.01	View chart
Sba Communications Corp Class A Ordinary Shares (SBAC)	0.6	$9.8M	-6%	45k	220.01	View chart
Stag Indl Inc Reit Ordinary Shares (STAG)	0.6	$9.7M	-7%	270k	36.12	View chart
Guidewire Software Ordinary Shares (GWRE)	0.6	$9.7M	-7%	52k	187.36	View chart
Fabrinet Ordinary Shares (FN)	0.6	$9.5M	NEW	48k	197.51	View chart
Alphatec Hldgs Ordinary Shares (ATEC)	0.5	$9.1M	NEW	895k	10.14	View chart
Nextera Energy Ordinary Shares (NEE)	0.5	$9.0M	-7%	127k	70.89	View chart
Comcast Corp New Class A Ordinary Shares (CMCSA)	0.5	$8.9M	-13%	241k	36.90	View chart
Vanguard Total Bond Market Etf Bond ETFs (BND)	0.5	$8.8M	-11%	120k	73.45	View chart
Rentokil Initial Plc Fsponsored Adr 1 Adr Reps 5 Ord American Depository Receipts (RTO)	0.5	$8.7M	+4%	381k	22.90	View chart
Globus Med Inc Class A Ordinary Shares (GMED)	0.5	$8.6M	-39%	118k	73.20	View chart
Cooper Cos Ordinary Shares (COO)	0.5	$8.1M	-7%	96k	84.35	View chart
Invsc Bulletshars 2026 Corp Bnd Etf Bond ETFs (BSCQ)	0.5	$8.1M	-69%	414k	19.48	View chart
Yum China Hldgs Inc F Ordinary Shares (YUMC)	0.5	$8.0M	-11%	154k	52.06	View chart
Okta Inc Class A Ordinary Shares (OKTA)	0.5	$7.8M	-7%	74k	105.22	View chart
Transunion Ordinary Shares (TRU)	0.4	$7.5M	-7%	91k	82.99	View chart
West Pharmaceutical Svsc Ordinary Shares (WST)	0.4	$7.4M	NEW	33k	223.89	View chart
Msci Ordinary Shares (MSCI)	0.4	$7.4M	-8%	13k	565.54	View chart
Eastman Chem Ordinary Shares (EMN)	0.4	$7.1M	-8%	80k	88.11	View chart
Live Oak Bancshares Inc Class Equity Ordinary Shares (LOB)	0.4	$7.0M	+80%	264k	26.66	View chart
United Parcel Svc Inc Class B Ordinary Shares (UPS)	0.4	$7.0M		64k	109.99	View chart
Costco Whsl Corp Ordinary Shares (COST)	0.4	$6.9M	-13%	7.3k	945.89	View chart
Trex Ordinary Shares (TREX)	0.4	$6.9M	-8%	118k	58.10	View chart
Qxo Inc Class Equity Ordinary Shares (QXO)	0.4	$6.8M	-6%	500k	13.54	View chart
Hdfc Bk Ltd Fsponsored Adr 1 Adr Reps 3 Ord American Depository Receipts (HDB)	0.4	$6.7M	-12%	102k	66.44	View chart
Gxo Logistics Ordinary Shares (GXO)	0.4	$6.6M	-5%	169k	39.08	View chart
Morningstar Ordinary Shares (MORN)	0.4	$6.5M	-8%	22k	299.88	View chart
Atlassian Corp Class A Ordinary Shares (TEAM)	0.4	$6.4M	-17%	30k	212.21	View chart
Gentex Corp Ordinary Shares (GNTX)	0.4	$6.4M	-7%	275k	23.30	View chart
Ball Corp Ordinary Shares (BALL)	0.4	$6.2M	-4%	120k	52.07	View chart
Novo-nordisk A S Fsponsored Adr 1 Adr Reps 1 Ord American Depository Receipts (NVO)	0.4	$6.2M	-12%	90k	69.44	View chart
Medtronic Plc F Ordinary Shares (MDT)	0.4	$6.2M	-9%	69k	89.86	View chart
Canadian Natl Ry Co F Ordinary Shares (CNI)	0.4	$6.2M	-5%	64k	97.46	View chart
Tractor Supply Ordinary Shares (TSCO)	0.4	$6.1M	-8%	111k	55.10	View chart
Taiwan Semiconductor M Fsponsored Adr 1 Adr Reps 5 Ord American Depository Receipts (TSM)	0.4	$6.0M	-13%	36k	166.00	View chart
Alexandria Real Estate Ereit Ordinary Shares (ARE)	0.3	$5.8M		63k	92.51	View chart
Carlisle Cos Ordinary Shares (CSL)	0.3	$5.8M	-6%	17k	340.50	View chart
Ultragenyx Pharmaceutica Ordinary Shares (RARE)	0.3	$5.4M	-2%	150k	36.21	View chart
Invsc Bulletshares 2027 Crp Bnd Etf Bond ETFs (BSCR)	0.3	$5.4M	-10%	276k	19.59	View chart
Cme Group Inc Class A Ordinary Shares (CME)	0.3	$5.0M	-10%	19k	265.30	View chart
Vanguard Ftse Developed Markets Etf Equity ETFs (VEA)	0.3	$4.4M	-13%	87k	50.83	View chart
Vanguard Mid Cap Etf Equity ETFs (VO)	0.2	$4.0M	-15%	16k	258.63	View chart
Apple Ordinary Shares (AAPL)	0.2	$3.9M	+11%	18k	222.13	View chart
Vanguard Shrt Inf Prot Sec Index Etf Equity ETFs (VTIP)	0.2	$3.0M	-2%	61k	49.90	View chart
Anheuser Busch Inbev S Fsponsored Adr 1 Adr Reps 1 Ord American Depository Receipts (BUD)	0.2	$3.0M	-6%	49k	61.56	View chart
Schlumberger Ltd F Ordinary Shares (SLB)	0.2	$3.0M	-7%	71k	41.80	View chart
Wec Energy Group Ordinary Shares (WEC)	0.2	$2.7M	-9%	25k	108.98	View chart
Walmart Ordinary Shares (WMT)	0.2	$2.5M	-11%	29k	87.79	View chart
Procter & Gamble Ordinary Shares (PG)	0.1	$2.4M	-11%	14k	170.42	View chart
Vanguard Ftse Emerging Markets Etf Equity ETFs (VWO)	0.1	$2.3M	-15%	52k	45.26	View chart
Doubleverify Hldgs Ordinary Shares (DV)	0.1	$2.0M		147k	13.37	View chart
Agree Rlty Corp Reit Ordinary Shares (ADC)	0.1	$1.8M	-10%	23k	77.19	View chart
Nvidia Corp Ordinary Shares (NVDA)	0.1	$1.7M		16k	108.38	View chart
Texas Instrs Ordinary Shares (TXN)	0.1	$1.6M	-10%	8.9k	179.71	View chart
Ishares National Muni Bond Etf Bond ETFs (MUB)	0.1	$1.6M		15k	105.45	View chart
Banco Latinoamericano F Ordinary Shares (BLX)	0.1	$1.5M	-3%	42k	36.60	View chart
Vanguard Small Cap Etf Equity ETFs (VB)	0.1	$1.4M	-12%	6.5k	221.78	View chart
Kenvue Ordinary Shares (KVUE)	0.1	$1.4M	-10%	58k	23.98	View chart
Crh Public Limited Co F American Depository Receipts (CRH)	0.1	$1.3M	-11%	15k	87.97	View chart
The Coca-cola Ordinary Shares (KO)	0.1	$1.3M	-9%	18k	71.62	View chart
Johnson & Johnson Ordinary Shares (JNJ)	0.1	$1.3M	-4%	7.6k	165.85	View chart
Us Bancorp Del Ordinary Shares (USB)	0.1	$1.2M	-11%	28k	42.22	View chart
Vanguard Real Estate Etf Equity ETFs (VNQ)	0.1	$1.0M	-14%	12k	90.55	View chart
Tesla Ordinary Shares (TSLA)	0.1	$930k		3.6k	259.16	View chart
Energy Fuels Inc F Ordinary Shares (UUUU)	0.0	$37k		10k	3.73	View chart
Voip-pal Ordinary Shares (VPLM)	0.0	$2.1k		195k	0.01	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 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
Motley Fool Wealth Management 2021 Q3 filed Nov. 12, 2021
Motley Fool Wealth Management 2021 Q2 filed Aug. 13, 2021

View all past filings

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