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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, NFLX, VOO, and represent 18.42% of Motley Fool Wealth Management's stock portfolio.
Added to shares of these 6 stocks: NOW (+$5.9M), RELX, SUNB, SNEX, LEMB, GOOGL.
Started 2 new stock positions in SUNB, RELX.
Reduced shares in these 10 stocks: GOOG (-$28M), AMZN (-$15M), META (-$11M), SRLN (-$9.9M), MELI (-$7.7M), VRTX (-$7.5M), MA (-$7.1M), BKNG (-$7.0M), EQIX (-$6.6M), TMO (-$6.1M).
Sold out of its positions in BUD, TEAM, MUB, SRLN, SPTS, VEU.
Motley Fool Wealth Management was a net seller of stock by $-286M.
Motley Fool Wealth Management has $884M in assets under management (AUM), dropping by -31.42%.
Central Index Key (CIK): 0001607978

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Portfolio Holdings for Motley Fool Wealth Management

Motley Fool Wealth Management holds 124 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Amazon Ordinary Shares (AMZN)	4.7	$41M	-26%	198k	208.27	View chart
Alphabet Ordinary Shares (GOOG)	4.0	$36M	-43%	124k	286.86	View chart
Meta Platforms Ordinary Shares (META)	3.5	$31M	-25%	55k	572.13	View chart
Netflix Ordinary Shares (NFLX)	3.4	$30M		315k	96.15	View chart
Vanguard Index Fds S&p 500 Etf Equity ETFs (VOO)	2.8	$25M	-13%	41k	597.55	View chart
Mercadolibre Ordinary Shares (MELI)	2.4	$21M	-27%	12k	1728.96	View chart
Mastercard Incorporated Ordinary Shares (MA)	2.2	$19M	-27%	38k	499.66	View chart
Vertex Pharmaceuticals Ordinary Shares (VRTX)	2.2	$19M	-28%	43k	446.54	View chart
Booking Holdings Ordinary Shares (BKNG)	2.1	$18M	-27%	4.4k	4210.29	View chart
Equinix Ordinary Shares (EQIX)	2.0	$18M	-26%	18k	980.27	View chart
Invesco Exch Trd Slf Idx Fd Invsco 30 Bond ETFs (BSCU)	2.0	$18M	-24%	1.0M	16.72	View chart
Invesco Exchng Trad Slf Inde Bullet Bond ETFs (BSCW)	2.0	$18M	-24%	848k	20.59	View chart
Thermo Fisher Scientific Ordinary Shares (TMO)	1.8	$16M	-27%	33k	491.54	View chart
Ssga Active Tr Spdr Ssga Bond ETFs (MYCF)	1.7	$16M	-23%	617k	25.05	View chart
Salesforce Ordinary Shares (CRM)	1.7	$15M	-27%	79k	186.67	View chart
Palo Alto Networks Ordinary Shares (PANW)	1.6	$14M	-27%	89k	160.32	View chart
Servicenow Ordinary Shares (NOW)	1.6	$14M	+71%	136k	104.55	View chart
Stonex Group Ordinary Shares (SNEX)	1.6	$14M	+11%	176k	80.65	View chart
Nextera Energy Ordinary Shares (NEE)	1.6	$14M	-29%	151k	92.88	View chart
Biomarin Pharmaceutical Ordinary Shares (BMRN)	1.6	$14M	-25%	248k	56.49	View chart
Dexcom Ordinary Shares (DXCM)	1.5	$13M	-25%	206k	62.80	View chart
Invesco Exchng Trad Slf Inde Invesco Bond ETFs (BSCX)	1.3	$12M	-18%	544k	21.15	View chart
Ishares Jpm Em Local Currency Bond Bond ETFs (LEMB)	1.3	$11M	+11%	273k	40.80	View chart
Invesco Exch Trd Slf Idx Fd Buletshs 2031 Bond ETFs (BSCV)	1.2	$11M	-24%	655k	16.46	View chart
Ishares Ibonds Dec 2029 Bond ETFs (IBDU)	1.2	$11M	-24%	462k	23.26	View chart
Ishares Ibonds Dec 2026 Bond ETFs (IBDZ)	1.2	$11M	-10%	409k	26.06	View chart
Doubleline Etf Trust Equity ETFs (DCRE)	1.1	$9.4M	-8%	180k	51.96	View chart
Fabrinet Ordinary Shares (FN)	1.0	$9.0M	-25%	17k	521.53	View chart
Wisdomtree Tr Jp Smallcp Equity ETFs (DFJ)	1.0	$9.0M	-28%	88k	102.06	View chart
Datadog Ordinary Shares (DDOG)	1.0	$8.8M	-26%	75k	118.05	View chart
Berkshire Hathaway Inc Del Ordinary Shares (BRK.B)	1.0	$8.8M	-28%	18k	479.20	View chart
Nvidia Corporation Ordinary Shares (NVDA)	1.0	$8.6M	-2%	50k	174.40	View chart
Brown & Brown Ordinary Shares (BRO)	0.9	$8.3M	-26%	127k	65.21	View chart
Invesco Exch Trd Slf Idx Fd Bulet Bond ETFs (BSCT)	0.9	$7.7M	-24%	411k	18.66	View chart
Doubleline Etf Trust Equity ETFs (DMBS)	0.9	$7.7M	-24%	155k	49.38	View chart
Ishares 0-5yr Hy Corp Bond Bond ETFs (SHYG)	0.9	$7.6M	-24%	180k	42.31	View chart
Ishares Ibonds Dec 2031 Bond ETFs (IBDW)	0.9	$7.6M	-24%	364k	20.93	View chart
ISHARES 10plus YR CR BD Bond ETFs (IGLB)	0.9	$7.6M	-24%	153k	49.63	View chart
Broadridge Finl Solutions In Ordinary Shares (BR)	0.8	$7.1M	-26%	44k	162.48	View chart
Danaher Corp Del Ordinary Shares (DHR)	0.8	$7.1M	-27%	38k	189.60	View chart
Live Oak Bancshares Ordinary Shares (LOB)	0.8	$6.9M	-25%	210k	33.07	View chart
Microsoft Corp Ordinary Shares (MSFT)	0.8	$6.9M	-27%	19k	370.17	View chart
Autodesk Ordinary Shares (ADSK)	0.8	$6.7M	-26%	28k	239.40	View chart
Penumbra Ordinary Shares (PEN)	0.7	$6.5M	-25%	20k	328.37	View chart
Markel Group Ordinary Shares (MKL)	0.7	$6.4M	-29%	3.3k	1914.00	View chart
Vanguard Tax-managed Intl Fd Ftse Dev Mkt Equity ETFs (VEA)	0.7	$6.4M	-5%	99k	64.08	View chart
Vanguard Bd Index Fd Inc Total Bnd Bond ETFs (BND)	0.7	$6.3M	-5%	86k	73.64	View chart
Tesla Ordinary Shares (TSLA)	0.7	$6.3M	-2%	17k	371.75	View chart
Alphatec Hldgs Ordinary Shares (ATEC)	0.7	$6.3M	-31%	576k	10.88	View chart
Vanguard Index Fds Mid Cap Equity ETFs (VO)	0.7	$6.2M	-4%	22k	287.19	View chart
Costar Group Ordinary Shares (CSGP)	0.7	$6.2M	-24%	153k	40.34	View chart
Hexcel Corp Ordinary Shares (HXL)	0.7	$5.9M	-25%	74k	80.93	View chart
Toast Ordinary Shares (TOST)	0.7	$5.9M	-25%	223k	26.51	View chart
Cellebrite Di Ordinary Shares (CLBT)	0.6	$5.7M	-26%	413k	13.78	View chart
Ishares Core Msci Europe Equity ETFs (IEUR)	0.6	$5.7M	-28%	80k	70.27	View chart
Axon Enterprise Ordinary Shares (AXON)	0.6	$5.5M	-26%	13k	424.68	View chart
Rentokil Initial American Depository Receipts (RTO)	0.6	$5.5M	-28%	174k	31.48	View chart
Howard Hughes Holdings Ordinary Shares (HHH)	0.6	$5.4M	-27%	86k	63.26	View chart
Healthequity Ordinary Shares (HQY)	0.6	$5.4M	-25%	65k	83.57	View chart
Waters Corp Ordinary Shares (WAT)	0.6	$5.2M	-27%	18k	297.80	View chart
Qxo Ordinary Shares (QXO)	0.6	$5.0M	-25%	258k	19.42	View chart
Stag Indl Ordinary Shares (STAG)	0.6	$5.0M	-26%	139k	36.06	View chart
Herc Hldgs Ordinary Shares (HRI)	0.6	$4.9M	-25%	49k	99.55	View chart
American Tower Corp Ordinary Shares (AMT)	0.5	$4.8M	-26%	28k	172.58	View chart
Watsco Ordinary Shares (WSO)	0.5	$4.7M	-26%	13k	363.80	View chart
Ultragenyx Pharmaceutical In Ordinary Shares (RARE)	0.5	$4.7M	-25%	223k	20.95	View chart
Taiwan Semiconductor Manufac American Depository Receipts (TSM)	0.5	$4.6M	-39%	14k	337.95	View chart
Aon Ordinary Shares (AON)	0.5	$4.5M	-29%	14k	322.77	View chart
Gxo Logistics Incorporated Ordinary Shares (GXO)	0.5	$4.5M	-25%	87k	51.85	View chart
Brookfield Asset Managmt Ordinary Shares (BAM)	0.5	$4.4M	-35%	99k	44.45	View chart
Siteone Landscape Supply Ordinary Shares (SITE)	0.5	$4.3M	-25%	33k	133.11	View chart
Old Dominion Freight Line In Ordinary Shares (ODFL)	0.5	$4.3M	-28%	22k	195.40	View chart
Regeneron Pharmaceuticals Ordinary Shares (REGN)	0.5	$4.2M	-29%	5.5k	772.57	View chart
Guidewire Software Ordinary Shares (GWRE)	0.5	$4.0M	-25%	27k	149.56	View chart
Canadian Natl Ry Ordinary Shares (CNI)	0.4	$4.0M	-25%	39k	102.77	View chart
Sba Communications Corp Ordinary Shares (SBAC)	0.4	$3.9M	-24%	23k	172.11	View chart
Goosehead Ins Ordinary Shares (GSHD)	0.4	$3.9M	-25%	91k	42.66	View chart
Tyler Technologies Ordinary Shares (TYL)	0.4	$3.8M	-25%	11k	342.39	View chart
Icon Ordinary Shares (ICLR)	0.4	$3.8M	-25%	34k	110.66	View chart
Waste Connections Ordinary Shares (WCN)	0.4	$3.8M	-28%	23k	162.44	View chart
Alarm Com Hldgs Ordinary Shares (ALRM)	0.4	$3.8M	-25%	88k	43.19	View chart
Frontdoor Ordinary Shares (FTDR)	0.4	$3.8M	-25%	71k	52.86	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Equity ETFs (VWO)	0.4	$3.5M	-5%	65k	54.05	View chart
Yum China Hldgs Ordinary Shares (YUMC)	0.4	$3.4M	-27%	69k	48.78	View chart
Relx American Depository Receipts (RELX)	0.4	$3.4M	NEW	102k	33.15	View chart
West Pharmaceutical Svsc Ordinary Shares (WST)	0.4	$3.3M	-31%	13k	250.65	View chart
Kenvue Ordinary Shares (KVUE)	0.4	$3.2M	-26%	188k	17.24	View chart
Costco Wholesale Corporation Ordinary Shares (COST)	0.4	$3.2M	-27%	3.2k	996.31	View chart
Ball Corp Ordinary Shares (BALL)	0.3	$3.1M	-26%	52k	59.11	View chart
Q2 HLDGS Ordinary Shares (QTWO)	0.3	$3.0M	-25%	63k	47.30	View chart
Paychex Ordinary Shares (PAYX)	0.3	$2.9M	-27%	31k	92.12	View chart
Sunbelt Rentals Holdings Ordinary Shares (SUNB)	0.3	$2.7M	NEW	42k	65.09	View chart
Medtronic Ordinary Shares (MDT)	0.3	$2.7M	-28%	31k	86.65	View chart
Tractor Supply Ordinary Shares (TSCO)	0.3	$2.6M	-25%	57k	45.30	View chart
Cme Group Ordinary Shares (CME)	0.3	$2.5M	-27%	8.6k	295.35	View chart
Carlisle Cos Ordinary Shares (CSL)	0.3	$2.4M	-26%	7.1k	333.64	View chart
Mccormick & Co Ordinary Shares (MKC)	0.3	$2.4M	-29%	47k	50.44	View chart
Ufp Technologies Ordinary Shares (UFPT)	0.3	$2.3M	-24%	12k	193.60	View chart
Vanguard Index Fds Small Cp Equity ETFs (VB)	0.3	$2.3M	-4%	8.8k	261.92	View chart
Hdfc Bank American Depository Receipts (HDB)	0.3	$2.3M	-28%	91k	24.88	View chart
Firstservice Corp Ordinary Shares (FSV)	0.2	$2.1M	-26%	15k	138.94	View chart
Apple Ordinary Shares (AAPL)	0.2	$2.0M	-17%	7.8k	253.80	View chart
Vanguard Malvern Fds Strm Equity ETFs (VTIP)	0.2	$1.8M	-20%	36k	49.95	View chart
Verra Mobility Corp Ordinary Shares (VRRM)	0.2	$1.7M	-24%	116k	14.29	View chart
Walmart Ordinary Shares (WMT)	0.2	$1.7M	-27%	13k	124.28	View chart
Vanguard Index Fds Reit Equity ETFs (VNQ)	0.2	$1.6M	-3%	19k	88.70	View chart
Novo-nordisk A S American Depository Receipts (NVO)	0.2	$1.5M	-27%	40k	36.75	View chart
Alexandria Real Estate Eq In Ordinary Shares (ARE)	0.1	$1.2M	-26%	25k	46.42	View chart
Alphabet Ordinary Shares (GOOGL)	0.1	$1.1M		3.8k	287.59	View chart
Procter & Gamble Ordinary Shares (PG)	0.1	$970k	-26%	6.7k	144.44	View chart
Wec Energy Group Ordinary Shares (WEC)	0.1	$952k	-27%	8.2k	115.78	View chart
Johnson & Johnson Ordinary Shares (JNJ)	0.1	$871k	-27%	3.6k	244.46	View chart
Us Bancorp Ordinary Shares (USB)	0.1	$844k	-27%	16k	52.01	View chart
Agree Rlty Corp Ordinary Shares (ADC)	0.1	$814k	-27%	11k	75.38	View chart
Texas Instrs Ordinary Shares (TXN)	0.1	$807k	-26%	4.2k	194.14	View chart
Rxo Ordinary Shares (RXO)	0.1	$761k	-21%	52k	14.62	View chart
Monday Ordinary Shares (MNDY)	0.1	$754k	-23%	11k	69.11	View chart
CRH Ordinary Shares (CRH)	0.1	$743k	-27%	7.1k	105.12	View chart
Coca Cola Ordinary Shares (KO)	0.1	$636k	-27%	8.4k	76.05	View chart
Ishares Core Dividend Growth Equity ETFs (DGRO)	0.1	$606k	-49%	8.6k	70.18	View chart
Vanguard Bd Index Fd Inc Total Bnd Bond ETFs (IVOO)	0.0	$361k	-77%	3.2k	114.32	View chart
Vaneck Semiconductor Etf Equity ETFs (SMH)	0.0	$346k		903.00	383.44	View chart
Shopify Ordinary Shares (SHOP)	0.0	$257k		2.2k	118.64	View chart
Ishares Core 80/20 Equity ETFs (AOA)	0.0	$228k	-74%	2.6k	88.49	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 2026 Q1 filed May 12, 2026
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

View all past filings

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