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Motley Fool Wealth Management 13F Portfolio

Portfolio Manager
Motley Fool Wealth Management, LLC
Performance
+8.15% (2026 Q2)
AUM (13F)
$6.59M
# of Holdings
19
Performance Rank
Allocation (Top 20)
100.01%
Latest filing
Q2 2026

Motley Fool Wealth Management, LLC Holdings Map

Top 19 Motley Fool Wealth Management, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
GOOG
ALPHABET INC
11.8%2.2K$777K
-98.23%(-122.06K)
2025-Q2: 307.1K shares2025-Q3: 260.9K shares2025-Q4: 221.3K shares2026-Q1: 124.3K shares2026-Q2: 2.2K shares
$40.05(+755.59%)
2026-06-30
AMZN
AMAZON COM INC
11.65%3.2K$767K
-98.37%(-194.61K)
2025-Q2: 361.0K shares2025-Q3: 318.1K shares2025-Q4: 269.4K shares2026-Q1: 197.8K shares2026-Q2: 3.2K shares
$30.14(+771.06%)
2026-06-30
META
META PLATFORMS INC
7.36%861$485K
-98.42%(-53.59K)
2025-Q2: 116.0K shares2025-Q3: 86.0K shares2025-Q4: 73.1K shares2026-Q1: 54.5K shares2026-Q2: 861 shares
$142.99(+305.84%)
2026-06-30
PANW
PALO ALTO NETWORKS INC
6.99%1.3K$460K
-98.49%(-87.87K)
2025-Q2: 165.8K shares2025-Q3: 145.6K shares2025-Q4: 123.0K shares2026-Q1: 89.2K shares2026-Q2: 1.3K shares
$55.30(+583.87%)
2026-06-30
MELI
MERCADOLIBRE INC
5.7%221$376K
-98.17%(-11.86K)
2025-Q2: 21.8K shares2025-Q3: 19.3K shares2025-Q4: 16.6K shares2026-Q1: 12.1K shares2026-Q2: 221 shares
$242.63(+633.64%)
2026-06-30
SNEX
STONEX GROUP INC
5.52%3.1K$364K
-98.26%(-173.20K)
2025-Q2: 308.6K shares2025-Q3: 275.3K shares2025-Q4: 237.8K shares2026-Q1: 176.3K shares2026-Q2: 3.1K shares
$28.34(+136.77%)
2026-06-30
NFLX
NETFLIX INC.
5.43%5.0K$357K
-98.41%(-309.71K)
2025-Q2: 445.7K shares2025-Q3: 374.5K shares2025-Q4: 316.9K shares2026-Q1: 314.7K shares2026-Q2: 5.0K shares
$28.49(+170.67%)
2026-06-30
DDOG
DATADOG INC
5.19%1.3K$342K
-98.24%(-73.45K)
2025-Q2: 134.5K shares2025-Q3: 118.7K shares2025-Q4: 102.3K shares2026-Q1: 74.8K shares2026-Q2: 1.3K shares
$97.38(+162.32%)
2026-06-30
MA
MASTERCARD INCORPORATED
5.07%650$334K
-98.31%(-37.77K)
2025-Q2: 71.5K shares2025-Q3: 62.9K shares2025-Q4: 52.7K shares2026-Q1: 38.4K shares2026-Q2: 650 shares
$231.67(+144.68%)
2026-06-30
VRTX
VERTEX PHARMACEUTICALS INC
4.8%636$316K
-98.52%(-42.20K)
2025-Q2: 53.9K shares2025-Q3: 71.3K shares2025-Q4: 59.5K shares2026-Q1: 42.8K shares2026-Q2: 636 shares
$430.43(+17.50%)
2026-06-30

About Motley Fool Wealth Management, LLCโ€™s portfolio

Motley Fool Wealth Management, LLC reports $6.59M in US-listed equity holdings across 19 positions in its most recent 13F filing. Its largest disclosed positions are GOOG (11.8%), AMZN (11.7%) and META (7.4%). The top 20 holdings account for 100.01% of reported assets. Its disclosed equity book has returned +50.19% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
GOOG โ€” 11.8% ($776.9K)AMZN โ€” 11.6% ($767.2K)META โ€” 7.4% ($485.0K)PANW โ€” 7.0% ($460.1K)MELI โ€” 5.7% ($375.7K)SNEX โ€” 5.5% ($363.6K)NFLX โ€” 5.4% ($357.4K)DDOG โ€” 5.2% ($341.9K)MA โ€” 5.1% ($333.9K)VRTX โ€” 4.8% ($316.1K)Other โ€” 30.5% ($2.01M)
70%in top 10
  • GOOG11.8%
  • AMZN11.6%
  • META7.4%
  • PANW7.0%
  • MELI5.7%
  • SNEX5.5%
  • NFLX5.4%
  • DDOG5.2%
  • MA5.1%
  • VRTX4.8%
  • Other30.5%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

Trimmed
19
AMZNAMAZON COM INC-98.4%
GOOGALPHABET INC-98.2%
METAMETA PLATFORMS INC-98.4%
PANWPALO ALTO NETWORKS INC-98.5%
+15 more

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Source filings

Holdings on this page are parsed from Motley Fool Wealth Management, LLCโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1607978). View Motley Fool Wealth Management, LLCโ€™s 13F filings on SEC

More 13F analyses

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