Motley Fool Wealth Management, LLC

Est. AUM

$884.2M

13F long equity, this entity only

Positions

124

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	AMAZON COM INC	Ordinary Shares	$41.2M	197831	4.66%	SOLE
2	ALPHABET INC	Ordinary Shares	$35.6M	124260	4.03%	SOLE
3	META PLATFORMS INC	Ordinary Shares	$31.2M	54454	3.52%	SOLE
4	NETFLIX INC.	Ordinary Shares	$30.3M	314717	3.42%	SOLE
5	VANGUARD INDEX FDS S&P 500 ETF	Equity ETFs	$24.6M	41241	2.79%	SOLE
6	MERCADOLIBRE INC	Ordinary Shares	$20.9M	12085	2.36%	SOLE
7	MASTERCARD INCORPORATED	Ordinary Shares	$19.2M	38418	2.17%	SOLE
8	VERTEX PHARMACEUTICALS INC	Ordinary Shares	$19.1M	42836	2.16%	SOLE
9	BOOKING HOLDINGS INC	Ordinary Shares	$18.4M	4363	2.08%	SOLE
10	EQUINIX INC	Ordinary Shares	$17.8M	18202	2.02%	SOLE
11	INVESCO EXCH TRD SLF IDX FD INVSCO 30	Bond ETFs	$17.5M	1049383	1.98%	SOLE
12	INVESCO EXCHNG TRAD SLF INDE BULLETSHS	Bond ETFs	$17.5M	847636	1.97%	SOLE
13	THERMO FISHER SCIENTIFIC INC	Ordinary Shares	$16.2M	32993	1.83%	SOLE
14	SSGA ACTIVE TR SPDR SSGA	Bond ETFs	$15.5M	616725	1.75%	SOLE
15	SALESFORCE INC	Ordinary Shares	$14.7M	78533	1.66%	SOLE
16	PALO ALTO NETWORKS INC	Ordinary Shares	$14.3M	89220	1.62%	SOLE
17	SERVICENOW INC	Ordinary Shares	$14.2M	136047	1.61%	SOLE
18	STONEX GROUP INC	Ordinary Shares	$14.2M	176266	1.61%	SOLE
19	NEXTERA ENERGY INC	Ordinary Shares	$14.0M	150982	1.59%	SOLE
20	BIOMARIN PHARMACEUTICAL INC	Ordinary Shares	$14.0M	247877	1.58%	SOLE
21	DEXCOM INC	Ordinary Shares	$13.0M	206321	1.47%	SOLE
22	INVESCO EXCHNG TRAD SLF INDE INVESCO	Bond ETFs	$11.5M	543485	1.30%	SOLE
23	ISHARES JPM EM LOCAL CURRENCY BOND	Bond ETFs	$11.1M	273039	1.26%	SOLE
24	INVESCO EXCH TRD SLF IDX FD BULETSHS 2031	Bond ETFs	$10.8M	654597	1.22%	SOLE
25	ISHARES IBONDS DEC 2029	Bond ETFs	$10.7M	461783	1.21%	SOLE
26	ISHARES IBONDS DEC 2026	Bond ETFs	$10.7M	408741	1.20%	SOLE
27	DOUBLELINE ETF TRUST	Equity ETFs	$9.4M	180108	1.06%	SOLE
28	FABRINET	Ordinary Shares	$9.0M	17288	1.02%	SOLE
29	WISDOMTREE TR JP SMALLCP	Equity ETFs	$9.0M	87789	1.01%	SOLE
30	DATADOG INC	Ordinary Shares	$8.8M	74759	1.00%	SOLE
31	BERKSHIRE HATHAWAY INC DEL	Ordinary Shares	$8.8M	18292	0.99%	SOLE
32	NVIDIA CORPORATION	Ordinary Shares	$8.6M	49519	0.98%	SOLE
33	BROWN & BROWN INC	Ordinary Shares	$8.3M	126766	0.93%	SOLE
34	INVESCO EXCH TRD SLF IDX FD BULETSHS	Bond ETFs	$7.7M	410629	0.87%	SOLE
35	DOUBLELINE ETF TRUST	Equity ETFs	$7.7M	155054	0.87%	SOLE
36	ISHARES 0-5YR HY CORP BOND	Bond ETFs	$7.6M	180444	0.86%	SOLE
37	ISHARES IBONDS DEC 2031	Bond ETFs	$7.6M	364416	0.86%	SOLE
38	ISHARES 10plus YR CR BD	Bond ETFs	$7.6M	153266	0.86%	SOLE
39	BROADRIDGE FINL SOLUTIONS IN	Ordinary Shares	$7.1M	43817	0.81%	SOLE
40	DANAHER CORP DEL	Ordinary Shares	$7.1M	37453	0.80%	SOLE
41	LIVE OAK BANCSHARES INC	Ordinary Shares	$6.9M	209559	0.78%	SOLE
42	MICROSOFT CORP	Ordinary Shares	$6.9M	18569	0.78%	SOLE
43	AUTODESK INC	Ordinary Shares	$6.7M	28176	0.76%	SOLE
44	PENUMBRA INC	Ordinary Shares	$6.5M	19701	0.73%	SOLE
45	MARKEL GROUP INC	Ordinary Shares	$6.4M	3346	0.72%	SOLE
46	VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT	Equity ETFs	$6.4M	99314	0.72%	SOLE
47	VANGUARD BD INDEX FD INC TOTAL BND	Bond ETFs	$6.3M	85842	0.71%	SOLE
48	TESLA INC	Ordinary Shares	$6.3M	16972	0.71%	SOLE
49	ALPHATEC HLDGS INC	Ordinary Shares	$6.3M	575828	0.71%	SOLE
50	VANGUARD INDEX FDS MID CAP	Equity ETFs	$6.2M	21590	0.70%	SOLE

1–50 of 124

1 / 3

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.