Motley Fool Wealth Management, LLC Top Holdings and 13F Report (2025) About Motley Fool Wealth Management, LLCInvestment ActivityMotley Fool Wealth Management, LLC has $1.66 billion in total holdings as of June 30, 2025.Motley Fool Wealth Management, LLC owns shares of 127 different stocks, but just 59 companies or ETFs make up 80% of its holdings.Approximately 7.49% of the portfolio was purchased this quarter.About 17.65% of the portfolio was sold this quarter.This quarter, Motley Fool Wealth Management, LLC has purchased 125 new stocks and bought additional shares in 15 stocks.Motley Fool Wealth Management, LLC sold shares of 97 stocks and completely divested from 11 stocks this quarter.Largest Holdings Meta Platforms $85,649,245Amazon.com $79,198,681Booking $64,073,816Netflix $59,688,682MercadoLibre $57,087,061 Largest New Holdings this Quarter 464289511 - iShares 10+ Year Investment Grade Corporate Bond ETF $12,816,685 Holding46139W825 - INVESCO EXCHNG TRAD SLF INDE INVESCO $12,655,318 Holding78470P820 - SSGA ACTIVE TR SPDR SSGA $7,440,780 Holding428291108 - Hexcel $7,256,207 Holding82982L103 - SiteOne Landscape Supply $6,773,127 Holding Largest Purchases this Quarter iShares 10+ Year Investment Grade Corporate Bond ETF 255,261 shares (about $12.82M)INVESCO EXCHNG TRAD SLF INDE INVESCO 596,948 shares (about $12.66M)NextEra Energy 171,485 shares (about $11.90M)Vertex Pharmaceuticals 20,864 shares (about $9.29M)SSGA ACTIVE TR SPDR SSGA 296,563 shares (about $7.44M) Largest Sales this Quarter Invesco BulletShares 2025 Corporate Bond ETF 821,198 shares (about $16.98M)Amazon.com 48,981 shares (about $10.75M)Meta Platforms 12,437 shares (about $9.18M)Booking 1,538 shares (about $8.90M)Netflix 5,998 shares (about $8.03M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMotley Fool Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMETAMeta Platforms$85,649,245$9,179,684 ▼-9.7%116,0415.2%Computer and TechnologyAMZNAmazon.com$79,198,681$10,745,970 ▼-11.9%360,9944.8%Retail/WholesaleBKNGBooking$64,073,816$8,904,448 ▼-12.2%11,0673.9%Retail/WholesaleNFLXNetflix$59,688,682$8,032,234 ▼-11.9%44,5723.6%Consumer DiscretionaryMELIMercadoLibre$57,087,061$7,571,707 ▼-11.7%21,8423.4%Retail/WholesaleGOOGAlphabet$54,469,813$7,281,540 ▼-11.8%307,0613.3%Computer and TechnologyMAMastercard$40,160,143$5,453,139 ▼-12.0%71,4662.4%Business ServicesCRMSalesforce$37,885,087$5,094,703 ▼-11.9%138,9302.3%Computer and TechnologyPANWPalo Alto Networks$33,926,052$4,791,238 ▼-12.4%165,7842.0%Computer and TechnologyBSCUInvesco BulletShares 2030 Corporate Bond ETF$29,406,735$3,146,385 ▼-9.7%1,752,4871.8%ManufacturingBSCWInvesco BulletShares 2032 Corporate Bond ETF$29,175,348$3,125,885 ▼-9.7%1,416,2791.8%ETFAXONAxon Enterprise$28,110,580$3,345,749 ▼-10.6%33,9521.7%AerospaceEQIXEquinix$27,517,373$3,894,688 ▼-12.4%34,5921.7%FinanceBMRNBioMarin Pharmaceutical$26,162,940$6,979,547 ▲36.4%475,9491.6%MedicalBSCPInvesco BulletShares 2025 Corporate Bond ETF$25,483,463$16,982,385 ▼-40.0%1,232,2751.5%ETFBROBrown & Brown$25,157,964$2,941,395 ▼-10.5%226,9131.5%FinanceBSCSInvesco BulletShares 2028 Corporate Bond ETF$25,022,261$7,973,709 ▼-24.2%1,221,1931.5%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$24,944,972$2,666,872 ▼-9.7%578,2331.5%ETFVRTXVertex Pharmaceuticals$24,002,176$9,288,695 ▲63.1%53,9131.4%MedicalCSGPCoStar Group$23,412,122$3,166,158 ▼-11.9%291,1951.4%Computer and TechnologyDXCMDexCom$21,670,066$265,188 ▼-1.2%248,2531.3%MedicalBRBroadridge Financial Solutions$21,412,956$2,473,567 ▼-10.4%88,1081.3%Computer and TechnologyNEENextEra Energy$20,701,009$11,904,508 ▲135.3%298,1991.2%UtilitiesSNEXStoneX Group$18,748,974$1,988,403 ▼-9.6%205,7161.1%FinanceMSFTMicrosoft$18,205,000$2,896,465 ▼-13.7%36,5991.1%Computer and TechnologyDDOGDatadog$18,071,674$2,185,027 ▼-10.8%134,5311.1%Computer and TechnologyBSCVInvesco BulletShares 2031 Corporate Bond ETF$18,062,283$1,947,647 ▼-9.7%1,092,6971.1%ETFBRK.BBerkshire Hathaway$17,836,549$2,870,422 ▼-13.9%36,7181.1%FinanceTOSTToast$17,287,787$1,835,336 ▼-9.6%390,3311.0%Computer and TechnologyIBDUiShares iBonds Dec 2029 Term Corporate ETF$17,156,007$1,824,641 ▼-9.6%735,3621.0%ETFADSKAutodesk$15,738,767$1,998,922 ▼-11.3%50,8400.9%Computer and TechnologyVOOVanguard S&P 500 ETF$14,521,071$2,516,463 ▼-14.8%25,5630.9%ETFDFJWisdomTree Japan SmallCap Dividend Fund$14,219,255$2,465,239 ▼-14.8%165,9310.9%FinanceDHRDanaher$14,000,950$1,981,341 ▼-12.4%70,8760.8%MedicalMKLMarkel Group$13,685,786$2,257,326 ▼-14.2%6,8510.8%Multi-Sector ConglomeratesFNFabrinet$12,831,323$1,343,748 ▼-9.5%43,5430.8%Computer and TechnologyIGLBiShares 10+ Year Investment Grade Corporate Bond ETF$12,816,685$12,816,685 ▲New Holding255,2610.8%ETFINVESCO EXCHNG TRAD SLF INDE INVESCO$12,655,318$12,655,318 ▲New Holding596,9480.8%Bond ETFsAMTAmerican Tower$12,502,415$2,027,670 ▼-14.0%56,5660.8%FinanceIBDWiShares iBonds Dec 2031 Term Corporate ETF$12,301,442$1,303,450 ▼-9.6%584,6690.7%ETFATECAlphatec$12,017,644$2,089,010 ▲21.0%1,082,6700.7%MedicalBSCTInvesco BulletShares 2029 Corporate Bond ETF$11,965,375$1,283,494 ▼-9.7%639,8590.7%ETFHQYHealthEquity$11,896,053$1,247,904 ▼-9.5%113,5550.7%MedicalDMBSDoubleLine Mortgage ETF$11,805,561$1,273,024 ▼-9.7%240,5860.7%ETFDCMBDoubleline Commercial Real Estate ETF$11,790,238$1,271,719 ▼-9.7%226,5950.7%ETFTYLTyler Technologies$11,690,876$1,227,779 ▼-9.5%19,7200.7%Computer and TechnologyBAMBrookfield Asset Management$11,596,702$2,854,122 ▼-19.8%209,7800.7%FinanceGWREGuidewire Software$11,004,141$1,159,136 ▼-9.5%46,7360.7%Computer and TechnologyWATWaters$10,937,995$1,268,077 ▼-10.4%31,3370.7%MedicalLOBLive Oak Bancshares$10,924,917$3,061,920 ▲38.9%366,6080.7%FinanceHOWARD HUGHES HOLDINGS INC$10,434,559$1,213,920 ▼-10.4%154,5860.6%Ordinary SharesQTWOQ2$10,377,725$1,096,417 ▼-9.6%110,8840.6%Computer and TechnologyBRBRBellRing Brands$10,295,467$1,477,393 ▲16.8%177,7220.6%Consumer StaplesWSOWatsco$10,206,801$1,187,577 ▼-10.4%23,1110.6%ConstructionIEURiShares Core MSCI Europe ETF$10,078,578$4,058,600 ▼-28.7%152,2440.6%ETFGSHDGoosehead Insurance$10,021,870$1,047,293 ▼-9.5%94,9850.6%FinanceRAREUltragenyx Pharmaceutical$10,002,001$4,562,680 ▲83.9%275,0820.6%MedicalQXO INC$9,740,240$1,024,960 ▼-9.5%452,1930.6%Ordinary SharesTMOThermo Fisher Scientific$9,696,292$1,198,149 ▼-11.0%23,9140.6%MedicalICLRIcon$9,673,544$1,131,322 ▲13.2%66,5070.6%MedicalPAYXPaychex$9,520,633$1,508,877 ▼-13.7%65,4510.6%Computer and TechnologySBACSBA Communications$9,465,218$992,927 ▼-9.5%40,3040.6%FinanceAONAON$9,450,877$1,581,925 ▼-14.3%26,4900.6%FinanceCROXCrocs$9,369,319$959,021 ▼-9.3%92,5090.6%Consumer DiscretionaryFASTFastenal$9,309,388$3,894,284 ▲71.9%221,6520.6%Retail/WholesaleHRIHerc$8,866,108$917,492 ▼-9.4%67,3250.5%TransportationSTAGStag Industrial$8,848,913$932,545 ▼-9.5%243,9050.5%FinanceALRMAlarm.com$8,727,523$4,121,528 ▼-32.1%154,2780.5%IndustrialsEMNEastman Chemical$8,527,731$2,533,980 ▲42.3%114,2200.5%Basic MaterialsWCNWaste Connections$8,233,327$1,414,794 ▼-14.7%44,0940.5%Business ServicesNVDANVIDIA$8,063,717$5,555,289 ▲221.5%51,0390.5%Computer and TechnologyRTORentokil Initial$7,854,659$1,291,946 ▼-14.1%327,2770.5%Business ServicesCNICanadian National Railway$7,753,846$1,149,963 ▲17.4%74,5270.5%TransportationSSGA ACTIVE TR SPDR SSGA$7,440,780$7,440,780 ▲New Holding296,5630.4%Bond ETFsGXOGXO Logistics$7,428,202$791,574 ▼-9.6%152,5290.4%TransportationRXORXO$7,299,547$849,542 ▼-10.4%464,3470.4%TransportationHXLHexcel$7,256,207$7,256,207 ▲New Holding128,4510.4%AerospaceCMCSAComcast$7,224,086$1,369,104 ▼-15.9%202,4120.4%Consumer DiscretionaryTSMTaiwan Semiconductor Manufacturing$6,958,325$1,221,251 ▼-14.9%30,7220.4%Computer and TechnologySITESiteOne Landscape Supply$6,773,127$6,773,127 ▲New Holding56,0040.4%IndustrialsOKTAOkta$6,642,254$737,384 ▼-10.0%66,4420.4%Computer and TechnologyHDBHDFC Bank$6,640,638$1,137,786 ▼-14.6%86,6130.4%FinanceWSTWest Pharmaceutical Services$6,447,556$790,108 ▼-10.9%29,4670.4%MedicalCOSTCostco Wholesale$6,333,228$865,287 ▼-12.0%6,3970.4%Retail/WholesaleMORNMorningstar$6,184,857$653,615 ▼-9.6%19,7010.4%Business ServicesCLBTCellebrite DI$6,116,788$6,116,788 ▲New Holding382,2990.4%Computer and TechnologyBALLBall$6,071,541$651,768 ▼-9.7%108,2460.4%IndustrialsYUMCYum China$5,871,234$999,724 ▼-14.5%131,3170.4%Retail/WholesaleCSLCarlisle Companies$5,604,361$710,207 ▼-11.2%15,0090.3%Multi-Sector ConglomeratesTSLATesla$5,534,590$4,395,144 ▲385.7%17,4230.3%Auto/Tires/TrucksUPSUnited Parcel Service$5,444,752$984,073 ▼-15.3%53,9400.3%TransportationTEAMAtlassian$5,303,015$862,545 ▼-14.0%26,1110.3%Computer and TechnologyTSCOTractor Supply$5,297,972$550,979 ▼-9.4%100,3960.3%Retail/WholesaleNVONovo Nordisk A/S$5,288,251$912,458 ▼-14.7%76,6180.3%MedicalUFPTUFP Technologies$5,194,130$5,194,130 ▲New Holding21,2730.3%IndustrialsFSVFirstService$5,163,656$5,163,656 ▲New Holding29,5700.3%FinanceMDTMedtronic$5,145,808$890,280 ▼-14.7%59,0310.3%MedicalBNDVanguard Total Bond Market ETF$4,950,823$3,905,126 ▼-44.1%67,2390.3%ETFCMECME Group$4,459,282$687,952 ▼-13.4%16,1790.3%FinanceVEAVanguard FTSE Developed Markets ETF$3,958,191$1,009,259 ▼-20.3%69,4290.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
MarketBeat All Access