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Motley Fool Wealth Management, LLC Top Holdings and 13F Report (2026)

About Motley Fool Wealth Management, LLC

Investment Activity

  • Motley Fool Wealth Management, LLC has $884.21 million in total holdings as of March 31, 2026.
  • Motley Fool Wealth Management, LLC owns shares of 124 different stocks, but just 59 companies or ETFs make up 80% of its holdings.
  • Approximately 1.65% of the portfolio was purchased this quarter.
  • About 34.04% of the portfolio was sold this quarter.
  • This quarter, Motley Fool Wealth Management, LLC has purchased 128 new stocks and bought additional shares in 4 stocks.
  • Motley Fool Wealth Management, LLC sold shares of 116 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

Amazon.com
$41,202,289
Alphabet
$35,645,170
Meta Platforms
$31,154,769
Netflix
$30,260,084

Largest New Holdings this Quarter

759530108 - Relx
$3,370,194 Holding
866966104 - SUNBELT RENTALS HOLDINGS INC
$2,742,525 Holding

Largest Purchases this Quarter

ServiceNow
56,772 shares (about $5.94M)
Relx
101,665 shares (about $3.37M)
SUNBELT RENTALS HOLDINGS INC
42,134 shares (about $2.74M)
StoneX Group
17,750 shares (about $1.43M)

Largest Sales this Quarter

Alphabet
97,064 shares (about $27.84M)
Amazon.com
71,581 shares (about $14.91M)
Meta Platforms
18,674 shares (about $10.68M)
MercadoLibre
4,476 shares (about $7.74M)
Vertex Pharmaceuticals
16,701 shares (about $7.46M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofMotley Fool Wealth Management, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$41,202,289$14,908,185 â–¼-26.6%197,8314.7%Retail/Wholesale
Alphabet Inc. stock logo
GOOG
Alphabet
$35,645,170$27,843,737 â–¼-43.9%124,2604.0%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$31,154,769$10,683,956 â–¼-25.5%54,4543.5%Computer and Technology
Netflix, Inc. stock logo
NFLX
Netflix
$30,260,084$206,434 â–¼-0.7%314,7173.4%Consumer Discretionary
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$24,643,600$3,948,019 â–¼-13.8%41,2412.8%ETF
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$20,894,462$7,738,818 â–¼-27.0%12,0852.4%Retail/Wholesale
Mastercard Incorporated stock logo
MA
Mastercard
$19,195,757$7,135,078 â–¼-27.1%38,4182.2%Business Services
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$19,128,150$7,457,728 â–¼-28.1%42,8362.2%Medical
Booking Holdings Inc. stock logo
BKNG
Booking
$18,369,515$7,005,930 â–¼-27.6%4,3632.1%Retail/Wholesale
Equinix, Inc. stock logo
EQIX
Equinix
$17,842,804$6,587,388 â–¼-27.0%18,2022.0%Finance
Invesco BulletShares 2030 Corporate Bond ETF stock logo
BSCU
Invesco BulletShares 2030 Corporate Bond ETF
$17,544,732$5,703,836 â–¼-24.5%1,049,3832.0%Manufacturing
Invesco BulletShares 2032 Corporate Bond ETF stock logo
BSCW
Invesco BulletShares 2032 Corporate Bond ETF
$17,451,050$5,679,153 â–¼-24.6%847,6362.0%ETF
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$16,217,263$6,140,274 â–¼-27.5%32,9931.8%Medical
SSGA ACTIVE TR SPDR SSGA
$15,452,042$4,856,786 â–¼-23.9%616,7251.7%Bond ETFs
Salesforce Inc. stock logo
CRM
Salesforce
$14,659,818$5,467,214 â–¼-27.2%78,5331.7%Computer and Technology
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$14,303,800$5,416,109 â–¼-27.5%89,2201.6%Computer and Technology
ServiceNow, Inc. stock logo
NOW
ServiceNow
$14,223,672$5,935,495 â–²71.6%136,0471.6%Computer and Technology
StoneX Group Inc. stock logo
SNEX
StoneX Group
$14,215,819$1,431,534 â–²11.2%176,2661.6%Finance
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$14,023,182$5,831,181 â–¼-29.4%150,9821.6%Utilities
BioMarin Pharmaceutical Inc. stock logo
BMRN
BioMarin Pharmaceutical
$14,002,586$4,687,319 â–¼-25.1%247,8771.6%Medical
DexCom, Inc. stock logo
DXCM
DexCom
$12,956,980$4,406,934 â–¼-25.4%206,3211.5%Medical
INVESCO EXCHNG TRAD SLF INDE INVESCO
$11,494,702$2,575,455 â–¼-18.3%543,4851.3%Bond ETFs
iShares J.P. Morgan EM Local Currency Bond ETF stock logo
LEMB
iShares J.P. Morgan EM Local Currency Bond ETF
$11,140,009$1,122,899 â–²11.2%273,0391.3%ETF
Invesco BulletShares 2031 Corporate Bond ETF stock logo
BSCV
Invesco BulletShares 2031 Corporate Bond ETF
$10,774,661$3,501,518 â–¼-24.5%654,5971.2%ETF
iShares iBonds Dec 2029 Term Corporate ETF stock logo
IBDU
iShares iBonds Dec 2029 Term Corporate ETF
$10,741,076$3,487,745 â–¼-24.5%461,7831.2%ETF
ISHARES IBONDS DEC 2026
$10,651,792$1,223,804 â–¼-10.3%408,7411.2%Bond ETFs
DCMB
Doubleline Commercial Real Estate ETF
$9,358,387$900,568 â–¼-8.8%180,1081.1%ETF
Fabrinet stock logo
FN
Fabrinet
$9,016,131$3,149,492 â–¼-25.9%17,2881.0%Computer and Technology
DFJ
WisdomTree Japan SmallCap Dividend Fund
$8,959,698$3,516,663 â–¼-28.2%87,7891.0%Finance
Datadog, Inc. stock logo
DDOG
Datadog
$8,825,335$3,256,068 â–¼-27.0%74,7591.0%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$8,765,484$3,473,225 â–¼-28.4%18,2921.0%Finance
NVIDIA Corporation stock logo
NVDA
NVIDIA
$8,636,136$209,629 â–¼-2.4%49,5191.0%Computer and Technology
Brown & Brown, Inc. stock logo
BRO
Brown & Brown
$8,266,422$2,935,497 â–¼-26.2%126,7660.9%Finance
Invesco BulletShares 2029 Corporate Bond ETF stock logo
BSCT
Invesco BulletShares 2029 Corporate Bond ETF
$7,662,501$2,442,628 â–¼-24.2%410,6290.9%ETF
DMBS
DoubleLine Mortgage ETF
$7,656,565$2,489,838 â–¼-24.5%155,0540.9%ETF
iShares 0-5 Year High Yield Corporate Bond ETF stock logo
SHYG
iShares 0-5 Year High Yield Corporate Bond ETF
$7,634,579$2,489,561 â–¼-24.6%180,4440.9%ETF
iShares iBonds Dec 2031 Term Corporate ETF stock logo
IBDW
iShares iBonds Dec 2031 Term Corporate ETF
$7,627,229$2,476,187 â–¼-24.5%364,4160.9%ETF
iShares 10+ Year Investment Grade Corporate Bond ETF stock logo
IGLB
iShares 10+ Year Investment Grade Corporate Bond ETF
$7,606,588$2,483,286 â–¼-24.6%153,2660.9%ETF
Broadridge Financial Solutions, Inc. stock logo
BR
Broadridge Financial Solutions
$7,119,409$2,568,167 â–¼-26.5%43,8170.8%Computer and Technology
Danaher Corporation stock logo
DHR
Danaher
$7,101,045$2,652,867 â–¼-27.2%37,4530.8%Medical
LIVE OAK BANCSHARES INC
$6,930,112$2,418,804 â–¼-25.9%209,5590.8%Ordinary Shares
Microsoft Corporation stock logo
MSFT
Microsoft
$6,873,739$2,624,895 â–¼-27.6%18,5690.8%Computer and Technology
Autodesk, Inc. stock logo
ADSK
Autodesk
$6,745,433$2,480,460 â–¼-26.9%28,1760.8%Computer and Technology
Penumbra, Inc. stock logo
PEN
Penumbra
$6,469,231$2,204,681 â–¼-25.4%19,7010.7%Medical
Markel Group Inc. stock logo
MKL
Markel Group
$6,404,250$2,675,775 â–¼-29.5%3,3460.7%Multi-Sector Conglomerates
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$6,364,017$353,015 â–¼-5.3%99,3140.7%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$6,321,400$337,786 â–¼-5.1%85,8420.7%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$6,309,341$167,288 â–¼-2.6%16,9720.7%Auto/Tires/Trucks
Alphatec Holdings, Inc. stock logo
ATEC
Alphatec
$6,265,004$2,842,463 â–¼-31.2%575,8280.7%Medical
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$6,200,338$268,231 â–¼-4.1%21,5900.7%ETF
CoStar Group, Inc. stock logo
CSGP
CoStar Group
$6,172,120$2,034,998 â–¼-24.8%153,0020.7%Computer and Technology
Hexcel Corporation stock logo
HXL
Hexcel
$5,949,969$2,084,270 â–¼-25.9%73,5200.7%Aerospace
Toast, Inc. stock logo
TOST
Toast
$5,900,327$2,068,547 â–¼-26.0%222,5700.7%Computer and Technology
Cellebrite DI Ltd. stock logo
CLBT
Cellebrite DI
$5,689,263$2,094,173 â–¼-26.9%412,8640.6%Computer and Technology
iShares Core MSCI Europe ETF stock logo
IEUR
iShares Core MSCI Europe ETF
$5,650,712$2,213,864 â–¼-28.1%80,4140.6%ETF
Axon Enterprise, Inc stock logo
AXON
Axon Enterprise
$5,489,395$1,948,850 â–¼-26.2%12,9260.6%Aerospace
Rentokil Initial PLC stock logo
RTO
Rentokil Initial
$5,461,124$2,148,166 â–¼-28.2%173,4790.6%Business Services
HOWARD HUGHES HOLDINGS INC
$5,448,347$2,043,114 â–¼-27.3%86,1260.6%Ordinary Shares
HealthEquity, Inc. stock logo
HQY
HealthEquity
$5,411,357$1,873,567 â–¼-25.7%64,7520.6%Medical
Waters Corporation stock logo
WAT
Waters
$5,234,374$1,974,690 â–¼-27.4%17,5770.6%Medical
QXO INC
$5,004,874$1,750,574 â–¼-25.9%257,7180.6%Ordinary Shares
Stag Industrial, Inc. stock logo
STAG
Stag Industrial
$5,003,536$1,765,207 â–¼-26.1%138,7560.6%Finance
Herc Holdings Inc. stock logo
HRI
Herc
$4,901,964$1,686,783 â–¼-25.6%49,2410.6%Transportation
American Tower Corporation stock logo
AMT
American Tower
$4,804,548$1,721,802 â–¼-26.4%27,8400.5%Finance
Watsco, Inc. stock logo
WSO
Watsco
$4,726,511$1,746,612 â–¼-27.0%12,9920.5%Construction
Ultragenyx Pharmaceutical Inc. stock logo
RARE
Ultragenyx Pharmaceutical
$4,671,457$1,560,881 â–¼-25.0%222,9810.5%Medical
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$4,609,597$3,051,323 â–¼-39.8%13,6400.5%Computer and Technology
Aon plc stock logo
AON
AON
$4,525,860$1,883,354 â–¼-29.4%14,0220.5%Finance
GXO Logistics, Inc. stock logo
GXO
GXO Logistics
$4,499,270$1,546,629 â–¼-25.6%86,7750.5%Transportation
Brookfield Asset Management Ltd. stock logo
BAM
Brookfield Asset Management
$4,397,659$2,457,906 â–¼-35.9%98,9350.5%Finance
SiteOne Landscape Supply, Inc. stock logo
SITE
SiteOne Landscape Supply
$4,320,142$1,482,998 â–¼-25.6%32,4550.5%Industrials
Old Dominion Freight Line, Inc. stock logo
ODFL
Old Dominion Freight Line
$4,258,042$1,666,012 â–¼-28.1%21,7910.5%Transportation
Regeneron Pharmaceuticals, Inc. stock logo
REGN
Regeneron Pharmaceuticals
$4,237,570$1,782,329 â–¼-29.6%5,4850.5%Medical
Guidewire Software, Inc. stock logo
GWRE
Guidewire Software
$3,984,540$1,388,352 â–¼-25.8%26,6420.5%Computer and Technology
Canadian National Railway Company stock logo
CNI
Canadian National Railway
$3,966,988$1,380,805 â–¼-25.8%38,6010.4%Transportation
SBA Communications Corporation stock logo
SBAC
SBA Communications
$3,928,407$1,244,698 â–¼-24.1%22,8250.4%Finance
Goosehead Insurance stock logo
GSHD
Goosehead Insurance
$3,878,189$1,346,524 â–¼-25.8%90,9090.4%Finance
Tyler Technologies, Inc. stock logo
TYL
Tyler Technologies
$3,836,171$1,316,159 â–¼-25.5%11,2040.4%Computer and Technology
Icon Plc stock logo
ICLR
Icon
$3,797,763$1,288,975 â–¼-25.3%34,3190.4%Medical
Waste Connections, Inc. stock logo
WCN
Waste Connections
$3,791,812$1,475,433 â–¼-28.0%23,3430.4%Business Services
Alarm.com Holdings, Inc. stock logo
ALRM
Alarm.com
$3,778,171$1,273,888 â–¼-25.2%87,4780.4%Industrials
Frontdoor Inc. stock logo
FTDR
Frontdoor
$3,756,162$1,287,611 â–¼-25.5%71,0590.4%Construction
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$3,486,481$188,363 â–¼-5.1%64,5050.4%ETF
Yum China stock logo
YUMC
Yum China
$3,387,332$1,305,206 â–¼-27.8%69,4410.4%Retail/Wholesale
Relx Plc stock logo
RELX
Relx
$3,370,194$3,370,194 â–²New Holding101,6650.4%Computer and Technology
West Pharmaceutical Services, Inc. stock logo
WST
West Pharmaceutical Services
$3,339,105$1,542,726 â–¼-31.6%13,3220.4%Medical
Kenvue Inc. stock logo
KVUE
Kenvue
$3,237,057$1,171,064 â–¼-26.6%187,7640.4%Consumer Staples
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$3,198,153$1,187,601 â–¼-27.1%3,2100.4%Retail/Wholesale
Ball Corporation stock logo
BALL
Ball
$3,094,452$1,122,730 â–¼-26.6%52,3510.3%Industrials
Q2 Holdings, Inc. stock logo
QTWO
Q2
$2,994,395$1,035,546 â–¼-25.7%63,3060.3%Computer and Technology
Paychex, Inc. stock logo
PAYX
Paychex
$2,891,401$1,095,963 â–¼-27.5%31,3870.3%Computer and Technology
SUNBELT RENTALS HOLDINGS INC
$2,742,525$2,742,525 â–²New Holding42,1340.3%Ordinary Shares
Medtronic PLC stock logo
MDT
Medtronic
$2,697,844$1,065,534 â–¼-28.3%31,1350.3%Medical
Tractor Supply Company stock logo
TSCO
Tractor Supply
$2,593,089$907,443 â–¼-25.9%57,2430.3%Retail/Wholesale
CME Group Inc. stock logo
CME
CME Group
$2,545,039$984,700 â–¼-27.9%8,6170.3%Finance
Carlisle Companies Incorporated stock logo
CSL
Carlisle Companies
$2,383,527$872,136 â–¼-26.8%7,1440.3%Multi-Sector Conglomerates
McCormick & Company, Incorporated stock logo
MKC
McCormick & Company, Incorporated
$2,375,936$972,588 â–¼-29.0%47,1040.3%Consumer Staples
UFP Technologies, Inc. stock logo
UFPT
UFP Technologies
$2,340,662$772,670 â–¼-24.8%12,0900.3%Industrials
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$2,312,273$97,174 â–¼-4.0%8,8280.3%ETF
HDFC Bank Limited stock logo
HDB
HDFC Bank
$2,274,092$903,024 â–¼-28.4%91,4020.3%Finance

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