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Latest Motley Fool Wealth Management, LLC Stock Portfolio

$884Million | No. of Holdings #124

Motley Fool Wealth Management, LLC Performance

2026 Q1-8.14%
YTD-8.14%
2025+4.12%

About Motley Fool Wealth Management, LLC and 13F Hedge Fund Stock Holdings

Motley Fool Wealth Management, LLC is a hedge fund based in Alexandria, VA. On 2026-05-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, Motley Fool Wealth Management, LLC reported an equity portfolio of $884.2 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Motley Fool Wealth Management, LLC are AMZN, GOOG, META. The fund has invested 4.7% of it's portfolio in AMAZON COM INC and 4% of portfolio in ALPHABET INC. <br><br> The fund managers got completely rid off SSGA ACTIVE ETF TR (GAL), ANHEUSER BUSCH INBEV SA/NV (BUD) and ISHARES TR NATIONAL MUN (AAXJ) stocks. They significantly reduced their stock positions in VANGUARD BD INDEX FD INC TOTAL BND (IVOG), ISHARES CORE 80/20 (AOA) and ISHARES CORE DIVIDEND GROWTH (ACWF). Motley Fool Wealth Management, LLC opened new stock positions in RELX PLC (RELX) and SUNBELT RENTALS HOLDINGS INC. The fund showed a lot of confidence in some stocks as they added substantially to SERVICENOW INC (NOW), ISHARES JPM EM LOCAL CURRENCY BOND (ACWV) and STONEX GROUP INC (SNEX).
Motley Fool Wealth Management, LLC Equity Portfolio Value
Last Reported on: 12 May, 2026
$884Million
  as of May 12, 2026

Motley Fool Wealth Management, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Motley Fool Wealth Management, LLC made a return of -8.14% in the last quarter. In trailing 12 months, it's portfolio return was -1.8%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
relx plc3,370,190
sunbelt rentals holdings inc2,742,520
New stocks bought by Motley Fool Wealth Management, LLC

Additions

Ticker% Inc.
servicenow inc71.61
ishares jpm em local currency bond11.21
stonex group inc11.2
alphabet inc0.03
Additions to existing portfolio by Motley Fool Wealth Management, LLC

Reductions

Ticker% Reduced
vanguard bd index fd inc total bnd-77.66
ishares core 80/20-74.05
ishares core dividend growth-49.38
alphabet inc-43.86
taiwan semiconductor manufac-39.83
brookfield asset managmt ltd-35.85
west pharmaceutical svsc inc-31.6
alphatec hldgs inc-31.21
Motley Fool Wealth Management, LLC reduced stake in above stock

Sold off

Ticker$ Sold
ssga active etf tr-9,906,390
anheuser busch inbev sa/nv-1,969,290
vanguard intl equity index f-1,369,690
ishares tr national mun-1,536,280
spdr series trust-292,565
atlassian corporation-1,018,290
Motley Fool Wealth Management, LLC got rid off the above stocks

Sector Distribution

Motley Fool Wealth Management, LLC has about 31.8% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Consumer Cyclical
  • Communication Services
  • Financial Services
  • Industrials
  • Real Estate
  • Utilities
Sector%
Others31.8
Technology13.4
Healthcare12.5
Consumer Cyclical11.3
Communication Services11.1
Financial Services7.6
Industrials5.1
Real Estate4.5
Utilities1.7

Market Cap. Distribution

Motley Fool Wealth Management, LLC has about 58.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • UNALLOCATED
  • MEGA-CAP
  • MID-CAP
  • SMALL-CAP
Category%
LARGE-CAP37.3
UNALLOCATED31.8
MEGA-CAP21.5
MID-CAP6.6
SMALL-CAP2.7

Stocks belong to which Index?

About 55.6% of the stocks held by Motley Fool Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50048.2
Others44.4
RUSSELL 20007.4
Top 5 Winners (%)%
EQIX
equinix inc
24.2 %
ODFL
old dominion freight line in
21.2 %
JNJ
johnson & johnson
15.7 %
rxo inc
14.0 %
COST
costco wholesale corporation
13.4 %
Top 5 Winners ($)$
EQIX
equinix inc
4.6 M
NEE
nextera energy inc
2.3 M
FN
fabrinet
1.3 M
ODFL
old dominion freight line in
1.0 M
NFLX
netflix inc.
0.8 M
Top 5 Losers (%)%
MNDY
monday com ltd
-46.9 %
ATEC
alphatec hldgs inc
-40.8 %
GSHD
goosehead ins inc
-36.7 %
CSGP
costar group inc
-35.0 %
ICLR
icon plc
-34.3 %
Top 5 Losers ($)$
CRM
salesforce inc
-7.3 M
ATEC
alphatec hldgs inc
-7.2 M
BKNG
booking holdings inc
-5.9 M
META
meta platforms inc
-5.6 M
AMZN
amazon com inc
-5.3 M

Motley Fool Wealth Management, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Motley Fool Wealth Management, LLC

Motley Fool Wealth Management, LLC has 124 stocks in it's portfolio. About 29.2% of the portfolio is in top 10 stocks. CRM proved to be the most loss making stock for the portfolio. EQIX was the most profitable stock for Motley Fool Wealth Management, LLC last quarter.

$884.21MTotal Value
130Positions
12 May, 2026Last Reported
Current holdings of Current Stock Holdings of Motley Fool Wealth Management, LLC, last reported on 12 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr National Mun

Ishares Tr National Mun

AAXJ
Motley Fool Wealth Management, LLC's holding in Ishares Tr National Mun over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACWF
Ishares 0-5yr Hy Corp Bond

Ishares 0-5yr Hy Corp Bond

ACWF
Motley Fool Wealth Management, LLC's holding in Ishares 0-5yr Hy Corp Bond over time
0.86%180,444
$7.63M
0.86%
decreased 24.59 percentreduced
ACWF
Ishares Core Msci Europe

Ishares Core Msci Europe

ACWF
Motley Fool Wealth Management, LLC's holding in Ishares Core Msci Europe over time
0.64%80,414
$5.65M
0.64%
decreased 28.15 percentreduced
ACWF
Ishares Core Dividend Growth

Ishares Core Dividend Growth

ACWF
Motley Fool Wealth Management, LLC's holding in Ishares Core Dividend Growth over time
0.07%8,633
$605.9K
0.07%
decreased 49.38 percentreduced
ACWV
Ishares Jpm Em Local Currency Bond

Ishares Jpm Em Local Currency Bond

ACWV
Motley Fool Wealth Management, LLC's holding in Ishares Jpm Em Local Currency Bond over time
1.26%273,039
$11.14M
1.26%
increased 11.21 percentadded
AFK
Vaneck Semiconductor Etf

Vaneck Semiconductor Etf

AFK
Motley Fool Wealth Management, LLC's holding in Vaneck Semiconductor Etf over time
0.04%903
$346.2K
0.04%
unchanged 0 percentunchanged
AGZD
Wisdomtree Tr Jp Smallcp

Wisdomtree Tr Jp Smallcp

AGZD
Motley Fool Wealth Management, LLC's holding in Wisdomtree Tr Jp Smallcp over time
1.01%87,789
$8.96M
1.01%
decreased 28.19 percentreduced
AOA
Ishares 10plus Yr Cr Bd

Ishares 10plus Yr Cr Bd

AOA
Motley Fool Wealth Management, LLC's holding in Ishares 10plus Yr Cr Bd over time
0.86%153,266
$7.61M
0.86%
decreased 24.61 percentreduced
AOA
Ishares Core 80/20

Ishares Core 80/20

AOA
Motley Fool Wealth Management, LLC's holding in Ishares Core 80/20 over time
0.03%2,573
$227.7K
0.03%
decreased 74.05 percentreduced