Latest Motley Fool Wealth Management, LLC Stock Portfolio
$6,586Thousand | No. of Holdings #19
Motley Fool Wealth Management, LLC Performance
2026 Q2+5.90%
YTD-2.23%
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 2026-08-06, the fund reported it's updated stock portfolio. In the 13F Holdings report, Motley Fool Wealth Management, LLC reported an equity portfolio of $6.6 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Motley Fool Wealth Management, LLC are GOOG, AMZN, META. The fund has invested 11.8% of it's portfolio in ALPHABET INC and 11.7% of portfolio in AMAZON COM INC. <br><br> The fund managers got completely rid off VANGUARD INDEX FDS S&P 500 ETF (VB), INVESCO EXCHNG TRAD SLF INDE BULLETSHS (IIGD) and SSGA ACTIVE TR SPDR SSGA (EMTL) stocks. They significantly reduced their stock positions in INVESCO EXCH TRD SLF IDX FD (BSAE), EQUINIX INC (EQIX) and BIOMARIN PHARMACEUTICAL INC (BMRN).
Motley Fool Wealth Management, LLC Equity Portfolio Value
Last Reported on: 06 Aug, 2026
$6,586Thousand
as of Aug 06, 2026Motley 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 5.9% in the last quarter. In trailing 12 months, it's portfolio return was -2.86%.
- Performance
- S&P 500
New Buys
No new stocks were added by Motley Fool Wealth Management, LLC
Additions
No additions were made to existing positions by Motley Fool Wealth Management, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| invesco exch trd slf idx fd | -98.9 |
| equinix inc | -98.6 |
| biomarin pharmaceutical inc | -98.57 |
| thermo fisher scientific inc | -98.56 |
| vertex pharmaceuticals inc | -98.52 |
| palo alto networks inc | -98.49 |
| booking holdings inc | -98.44 |
| servicenow inc | -98.44 |
Motley Fool Wealth Management, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| invesco exchng trad slf inde bulletshs | -17,451,000 |
| invesco exch trd slf idx fd buletshs 2031 | -10,774,700 |
| ssga active tr spdr ssga | -15,452,000 |
| invesco exchng trad slf inde invesco | -11,494,700 |
| ishares ibonds dec 2029 | -10,741,100 |
| cellebrite di ltd | -5,689,260 |
| invesco exch trd slf idx fd buletshs | -7,662,500 |
| ishares ibonds dec 2026 | -10,651,800 |
Motley Fool Wealth Management, LLC got rid off the above stocks
Sector Distribution
Motley Fool Wealth Management, LLC has about 24.6% of it's holdings in Communication Services sector.
- Communication Services
- Consumer Cyclical
- Healthcare
- Technology
- Financial Services
- Real Estate
- Utilities
- Others
| Sector | % |
|---|---|
| Communication Services | 24.6 |
| Consumer Cyclical | 22 |
| Healthcare | 16.8 |
| Technology | 15.4 |
| Financial Services | 10.6 |
| Real Estate | 4 |
| Utilities | 3.7 |
| Others | 2.9 |
Market Cap. Distribution
Motley Fool Wealth Management, LLC has about 89.8% of it's portfolio invested in the large-cap and mega-cap stocks.
- MEGA-CAP
- LARGE-CAP
- MID-CAP
- UNALLOCATED
- SMALL-CAP
| Category | % |
|---|---|
| MEGA-CAP | 51.9 |
| LARGE-CAP | 37.9 |
| MID-CAP | 5.5 |
| UNALLOCATED | 2.9 |
| SMALL-CAP | 1.8 |
Stocks belong to which Index?
About 83.1% 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 500 | 75.8 |
| Others | 16.9 |
| RUSSELL 2000 | 7.3 |
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 19 stocks in it's portfolio. About 69.5% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. PANW was the most profitable stock for Motley Fool Wealth Management, LLC last quarter.
$6.59MTotal Value
124Positions
06 Aug, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
| 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | ||
 ACWF Ishares Core Msci EuropeIshares Core Msci EuropeACWF | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
ACWF Ishares Core Dividend GrowthIshares Core Dividend GrowthACWF | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
ACWF Ishares 0-5yr Hy Corp BondIshares 0-5yr Hy Corp BondACWF | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 ACWV Ishares Jpm Em Local Currency BondIshares Jpm Em Local Currency BondACWV | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 Agree Rlty Corp Motley Fool Wealth Management, LLC's holding in Agree Rlty Corp over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 Autodesk Inc Autodesk IncADSK Motley Fool Wealth Management, LLC's holding in Autodesk Inc over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 AFK Vaneck Semiconductor EtfVaneck Semiconductor EtfAFK | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 AGZD Wisdomtree Tr Jp SmallcpWisdomtree Tr Jp SmallcpAGZD | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 Alarm Com Hldgs Inc Motley Fool Wealth Management, LLC's holding in Alarm Com Hldgs Inc over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 American Tower Corp Motley Fool Wealth Management, LLC's holding in American Tower Corp over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 Amazon Com Inc Amazon Com IncAMZN Motley Fool Wealth Management, LLC's holding in Amazon Com Inc over time | 11.65% | 3,219 | $767.2K 11.65% | 98.37%decreased 98.37 percentreduced | |
 AOA Ishares Core 80/20Ishares Core 80/20AOA | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
AOA Ishares 10plus Yr Cr BdIshares 10plus Yr Cr BdAOA | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
| 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | ||
 Alexandria Real Estate Eq In Motley Fool Wealth Management, LLC's holding in Alexandria Real Estate Eq In over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 Alphatec Hldgs Inc Motley Fool Wealth Management, LLC's holding in Alphatec Hldgs Inc over time | 1.75% | 13,327 | $115.3K 1.75% | 97.69%decreased 97.69 percentreduced | |
 Axon Enterprise Inc Motley Fool Wealth Management, LLC's holding in Axon Enterprise Inc over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
| 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | ||
 BAM Brookfield Asset Managmt LtdBrookfield Asset Managmt LtdBAM | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
