Motley Fool Wealth Management, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 12, 2026), Motley Fool Wealth Management, LLC reported 124 stock positions worth $884.2 million. Its top holding was Amazon.com (AMZN) at 4.7% of the portfolio, followed by Alphabet Class C (GOOG, 4.0%) and Meta Platforms Class A (META, 3.5%). Compared with Q4 2025, it opened 2 new positions, sold out of 6, added to 4 and reduced 116. The biggest buy was ServiceNow (NOW, shares +72%) and the biggest sale Alphabet Class C (GOOG, shares −44%).

Most Recent 13F
Q2 2026
Location
ALEXANDRIA, VA
CIK
0001607978
Portfolio Value
$884.2M (Q1 2026)
SEC Filing
0001104659-26-059237 ↗ filed May 12, 2026

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $1.9B Q1 2024 Q2 2024: $2.0B Q2 2024 Q3 2024: $2.0B Q3 2024 Q4 2024: $1.9B Q4 2024 Q1 2025: $1.7B Q1 2025 Q2 2025: $1.7B Q2 2025 Q3 2025: $1.5B Q3 2025 Q4 2025: $1.3B Q4 2025 Q1 2026: $884.2M $884.2M Q1 2026 Q2 2026: $6.6M Q2 2026

Holdings 124 stocks · $884.2M

AMZN Amazon.com Inc. 4.66% 197,831 $41.2M Reduce -26.6%
GOOG Alphabet Inc. Class C 4.03% 124,260 $35.6M Reduce -43.9%
META Meta Platforms Inc. Class A 3.52% 54,454 $31.2M Reduce -25.5%
NFLX Netflix Inc. 3.42% 314,717 $30.3M Reduce -0.7%
VOO Vanguard S&P 500 ETF 2.79% 41,241 $24.6M Reduce -13.8%
MELI MercadoLibre Inc. 2.36% 12,085 $20.9M Reduce -27.0%
MA Mastercard Inc. Class A 2.17% 38,418 $19.2M Reduce -27.1%
VRTX Vertex Pharmaceuticals Inc. 2.16% 42,836 $19.1M Reduce -28.1%
BKNG Booking Holdings Inc. 2.08% 4,363 $18.4M Reduce -27.6%
EQIX Equinix Inc. 2.02% 18,202 $17.8M Reduce -27.0%
BSCU Invesco Bulletshares 2030 CB 1.98% 1,049,383 $17.5M Reduce -24.5%
BSCW Invesco Bulletshares 2032 CB 1.97% 847,636 $17.5M Reduce -24.6%
TMO Thermo Fisher Scientific Inc. 1.83% 32,993 $16.2M Reduce -27.5%
MYCF State Street MY2026 Corporat 1.75% 616,725 $15.5M Reduce -23.9%
CRM Salesforce Inc. 1.66% 78,533 $14.7M Reduce -27.2%
PANW Palo Alto Networks Inc. 1.62% 89,220 $14.3M Reduce -27.5%
NOW ServiceNow Inc. 1.61% 136,047 $14.2M Add +71.6%
SNEX Stonex Group Inc. 1.61% 176,266 $14.2M Add +11.2%
NEE Nextera Energy Inc. 1.59% 150,982 $14.0M Reduce -29.4%
BMRN Biomarin Pharmaceutical Inc. 1.58% 247,877 $14.0M Reduce -25.1%
DXCM Dexcom Inc. 1.47% 206,321 $13.0M Reduce -25.4%
BSCX Invesco Bulletshares 2033 CB 1.30% 543,485 $11.5M Reduce -18.3%
LEMB iShares JP Morgan Em Local C 1.26% 273,039 $11.1M Add +11.2%
BSCV Invesco Bulletshares 2031 CB 1.22% 654,597 $10.8M Reduce -24.5%
IBDU iShares Ibonds Dec 2029 Term 1.21% 461,783 $10.7M Reduce -24.5%
IBDZ ISHARESIBONDSDEC2034TMCORP 1.20% 408,741 $10.7M Reduce -10.3%
DCRE DBL Comm Real Est Debt 1.06% 180,108 $9.4M Reduce -8.8%
FN Fabrinet 1.02% 17,288 $9.0M Reduce -25.9%
DFJ Wisdomtree JPN S/C DVD Fund 1.01% 87,789 $9.0M Reduce -28.2%
DDOG Datadog Inc. Class A 1.00% 74,759 $8.8M Reduce -26.9%
BRK.B Berkshire Hathaway Inc. Class B 0.99% 18,292 $8.8M Reduce -28.4%
NVDA Nvidia Corp. 0.98% 49,519 $8.6M Reduce -2.4%
BRO Brown & Brown Inc. 0.93% 126,766 $8.3M Reduce -26.2%
BSCT Invesco Bulletshares 2029 CB 0.87% 410,629 $7.7M Reduce -24.2%
DMBS Doubleline Mortgage ETF 0.87% 155,054 $7.7M Reduce -24.5%
SHYG iShares 0-5 YR HY Corp. Bond 0.86% 180,444 $7.6M Reduce -24.6%
IBDW iShares Ibonds Dec 2031 Corp. 0.86% 364,416 $7.6M Reduce -24.5%
IGLB iShares 10+ Year Inv GR Corp. 0.86% 153,266 $7.6M Reduce -24.6%
BR Broadridge Financial Solutio 0.81% 43,817 $7.1M Reduce -26.5%
DHR Danaher Corp. 0.80% 37,453 $7.1M Reduce -27.2%
LOB Live Oak Bancshares Inc. 0.78% 209,559 $6.9M Reduce -25.9%
MSFT Microsoft Corp. 0.78% 18,569 $6.9M Reduce -27.6%
ADSK Autodesk Inc. 0.76% 28,176 $6.7M Reduce -26.9%
PEN Penumbra Inc. 0.73% 19,701 $6.5M Reduce -25.4%
MKL Markel Group Inc. 0.72% 3,346 $6.4M Reduce -29.5%
VEA Vanguard Ftse Developed ETF 0.72% 99,314 $6.4M Reduce -5.3%
BND Vanguard Total Bond Market 0.71% 85,842 $6.3M Reduce -5.1%
TSLA Tesla Inc. 0.71% 16,972 $6.3M Reduce -2.6%
ATEC Alphatec Holdings Inc. 0.71% 575,828 $6.3M Reduce -31.2%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.70% 21,590 $6.2M Reduce -4.2%
CSGP Costar Group Inc. 0.70% 153,002 $6.2M Reduce -24.8%
HXL Hexcel Corp. 0.67% 73,520 $5.9M Reduce -25.9%
TOST Toast Inc. Class A 0.67% 222,570 $5.9M Reduce -26.0%
CLBT Cellebrite Di Ltd. 0.64% 412,864 $5.7M Reduce -26.9%
IEUR iShares Core MSCI Europe ETF 0.64% 80,414 $5.7M Reduce -28.1%
AXON Axon Enterprise Inc. 0.62% 12,926 $5.5M Reduce -26.2%
RTO Rentokil Initial PLC-SP ADR 0.62% 173,479 $5.5M Reduce -28.2%
HHH Howard Hughes Holdings Inc. 0.62% 86,126 $5.4M Reduce -27.3%
HQY Healthequity Inc. 0.61% 64,752 $5.4M Reduce -25.7%
WAT Waters Corp. 0.59% 17,577 $5.2M Reduce -27.4%
QXO Qxo Inc. 0.57% 257,718 $5.0M Reduce -25.9%
STAG Stag Industrial Inc. 0.57% 138,756 $5.0M Reduce -26.1%
HRI Herc Holdings Inc. filed as HERC HLDGS INC 0.55% 49,241 $4.9M Reduce -25.6%
AMT American Tower Corp. 0.54% 27,840 $4.8M Reduce -26.4%
WSO Watsco Inc. 0.53% 12,992 $4.7M Reduce -27.0%
RARE Ultragenyx Pharmaceutical Inc. 0.53% 222,981 $4.7M Reduce -25.0%
TSM Taiwan Semiconductor-SP ADR 0.52% 13,640 $4.6M Reduce -39.8%
AON Aon PLC Class A 0.51% 14,022 $4.5M Reduce -29.4%
GXO Gxo Logistics Inc. 0.51% 86,775 $4.5M Reduce -25.6%
BAM Brookfield Asset Mgmt-A 0.50% 98,935 $4.4M Reduce -35.9%
SITE Siteone Landscape Supply Inc. 0.49% 32,455 $4.3M Reduce -25.6%
ODFL Old Dominion Freight Line 0.48% 21,791 $4.3M Reduce -28.1%
REGN Regeneron Pharmaceuticals 0.48% 5,485 $4.2M Reduce -29.6%
GWRE Guidewire Software Inc. 0.45% 26,642 $4.0M Reduce -25.8%
CNI Canadian Natl Railway Co. 0.45% 38,601 $4.0M Reduce -25.8%
SBAC SBA Communications Corp. 0.44% 22,825 $3.9M Reduce -24.1%
GSHD Goosehead Insurance Inc. Class A 0.44% 90,909 $3.9M Reduce -25.8%
TYL Tyler Technologies Inc. 0.43% 11,204 $3.8M Reduce -25.5%
ICLR Icon PLC 0.43% 34,319 $3.8M Reduce -25.3%
WCN Waste Connections Inc. 0.43% 23,343 $3.8M Reduce -28.0%
ALRM Alarm.com Holdings Inc. 0.43% 87,478 $3.8M Reduce -25.2%
FTDR Frontdoor Inc. 0.42% 71,059 $3.8M Reduce -25.5%
VWO Vanguard Ftse Emerging Marke 0.39% 64,505 $3.5M Reduce -5.1%
YUMC Yum China Holdings Inc. 0.38% 69,441 $3.4M Reduce -27.8%
RELX Relx PLC - Spon ADR 0.38% 101,665 $3.4M New
WST West Pharmaceutical Services 0.38% 13,322 $3.3M Reduce -31.6%
KVUE Kenvue Inc. 0.37% 187,764 $3.2M Reduce -26.6%
COST Costco Wholesale Corp. 0.36% 3,210 $3.2M Reduce -27.1%
BALL Ball Corp. 0.35% 52,351 $3.1M Reduce -26.6%
QTWO Q2 Holdings Inc. filed as Q2 HLDGS INC 0.34% 63,306 $3.0M Reduce -25.7%
PAYX Paychex Inc. 0.33% 31,387 $2.9M Reduce -27.5%
SUNB Sunbelt Rentals Holdings Inc. 0.31% 42,134 $2.7M New
MDT Medtronic PLC 0.31% 31,135 $2.7M Reduce -28.3%
TSCO Tractor Supply Company 0.29% 57,243 $2.6M Reduce -25.9%
CME Cme Group Inc. 0.29% 8,617 $2.5M Reduce -27.9%
CSL Carlisle Cos Inc. 0.27% 7,144 $2.4M Reduce -26.8%
MKC McCormick & Co.-Non VTG SHRS 0.27% 47,104 $2.4M Reduce -29.1%
UFPT Ufp Technologies Inc. 0.26% 12,090 $2.3M Reduce -24.8%
VB Vanguard Most SM-Cap ETF-Usd 0.26% 8,828 $2.3M Reduce -4.0%
HDB HDFC Bank Ltd.-ADR 0.26% 91,402 $2.3M Reduce -28.4%

Show all 124 holdings

Portfolio Sells Q4 2025 → Q1 2026

GOOG Alphabet Inc. Class C Reduce -43.9% 4.03% −1.36
SRLN SS Blackstone Sr Loan ETF Sold out 0.00% −0.77
ATEC Alphatec Holdings Inc. Reduce -31.2% 0.71% −0.66
CRM Salesforce Inc. Reduce -27.2% 1.66% −0.56
BKNG Booking Holdings Inc. Reduce -27.6% 2.08% −0.43
CSGP Costar Group Inc. Reduce -24.8% 0.70% −0.36
GSHD Goosehead Insurance Inc. Class A Reduce -25.8% 0.44% −0.26
BR Broadridge Financial Solutio Reduce -26.5% 0.81% −0.23
MELI MercadoLibre Inc. Reduce -27.0% 2.36% −0.22
META Meta Platforms Inc. Class A Reduce -25.5% 3.52% −0.22
ICLR Icon PLC Reduce -25.3% 0.43% −0.22
TMO Thermo Fisher Scientific Inc. Reduce -27.5% 1.83% −0.21
HRI Herc Holdings Inc. Reduce -25.6% 0.55% −0.21
MSFT Microsoft Corp. Reduce -27.6% 0.78% −0.19
AMZN Amazon.com Inc. Reduce -26.6% 4.66% −0.16
MA Mastercard Inc. Class A Reduce -27.1% 2.17% −0.16
TOST Toast Inc. Class A Reduce -26.0% 0.67% −0.16
BUD Anheuser-Busch Inbev-SPN ADR Sold out 0.00% −0.15
AXON Axon Enterprise Inc. Reduce -26.2% 0.62% −0.15
CLBT Cellebrite Di Ltd. Reduce -26.9% 0.64% −0.15
PANW Palo Alto Networks Inc. Reduce -27.5% 1.62% −0.14
QTWO Q2 Holdings Inc. Reduce -25.7% 0.34% −0.14
BAM Brookfield Asset Mgmt-A Reduce -35.9% 0.50% −0.13
BRO Brown & Brown Inc. Reduce -26.2% 0.93% −0.13
ADSK Autodesk Inc. Reduce -26.9% 0.76% −0.12
WAT Waters Corp. Reduce -27.4% 0.59% −0.12
MUB iShares National Muni Bond E Sold out 0.00% −0.12
HHH Howard Hughes Holdings Inc. Reduce -27.3% 0.62% −0.12
DHR Danaher Corp. Reduce -27.2% 0.80% −0.11
GWRE Guidewire Software Inc. Reduce -25.8% 0.45% −0.11
VEU Vanguard Ftse All-World Ex-U Sold out 0.00% −0.11
HDB HDFC Bank Ltd.-ADR Reduce -28.4% 0.26% −0.10
TYL Tyler Technologies Inc. Reduce -25.5% 0.43% −0.10
MKC McCormick & Co.-Non VTG SHRS Reduce -29.1% 0.27% −0.08
IVOO Vanguard S&P Mid-Cap 400 ETF Reduce -77.7% 0.04% −0.08
DDOG Datadog Inc. Class A Reduce -26.9% 1.00% −0.08
TEAM Atlassian Corp. Class A Sold out 0.00% −0.08
VRRM Verra Mobility Corp. Reduce -24.1% 0.19% −0.08
MNDY Monday.com Ltd. Reduce -23.6% 0.09% −0.08
MKL Markel Group Inc. Reduce -29.5% 0.72% −0.07
NVO Novo-Nordisk A/S-Spons ADR Reduce -27.1% 0.17% −0.05
PAYX Paychex Inc. Reduce -27.5% 0.33% −0.05
AOA iShares Core 80/20 Aggressiv Reduce -74.0% 0.03% −0.04
WST West Pharmaceutical Services Reduce -31.6% 0.38% −0.04
ALRM Alarm.com Holdings Inc. Reduce -25.2% 0.43% −0.04
AON Aon PLC Class A Reduce -29.4% 0.51% −0.03
DGRO iShares Core Dividend Growth Reduce -49.4% 0.07% −0.02
SPTS SS SPDR P St Term TSY ETF Sold out 0.00% −0.02
MDT Medtronic PLC Reduce -28.3% 0.31% −0.02
TSM Taiwan Semiconductor-SP ADR Reduce -39.8% 0.52% −0.01

Portfolio Buys Q4 2025 → Q1 2026

NOW ServiceNow Inc. Add +71.6% 1.61% +0.67
LEMB iShares JP Morgan Em Local C Add +11.2% 1.26% +0.47
SNEX Stonex Group Inc. Add +11.2% 1.61% +0.44
RELX Relx PLC - Spon ADR New 0.38% +0.38
SUNB Sunbelt Rentals Holdings Inc. New 0.31% +0.31
GOOGL Alphabet Inc. Class A Add +0.0% 0.12% +0.03

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 19$6.6MGOOG, AMZN, META, PANW, MELI
Q1 2026 124$884.2MAMZN, GOOG, META, NFLX, VOO
Q4 2025 128$1.3BGOOG, AMZN, META, MELI, BKNG
Q3 2025 128$1.5BAMZN, GOOG, META, MELI, NFLX
Q2 2025 127$1.7BMETA, AMZN, BKNG, NFLX, MELI
Q1 2025 125$1.7BAMZN, META, BKNG, GOOG, MELI
Q4 2024 133$1.9BAMZN, META, GOOG, BKNG, CRM
Q3 2024 119$2.0BAMZN, META, GOOG, BKNG, MELI
Q2 2024 122$2.0BAMZN, META, GOOG, PANW, BKNG
Q1 2024 123$1.9BAMZN, META, GOOG, PANW, CRM