Motley Fool Wealth Management, LLC

Name: Motley Fool Wealth Management, LLC 13F holdings, Q1 2026
Creator: Motley Fool Wealth Management, LLC
Published: 2026-05-12

Q2 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

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

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%
FSV Firstservice Corp.	0.24%	15,370	$2.1M	Reduce -26.0%
AAPL Apple Inc.	0.22%	7,808	$2.0M	Reduce -17.7%
VTIP Vanguard Short-Term Tips	0.20%	35,778	$1.8M	Reduce -20.9%
VRRM Verra Mobility Corp.	0.19%	115,994	$1.7M	Reduce -24.1%
WMT Walmart Inc.	0.19%	13,298	$1.7M	Reduce -27.1%
VNQ Vanguard Real Estate ETF	0.19%	18,575	$1.6M	Reduce -3.2%
NVO Novo-Nordisk A/S-Spons ADR	0.17%	40,353	$1.5M	Reduce -27.1%
ARE Alexandria Real Estate Equit	0.13%	25,192	$1.2M	Reduce -26.5%
GOOGL Alphabet Inc. Class A	0.12%	3,802	$1.1M	Add +0.0%
PG The Procter & Gamble Co.	0.11%	6,714	$970K	Reduce -26.4%
WEC WEC Energy Group Inc.	0.11%	8,223	$952K	Reduce -27.1%
JNJ Johnson & Johnson	0.10%	3,562	$871K	Reduce -27.2%
USB US Bancorp	0.10%	16,233	$844K	Reduce -27.4%
ADC Agree Realty Corp.	0.09%	10,801	$814K	Reduce -27.1%
TXN Texas Instruments Inc.	0.09%	4,155	$807K	Reduce -26.9%
RXO Rxo Inc.	0.09%	52,042	$761K	Reduce -21.3%
MNDY Monday.com Ltd.	0.09%	10,903	$754K	Reduce -23.6%
CRH CRH PLC	0.08%	7,071	$743K	Reduce -27.2%
KO The Coca-Cola Co.	0.07%	8,359	$636K	Reduce -27.1%
DGRO iShares Core Dividend Growth	0.07%	8,633	$606K	Reduce -49.4%
IVOO Vanguard S&P Mid-Cap 400 ETF	0.04%	3,154	$361K	Reduce -77.7%
SMH Vaneck Semiconductor ETF	0.04%	903	$346K	No change
SHOP Shopify Inc. Class A	0.03%	2,165	$257K	No change
AOA iShares Core 80/20 Aggressiv	0.03%	2,573	$228K	Reduce -74.0%

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

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	19	$6.6M	GOOG, AMZN, META, PANW, MELI
Q1 2026	124	$884.2M	AMZN, GOOG, META, NFLX, VOO
Q4 2025	128	$1.3B	GOOG, AMZN, META, MELI, BKNG
Q3 2025	128	$1.5B	AMZN, GOOG, META, MELI, NFLX
Q2 2025	127	$1.7B	META, AMZN, BKNG, NFLX, MELI
Q1 2025	125	$1.7B	AMZN, META, BKNG, GOOG, MELI
Q4 2024	133	$1.9B	AMZN, META, GOOG, BKNG, CRM
Q3 2024	119	$2.0B	AMZN, META, GOOG, BKNG, MELI
Q2 2024	122	$2.0B	AMZN, META, GOOG, PANW, BKNG
Q1 2024	123	$1.9B	AMZN, META, GOOG, PANW, CRM