Motley Fool Wealth Management, LLC

ALEXANDRIA, VA · CIK 1607978 · 13F filing filed 2026-08-06

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyAlexandria, VA

$6.6m reported value -99.3% vs Q1 2026

19positions

69.5%in top 10

0 new 0 added 19 reduced 105 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ALPHABET INC CAP STK CL C GOOG	GOOG	2,199	$776.9k11.80%	11.80%	Reduced -122.1k	-122,061 -98.2%
2	AMAZON COM INC COM AMZN	AMZN	3,219	$767.2k11.65%	11.65%	Reduced -194.6k	-194,612 -98.4%
3	META PLATFORMS INC CL A META	META	861	$485.0k7.36%	7.36%	Reduced -53.6k	-53,593 -98.4%
4	PALO ALTO NETWORKS INC COM PANW	PANW	1,349	$460.1k6.99%	6.99%	Reduced -87.9k	-87,871 -98.5%
5	MERCADOLIBRE INC COM MELI	MELI	221	$375.7k5.70%	5.70%	Reduced -11.9k	-11,864 -98.2%
6	STONEX GROUP INC COM SNEX	SNEX	3,068	$363.6k5.52%	5.52%	Reduced -173.2k	-173,198 -98.3%
7	NETFLIX INC COM NFLX	NFLX	5,006	$357.4k5.43%	5.43%	Reduced -309.7k	-309,711 -98.4%
8	DATADOG INC CL A COM DDOG	DDOG	1,313	$341.9k5.19%	5.19%	Reduced -73.4k	-73,446 -98.2%
9	MASTERCARD INCORPORATED CL A MA	MA	650	$333.9k5.07%	5.07%	Reduced -37.8k	-37,768 -98.3%
10	VERTEX PHARMACEUTICALS INC COM VRTX	VRTX	636	$316.1k4.80%	4.80%	Reduced -42.2k	-42,200 -98.5%
11	BOOKING HOLDINGS INC COM BKNG	BKNG	1,700	$303.1k4.60%	4.60%	Reduced -107.4k	-107,375 -98.4%
12	EQUINIX INC COM EQIX	EQIX	254	$265.1k4.03%	4.03%	Reduced -17.9k	-17,948 -98.6%
13	NEXTERA ENERGY INC COM NEE	NEE	2,778	$243.8k3.70%	3.70%	Reduced -148.2k	-148,204 -98.2%
14	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	476	$238.5k3.62%	3.62%	Reduced -32.5k	-32,517 -98.6%
15	DEXCOM INC COM DXCM	DXCM	3,514	$236.7k3.59%	3.59%	Reduced -202.8k	-202,807 -98.3%
16	SERVICENOW INC COM NOW	NOW	2,129	$211.3k3.21%	3.21%	Reduced -133.9k	-133,918 -98.4%
17	BIOMARIN PHARMACEUTICAL INC COM BMRN	BMRN	3,533	$202.2k3.07%	3.07%	Reduced -244.3k	-244,344 -98.6%
18	INVESCO EXCH TRD SLF IDX FD INVSCO 30 CORP BSCU	BSCU	11,578	$192.7k2.93%	2.93%	Reduced -1.0m	-1,037,805 -98.9%
19	ALPHATEC HLDGS INC COM NEW ATEC	ATEC	13,327	$115.3k1.75%	1.75%	Reduced -562.5k	-562,501 -97.7%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
VANGUARD INDEX FDS VOO	VOO	41,241	$24.6m41.2k shares
INVESCO EXCH TRD SLF IDX FD BSCW	BSCW	847,636	$17.5m847.6k shares
SSGA ACTIVE TR MYCF	MYCF	616,725	$15.5m616.7k shares
SALESFORCE INC CRM	CRM	78,533	$14.7m78.5k shares
INVESCO EXCH TRD SLF IDX FD BSCX	BSCX	543,485	$11.5m543.5k shares
ISHARES INC LEMB	LEMB	273,039	$11.1m273.0k shares
INVESCO EXCH TRD SLF IDX FD BSCV	BSCV	654,597	$10.8m654.6k shares
ISHARES TR IBDU	IBDU	461,783	$10.7m461.8k shares
ISHARES TR IBDZ	IBDZ	408,741	$10.7m408.7k shares
DOUBLELINE ETF TRUST DCRE	DCRE	180,108	$9.4m180.1k shares
FABRINET FN	FN	17,288	$9.0m17.3k shares
WISDOMTREE TR DFJ	DFJ	87,789	$9.0m87.8k shares
BERKSHIRE HATHAWAY INC DEL BRK.B	BRK.B	18,292	$8.8m18.3k shares
NVIDIA CORPORATION NVDA	NVDA	49,519	$8.6m49.5k shares
BROWN & BROWN INC BRO	BRO	126,766	$8.3m126.8k shares
INVESCO EXCH TRD SLF IDX FD BSCT	BSCT	410,629	$7.7m410.6k shares
DOUBLELINE ETF TRUST DMBS	DMBS	155,054	$7.7m155.1k shares
ISHARES TR SHYG	SHYG	180,444	$7.6m180.4k shares
ISHARES TR IBDW	IBDW	364,416	$7.6m364.4k shares
ISHARES TR IGLB	IGLB	153,266	$7.6m153.3k shares
BROADRIDGE FINL SOLUTIONS IN BR	BR	43,817	$7.1m43.8k shares
DANAHER CORPORATION DHR	DHR	37,453	$7.1m37.5k shares
LIVE OAK BANCSHARES INC LOB	LOB	209,559	$6.9m209.6k shares
MICROSOFT CORP MSFT	MSFT	18,569	$6.9m18.6k shares
AUTODESK INC ADSK	ADSK	28,176	$6.7m28.2k shares