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What Motley Fool Wealth Management, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
884.2MPositions
124Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AMZN AMAZON COM INC | 41.2M | 4.7% | 197.8K | 258.63 | +15.6% |
| GOOG Alphabet Inc. | 35.6M | 4.0% | 124.3K | 341.75 | +70.7% |
| META Meta Platforms, Inc. | 31.2M | 3.5% | 54.5K | 549.90 | -26.5% |
| NFLX NETFLIX INC | 30.3M | 3.4% | 314.7K | 79.59 | -34.4% |
| VOO Vanguard S&P 500 ETF | 24.6M | 2.8% | 41.2K | 703.71 | +20.0% |
| MELI MERCADOLIBRE INC | 20.9M | 2.4% | 12.1K | 1,922.73 | -17.7% |
| MA Mastercard Inc | 19.2M | 2.2% | 38.4K | 580.63 | -2.0% |
| VRTX VERTEX PHARMACEUTICALS INC / MA | 19.1M | 2.2% | 42.8K | 548.05 | +39.0% |
| BKNG Booking Holdings Inc. | 18.4M | 2.1% | 4.4K | 209.62 | -7.1% |
| EQIX EQUINIX INC | 17.8M | 2.0% | 18.2K | 1,065.39 | +37.2% |
| BSCU Invesco BulletShares 2030 Corporate Bond ETF | 17.5M | 2.0% | 1.0M | 16.55 | -1.5% |
| BSCW Invesco BulletShares 2032 Corporate Bond ETF | 17.5M | 2.0% | 847.6K | 20.29 | -1.9% |
| TMO THERMO FISHER SCIENTIFIC INC. | 16.2M | 1.8% | 33.0K | 629.27 | +27.2% |
| MYCF State Street My2026 Corporate Bond ETF | 15.5M | 1.7% | 616.7K | 25.04 | -0.1% |
| CRM Salesforce, Inc. | 14.7M | 1.7% | 78.5K | 209.17 | -15.1% |
| PANW Palo Alto Networks Inc | 14.3M | 1.6% | 89.2K | 357.87 | +94.0% |
| NOW ServiceNow, Inc. | 14.2M | 1.6% | 136.0K | 128.48 | -27.8% |
| SNEX StoneX Group Inc. | 14.2M | 1.6% | 176.3K | 68.47 | +60.8% |
| NEE NEXTERA ENERGY INC | 14.0M | 1.6% | 151.0K | 83.65 | +9.8% |
| BMRN BIOMARIN PHARMACEUTICAL INC | 14.0M | 1.6% | 247.9K | 66.70 | +15.1% |
| DXCM DEXCOM INC | 13.0M | 1.5% | 206.3K | 92.34 | +13.1% |
| BSCX Invesco BulletShares 2033 Corporate Bond ETF | 11.5M | 1.3% | 543.5K | 20.77 | -2.1% |
| LEMB iShares J.P. Morgan EM Local Currency Bond | 11.1M | 1.3% | 273.0K | 43.34 | +6.6% |
| BSCV Invesco BulletShares 2031 Corporate Bond ETF | 10.8M | 1.2% | 654.6K | 16.27 | -1.8% |
| IBDU iShares iBonds Dec 2029 Term Corporate ETF | 10.7M | 1.2% | 461.8K | 23.05 | -1.4% |
| IBDZ iShares iBonds Dec 2034 Term Corporate ETF | 10.7M | 1.2% | 408.7K | 25.52 | -2.1% |
| DCRE DoubleLine Commercial Real Estate Debt ETF | 9.4M | 1.1% | 180.1K | 51.62 | -0.8% |
| FN Fabrinet | 9.0M | 1.0% | 17.3K | 436.67 | +55.8% |
| DFJ WisdomTree Japan SmallCap Fund | 9.0M | 1.0% | 87.8K | 113.06 | +21.3% |
| DDOG Datadog, Inc. | 8.8M | 1.0% | 74.8K | 235.62 | +83.4% |
| unmapped CUSIP 084670702 | 8.8M | 1.0% | 18.3K | — | — |
| NVDA NVIDIA CORP | 8.6M | 1.0% | 49.5K | 214.72 | +22.4% |
| BRO BROWN & BROWN, INC. | 8.3M | 0.9% | 126.8K | 72.92 | -24.7% |
| BSCT Invesco BulletShares 2029 Corporate Bond ETF | 7.7M | 0.9% | 410.6K | 18.55 | -0.9% |
| DMBS DoubleLine Mortgage ETF | 7.7M | 0.9% | 155.1K | 48.17 | -1.9% |
| SHYG iShares 0-5 Year High Yield Corporate Bond ETF | 7.6M | 0.9% | 180.4K | 42.24 | -1.7% |
| IBDW iShares iBonds Dec 2031 Term Corporate ETF | 7.6M | 0.9% | 364.4K | 20.60 | -2.2% |
| IGLB iShares 10 Year Investment Grade Corporate Bo | 7.6M | 0.9% | 153.3K | 47.79 | -4.9% |
| BR BROADRIDGE FINANCIAL SOLUTIONS, INC. | 7.1M | 0.8% | 43.8K | 182.18 | -30.4% |
| DHR DANAHER CORP /DE/ | 7.1M | 0.8% | 37.5K | 218.85 | +3.5% |
| LOB Live Oak Bancshares, Inc. | 6.9M | 0.8% | 209.6K | 40.98 | +17.2% |
| MSFT MICROSOFT CORP | 6.9M | 0.8% | 18.6K | 483.24 | -4.4% |
| ADSK Autodesk, Inc. | 6.7M | 0.8% | 28.2K | 253.82 | -12.1% |
| PEN Penumbra Inc | 6.5M | 0.7% | 19.7K | 325.18 | +27.2% |
| MKL MARKEL GROUP INC. | 6.4M | 0.7% | 3.3K | 1,795.62 | -8.9% |
| VEA Vanguard FTSE Developed Markets ETF | 6.4M | 0.7% | 99.3K | 73.42 | +24.7% |
| BND Vanguard Total Bond Market ETF | 6.3M | 0.7% | 85.8K | 72.23 | -1.8% |
| TSLA Tesla, Inc. | 6.3M | 0.7% | 17.0K | 362.86 | +12.0% |
| ATEC Alphatec Holdings, Inc. | 6.3M | 0.7% | 575.8K | 9.48 | -40.3% |
| VO Vanguard Morningstar Mid-Cap ETF | 6.2M | 0.7% | 21.6K | 82.97 | +15.9% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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