Motley Fool Wealth Management, LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the Nasdaq-100 as of 2026-06-30, active share 82.5%; sector active share 42.7% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
19 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Communication Services | 24.6% | $1,619,392 |
| Consumer Cyclical | 21.9% | $1,445,347 |
| Healthcare | 16.8% | $1,108,670 |
| Technology | 15.4% | $1,013,254 |
| Financial Services | 10.6% | $697,398 |
| Real Estate | 4.0% | $264,767 |
| Utilities | 3.7% | $243,825 |
| Unclassified | 2.9% | $192,715 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedTrimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BSCU | Invesco BulletShares 2030 Corporate Bond ETF | −1,037,805 | 11,578 | $192,715 | |
| ATEC | Alphatec Holdings, Inc. | −562,501 | 13,327 | $115,278 | |
| NFLX | Netflix Inc | −309,711 | 5,006 | $357,428 | |
| BMRN | Biomarin Pharmaceutical Inc | −244,344 | 3,533 | $202,158 | |
| DXCM | Dexcom Inc | −202,807 | 3,514 | $236,667 | |
| AMZN | Amazon Com Inc | −194,612 | 3,219 | $767,216 | |
| SNEX | StoneX Group Inc. | −173,198 | 3,068 | $363,558 | |
| NEE | Nextera Energy Inc | −148,204 | 2,778 | $243,825 | |
| NOW | ServiceNow, Inc. | −133,918 | 2,129 | $211,367 | |
| GOOG | Alphabet Inc. | −122,061 | 2,199 | $776,972 | |
| PANW | Palo Alto Networks Inc | −87,871 | 1,349 | $460,035 | |
| DDOG | Datadog, Inc. | −73,446 | 1,313 | $341,852 | |
| META | Meta Platforms, Inc. | −53,593 | 861 | $484,992 | |
| VRTX | Vertex Pharmaceuticals Inc | −42,200 | 636 | $315,920 | |
| MA | Mastercard Inc | −37,768 | 650 | $333,840 | |
| TMO | Thermo Fisher Scientific Inc. | −32,517 | 476 | $238,647 | |
| EQIX | Equinix Inc | −17,948 | 254 | $264,767 | |
| MELI | Mercadolibre Inc | −11,864 | 221 | $375,123 | |
| BKNG | Booking Holdings Inc. | −2,663 | 1,700 | $303,008 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VOO | VANGUARD 500 INDEX FUND | 41,241 | $24,643,559 | |
| BSCW | 847,636 | $17,451,129 | ||
| MYCF | State Street(R) My2026 Corporate Bond ETF | 616,725 | $15,452,044 | |
| CRM | Salesforce, Inc. | 78,533 | $14,659,755 | |
| BSCX | 543,485 | $11,494,707 | ||
| LEMB | iShares J.P. Morgan EM Local Currency Bond ETF | 273,039 | $11,139,991 | |
| BSCV | 654,597 | $10,774,666 | ||
| IBDU | iShares iBonds Dec 2029 Term Corporate ETF | 461,783 | $10,741,072 | |
| IBDZ | iShares iBonds Dec 2034 Term Corporate ETF | 408,741 | $10,651,790 | |
| DCRE | DoubleLine Commercial Real Estate Debt ETF | 180,108 | $9,358,411 | |
| FN | Fabrinet | 17,288 | $9,016,037 | |
| DFJ | WisdomTree Japan SmallCap Dividend Fund | 87,789 | $8,959,745 | |
| BRK-B | Berkshire Hathaway Inc | 18,292 | $8,765,526 | |
| NVDA | Nvidia Corp | 49,519 | $8,636,113 | |
| BRO | Brown & Brown, Inc. | 126,766 | $8,266,410 | |
| BSCT | Invesco BulletShares 2029 Corporate Bond ETF | 410,629 | $7,662,337 | |
| DMBS | DoubleLine Mortgage ETF | 155,054 | $7,656,566 | |
| SHYG | iShares 0-5 Year High Yield Corporate Bond ETF | 180,444 | $7,634,585 | |
| IBDW | iShares iBonds Dec 2031 Term Corporate ETF | 364,416 | $7,627,226 | |
| IGLB | iShares 10+ Year Investment Grade Corporate Bond ETF | 153,266 | $7,606,591 | |
| BR | Broadridge Financial Solutions, Inc. | 43,817 | $7,119,386 | |
| DHR | Danaher Corp | 37,453 | $7,101,088 | |
| LOB | Live Oak Bancshares, Inc. | 209,559 | $6,930,116 | |
| MSFT | Microsoft Corp | 18,569 | $6,873,686 | |
| ADSK | Autodesk, Inc. | 28,176 | $6,745,334 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GOOG |
Alphabet Inc.
Communication Services
|
Reduced | 2,199 | $776,972 | 11.80% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 3,219 | $767,216 | 11.65% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 861 | $484,992 | 7.36% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Reduced | 1,349 | $460,035 | 6.99% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
Reduced | 221 | $375,123 | 5.70% | |
| SNEX |
StoneX Group Inc.
Financial Services
|
Reduced | 3,068 | $363,558 | 5.52% | |
| NFLX |
Netflix Inc
Communication Services
|
Reduced | 5,006 | $357,428 | 5.43% | |
| DDOG |
Datadog, Inc.
Technology
|
Reduced | 1,313 | $341,852 | 5.19% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 650 | $333,840 | 5.07% | |
| VRTX |
Vertex Pharmaceuticals Inc
Healthcare
|
Reduced | 636 | $315,920 | 4.80% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
Reduced | 1,700 | $303,008 | 4.60% | |
| EQIX |
Equinix Inc
Real Estate
|
Reduced | 254 | $264,767 | 4.02% | |
| NEE |
Nextera Energy Inc
Utilities
|
Reduced | 2,778 | $243,825 | 3.70% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Reduced | 476 | $238,647 | 3.62% | |
| DXCM |
Dexcom Inc
Healthcare
|
Reduced | 3,514 | $236,667 | 3.59% | |
| NOW |
ServiceNow, Inc.
Technology
|
Reduced | 2,129 | $211,367 | 3.21% | |
| BMRN |
Biomarin Pharmaceutical Inc
Healthcare
|
Reduced | 3,533 | $202,158 | 3.07% | |
| BSCU |
Invesco BulletShares 2030 Corporate Bond ETF
|
Reduced | 11,578 | $192,715 | 2.93% | |
| ATEC |
Alphatec Holdings, Inc.
Healthcare
|
Reduced | 13,327 | $115,278 | 1.75% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.