13FBOX
Motley Fool Wealth Management, LLC · 13F Holdings
Options Calculator Rankings

Motley Fool Wealth Management, LLC

No.2996
Latest AUM (Q2 2026)
$887.7M
QoQ Change Q1 2026
+$3.5M+0.4%
Holdings
124
New Buys
0
Adds
0
Reduces
0
Exits
0
Unchanged
124
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
AMAZON COM INCAMZN
4.64%4.66%$41.2M197,831$41.2M197,83100.00%Unchanged
AAlphabet Inc Class CGOOG
4.02%4.03%$35.6M124,260$35.6M124,26000.00%Unchanged
META PLATFORMS INCMETA
3.51%3.52%$31.2M54,454$31.2M54,45400.00%Unchanged
PALO ALTOPANW
3.43%1.62%$30.4M89,220$14.3M89,22000.00%Unchanged
NETFLIX INCNFLX
3.41%3.42%$30.3M314,717$30.3M314,71700.00%Unchanged
VVANGUARD INDEX FDSVOO
2.78%2.79%$24.6M41,241$24.6M41,24100.00%Unchanged
MERCADOLIBRE INC COMMELI
2.35%2.36%$20.9M12,085$20.9M12,08500.00%Unchanged
DATADOG INCDDOG
2.19%1%$19.4M74,759$8.8M74,75900.00%Unchanged
MASTERCARD INCORPORATEDMA
2.16%2.17%$19.2M38,418$19.2M38,41800.00%Unchanged
VERTEX PHARMACEUTICALS INCVRTX
2.15%2.16%$19.1M42,836$19.1M42,83600.00%Unchanged
EQUINIX INCEQIX
2.01%2.02%$17.8M18,202$17.8M18,20200.00%Unchanged
IINVESCO EXCH TRD SLF IDX FDBSCU
1.98%1.98%$17.5M1.0M$17.5M1.0M00.00%Unchanged
IINVESCO EXCH TRD SLF IDX FDBSCW
1.97%1.97%$17.5M847,636$17.5M847,63600.00%Unchanged
TTHERMO FISHER SCIENTIFIC INCTMO
1.83%1.83%$16.2M32,993$16.2M32,99300.00%Unchanged
SSSGA ACTIVE TRMYCF
1.74%1.75%$15.5M616,725$15.5M616,72500.00%Unchanged
SALESFORCE INCCRM
1.65%1.66%$14.7M78,533$14.7M78,53300.00%Unchanged
SERVICENOW INCNOW
1.6%1.61%$14.2M136,047$14.2M136,04700.00%Unchanged
SSTONEX GROUP INCSNEX
1.6%1.61%$14.2M176,266$14.2M176,26600.00%Unchanged
NNEXTERA ENERGY INCNEE
1.58%1.59%$14.0M150,982$14.0M150,98200.00%Unchanged
BIOMARIN PHARMACEUTICAL INCBMRN
1.58%1.58%$14.0M247,877$14.0M247,87700.00%Unchanged
DEXCOM INCDXCM
1.46%1.47%$13.0M206,321$13.0M206,32100.00%Unchanged
IINVESCO EXCH TRD SLF IDX FDBSCX
1.29%1.3%$11.5M543,485$11.5M543,48500.00%Unchanged
IISHARES INC JP MORGAN EM ETFLEMB
1.25%1.26%$11.1M273,039$11.1M273,03900.00%Unchanged
IINVESCO EXCH TRD SLF IDX FDBSCV
1.21%1.22%$10.8M654,597$10.8M654,59700.00%Unchanged
IIshares Trust Ibonds Dec 2029 Term Corporate EtfIBDU
1.21%1.21%$10.7M461,783$10.7M461,78300.00%Unchanged
IISHARES TRIBDZ
1.2%1.2%$10.7M408,741$10.7M408,74100.00%Unchanged
DDOUBLELINE ETF TRUSTDCRE
1.05%1.06%$9.4M180,108$9.4M180,10800.00%Unchanged
FFABRINETFN
1.02%1.02%$9.0M17,288$9.0M17,28800.00%Unchanged
WWISDOMTREE U.S. SMALLCAP DIVIDEND FUNDDES
1.01%1.01%$9.0M87,789$9.0M87,78900.00%Unchanged
BERKSHIRE HATHAWAY INC DELBRK.B
0.99%0.99%$8.8M18,292$8.8M18,29200.00%Unchanged
NVIDIA CORPORATIONNVDA
0.97%0.98%$8.6M49,519$8.6M49,51900.00%Unchanged
BROWN & BROWN INC COMBRO
0.93%0.93%$8.3M126,766$8.3M126,76600.00%Unchanged
IINVESCO BULLETSHARES 2029 CORPORATE BOND ETFBSCT
0.86%0.87%$7.7M410,629$7.7M410,62900.00%Unchanged
DDOUBLELINE MORTGAGE ETFDMBS
0.86%0.87%$7.7M155,054$7.7M155,05400.00%Unchanged
IISHARES TRSHYG
0.86%0.86%$7.6M180,444$7.6M180,44400.00%Unchanged
IIshares Trust Ibonds Dec 2031 Term Corporate EtfIBDW
0.86%0.86%$7.6M364,416$7.6M364,41600.00%Unchanged
IISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGLB
0.86%0.86%$7.6M153,266$7.6M153,26600.00%Unchanged
BROADRIDGE FINL SOLUTIONS INBR
0.8%0.81%$7.1M43,817$7.1M43,81700.00%Unchanged
DANAHER CORP DEL COMDHR
0.8%0.8%$7.1M37,453$7.1M37,45300.00%Unchanged
LIVE OAK BANCSHARES INCLOB
0.78%0.78%$6.9M209,559$6.9M209,55900.00%Unchanged
MICROSOFT CORPMSFT
0.77%0.78%$6.9M18,569$6.9M18,56900.00%Unchanged
AUTODESK INCADSK
0.76%0.76%$6.7M28,176$6.7M28,17600.00%Unchanged
PENUMBRA INCPEN
0.73%0.73%$6.5M19,701$6.5M19,70100.00%Unchanged
Markel Group Inc.MKL
0.72%0.72%$6.4M3,346$6.4M3,34600.00%Unchanged
VVANGUARD FTSEVEA
0.72%0.72%$6.4M99,314$6.4M99,31400.00%Unchanged
VVANGUARD TOTALBND
0.71%0.71%$6.3M85,842$6.3M85,84200.00%Unchanged
TESLA INCTSLA
0.71%0.71%$6.3M16,972$6.3M16,97200.00%Unchanged
ALPHATEC HLDGS INCATEC
0.71%0.71%$6.3M575,828$6.3M575,82800.00%Unchanged
COSTAR GROUP INCCSGP
0.7%0.7%$6.2M153,002$6.2M153,00200.00%Unchanged
HEXCEL CORP NEWHXL
0.67%0.67%$5.9M73,520$5.9M73,52000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow