Filed: 11/14/2025ACC: 0001104659-25-112154
📋 What this filing means
MOTLEY FOOL WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 128 equity positions with a total reported market value of $1.47B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
128
Positions
$1.47B
Total AUM (reported)
21.02M
Total Shares
Allocation by class
ORDINARY SHARES$1.16B78.5%
BOND ETFS$214.01M14.5%
EQUITY ETFS$77.09M5.2%
AMERICAN DEPOSITORY RECEIPTS$25.84M1.8%
Portfolio Concentration
Top 3$196.60M13.3%
4–10$252.49M17.1%
11–25$312.37M21.2%
Rest$713.15M48.4%
Top 3 weight
13.3%
Top 10 weight
30.5%
Voting Authority Distribution
Total shares with voting rights: 21.02M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
21.02M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole128
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings128
Rows:
AMAZON COM INC
SOLEShares318.14K
TypeSH
Market value$69.85M
4.74%
Sole
0.00
Shared
0.00
None
318.14K
ALPHABET INC
SOLEShares260.92K
TypeSH
Market value$63.55M
4.31%
Sole
0.00
Shared
0.00
None
260.92K
META PLATFORMS INC
SOLEShares86.05K
TypeSH
Market value$63.19M
4.29%
Sole
0.00
Shared
0.00
None
86.05K
MERCADOLIBRE INC
SOLEShares19.29K
TypeSH
Market value$45.07M
3.06%
Sole
0.00
Shared
0.00
None
19.29K
NETFLIX INC
SOLEShares37.45K
TypeSH
Market value$44.90M
3.04%
Sole
0.00
Shared
0.00
None
37.45K
BOOKING HOLDINGS INC
SOLEShares7.22K
TypeSH
Market value$38.96M
2.64%
Sole
0.00
Shared
0.00
None
7.22K
MASTERCARD INCORPORATED
SOLEShares62.88K
TypeSH
Market value$35.77M
2.43%
Sole
0.00
Shared
0.00
None
62.88K
SALESFORCE INC
SOLEShares127.44K
TypeSH
Market value$30.20M
2.05%
Sole
0.00
Shared
0.00
None
127.44K
PALO ALTO NETWORKS INC
SOLEShares145.57K
TypeSH
Market value$29.64M
2.01%
Sole
0.00
Shared
0.00
None
145.57K
VERTEX PHARMACEUTICALS INC
SOLEShares71.35K
TypeSH
Market value$27.94M
1.89%
Sole
0.00
Shared
0.00
None
71.35K
INVESCO EXCH TRD SLF IDX FD INVSCO 30
SOLEShares1.58M
TypeSH
Market value$26.75M
1.81%
Sole
0.00
Shared
0.00
None
1.58M
INVESCO EXCHNG TRAD SLF INDE BULLETSHS
SOLEShares1.28M
TypeSH
Market value$26.72M
1.81%
Sole
0.00
Shared
0.00
None
1.28M
THERMO FISHER SCIENTIFIC INC
SOLEShares53.61K
TypeSH
Market value$26.00M
1.76%
Sole
0.00
Shared
0.00
None
53.61K
EQUINIX INC
SOLEShares30.14K
TypeSH
Market value$23.61M
1.60%
Sole
0.00
Shared
0.00
None
30.14K
INVESCO EXCH TRD SLF IDX FD BULSHS 2025
SOLEShares1.13M
TypeSH
Market value$23.37M
1.58%
Sole
0.00
Shared
0.00
None
1.13M
BIOMARIN PHARMACEUTICAL INC
SOLEShares415.88K
TypeSH
Market value$22.52M
1.53%
Sole
0.00
Shared
0.00
None
415.88K
COSTAR GROUP INC
SOLEShares255.85K
TypeSH
Market value$21.59M
1.46%
Sole
0.00
Shared
0.00
None
255.85K
NEXTERA ENERGY INC
SOLEShares257.76K
TypeSH
Market value$19.46M
1.32%
Sole
0.00
Shared
0.00
None
257.76K
BROWN & BROWN INC
SOLEShares202.82K
TypeSH
Market value$19.02M
1.29%
Sole
0.00
Shared
0.00
None
202.82K
STONEX GROUP INC
SOLEShares183.54K
TypeSH
Market value$18.52M
1.26%
Sole
0.00
Shared
0.00
None
183.54K
SERVICENOW INC
SOLEShares19.93K
TypeSH
Market value$18.34M
1.24%
Sole
0.00
Shared
0.00
None
19.93K
DATADOG INC
SOLEShares118.71K
TypeSH
Market value$16.90M
1.15%
Sole
0.00
Shared
0.00
None
118.71K
BROADRIDGE FINL SOLUTIONS IN
SOLEShares69.75K
TypeSH
Market value$16.61M
1.13%
Sole
0.00
Shared
0.00
None
69.75K
MICROSOFT CORP
SOLEShares31.83K
TypeSH
Market value$16.49M
1.12%
Sole
0.00
Shared
0.00
None
31.83K
INVESCO EXCH TRD SLF IDX FD BULETSHS 2031
SOLEShares987.06K
TypeSH
Market value$16.46M
1.12%
Sole
0.00
Shared
0.00
None
987.06K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | Ordinary Shares | 318.14K | SH | $69.85M 4.74% | 0.00 | 0.00 | 318.14K |
ALPHABET INCSOLE | Ordinary Shares | 260.92K | SH | $63.55M 4.31% | 0.00 | 0.00 | 260.92K |
META PLATFORMS INCSOLE | Ordinary Shares | 86.05K | SH | $63.19M 4.29% | 0.00 | 0.00 | 86.05K |
MERCADOLIBRE INCSOLE | Ordinary Shares | 19.29K | SH | $45.07M 3.06% | 0.00 | 0.00 | 19.29K |
NETFLIX INCSOLE | Ordinary Shares | 37.45K | SH | $44.90M 3.04% | 0.00 | 0.00 | 37.45K |
BOOKING HOLDINGS INCSOLE | Ordinary Shares | 7.22K | SH | $38.96M 2.64% | 0.00 | 0.00 | 7.22K |
MASTERCARD INCORPORATEDSOLE | Ordinary Shares | 62.88K | SH | $35.77M 2.43% | 0.00 | 0.00 | 62.88K |
SALESFORCE INCSOLE | Ordinary Shares | 127.44K | SH | $30.20M 2.05% | 0.00 | 0.00 | 127.44K |
PALO ALTO NETWORKS INCSOLE | Ordinary Shares | 145.57K | SH | $29.64M 2.01% | 0.00 | 0.00 | 145.57K |
VERTEX PHARMACEUTICALS INCSOLE | Ordinary Shares | 71.35K | SH | $27.94M 1.89% | 0.00 | 0.00 | 71.35K |
INVESCO EXCH TRD SLF IDX FD INVSCO 30SOLE | Bond ETFs | 1.58M | SH | $26.75M 1.81% | 0.00 | 0.00 | 1.58M |
INVESCO EXCHNG TRAD SLF INDE BULLETSHSSOLE | Bond ETFs | 1.28M | SH | $26.72M 1.81% | 0.00 | 0.00 | 1.28M |
THERMO FISHER SCIENTIFIC INCSOLE | Ordinary Shares | 53.61K | SH | $26.00M 1.76% | 0.00 | 0.00 | 53.61K |
EQUINIX INCSOLE | Ordinary Shares | 30.14K | SH | $23.61M 1.60% | 0.00 | 0.00 | 30.14K |
INVESCO EXCH TRD SLF IDX FD BULSHS 2025SOLE | Bond ETFs | 1.13M | SH | $23.37M 1.58% | 0.00 | 0.00 | 1.13M |
BIOMARIN PHARMACEUTICAL INCSOLE | Ordinary Shares | 415.88K | SH | $22.52M 1.53% | 0.00 | 0.00 | 415.88K |
COSTAR GROUP INCSOLE | Ordinary Shares | 255.85K | SH | $21.59M 1.46% | 0.00 | 0.00 | 255.85K |
NEXTERA ENERGY INCSOLE | Ordinary Shares | 257.76K | SH | $19.46M 1.32% | 0.00 | 0.00 | 257.76K |
BROWN & BROWN INCSOLE | Ordinary Shares | 202.82K | SH | $19.02M 1.29% | 0.00 | 0.00 | 202.82K |
STONEX GROUP INCSOLE | Ordinary Shares | 183.54K | SH | $18.52M 1.26% | 0.00 | 0.00 | 183.54K |
SERVICENOW INCSOLE | Ordinary Shares | 19.93K | SH | $18.34M 1.24% | 0.00 | 0.00 | 19.93K |
DATADOG INCSOLE | Ordinary Shares | 118.71K | SH | $16.90M 1.15% | 0.00 | 0.00 | 118.71K |
BROADRIDGE FINL SOLUTIONS INSOLE | Ordinary Shares | 69.75K | SH | $16.61M 1.13% | 0.00 | 0.00 | 69.75K |
MICROSOFT CORPSOLE | Ordinary Shares | 31.83K | SH | $16.49M 1.12% | 0.00 | 0.00 | 31.83K |
INVESCO EXCH TRD SLF IDX FD BULETSHS 2031SOLE | Bond ETFs | 987.06K | SH | $16.46M 1.12% | 0.00 | 0.00 | 987.06K |
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