MOTLEY FOOL WEALTH MANAGEMENT, LLC

Filed: 5/12/2026ACC: 0001104659-26-059237

📋 What this filing means

MOTLEY FOOL WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 124 equity positions with a total reported market value of $884.21M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

124

Positions

$884.21M

Total AUM (reported)

13.80M

Total Shares

Allocation by class

ORDINARY SHARES$645.31M73.0%

BOND ETFS$142.46M16.1%

EQUITY ETFS$79.25M9.0%

AMERICAN DEPOSITORY RECEIPTS$17.20M1.9%

Portfolio Concentration

Top 3$108.00M12.2%

4–10$150.33M17.0%

11–25$209.20M23.7%

Rest$416.68M47.1%

Top 3 weight

12.2%

Top 10 weight

29.2%

Voting Authority Distribution

Total shares with voting rights: 13.80M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

13.80M

% of voting shares100.0%

Investment Discretion (by position count)

Sole124

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings124

Rows:

AMAZON COM INC

SOLE

Ordinary Shares

Shares197.83K

TypeSH

Market value$41.20M

4.66%

Sole

0.00

Shared

0.00

None

197.83K

ALPHABET INC

SOLE

Ordinary Shares

Shares124.26K

TypeSH

Market value$35.65M

4.03%

Sole

0.00

Shared

0.00

None

124.26K

META PLATFORMS INC

SOLE

Ordinary Shares

Shares54.45K

TypeSH

Market value$31.15M

3.52%

Sole

0.00

Shared

0.00

None

54.45K

NETFLIX INC.

SOLE

Ordinary Shares

Shares314.72K

TypeSH

Market value$30.26M

3.42%

Sole

0.00

Shared

0.00

None

314.72K

VANGUARD INDEX FDS S&P 500 ETF

SOLE

Equity ETFs

Shares41.24K

TypeSH

Market value$24.64M

2.79%

Sole

0.00

Shared

0.00

None

41.24K

MERCADOLIBRE INC

SOLE

Ordinary Shares

Shares12.09K

TypeSH

Market value$20.89M

2.36%

Sole

0.00

Shared

0.00

None

12.09K

MASTERCARD INCORPORATED

SOLE

Ordinary Shares

Shares38.42K

TypeSH

Market value$19.20M

2.17%

Sole

0.00

Shared

0.00

None

38.42K

VERTEX PHARMACEUTICALS INC

SOLE

Ordinary Shares

Shares42.84K

TypeSH

Market value$19.13M

2.16%

Sole

0.00

Shared

0.00

None

42.84K

BOOKING HOLDINGS INC

SOLE

Ordinary Shares

Shares4.36K

TypeSH

Market value$18.37M

2.08%

Sole

0.00

Shared

0.00

None

4.36K

EQUINIX INC

SOLE

Ordinary Shares

Shares18.20K

TypeSH

Market value$17.84M

2.02%

Sole

0.00

Shared

0.00

None

18.20K

INVESCO EXCH TRD SLF IDX FD INVSCO 30

SOLE

Bond ETFs

Shares1.05M

TypeSH

Market value$17.54M

1.98%

Sole

0.00

Shared

0.00

None

1.05M

INVESCO EXCHNG TRAD SLF INDE BULLETSHS

SOLE

Bond ETFs

Shares847.64K

TypeSH

Market value$17.45M

1.97%

Sole

0.00

Shared

0.00

None

847.64K

THERMO FISHER SCIENTIFIC INC

SOLE

Ordinary Shares

Shares32.99K

TypeSH

Market value$16.22M

1.83%

Sole

0.00

Shared

0.00

None

32.99K

SSGA ACTIVE TR SPDR SSGA

SOLE

Bond ETFs

Shares616.73K

TypeSH

Market value$15.45M

1.75%

Sole

0.00

Shared

0.00

None

616.73K

SALESFORCE INC

SOLE

Ordinary Shares

Shares78.53K

TypeSH

Market value$14.66M

1.66%

Sole

0.00

Shared

0.00

None

78.53K

PALO ALTO NETWORKS INC

SOLE

Ordinary Shares

Shares89.22K

TypeSH

Market value$14.30M

1.62%

Sole

0.00

Shared

0.00

None

89.22K

SERVICENOW INC

SOLE

Ordinary Shares

Shares136.05K

TypeSH

Market value$14.22M

1.61%

Sole

0.00

Shared

0.00

None

136.05K

STONEX GROUP INC

SOLE

Ordinary Shares

Shares176.27K

TypeSH

Market value$14.22M

1.61%

Sole

0.00

Shared

0.00

None

176.27K

NEXTERA ENERGY INC

SOLE

Ordinary Shares

Shares150.98K

TypeSH

Market value$14.02M

1.59%

Sole

0.00

Shared

0.00

None

150.98K

BIOMARIN PHARMACEUTICAL INC

SOLE

Ordinary Shares

Shares247.88K

TypeSH

Market value$14.00M

1.58%

Sole

0.00

Shared

0.00

None

247.88K

DEXCOM INC

SOLE

Ordinary Shares

Shares206.32K

TypeSH

Market value$12.96M

1.47%

Sole

0.00

Shared

0.00

None

206.32K

INVESCO EXCHNG TRAD SLF INDE INVESCO

SOLE

Bond ETFs

Shares543.49K

TypeSH

Market value$11.49M

1.30%

Sole

0.00

Shared

0.00

None

543.49K

ISHARES JPM EM LOCAL CURRENCY BOND

SOLE

Bond ETFs

Shares273.04K

TypeSH

Market value$11.14M

1.26%

Sole

0.00

Shared

0.00

None

273.04K

INVESCO EXCH TRD SLF IDX FD BULETSHS 2031

SOLE

Bond ETFs

Shares654.60K

TypeSH

Market value$10.77M

1.22%

Sole

0.00

Shared

0.00

None

654.60K

ISHARES IBONDS DEC 2029

SOLE

Bond ETFs

Shares461.78K

TypeSH

Market value$10.74M

1.21%

Sole

0.00

Shared

0.00

None

461.78K

Issuer	Class	Shares	Type	Value / Portfolio %	None
AMAZON COM INCSOLE	Ordinary Shares	197.83K	SH	$41.20M 4.66%	197.83K
ALPHABET INCSOLE	Ordinary Shares	124.26K	SH	$35.65M 4.03%	124.26K
META PLATFORMS INCSOLE	Ordinary Shares	54.45K	SH	$31.15M 3.52%	54.45K
NETFLIX INC.SOLE	Ordinary Shares	314.72K	SH	$30.26M 3.42%	314.72K
VANGUARD INDEX FDS S&P 500 ETFSOLE	Equity ETFs	41.24K	SH	$24.64M 2.79%	41.24K
MERCADOLIBRE INCSOLE	Ordinary Shares	12.09K	SH	$20.89M 2.36%	12.09K
MASTERCARD INCORPORATEDSOLE	Ordinary Shares	38.42K	SH	$19.20M 2.17%	38.42K
VERTEX PHARMACEUTICALS INCSOLE	Ordinary Shares	42.84K	SH	$19.13M 2.16%	42.84K
BOOKING HOLDINGS INCSOLE	Ordinary Shares	4.36K	SH	$18.37M 2.08%	4.36K
EQUINIX INCSOLE	Ordinary Shares	18.20K	SH	$17.84M 2.02%	18.20K
INVESCO EXCH TRD SLF IDX FD INVSCO 30SOLE	Bond ETFs	1.05M	SH	$17.54M 1.98%	1.05M
INVESCO EXCHNG TRAD SLF INDE BULLETSHSSOLE	Bond ETFs	847.64K	SH	$17.45M 1.97%	847.64K
THERMO FISHER SCIENTIFIC INCSOLE	Ordinary Shares	32.99K	SH	$16.22M 1.83%	32.99K
SSGA ACTIVE TR SPDR SSGASOLE	Bond ETFs	616.73K	SH	$15.45M 1.75%	616.73K
SALESFORCE INCSOLE	Ordinary Shares	78.53K	SH	$14.66M 1.66%	78.53K
PALO ALTO NETWORKS INCSOLE	Ordinary Shares	89.22K	SH	$14.30M 1.62%	89.22K
SERVICENOW INCSOLE	Ordinary Shares	136.05K	SH	$14.22M 1.61%	136.05K
STONEX GROUP INCSOLE	Ordinary Shares	176.27K	SH	$14.22M 1.61%	176.27K
NEXTERA ENERGY INCSOLE	Ordinary Shares	150.98K	SH	$14.02M 1.59%	150.98K
BIOMARIN PHARMACEUTICAL INCSOLE	Ordinary Shares	247.88K	SH	$14.00M 1.58%	247.88K
DEXCOM INCSOLE	Ordinary Shares	206.32K	SH	$12.96M 1.47%	206.32K
INVESCO EXCHNG TRAD SLF INDE INVESCOSOLE	Bond ETFs	543.49K	SH	$11.49M 1.30%	543.49K
ISHARES JPM EM LOCAL CURRENCY BONDSOLE	Bond ETFs	273.04K	SH	$11.14M 1.26%	273.04K
INVESCO EXCH TRD SLF IDX FD BULETSHS 2031SOLE	Bond ETFs	654.60K	SH	$10.77M 1.22%	654.60K
ISHARES IBONDS DEC 2029SOLE	Bond ETFs	461.78K	SH	$10.74M 1.21%	461.78K

Page 1 of 5

…