Universe · entity
Motley Fool Wealth Management, LLC
Institutional manager (13F) · CIK 1607978
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $657M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | AMAZON COM INC | $41M | 197,831 |
| 2 | ALPHABET INC | $36M | 124,260 |
| 3 | META PLATFORMS INC | $31M | 54,454 |
| 4 | NETFLIX INC. | $30M | 314,717 |
| 5 | VANGUARD INDEX FDS S&P 500 ETF | $25M | 41,241 |
| 6 | MERCADOLIBRE INC | $21M | 12,085 |
| 7 | MASTERCARD INCORPORATED | $19M | 38,418 |
| 8 | VERTEX PHARMACEUTICALS INC | $19M | 42,836 |
| 9 | BOOKING HOLDINGS INC | $18M | 4,363 |
| 10 | EQUINIX INC | $18M | 18,202 |
| 11 | INVESCO EXCH TRD SLF IDX FD INVSCO 30 | $18M | 1,049,383 |
| 12 | INVESCO EXCHNG TRAD SLF INDE BULLETSHS | $17M | 847,636 |
| 13 | THERMO FISHER SCIENTIFIC INC | $16M | 32,993 |
| 14 | SSGA ACTIVE TR SPDR SSGA | $15M | 616,725 |
| 15 | SALESFORCE INC | $15M | 78,533 |
| 16 | PALO ALTO NETWORKS INC | $14M | 89,220 |
| 17 | SERVICENOW INC | $14M | 136,047 |
| 18 | STONEX GROUP INC | $14M | 176,266 |
| 19 | NEXTERA ENERGY INC | $14M | 150,982 |
| 20 | BIOMARIN PHARMACEUTICAL INC | $14M | 247,877 |
| 21 | DEXCOM INC | $13M | 206,321 |
| 22 | INVESCO EXCHNG TRAD SLF INDE INVESCO | $11M | 543,485 |
| 23 | ISHARES JPM EM LOCAL CURRENCY BOND | $11M | 273,039 |
| 24 | INVESCO EXCH TRD SLF IDX FD BULETSHS 2031 | $11M | 654,597 |
| 25 | ISHARES IBONDS DEC 2029 | $11M | 461,783 |
| 26 | ISHARES IBONDS DEC 2026 | $11M | 408,741 |
| 27 | DOUBLELINE ETF TRUST | $9M | 180,108 |
| 28 | FABRINET | $9M | 17,288 |
| 29 | WISDOMTREE TR JP SMALLCP | $9M | 87,789 |
| 30 | DATADOG INC | $9M | 74,759 |
| 31 | BERKSHIRE HATHAWAY INC DEL | $9M | 18,292 |
| 32 | NVIDIA CORPORATION | $9M | 49,519 |
| 33 | BROWN & BROWN INC | $8M | 126,766 |
| 34 | INVESCO EXCH TRD SLF IDX FD BULETSHS | $8M | 410,629 |
| 35 | DOUBLELINE ETF TRUST | $8M | 155,054 |
| 36 | ISHARES 0-5YR HY CORP BOND | $8M | 180,444 |
| 37 | ISHARES IBONDS DEC 2031 | $8M | 364,416 |
| 38 | ISHARES 10plus YR CR BD | $8M | 153,266 |
| 39 | BROADRIDGE FINL SOLUTIONS IN | $7M | 43,817 |
| 40 | DANAHER CORP DEL | $7M | 37,453 |
| 41 | LIVE OAK BANCSHARES INC | $7M | 209,559 |
| 42 | MICROSOFT CORP | $7M | 18,569 |
| 43 | AUTODESK INC | $7M | 28,176 |
| 44 | PENUMBRA INC | $6M | 19,701 |
| 45 | MARKEL GROUP INC | $6M | 3,346 |
| 46 | VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT | $6M | 99,314 |
| 47 | VANGUARD BD INDEX FD INC TOTAL BND | $6M | 85,842 |
| 48 | TESLA INC | $6M | 16,972 |
| 49 | ALPHATEC HLDGS INC | $6M | 575,828 |
| 50 | VANGUARD INDEX FDS MID CAP | $6M | 21,590 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.