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Motley Fool Wealth Management, LLC

Motley Fool Wealth Management, LLC is an institution, managing $1.5B across 127 long positions as of Q3 2025 with AMZN as the largest holding (5% allocation).

Portfolio Value
$1.5B
Positions
127
Top Holding
AMZN at 4.77%
Last Reported
Q3 2025

Top Holdings

Largest long holdings in Motley Fool Wealth Management, LLC's portfolio (30.7% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
1
Amazon logo
Amazon
AMZN
Specialty Retail
Consumer Cyclical
$69.9M
4.77%
-$9.4M
Sold
0.00%
318.1K shares
Internet Content & Information
Communication Services
$63.5M
4.34%
-$11.2M
Sold
0.00%
260.9K shares
Internet Content & Information
Communication Services
$63.2M
4.32%
-$22.0M
Sold
0.00%
86.1K shares
Specialty Retail
Consumer Cyclical
$45.1M
3.08%
-$6.0M
Sold
0.04%
19.3K shares
5
Netflix logo
Entertainment
Communication Services
$44.9M
3.07%
-$8.5M
Sold
0.01%
37.5K shares
Travel Services
Consumer Cyclical
$39.0M
2.66%
-$20.8M
Sold
0.02%
7.2K shares
Financial - Credit Services
Financial Services
$35.8M
2.44%
-$4.9M
Sold
0.01%
62.9K shares
Software - Application
Technology
$30.2M
2.06%
-$2.7M
Sold
0.01%
127.4K shares
Software - Infrastructure
Technology
$29.6M
2.03%
-$4.1M
Sold
0.02%
145.6K shares
Biotechnology
Healthcare
$27.9M
1.91%
+$6.8M
Bought
0.03%
71.3K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Motley Fool Wealth Management, LLC's latest filing

See all changes
Market Value
$1.5B
Prior: $1.6B
Q/Q Change
-11.33%
-$187.0M
Net Flows % of MV
-12.14%
Turnover Ratio
12.78%
New Purchases
7 stocks
$60.1M
Added To
13 stocks
+$40.5M
Sold Out Of
6 stocks
$27.4M
Reduced Holdings
104 stocks
-$250.8M

Increased Positions

PositionShares Δ
New
New
New
New
New

Decreased Positions

PositionShares Δ
1
Comcast logo
Comcast
CMCSA
Sold
Sold
Sold
Sold
Sold

Analytics

Portfolio insights and performance metrics for Motley Fool Wealth Management, LLC

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Sector Allocation

ETF: 19.10%ETFTechnology: 16.70%TechnologyConsumer Cyclical: 12.50%Consumer CyclicalHealthcare: 12.20%HealthcareCommunication Services: 11.80%Communication ServicesFinancial Services: 9.70%Financial ServicesIndustrials: 6.40%Real Estate: 6.20%Consumer Defensive: 2.00%Utilities: 1.40%Basic Materials: 0.70%
ETF
19.10%
Technology
16.70%
Consumer Cyclical
12.50%
Healthcare
12.20%
Communication Services
11.80%
Financial Services
9.70%
Industrials
6.40%
Real Estate
6.20%
Consumer Defensive
2.00%
Utilities
1.40%
Basic Materials
0.70%

Market Cap Distribution

Mega Cap (> $200B): 25.40%Mega Cap (> $200B)Large Cap ($10B - $200B): 40.41%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 10.50%Mid Cap ($2B - $10B)Small Cap ($300M - $2B): 1.48%Nano Cap (< $50M): 1.34%N/A (ETF or Unknown): 20.87%N/A (ETF or Unknown)
Mega Cap (> $200B)
25.40%
Large Cap ($10B - $200B)
40.41%
Mid Cap ($2B - $10B)
10.50%
Small Cap ($300M - $2B)
1.48%
Nano Cap (< $50M)
1.34%
N/A (ETF or Unknown)
20.87%

Portfolio Concentration

Top 10 Holdings %
30.7%
Top 20 Holdings %
46.25%
Top 50 Holdings %
73.71%
Top 100 Holdings %
96.98%

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