Motley Fool Wealth Management, LLC
Net seller this quarter
$6.59M
18
-$739M
69.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 GOOG | $777K | 11.80% | Not reported | -98.2% | Q3 2015 |
 AMZN | $767K | 11.65% | 0.00% | -98.4% | Q4 2014 |
 META | $485K | 7.36% | Not reported | -98.4% | Q4 2014 |
 PANW | $460K | 6.99% | 0.00% | -98.5% | Q4 2015 |
 MELI | $376K | 5.70% | 0.00% | -98.2% | Q4 2014 |
 SNEX | $364K | 5.52% | 0.00% | -98.3% | Q1 2023 |
 NFLX | $357K | 5.43% | 0.00% | -98.4% | Q4 2014 |
 DDOG | $342K | 5.19% | 0.00% | -98.2% | Q4 2022 |
 MA | $334K | 5.07% | 0.00% | -98.3% | Q4 2014 |
 VRTX | $316K | 4.80% | 0.00% | -98.5% | Q1 2024 |
 BKNG | $303K | 4.60% | 0.00% | -98.4% | Q1 2018 |
 EQIX | $265K | 4.03% | 0.00% | -98.6% | Q4 2018 |
 NEE | $244K | 3.70% | 0.00% | -98.2% | Q4 2023 |
 TMO | $238K | 3.62% | 0.00% | -98.6% | Q2 2023 |
 DXCM | $237K | 3.59% | 0.00% | -98.3% | Q2 2024 |
 NOW | $211K | 3.21% | 0.00% | -98.4% | Q3 2025 |
 BMRN | $202K | 3.07% | 0.00% | -98.6% | Q4 2019 |
 ATEC | $115K | 1.75% | 0.01% | -97.7% | Q1 2025 |
| Q1 2026 | |||||
| AMZN | $41.2M | 4.66% | 0.00% | -26.6% | Q4 2014 |
| GOOG | $35.6M | 4.03% | Not reported | -43.9% | Q3 2015 |
| META | $31.2M | 3.52% | Not reported | -25.5% | Q4 2014 |
| NFLX | $30.3M | 3.42% | 0.01% | -0.7% | Q4 2014 |
| MELI | $20.9M | 2.36% | 0.02% | -27.0% | Q4 2014 |
| MA | $19.2M | 2.17% | 0.00% | -27.1% | Q4 2014 |
| VRTX | $19.1M | 2.16% | 0.02% | -28.1% | Q1 2024 |
| BKNG | $18.4M | 2.08% | 0.01% | -27.6% | Q1 2018 |
| EQIX | $17.8M | 2.02% | 0.02% | -27.0% | Q4 2018 |
| TMO | $16.2M | 1.83% | 0.01% | -27.5% | Q2 2023 |
 MYCF | $15.5M | 1.75% | 0.27% | -23.9% | Q2 2025 |
 CRM | $14.7M | 1.66% | 0.01% | -27.2% | Q1 2017 |
| PANW | $14.3M | 1.62% | 0.01% | -27.5% | Q4 2015 |
| NOW | $14.2M | 1.61% | 0.01% | +71.6% | Q3 2025 |
| SNEX | $14.2M | 1.61% | 0.22% | -25.9% | Q1 2023 |
| NEE | $14M | 1.59% | 0.01% | -29.4% | Q4 2023 |
| BMRN | $14M | 1.58% | 0.13% | -25.1% | Q4 2019 |
| DXCM | $13M | 1.47% | 0.05% | -25.4% | Q2 2024 |
 FN | $9.02M | 1.02% | 0.05% | -25.9% | Q1 2025 |
| DDOG | $8.83M | 1.00% | 0.10% | -27.0% | Q4 2022 |
 BRK.B | $8.77M | 0.99% | Not reported | -28.4% | Q4 2014 |
 NVDA | $8.64M | 0.98% | 0.00% | -2.4% | Q1 2021 |
 BRO | $8.27M | 0.93% | 0.04% | -26.2% | Q2 2020 |
 IGLB | $7.61M | 0.86% | Not reported | -24.6% | Q2 2025 |
 BR | $7.12M | 0.81% | 0.04% | -26.5% | Q4 2014 |
 DHR | $7.1M | 0.80% | 0.01% | -27.2% | Q2 2023 |
 LOB | $6.93M | 0.78% | 0.45% | -25.9% | Q1 2022 |
 MSFT | $6.87M | 0.78% | 0.00% | -27.6% | Q4 2014 |
 ADSK | $6.75M | 0.76% | 0.01% | -26.9% | Q1 2024 |
 PEN | $6.47M | 0.73% | 0.05% | -25.4% | Q2 2019 |
 MKL | $6.4M | 0.72% | 0.03% | -29.5% | Q4 2014 |
 TSLA | $6.31M | 0.71% | 0.00% | -2.6% | Q4 2014 |
| ATEC | $6.27M | 0.71% | 0.37% | -31.2% | Q1 2025 |
 CSGP | $6.17M | 0.70% | 0.04% | -24.8% | Q1 2022 |
 HXL | $5.95M | 0.67% | 0.10% | -25.9% | Q2 2025 |
 TOST | $5.9M | 0.67% | 0.10% | -26.0% | Q1 2024 |
 CLBT | $5.69M | 0.64% | 0.17% | -26.9% | Q2 2025 |
 AXON | $5.49M | 0.62% | 0.02% | -26.2% | Q4 2019 |
 RTO | $5.46M | 0.62% | 0.01% | -28.2% | Q4 2023 |
 HHH | $5.45M | 0.62% | 0.14% | -27.3% | Q3 2023 |
 HQY | $5.41M | 0.61% | 0.08% | -25.7% | Q2 2020 |
 WAT | $5.23M | 0.59% | 0.02% | -27.4% | Q2 2023 |
 QXO | $5M | 0.57% | 0.04% | -25.9% | Q4 2024 |
 STAG | $5M | 0.57% | 0.07% | -26.1% | Q4 2014 |
 HRI | $4.9M | 0.55% | 0.15% | -25.6% | Q2 2024 |
 AMT | $4.8M | 0.54% | 0.01% | -26.4% | Q4 2014 |
 WSO | $4.73M | 0.53% | Not reported | -27.0% | Q2 2016 |
 RARE | $4.67M | 0.53% | 0.23% | -25.0% | Q1 2021 |
 TSM | $4.61M | 0.52% | 0.00% | -39.8% | Q1 2015 |
 AON | $4.53M | 0.51% | 0.01% | -29.4% | Q1 2022 |
| Q4 2025 | |||||
| GOOG | $69.5M | 5.39% | Not reported | -15.2% | Q3 2015 |
| AMZN | $62.2M | 4.82% | 0.00% | -15.3% | Q4 2014 |
| META | $48.3M | 3.74% | Not reported | -15.0% | Q4 2014 |
| MELI | $33.4M | 2.59% | 0.03% | -14.1% | Q4 2014 |
| BKNG | $32.3M | 2.50% | 0.02% | -16.5% | Q1 2018 |
| MA | $30.1M | 2.33% | 0.00% | -16.2% | Q4 2014 |
| NFLX | $29.7M | 2.30% | 0.01% | -15.4% | Q4 2014 |
| CRM | $28.6M | 2.22% | 0.01% | -15.4% | Q1 2017 |
| VRTX | $27M | 2.09% | 0.02% | -16.6% | Q1 2024 |
| TMO | $26.4M | 2.04% | 0.01% | -15.2% | Q2 2023 |
| PANW | $22.7M | 1.76% | 0.02% | -15.5% | Q4 2015 |
| MYCF | $20.3M | 1.57% | 0.35% | +74.7% | Q2 2025 |
| BMRN | $19.7M | 1.52% | 0.17% | -20.4% | Q4 2019 |
| EQIX | $19.1M | 1.48% | 0.03% | -17.3% | Q4 2018 |
| DXCM | $18.4M | 1.42% | 0.07% | +26.8% | Q2 2024 |
| ATEC | $17.6M | 1.37% | 0.56% | -13.5% | Q1 2025 |
| NEE | $17.2M | 1.33% | 0.01% | -17.1% | Q4 2023 |
| SNEX | $15.1M | 1.17% | 0.30% | -13.6% | Q1 2023 |
| DDOG | $13.9M | 1.08% | 0.13% | -13.8% | Q4 2022 |
| BRO | $13.7M | 1.06% | 0.05% | -15.3% | Q2 2020 |
| CSGP | $13.7M | 1.06% | 0.05% | -20.5% | Q1 2022 |
| BR | $13.3M | 1.03% | 0.05% | -14.5% | Q4 2014 |
| BRK.B | $12.8M | 1.00% | Not reported | -19.9% | Q4 2014 |
| MSFT | $12.4M | 0.96% | 0.00% | -19.4% | Q4 2014 |
| NOW | $12.1M | 0.94% | 0.01% | -20.4% | Q3 2025 |
| DHR | $11.8M | 0.91% | 0.01% | -17.4% | Q2 2023 |
| ADSK | $11.4M | 0.88% | 0.02% | -14.0% | Q1 2024 |
| TOST | $10.7M | 0.83% | 0.14% | -13.7% | Q1 2024 |
| FN | $10.6M | 0.82% | 0.07% | -13.7% | Q1 2025 |
| IGLB | $10.3M | 0.80% | Not reported | -12.0% | Q2 2025 |
| MKL | $10.2M | 0.79% | 0.04% | -20.1% | Q4 2014 |
| CLBT | $10.2M | 0.79% | 0.23% | -14.1% | Q2 2025 |
| AXON | $9.95M | 0.77% | 0.02% | -14.4% | Q4 2019 |
| HRI | $9.82M | 0.76% | 0.20% | -14.1% | Q2 2024 |
| LOB | $9.71M | 0.75% | 0.62% | -13.7% | Q1 2022 |
| NVDA | $9.46M | 0.73% | 0.00% | +1.7% | Q1 2021 |
| HHH | $9.45M | 0.73% | 0.20% | -14.3% | Q3 2023 |
| WAT | $9.2M | 0.71% | 0.04% | -13.4% | Q2 2023 |
 GSHD | $9.02M | 0.70% | 0.58% | +44.5% | Q1 2022 |
 ICLR | $8.38M | 0.65% | 0.06% | -20.7% | Q1 2021 |
| PEN | $8.21M | 0.64% | 0.07% | Not reported | Q2 2019 |
 BAM | $8.08M | 0.63% | Not reported | -16.3% | Q1 2015 |
| HQY | $7.99M | 0.62% | 0.10% | -14.0% | Q2 2020 |
| TSLA | $7.84M | 0.61% | 0.00% | +0.9% | Q4 2014 |
| HXL | $7.34M | 0.57% | 0.13% | -13.6% | Q2 2025 |
 GWRE | $7.22M | 0.56% | 0.04% | -13.9% | Q1 2024 |
| RTO | $7.12M | 0.55% | 0.01% | -14.9% | Q4 2023 |
| AON | $7.01M | 0.54% | 0.01% | -15.2% | Q1 2022 |
| STAG | $6.9M | 0.54% | 0.10% | -13.8% | Q4 2014 |
| TSM | $6.89M | 0.53% | 0.00% | -16.0% | Q1 2015 |
| Q3 2025 | |||||
| AMZN | $69.9M | 4.74% | 0.00% | -11.9% | Q4 2014 |
| GOOG | $63.5M | 4.31% | Not reported | -15.0% | Q3 2015 |
| META | $63.2M | 4.29% | Not reported | -25.9% | Q4 2014 |
| MELI | $45.1M | 3.06% | 0.04% | -11.7% | Q4 2014 |
| NFLX | $44.9M | 3.04% | 0.01% | -16.0% | Q4 2014 |
| BKNG | $39M | 2.64% | 0.02% | -34.8% | Q1 2018 |
| MA | $35.8M | 2.43% | 0.01% | -12.0% | Q4 2014 |
| CRM | $30.2M | 2.05% | 0.01% | -8.3% | Q1 2017 |
| PANW | $29.6M | 2.01% | 0.02% | -12.2% | Q4 2015 |
| VRTX | $27.9M | 1.89% | 0.03% | +32.3% | Q1 2024 |
| TMO | $26M | 1.76% | 0.01% | +124.2% | Q2 2023 |
| EQIX | $23.6M | 1.60% | 0.03% | -12.9% | Q4 2018 |
| BMRN | $22.5M | 1.53% | 0.22% | -12.6% | Q4 2019 |
| CSGP | $21.6M | 1.46% | 0.06% | -12.1% | Q1 2022 |
| NEE | $19.5M | 1.32% | 0.01% | -13.6% | Q4 2023 |
| BRO | $19M | 1.29% | 0.06% | -10.6% | Q2 2020 |
| SNEX | $18.5M | 1.26% | 0.16% | -10.8% | Q1 2023 |
| NOW | $18.3M | 1.24% | 0.01% | New | Q3 2025 |
| DDOG | $16.9M | 1.15% | 0.15% | -11.8% | Q4 2022 |
| BR | $16.6M | 1.13% | 0.06% | -20.8% | Q4 2014 |
| MSFT | $16.5M | 1.12% | 0.00% | -13.0% | Q4 2014 |
| BRK.B | $16M | 1.09% | Not reported | -13.2% | Q4 2014 |
| AXON | $14.7M | 1.00% | 0.03% | -39.8% | Q4 2019 |
| DXCM | $14.7M | 0.99% | 0.06% | -12.2% | Q2 2024 |
| ADSK | $14.2M | 0.97% | 0.02% | -11.8% | Q1 2024 |
| ATEC | $14.1M | 0.95% | 0.65% | -10.6% | Q1 2025 |
| TOST | $12.7M | 0.86% | 0.16% | -10.7% | Q1 2024 |
| DHR | $12.3M | 0.84% | 0.01% | -12.2% | Q2 2023 |
| CLBT | $12.2M | 0.83% | 0.27% | +72.0% | Q2 2025 |
| IGLB | $11.9M | 0.81% | Not reported | -9.5% | Q2 2025 |
| MYCF | $11.7M | 0.79% | 0.20% | +56.5% | Q2 2025 |
| LOB | $11.5M | 0.78% | 0.72% | -10.7% | Q1 2022 |
| HHH | $11.4M | 0.77% | 0.23% | -10.6% | Q3 2023 |
| MKL | $11.4M | 0.77% | 0.05% | -13.3% | Q4 2014 |
| RARE | $10.7M | 0.73% | 0.37% | +29.3% | Q1 2021 |
| BAM | $10.5M | 0.71% | Not reported | -12.1% | Q1 2015 |
| ICLR | $10.1M | 0.69% | 0.08% | -12.9% | Q1 2021 |
| FN | $9.85M | 0.67% | 0.08% | -37.9% | Q1 2025 |
| HQY | $9.6M | 0.65% | 0.12% | -10.8% | Q2 2020 |
| GWRE | $9.59M | 0.65% | 0.05% | -10.7% | Q1 2024 |
| AMT | $9.37M | 0.64% | 0.01% | -13.9% | Q4 2014 |
| NVDA | $9.31M | 0.63% | 0.00% | -2.3% | Q1 2021 |
 TYL | $9.21M | 0.62% | 0.04% | -10.8% | Q1 2015 |
 EMN | $9.16M | 0.62% | 0.13% | +27.1% | Q3 2016 |
| HRI | $8.99M | 0.61% | 0.23% | +14.4% | Q2 2024 |
| WAT | $8.39M | 0.57% | 0.05% | -10.8% | Q2 2023 |
| WSO | $8.35M | 0.57% | Not reported | -10.6% | Q2 2016 |
| AON | $8.35M | 0.57% | 0.01% | -11.6% | Q1 2022 |
 BRBR | $8.3M | 0.56% | 0.18% | +28.5% | Q3 2024 |
| QXO | $7.69M | 0.52% | 0.06% | -10.7% | Q4 2024 |