Motley Fool Wealth Management, LLC
•CIK: 1607978•Filing: Q4 2025
**Motley Fool Wealth Management, LLC** manages $1.3B across a diversified portfolio of 128 positions. The strategy exhibits significant conviction in mega-cap technology and e-commerce leaders, evidenced by top holdings including GOOG ($69.5M) and AMZN ($62.2M). Further allocations are notable in key sectors with META ($48.3M), MLB1 ($33.4M), and BKNG ($32.3M). This concentration suggests a focus on established growth narratives within the technology and travel verticals.
Total AUM
$1.3B
QoQ Performance
-12.6%
Positions
123
Top 10 Concentration
30.3%
Latest Filing
Q4 2025
Top Holdings Allocation
GOOG
GOOG5.4%
AMZN4.8%
META3.7%
MLB12.6%
BKNG2.5%
MA2.3%
VOO2.3%
NFLX2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other62.1%
Technology13.4%
Consumer8.4%
Financial3.9%
Healthcare3.4%
Real Estate2.7%
ETF2.3%
Communication2.3%
🚪 Exited Positionssold since Q3 2025
+2 more exited positions
Changes from Q3 2025
NEW7 new positions
↑20 increased
↓101 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023