Motley Fool Wealth Management, LLC

Q2 2025 13F-HR Holdings

Location
Alexandria, VA
Holdings as of
6/30/2025
Date filed
8/1/2025
Form type
13F-HR
Num holdings
127
Total value ($000)
$1,657,414
Net value change ($000)
—
New positions
113
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 11/14/2025 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
META 85,649 —
AMZN 79,199 —
BKNG 64,074 —
NFLX 59,689 —
MELI 57,087 —
GOOGL 54,470 —
MA 40,160 —
CRM 37,885 —
PANW 33,926 —
AXON 28,111 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type