Motley Fool Wealth Management, LLC

Q2 2026 13F-HR Holdings

Location
Alexandria, VA
Holdings as of
6/30/2026
Date filed
8/6/2026
Form type
13F-HR
Num holdings
19
Total value ($000)
$6,586,481
Net value change ($000)
+5,702,267 (644.9%)
New positions
0
Sold out positions
92
Turnover %
6.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
GOOGL 741,295 2079.7%
AMZN 725,994 1762.0%
META 453,868 1456.8%
PANW 445,809 3116.7%
MELI 354,759 1697.9%
SNEX 349,382 2457.7%
DDOG 333,090 3774.4%
NFLX 327,150 1081.1%
MA 314,694 1639.4%
VRTX 296,968 1552.5%
Top Reduces (Value $000, Stocks/ETFs)
VOO -24,644 -100.0%
CRM -14,660 -100.0%
DCRE -9,358 -100.0%
FN -9,016 -100.0%
DFJ -8,960 -100.0%
BRK-B -8,765 -100.0%
NVDA -8,636 -100.0%
BRO -8,266 -100.0%
DMBS -7,657 -100.0%
BR -7,119 -100.0%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type