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Motley Fool Wealth Management, LLC
Period ended Jun 30, 2026 · Latest filing Aug 6, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $6,586,481
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ALPHABET INC · Orindary Shares · 02079K107 · shares: $776,940
- AMAZON COM INC · Orindary Shares · 023135106 · shares: $767,196
- META PLATFORMS INC · Orindary Shares · 30303M102 · shares: $485,023
- PALO ALTO NETWORKS INC · Orindary Shares · 697435105 · shares: $460,113
- MERCADOLIBRE INC · Orindary Shares · 58733R102 · shares: $375,653
- STONEX GROUP INC · Orindary Shares · 861896108 · shares: $363,598
- NETFLIX INC. · Orindary Shares · 64110L106 · shares: $357,410
- DATADOG INC · Orindary Shares · 23804L103 · shares: $341,915
- MASTERCARD INCORPORATED · Orindary Shares · 57636Q104 · shares: $333,890
- VERTEX PHARMACEUTICALS INC · Orindary Shares · 92532F100 · shares: $316,096
Reported holdings
19 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ALPHABET INC | Orindary Shares | 02079K107 | — | 2,199 shares | $776,940 |
| AMAZON COM INC | Orindary Shares | 023135106 | — | 3,219 shares | $767,196 |
| META PLATFORMS INC | Orindary Shares | 30303M102 | — | 861 shares | $485,023 |
| PALO ALTO NETWORKS INC | Orindary Shares | 697435105 | — | 1,349 shares | $460,113 |
| MERCADOLIBRE INC | Orindary Shares | 58733R102 | — | 221 shares | $375,653 |
| STONEX GROUP INC | Orindary Shares | 861896108 | — | 3,068 shares | $363,598 |
| NETFLIX INC. | Orindary Shares | 64110L106 | — | 5,006 shares | $357,410 |
| DATADOG INC | Orindary Shares | 23804L103 | — | 1,313 shares | $341,915 |
| MASTERCARD INCORPORATED | Orindary Shares | 57636Q104 | — | 650 shares | $333,890 |
| VERTEX PHARMACEUTICALS INC | Orindary Shares | 92532F100 | — | 636 shares | $316,096 |
| BOOKING HOLDINGS INC | Orindary Shares | 09857L108 | — | 1,700 shares | $303,079 |
| EQUINIX INC | Orindary Shares | 29444U700 | — | 254 shares | $265,114 |
| NEXTERA ENERGY INC | Orindary Shares | 65339F101 | — | 2,778 shares | $243,786 |
| THERMO FISHER SCIENTIFIC INC | Orindary Shares | 883556102 | — | 476 shares | $238,491 |
| DEXCOM INC | Orindary Shares | 252131107 | — | 3,514 shares | $236,695 |
| SERVICENOW INC | Orindary Shares | 81762P102 | — | 2,129 shares | $211,330 |
| BIOMARIN PHARMACEUTICAL INC | Orindary Shares | 09061G101 | — | 3,533 shares | $202,161 |
| INVESCO EXCH TRD SLF IDX FD | Bond ETFs | 46138J460 | — | 11,578 shares | $192,708 |
| ALPHATEC HLDGS INC | Orindary Shares | 02081G201 | — | 13,327 shares | $115,283 |