SEC 13F Intelligence

Managers / Q3 2025 · view latest →

Motley Fool Wealth Management, LLC

CIK 0001607978 · 2000 DUKE STREET, SUITE 275, ALEXANDRIA, VA, 22314 · 7038383665

Reported Value
$1.5B
Q3 2025
Positions
128
Filings on Record
31
2019–present window
Filed
Nov 14, 2025
original filing

Summary

Motley Fool Wealth Management, Llc reported $1.5B in U.S.-listed holdings across 128 positions for Q3 2025.

Its largest position, AMZN, represents 4.7% of the portfolio.

Compared with Q2 2025, the fund opened 8 new positions and exited 7.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $1.3BQ4 ’18Q1 ’19: $1.6BQ2 ’19: $1.6BQ3 ’19: $1.5BQ4 ’19: $1.7BQ4 ’19Q1 ’20: $1.4BQ2 ’20: $1.8BQ3 ’20: $1.9BQ4 ’20: $2.2BQ4 ’20Q1 ’21: $2.2BQ2 ’21: $2.4BQ3 ’21: $2.3BQ4 ’21: $2.3BQ4 ’21Q1 ’22: $2.1BQ2 ’22: $1.6BQ3 ’22: $1.5BQ4 ’22: $1.44TQ4 ’22Q1 ’23: $1.6BQ2 ’23: $1.7BQ3 ’23: $1.7BQ4 ’23: $1.9BQ4 ’23Q1 ’24: $1.9BQ2 ’24: $2.0BQ3 ’24: $2.0BQ4 ’24: $1.9BQ4 ’24Q1 ’25: $1.7BQ2 ’25: $1.7BQ3 ’25: $1.5BQ4 ’25: $1.3BQ4 ’25Q1 ’26: $884Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 71.5%ETP: 19.7%REIT: 3.6%Other: 3.4%ADR: 1.8%
  • Common Stock · 71.5% · $1.1B
  • ETP · 19.7% · $291M
  • REIT · 3.6% · $53M
  • Other · 3.4% · $50M
  • ADR · 1.8% · $26M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q3 2025

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Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$884M124May 12, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.3B128Feb 11, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.5B128Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.7B127Aug 1, 202513F-HRchanges · EDGAR ↗
Q1 2025$1.7B125May 12, 202513F-HRchanges · EDGAR ↗
Q4 2024$1.9B133Feb 12, 202513F-HRchanges · EDGAR ↗
Q3 2024$2.0B119Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$2.0B122Aug 8, 202413F-HRchanges · EDGAR ↗
Q1 2024$1.9B123May 8, 202413F-HRchanges · EDGAR ↗
Q4 2023$1.9B129Feb 2, 202413F-HRchanges · EDGAR ↗
Q3 2023$1.7B122Nov 13, 202313F-HRchanges · EDGAR ↗
Q2 2023$1.7B122Aug 9, 202313F-HRchanges · EDGAR ↗
Q1 2023$1.6B111May 10, 202313F-HRchanges · EDGAR ↗
Q4 2022$1.44T133Feb 9, 202313F-HRchanges · EDGAR ↗
Q3 2022$1.5B134Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$1.6B122Aug 11, 202213F-HRchanges · EDGAR ↗
Q1 2022$2.1B128May 4, 202213F-HRchanges · EDGAR ↗
Q4 2021$2.3B129Feb 10, 202213F-HRchanges · EDGAR ↗
Q3 2021$2.3B136Nov 12, 202113F-HRchanges · EDGAR ↗
Q2 2021$2.4B128Aug 13, 202113F-HRchanges · EDGAR ↗
Q1 2021$2.2B119May 11, 202113F-HRchanges · EDGAR ↗
Q4 2020$2.2B117Feb 12, 202113F-HRchanges · EDGAR ↗
Q3 2020$1.9B113Nov 12, 202013F-HRchanges · EDGAR ↗
Q2 2020$1.8B121Aug 12, 202013F-HRchanges · EDGAR ↗
Q1 2020$1.4B130May 13, 202013F-HRchanges · EDGAR ↗
Q4 2019$1.7B125Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$1.5B137Nov 12, 201913F-HRchanges · EDGAR ↗
Q2 2019$1.6B131Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$1.6B137May 7, 201913F-HRchanges · EDGAR ↗
Q4 2018$1.3B131Feb 12, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.