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MFWM

Motley Fool Wealth Management Portfolio holdings

AUM $6.59M
1-Year Est. Return 15.17%
This Fund
S&P 500
This Quarter Est. Return
+20.36%
1 Year Est. Return
+15.17%
3 Year Est. Return
+70.72%
5 Year Est. Return
+75.22%
10 Year Est. Return
+429.12%
AUM
$6.59M
AUM Growth
-$878M
Cap. Flow
-$911M
Cap. Flow %
-13,826.47%
Top 10 Hldgs %
69.5%
Holding
124
New
–
Increased
–
Reduced
19
Closed
105

Top Buys

No buys this quarter

Top Sells

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$48.8M
2
GOOG icon
Alphabet (Google) Class C
GOOG
+$43.6M
3
META icon
Meta Platforms (Facebook)
META
+$32.8M
4
NFLX icon
Netflix
NFLX
+$27.3M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$24.6M

Sector Composition

Rank Sector Weight
1 Communication Services 24.59%
2 Consumer Discretionary 21.95%
3 Healthcare 16.83%
4 Technology 15.39%
5 Financials 10.59%

No holdings matched the selected filter criteria.

1 2 3 4 5

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Motley Fool Wealth Management's Q2 2026 Portfolio in Review

As of Q2 2026, Motley Fool Wealth Management held 124 positions worth $6.59M, down 99% from $884M the previous quarter. Its ten largest holdings account for 70% of the portfolio.

Motley Fool Wealth Management withdrew a net $911M in Q2 2026, closing 105 positions and reducing 19 holdings. Its most notable exit was Vanguard S&P 500 ETF, an estimated $24.6M position sold in full.

By sector, the portfolio is most concentrated in Communication Services at 25% of assets, up from 11% a quarter earlier, followed by Consumer Discretionary and Healthcare.

  • Motley Fool Wealth Management's biggest Q2 2026 reduction was Amazon, cutting an estimated $48.8M.
  • Motley Fool Wealth Management fully exited Vanguard S&P 500 ETF in Q2 2026, selling an estimated $24.6M.
  • Motley Fool Wealth Management's ten largest holdings make up 70% of its $6.59M portfolio in Q2 2026.
  • Motley Fool Wealth Management opened 0 new positions and closed 105 in Q2 2026.
  • Motley Fool Wealth Management's portfolio value fell 99% quarter-over-quarter to $6.59M.

Based on Motley Fool Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.