Motley Fool Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$14.1M |
| 2 |
IBDZ
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
|
+$12.1M |
| 3 |
MYCF
State Street My2026 Corporate Bond ETF
MYCF
|
+$8.69M |
| 4 |
Penumbra
PEN
|
+$7.3M |
| 5 |
Frontdoor
FTDR
|
+$5.61M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
|
+$23.4M |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$11.3M |
| 3 |
Amazon
AMZN
|
+$11.1M |
| 4 |
Eastman Chemical
EMN
|
+$9.16M |
| 5 |
Meta Platforms (Facebook)
META
|
+$8.63M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 15.8% |
| 2 | Healthcare | 14.29% |
| 3 | Consumer Discretionary | 11.9% |
| 4 | Communication Services | 11.53% |
| 5 | Financials | 9.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Shopify
SHOP
$198B
| $349K | 0.03% |
2,165
+225
| +12% | +$36.1K |
|
127
VanEck Semiconductor ETF
SMH
$70.9B
| $325K | 0.03% |
903
+3
| +0.3% | +$1.05K |
|
128
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.11B
| $293K | 0.02% |
+9,992
| New | +$293K |
|
129
BellRing Brands
BRBR
$1.35B
| – | – |
-228,402
| Closed | -$8.3M |
|
|
BSCP
130
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
| – | – |
-1,129,326
| Closed | -$23.4M |
|
131
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.58B
| – | – |
-234,407
| Closed | -$4.82M |
|
132
Crocs
CROX
$6.43B
| – | – |
-82,492
| Closed | -$6.89M |
|
|
133
Eastman Chemical
EMN
$8.57B
| – | – |
-145,203
| Closed | -$9.16M |
|
134
Fastenal
FAST
$60.6B
| – | – |
-4,360
| Closed | -$214K |
|
135
Energy Fuels
UUUU
$3.62B
| – | – |
-10,000
| Closed | -$154K |
|
Similar funds
Motley Fool Wealth Management's Q4 2025 Portfolio in Review
As of Q4 2025, Motley Fool Wealth Management held 135 positions worth $1.29B, down 13% from $1.47B the previous quarter. Its ten largest holdings account for 30% of the portfolio.
Motley Fool Wealth Management withdrew a net $191M in Q4 2025, closing 7 positions and reducing 103 holdings. Its most notable exit was Invesco BulletShares 2025 Corporate Bond ETF, an estimated $23.4M position sold in full.
By sector, the portfolio is most concentrated in Technology at 16% of assets, down from 17% a quarter earlier, followed by Healthcare and Consumer Discretionary.
Against the trend, Motley Fool Wealth Management opened a new position in iShares iBonds Dec 2034 Term Corporate ETF worth $12M.
- Motley Fool Wealth Management's largest Q4 2025 buy was iShares iBonds Dec 2034 Term Corporate ETF: 455,702 shares worth $12M.
- Motley Fool Wealth Management added most to Vanguard S&P 500 ETF in Q4 2025, an estimated $14.1M increase.
- Motley Fool Wealth Management's biggest Q4 2025 reduction was Alphabet (Google) Class C, cutting an estimated $11.3M.
- Motley Fool Wealth Management fully exited Invesco BulletShares 2025 Corporate Bond ETF in Q4 2025, selling an estimated $23.4M.
- Motley Fool Wealth Management's ten largest holdings make up 30% of its $1.29B portfolio in Q4 2025.
- Motley Fool Wealth Management opened 7 new positions and closed 7 in Q4 2025.
- Motley Fool Wealth Management's portfolio value fell 13% quarter-over-quarter to $1.29B.
Based on Motley Fool Wealth Management's 13F filing for Q4 2025, filed 11 Feb 2026.