Motley Fool Wealth Management, LLC

CIK 0001607978 · Q2 2026

13F Equity AUM

$6.6M

-99.3% QoQ

Positions

-124 QoQ

AUM Rank

#11,851

Top 94%

Skill Alpha (FF)

-0.2%/yr^ns

No Clear Edge

Rank #2,581 · Top 31%

vs S&P -2.2%/yr (unadj.)

Quarters Tracked

~11 years

Portfolio Concentration

Top 5: 43.5%Top 10: 69.5%Top 20: 100.0%

GOOG11.8%

AMZN11.7%

META7.4%

PANW7.0%

MLB15.7%

SNEX5.5%

NFLX5.4%

DDOG5.2%

MA5.1%

VRTX4.8%

Others (9)30.5%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

No sector data available.

Position Sizing

Positions: 19Median: 4.80%Avg: 5.26%

0–0.5%

0(0.0%)

0.5–1%

0(0.0%)

1–3%

2(4.7%)

3–5%

8(30.6%)

5%+

9(64.7%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 19vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New0Increased0Decreased0Exited0

No position changes this quarter.

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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