Motley Fool Wealth Management, LLC

CIK 0001607978 · Q1 2026

13F Equity AUM

$884.2M

-31.4% QoQ

Positions

124

-4 QoQ

AUM Rank

#3,037

Top 24%

Skill Alpha (FF)

-0.2%/yr^ns

No Clear Edge

Rank #2,578 · Top 31%

vs S&P -3.8%/yr (unadj.)

Quarters Tracked

~11 years

Portfolio Concentration

Top 5: 18.4%Top 10: 29.2%Top 20: 46.4%

VOO2.8%

MA2.2%

Others (114)70.8%

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

Sector Allocation

Financial Services34.6%

Technology14.3%

Healthcare13.1%

Communication Services11.5%

Consumer Cyclical11.3%

Industrials6.2%

Real Estate5.3%

Other3.6%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

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Holdings

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