Motley Fool Wealth Management, LLC
Annual return '25
+33.0%
SPY '25
+17.7%
Alpha
+15.3ptsvs SPY
Invested
$1.7B
Holdings
124
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 94%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AMZN
AMAZON COM INC
Q1 2026: Increased +1.7% (1.45M → 1.48M shares)
4.7%
02
$GOOG
ALPHABET INC
Q4 2025: Exited (was 260.9k shares)
4.0%
03
$META
META PLATFORMS INC
Q1 2026: Increased +91.7% (295.8k → 567.0k shares)
3.5%
04
$NFLX
NETFLIX INC.
Q4 2025: Exited (was 37.5k shares)
3.4%
05
$VOO
VANGUARD INDEX FDS S&P 500 ETF
Q4 2025: Exited (was 25.2k shares)
2.8%
06
$MELI
MERCADOLIBRE INC
Q4 2025: Exited (was 19.3k shares)
2.4%
07
$MA
MASTERCARD INCORPORATED
Q1 2026: Increased +1.6% (110.1k → 111.9k shares)
2.2%
08
$VRTX
VERTEX PHARMACEUTICALS INC
Q4 2025: Exited (was 71.3k shares)
2.2%
09
$BKNG
BOOKING HOLDINGS INC
Q4 2025: Exited (was 7.2k shares)
2.1%
10
$EQIX
EQUINIX INC
Q4 2025: Exited (was 30.1k shares)
2.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 06:30 UTC.