General Counsel and Chief Compliance Officer

0001104659-25-047268.txt : 20250512 0001104659-25-047268.hdr.sgml : 20250512 20250512154509 ACCESSION NUMBER: 0001104659-25-047268 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20250331 FILED AS OF DATE: 20250512 DATE AS OF CHANGE: 20250512 EFFECTIVENESS DATE: 20250512 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Motley Fool Wealth Management, LLC CENTRAL INDEX KEY: 0001607978 ORGANIZATION NAME: EIN: 611701518 STATE OF INCORPORATION: DE FISCAL YEAR END: 0331 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16557 FILM NUMBER: 25934491 BUSINESS ADDRESS: STREET 1: 2000 DUKE STREET STREET 2: SUITE 275 CITY: ALEXANDRIA STATE: VA ZIP: 22314 BUSINESS PHONE: 7038383665 MAIL ADDRESS: STREET 1: 2000 DUKE STREET STREET 2: SUITE 275 CITY: ALEXANDRIA STATE: VA ZIP: 22314 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001607978 XXXXXXXX 03-31-2025 03-31-2025 false Motley Fool Wealth Management, LLC

2000 Duke Street Suite 275 Alexandria VA 22314

13F HOLDINGS REPORT 028-16557 N Kyle Wirth General Counsel and Chief Compliance Officer 703-254-1834 /s/ Kyle Wirth Alexandria VA 04-11-2025 0 125 1690990021 INFORMATION TABLE 2 infotable.xml APPLE INC Ordinary Shares 037833100 3939479 17735 SH SOLE 0 0 17735 AGREE RLTY CORP REIT Ordinary Shares 008492100 1789829 23187 SH SOLE 0 0 23187 AUTODESK INC Ordinary Shares 052769106 15000527 57297 SH SOLE 0 0 57297 ALARM COM HLDGS INC Ordinary Shares 011642105 12640118 227135 SH SOLE 0 0 227135 AMERICAN TOWER CORP NEW REIT Ordinary Shares 03027X100 14305131 65740 SH SOLE 0 0 65740 AMAZON.COM INC Ordinary Shares 023135106 78001915 409975 SH SOLE 0 0 409975 AON PLC FCLASS A Ordinary Shares G0403H108 12341501 30924 SH SOLE 0 0 30924 ALEXANDRIA REAL ESTATE EREIT Ordinary Shares 015271109 5816634 62875 SH SOLE 0 0 62875 ALPHATEC HLDGS INC Ordinary Shares 02081G201 9069942 894471 SH SOLE 0 0 894471 AXON ENTERPRISE INC Ordinary Shares 05464C101 19982764 37993 SH SOLE 0 0 37993 BALL CORP Ordinary Shares 058498106 6241471 119866 SH SOLE 0 0 119866 BROOKFIELD ASSET MGMT FCLASS A Ordinary Shares 113004105 12665338 261410 SH SOLE 0 0 261410 BOOKING HLDGS INC Ordinary Shares 09857L108 58074238 12605 SH SOLE 0 0 12605 BANCO LATINOAMERICANO F Ordinary Shares P16994132 1525728 41687 SH SOLE 0 0 41687 BIOMARIN PHARMACEUTICAL Ordinary Shares 09061G101 24669368 348979 SH SOLE 0 0 348979 VANGUARD TOTAL BOND MARKET ETF Bond ETFs 921937835 8834283 120276 SH SOLE 0 0 120276 BROADRIDGE FINL SOLUTION Ordinary Shares 11133T103 23830586 98286 SH SOLE 0 0 98286 BELLRING BRANDS INC Ordinary Shares 07831C103 11334272 152219 SH SOLE 0 0 152219 BERKSHIRE HATHAWAY CLASS B Ordinary Shares 084670702 22702747 42627 SH SOLE 0 0 42627 BROWN & BROWN INC Ordinary Shares 115236101 31528403 253443 SH SOLE 0 0 253443 INVSC BULLETSHARES 2025 CRP BND ETF Bond ETFs 46138J825 42465823 2053473 SH SOLE 0 0 2053473 INVSC BULLETSHARS 2026 CORP BND ETF Bond ETFs 46138J791 8054893 413495 SH SOLE 0 0 413495 INVSC BULLETSHARES 2027 CRP BND ETF Bond ETFs 46138J783 5413595 276344 SH SOLE 0 0 276344 INVESCO BULLETSHARS 2028CORP BD ETF Bond ETFs 46138J643 32770507 1610344 SH SOLE 0 0 1610344 INVSC BLTSHRS 2029 CORP BND ETF Bond ETFs 46138J577 13128425 708495 SH SOLE 0 0 708495 INVESCO BULLTSHR 2030 COR BND ETF Bond ETFs 46138J460 32184531 1939995 SH SOLE 0 0 1939995 INVESCO BULLTSHR 2031 CRP BND ETF Bond ETFs 46138J429 19743618 1210522 SH SOLE 0 0 1210522 INVESCO BULLETSHS 2032 CORP BND ETF Bond ETFs 46139W858 31940598 1568021 SH SOLE 0 0 1568021 ANHEUSER BUSCH INBEV S FSPONSORED ADR 1 ADR REPS 1 ORD SHS American Depository Receipts 03524A108 3040903 49397 SH SOLE 0 0 49397 COMCAST CORP NEW CLASS A Ordinary Shares 20030N101 8884550 240773 SH SOLE 0 0 240773 CME GROUP INC CLASS A Ordinary Shares 12572Q105 4954442 18675 SH SOLE 0 0 18675 CANADIAN NATL RY CO F Ordinary Shares 136375102 6186248 63474 SH SOLE 0 0 63474 COOPER COS INC Ordinary Shares 216648501 8132011 96407 SH SOLE 0 0 96407 COSTCO WHSL CORP NEW Ordinary Shares 22160K105 6877573 7271 SH SOLE 0 0 7271 CRH PUBLIC LIMITED CO F American Depository Receipts G25508105 1333469 15158 SH SOLE 0 0 15158 SALESFORCE INC Ordinary Shares 79466L302 42297152 157613 SH SOLE 0 0 157613 CROCS INC Ordinary Shares 227046109 10830092 101978 SH SOLE 0 0 101978 COSTAR GROUP INC Ordinary Shares 22160N109 26191498 330575 SH SOLE 0 0 330575 CARLISLE COS INC Ordinary Shares 142339100 5758230 16911 SH SOLE 0 0 16911 DOUBLELINE COMMERCIAL RLEST ETF Equity ETFs 25861R303 13021268 251036 SH SOLE 0 0 251036 DATADOG INC CLASS A Ordinary Shares 23804L103 14960574 150797 SH SOLE 0 0 150797 WISDOMTREE JAPAN SMALCP DIVIDEND ETF Equity ETFs 97717W836 15433795 194699 SH SOLE 0 0 194699 DANAHER CORP Ordinary Shares 235851102 16586003 80906 SH SOLE 0 0 80906 DOUBLELINE MORTGAGE ETF Equity ETFs 25861R402 13073253 266529 SH SOLE 0 0 266529 DOUBLEVERIFY HLDGS INC Ordinary Shares 25862V105 1958450 146480 SH SOLE 0 0 146480 DEXCOM INC Ordinary Shares 252131107 17160725 251291 SH SOLE 0 0 251291 EASTMAN CHEM CO Ordinary Shares 277432100 7073485 80280 SH SOLE 0 0 80280 EQUINIX INC REIT Ordinary Shares 29444U700 32196920 39488 SH SOLE 0 0 39488 FASTENAL CO Ordinary Shares 311900104 9998653 128931 SH SOLE 0 0 128931 FABRINET Ordinary Shares G3323L100 9500885 48103 SH SOLE 0 0 48103 GLOBUS MED INC CLASS A Ordinary Shares 379577208 8603494 117534 SH SOLE 0 0 117534 GENTEX CORP Ordinary Shares 371901109 6399658 274663 SH SOLE 0 0 274663 ALPHABET INC CLASS C Ordinary Shares 02079K107 54385129 348109 SH SOLE 0 0 348109 GOOSEHEAD INS INC CLASS A Ordinary Shares 38267D109 12385833 104911 SH SOLE 0 0 104911 GUIDEWIRE SOFTWARE INC Ordinary Shares 40171V100 9679013 51659 SH SOLE 0 0 51659 GXO LOGISTICS INC Ordinary Shares 36262G101 6596071 168783 SH SOLE 0 0 168783 HDFC BK LTD FSPONSORED ADR 1 ADR REPS 3 ORD SHS American Depository Receipts 40415F101 6740557 101453 SH SOLE 0 0 101453 HOWARD HUGHES HLDGS INC Ordinary Shares 44267T102 12784054 172570 SH SOLE 0 0 172570 HEALTHEQUITY INC Ordinary Shares 42226A107 11087607 125467 SH SOLE 0 0 125467 HERC HLDGS INC Ordinary Shares 42704L104 9975298 74292 SH SOLE 0 0 74292 ISHARES IBONDS DEC 2029 TERM ETF Bond ETFs 46436E205 18817924 813572 SH SOLE 0 0 813572 ISHARES IBOND DEC 2031 TRM CRP ETF Bond ETFs 46436E486 13417384 646620 SH SOLE 0 0 646620 ICON PLC F Ordinary Shares G4705A100 10277103 58729 SH SOLE 0 0 58729 ISHARES CORE MSCI EUROPEETF Equity ETFs 46434V738 12845186 213552 SH SOLE 0 0 213552 JOHNSON & JOHNSON Ordinary Shares 478160104 1267225 7641 SH SOLE 0 0 7641 THE COCA-COLA CO Ordinary Shares 191216100 1311501 18312 SH SOLE 0 0 18312 KENVUE INC Ordinary Shares 49177J102 1381680 57618 SH SOLE 0 0 57618 LIVE OAK BANCSHARES INC CLASS EQUITY Ordinary Shares 53803X105 7034478 263859 SH SOLE 0 0 263859 MASTERCARD INC CLASS A Ordinary Shares 57636Q104 44491240 81170 SH SOLE 0 0 81170 MEDTRONIC PLC F Ordinary Shares G5960L103 6222317 69244 SH SOLE 0 0 69244 MERCADOLIBRE INC Ordinary Shares 58733R102 48264115 24739 SH SOLE 0 0 24739 META PLATFORMS INC CLASS A Ordinary Shares 30303M102 74049562 128478 SH SOLE 0 0 128478 MARKEL GROUP INC Ordinary Shares 570535104 14922967 7981 SH SOLE 0 0 7981 MORNINGSTAR INC Ordinary Shares 617700109 6532337 21783 SH SOLE 0 0 21783 MSCI INC Ordinary Shares 55354G100 7364505 13022 SH SOLE 0 0 13022 MICROSOFT CORP Ordinary Shares 594918104 15924993 42422 SH SOLE 0 0 42422 MICRON TECHNOLOGY INC Ordinary Shares 595112103 16681426 191983 SH SOLE 0 0 191983 ISHARES NATIONAL MUNI BOND ETF Bond ETFs 464288414 1553641 14734 SH SOLE 0 0 14734 NEXTERA ENERGY INC Ordinary Shares 65339F101 8982785 126714 SH SOLE 0 0 126714 NETFLIX INC Ordinary Shares 64110L106 47158513 50570 SH SOLE 0 0 50570 NVIDIA CORP Ordinary Shares 67066G104 1720780 15877 SH SOLE 0 0 15877 NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS American Depository Receipts 670100205 6238371 89838 SH SOLE 0 0 89838 OKTA INC CLASS A Ordinary Shares 679295105 7767141 73818 SH SOLE 0 0 73818 PALO ALTO NETWORKS INC Ordinary Shares 697435105 32284698 189197 SH SOLE 0 0 189197 PAYCHEX INC Ordinary Shares 704326107 11698194 75824 SH SOLE 0 0 75824 PROCTER & GAMBLE CO Ordinary Shares 742718109 2441451 14326 SH SOLE 0 0 14326 Q2 HLDGS INC Ordinary Shares 74736L109 9809175 122599 SH SOLE 0 0 122599 QXO INC CLASS EQUITY Ordinary Shares 82846H405 6766985 499777 SH SOLE 0 0 499777 ULTRAGENYX PHARMACEUTICA Ordinary Shares 90400D108 5416891 149596 SH SOLE 0 0 149596 RENTOKIL INITIAL PLC FSPONSORED ADR 1 ADR REPS 5 ORD SHS American Depository Receipts 760125104 8727389 381108 SH SOLE 0 0 381108 RXO INC Ordinary Shares 74982T103 9901243 518389 SH SOLE 0 0 518389 SBA COMMUNICATIONS CORP CLASS A Ordinary Shares 78410G104 9797561 44532 SH SOLE 0 0 44532 ISHARES HIGH YIELD CORPORAT BOND ETF Bond ETFs 46434V407 27215045 640052 SH SOLE 0 0 640052 SCHLUMBERGER LTD F Ordinary Shares 806857108 2976695 71213 SH SOLE 0 0 71213 STONEX GROUP INC Ordinary Shares 861896108 17379046 227533 SH SOLE 0 0 227533 STAG INDL INC REIT Ordinary Shares 85254J102 9738299 269609 SH SOLE 0 0 269609 ATLASSIAN CORP CLASS A Ordinary Shares 049468101 6442395 30358 SH SOLE 0 0 30358 THERMO FISHER SCIENTIFIC Ordinary Shares 883556102 13370312 26869 SH SOLE 0 0 26869 TOAST INC CLASS A Ordinary Shares 888787108 14321831 431770 SH SOLE 0 0 431770 TREX CO INC Ordinary Shares 89531P105 6854983 117985 SH SOLE 0 0 117985 TRANSUNION Ordinary Shares 89400J107 7537441 90823 SH SOLE 0 0 90823 TRACTOR SUPPLY CO Ordinary Shares 892356106 6107160 110837 SH SOLE 0 0 110837 TESLA INC Ordinary Shares 88160R101 929607 3587 SH SOLE 0 0 3587 TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS American Depository Receipts 874039100 5994986 36114 SH SOLE 0 0 36114 TEXAS INSTRS INC Ordinary Shares 882508104 1601580 8912 SH SOLE 0 0 8912 TYLER TECHNOLOGIES INC Ordinary Shares 902252105 12669209 21791 SH SOLE 0 0 21791 UNITED PARCEL SVC INC CLASS B Ordinary Shares 911312106 7005215 63689 SH SOLE 0 0 63689 US BANCORP DEL Ordinary Shares 902973304 1198551 28388 SH SOLE 0 0 28388 ENERGY FUELS INC F Ordinary Shares 292671708 37300 10000 SH SOLE 0 0 10000 VANGUARD SMALL CAP ETF Equity ETFs 922908751 1437770 6483 SH SOLE 0 0 6483 VANGUARD FTSE DEVELOPED MARKETS ETF Equity ETFs 921943858 4428959 87132 SH SOLE 0 0 87132 VANGUARD REAL ESTATE ETF Equity ETFs 922908553 1040031 11486 SH SOLE 0 0 11486 VANGUARD MID CAP ETF Equity ETFs 922908629 4006147 15490 SH SOLE 0 0 15490 VANGUARD S&P 500 ETF Equity ETFs 922908363 15414179 29993 SH SOLE 0 0 29993 VOIP-PAL COM INC Ordinary Shares 92862Y109 2106 195000 SH SOLE 0 0 195000 VERTEX PHARMACEUTICALS I Ordinary Shares 92532F100 16022926 33049 SH SOLE 0 0 33049 VANGUARD SHRT INF PROT SEC INDEX ETF Equity ETFs 922020805 3047745 61077 SH SOLE 0 0 61077 VANGUARD FTSE EMERGING MARKETS ETF Equity ETFs 922042858 2342176 51749 SH SOLE 0 0 51749 WATERS CORP Ordinary Shares 941848103 12889196 34970 SH SOLE 0 0 34970 WASTE CONNECTIONS INC F Ordinary Shares 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