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Motley Fool Wealth Management, LLC
Tony Arsta · Investment Advisor · Growth
Motley Fool Wealth Management, LLC is an Alexandria-based investment advisor founded in 2014 as an affiliate of the financial media company The Motley Fool. The firm provides discretionary asset management and personalized financial planning services, primarily serving retail clients by applying the parent company's "Foolish" investment principles. Its approach focuses on building diversified portfolios of high-quality growth stocks intended for long-term holding. In late 2025, the institution announced its intention to join Apollon Wealth Management to expand its planning capabilities and investment solutions, with the transition expected to finalize in early 2026. The firm operates under a fiduciary standard, seeking to help families outsource complex asset allocation and stock selection while adhering to a transparent, research-driven methodology.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +10.6% |
| YTD return | +6.6% |
| Sharpe ratio | 1.02 |
| Win rate | 56% |
| AUM | $0.5B |
| Inception | Oct 1, 2025 |
| Updated | Sep 4, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.5B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | http://www.foolwealth.com |
Current Holdings
Updated on Sep 4, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| GOOGL | Alphabet Inc Class A | 12.7% | +36.1% |
| AMZN | Amazon.com Inc | 11.0% | +17.1% |
| META | Meta Platforms Inc. | 8.9% | -13.0% |
| NFLX | Netflix Inc | 5.9% | -27.4% |
| MELI | MercadoLibre Inc. | 5.5% | -7.8% |
| BKNG | Booking Holdings Inc | 5.2% | -8.1% |
| MA | Mastercard Inc | 5.2% | +2.3% |
| VRTX | Vertex Pharmaceuticals Inc | 5.1% | +32.7% |
| EQIX | Equinix Inc | 4.4% | +32.4% |
| TMO | Thermo Fisher Scientific Inc | 4.3% | +15.9% |
| CRM | Salesforce.com Inc | 4.1% | +11.0% |
| PANW | Palo Alto Networks Inc | 3.8% | +67.2% |
| BMRN | Biomarin Pharmaceutical Inc | 3.7% | +20.1% |
| NEE | Nextera Energy Inc | 3.6% | +5.7% |
| DXCM | DexCom Inc | 3.6% | +21.2% |
| SNEX | Stonex Group Inc | 3.4% | +51.1% |
| DDOG | Datadog Inc | 2.4% | +71.5% |
| BRO | Brown & Brown Inc | 2.4% | -18.9% |
| BRK-A | Berkshire Hathaway Inc | 2.4% | +5.5% |
| FN | Fabrinet | 2.3% | -25.0% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Mar 9, 2026 | SELL | GOOGL | 13.1% → 12.7% |
| Mar 9, 2026 | SELL | EQIX | 4.6% → 4.4% |
| Mar 9, 2026 | SELL | VRTX | 5.5% → 5.1% |
| Mar 9, 2026 | BUY | CRM | 3.9% → 4.1% |
| Mar 9, 2026 | BUY | MELI | 5.5% → 5.5% |
Investment Style Analysis
Motley Fool Wealth Management, LLC is widely recognized for employing a Growth strategy. As of Sep 4, 2026, the firm oversees approximately $0.5B in assets under management (AUM). The portfolio demonstrates a clear preference for the Internet Content & Information and Internet Retail sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Mar 9, Motley Fool Wealth Management, LLC made a significant move by reducing the position in GOOGL. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The institution's core philosophy centers on "Foolish investing," which advocates for buying and holding a diversified collection of high-quality businesses for five years or longer. This strategy prioritizes fundamental business analysis over market timing or short-term technical indicators. Key selection criteria include visionary management, strong corporate culture, clear competitive advantages, and scalable revenue models. By combining rigorous quantitative data with qualitative insights into brand loyalty and industry trajectory, the firm seeks to identify companies with significant wealth-building potential. The ultimate goal is to achieve long-term capital appreciation while minimizing volatility through patient ownership and disciplined asset allocation tailored to individual client goals.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Motley Fool Wealth Management, LLC.
Similar Investment Style
Based on Growth.
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Frequently asked questions
How is the simulated portfolio for Motley Fool Wealth Management, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Motley Fool Wealth Management, LLC's largest holding?
As of the latest filing, Motley Fool Wealth Management, LLC's top position is Alphabet Inc Class A (GOOGL), representing 12.7% of the portfolio. This reflects a high-conviction bet by the institution.
What is Motley Fool Wealth Management, LLC's historical performance and risk profile?
Our simulation indicates a total return of +10.6% with a win rate of 56%. Notably, the portfolio maintains a Sharpe Ratio of 1.02, suggesting an strong level of risk-adjusted returns compared to the broader market.
What sectors does Motley Fool Wealth Management, LLC primarily invest in?
Motley Fool Wealth Management, LLC has a strong preference for the Internet Content & Information sector, which makes up 21.7% of their disclosed assets. The portfolio also has exposure to Internet Retail, indicating a specific thematic focus.
Is Motley Fool Wealth Management, LLC's portfolio concentrated or diversified?
Motley Fool Wealth Management, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 32.6% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Motley Fool Wealth Management, LLC performed in 2026?
Our AI-simulated model portfolio for Motley Fool Wealth Management, LLC tracks a Year-to-Date (YTD) return of +6.6%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Tony Arsta manage Motley Fool Wealth Management, LLC directly?
Yes, Tony Arsta serves as the key portfolio manager for Motley Fool Wealth Management, LLC, overseeing the investment strategy and final capital allocation decisions.