Amplius Wealth Advisors’s Motley Fool 100 Index ETF TMFC Stock Holding History

Amplius Wealth Advisors’s Portfolio TMFC Stock Details TMFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$76.4M	Buy	953,813 +17,264	+2%	+$1.36M	5.24%	3
2026 Q2	$71.3M	Sell	936,549 -32,615	-3%	-$2.44M	5.23%	4
2026 Q1	$63.9M	Buy	969,164 +54,949	+6%	+$3.82M	5.33%	4
2025 Q4	$65.6M	Buy	914,215 +12,031	+1%	+$859K	5.5%	4
2025 Q3	$63.6M	Buy	902,184 +29,151	+3%	+$1.96M	5.5%	4
2025 Q2	$56.3M	Sell	873,033 -28,494	-3%	-$1.67M	5.24%	4
2025 Q1	$50.1M	Buy	901,527 +97,981	+12%	+$5.82M	5.22%	4
2024 Q4	$48.3M	Buy	803,546 +62,166	+8%	+$3.66M	4.95%	4
2024 Q3	$41.7M	Buy	741,380 +107,287	+17%	+$5.81M	4.55%	5
2024 Q2	$34.1M	Sell	634,093 -89,240	-12%	-$4.5M	3.8%	8
2024 Q1	$35.9M	Buy	723,333 +171,149	+31%	+$8.12M	4.02%	8
2023 Q4	$24.7M	Buy	+552,184	New	+$23.1M	2.98%	11

Other funds holding TMFC

Walker Asset Management Verona, Missouri $197M AUM 22.74% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

DQRIM

Dale Q Rice Investment Management Vancouver, Washington $184M AUM 55.8% 1-Year Est. Return

Arbor Wealth Management (Arizona) Tempe, Arizona $112M AUM 8% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Amplius Wealth Advisors's TMFC Position: Q3 2026 in Review

Amplius Wealth Advisors increased its Motley Fool 100 Index ETF (TMFC) stake by 1.8% in Q3 2026, buying an estimated $1.36M and bringing the position to 953,813 shares worth $76.4M. The position accounts for 5.24% of the portfolio, ranked #3.

Amplius Wealth Advisors first reported a position in TMFC in Q4 2023 and has held it in 12 quarters since. 50 funds tracked by Wall St. Rank hold TMFC as of Q3 2026.

Amplius Wealth Advisors held 953,813 shares of Motley Fool 100 Index ETF worth $76.4M as of Q3 2026.
Amplius Wealth Advisors bought 17,264 Motley Fool 100 Index ETF shares in Q3 2026, an estimated $1.36M.
Motley Fool 100 Index ETF made up 5.24% of Amplius Wealth Advisors's portfolio in Q3 2026, its #3 holding.
Amplius Wealth Advisors first reported a position in Motley Fool 100 Index ETF in Q4 2023 and has held it in 12 quarters since.
50 funds tracked by Wall St. Rank held Motley Fool 100 Index ETF as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.