Avidian Wealth Enterprises’s Motley Fool 100 Index ETF TMFC Stock Holding History

Avidian Wealth Enterprises’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	$2.27M	Hold	28,381	–	–	0.06%	196
2026 Q2	$2.16M	Hold	28,381	–	–	0.06%	199
2026 Q1	$1.87M	Hold	28,381	–	–	0.06%	202
2025 Q4	$2.04M	Buy	28,381 +1	+0%	+$71	0.07%	142
2025 Q3	$2M	Buy	28,380 +31	+0.1%	+$2.08K	0.08%	141
2025 Q2	$1.83M	Buy	28,349 +168	+0.6%	+$9.86K	0.07%	139
2025 Q1	$1.57M	Buy	28,181 +71	+0.3%	+$4.22K	0.07%	147
2024 Q4	$1.69M	Buy	28,110 +110	+0.4%	+$6.48K	0.08%	138
2024 Q3	$1.57M	Hold	28,000	–	–	0.07%	145
2024 Q2	$1.51M	Hold	28,000	–	–	0.06%	142
2024 Q1	$1.39M	Hold	28,000	–	–	0.07%	133
2023 Q4	$1.25M	Hold	28,000	–	–	0.08%	142
2023 Q3	$1.1M	Hold	28,000	–	–	0.08%	151
2023 Q2	$1.14M	Hold	28,000	–	–	0.07%	161
2023 Q1	$992K	Buy	+28,000	New	+$927K	0.05%	203

Other funds holding TMFC

DQRIM

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

FHC

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

TAM

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

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

KPWG

KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Paladin Partners Hartland, Wisconsin $162M AUM 13.31% 1-Year Est. Return

Avidian Wealth Enterprises's TMFC Position: Q3 2026 in Review

Avidian Wealth Enterprises held its Motley Fool 100 Index ETF (TMFC) position steady in Q3 2026 at 28,381 shares worth $2.27M. The position accounts for 0.06% of the portfolio, ranked #196.

Avidian Wealth Enterprises first reported a position in TMFC in Q1 2023 and has held it in 15 quarters since. 12 funds tracked by Wall St. Rank hold TMFC as of Q3 2026.

Avidian Wealth Enterprises held 28,381 shares of Motley Fool 100 Index ETF worth $2.27M as of Q3 2026.
Avidian Wealth Enterprises left its Motley Fool 100 Index ETF share count unchanged in Q3 2026.
Motley Fool 100 Index ETF made up 0.06% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #196 holding.
Avidian Wealth Enterprises first reported a position in Motley Fool 100 Index ETF in Q1 2023 and has held it in 15 quarters since.
12 funds tracked by Wall St. Rank held Motley Fool 100 Index ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.