Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Motley Fool 100 Index ETF TMFC Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$303K Buy
4,600
+245
+6% +$17K ﹤0.01% 2372
2025
Q4 		$313K Buy
4,355
+4,005
+1,144% +$286K ﹤0.01% 2229
2025
Q3 		$25K Buy
350
+150
+75% +$10.1K ﹤0.01% 3997
2025
Q2 		$13K Sell
200
-159
-44% -$9.33K ﹤0.01% 4180
2025
Q1 		$20K Sell
359
-2,171
-86% -$129K ﹤0.01% 3684
2024
Q4 		$152K Buy
2,530
+2,430
+2,430% +$143K ﹤0.01% 2011
2024
Q3 		$6K Buy
+100
New +$5.42K ﹤0.01% 4048
2024
Q2 		– Sell
-143
Closed -$7K – 4939
2024
Q1 		$7K Hold
143
– – ﹤0.01% 3543
2023
Q4 		$6K Sell
143
-1
-0.7% -$42 ﹤0.01% 3462
2023
Q3 		$6K Hold
144
– – ﹤0.01% 3403
2023
Q2 		$6K Sell
144
-366
-72% -$13.7K ﹤0.01% 3383
2023
Q1 		$18K Buy
510
+1
+0.2% +$33 ﹤0.01% 2591
2022
Q4 		$15K Hold
509
– – ﹤0.01% 2582
2022
Q3 		$16K Buy
509
+143
+39% +$4.91K ﹤0.01% 2397
2022
Q2 		$12K Hold
366
– – ﹤0.01% 2487
2022
Q1 		$15K Sell
366
-253
-41% -$10.1K ﹤0.01% 2266
2021
Q4 		$27K Buy
+619
New +$26.6K ﹤0.01% 1836

Other funds holding TMFC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TMFC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Motley Fool 100 Index ETF (TMFC) stake by 5.6% in Q1 2026, buying an estimated $17K and bringing the position to 4,600 shares worth $303K. The position accounts for ﹤0.01% of the portfolio, ranked #2372.

Carson Wealth (CWM LLC) first reported a position in TMFC in Q4 2021 and has held it in 17 quarters since. The position peaked at $313K in Q4 2025. 183 funds tracked by Wall St. Rank hold TMFC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,600 shares of Motley Fool 100 Index ETF worth $303K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 245 Motley Fool 100 Index ETF shares in Q1 2026, an estimated $17K.
  • Motley Fool 100 Index ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2372 holding.
  • Carson Wealth (CWM LLC) first reported a position in Motley Fool 100 Index ETF in Q4 2021 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s Motley Fool 100 Index ETF position peaked at $313K in Q4 2025.
  • 183 funds tracked by Wall St. Rank held Motley Fool 100 Index ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.