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

EP 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
Q1 		$204K Buy
+3,099
New +$216K ﹤0.01% 1402
2024
Q2 		– Sell
-2,072
Closed -$103K – 888
2024
Q1 		$103K Buy
+2,072
New +$98.3K ﹤0.01% 809

Other funds holding TMFC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

EP Wealth Advisors's TMFC Position: Q1 2026 in Review

EP Wealth Advisors opened a new position in Motley Fool 100 Index ETF (TMFC) in Q1 2026: 3,099 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #1402 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in TMFC as recently as Q1 2024.

EP Wealth Advisors first reported a position in TMFC in Q1 2024 and has held it in 2 quarters since. 183 funds tracked by Wall St. Rank hold TMFC as of Q1 2026.

  • EP Wealth Advisors held 3,099 shares of Motley Fool 100 Index ETF worth $204K as of Q1 2026.
  • Motley Fool 100 Index ETF was a new EP Wealth Advisors position in Q1 2026.
  • Motley Fool 100 Index ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1402 holding.
  • EP Wealth Advisors first reported a position in Motley Fool 100 Index ETF in Q1 2024 and has held it in 2 quarters since.
  • 183 funds tracked by Wall St. Rank held Motley Fool 100 Index ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.