Intrepid Financial Planning Group’s Motley Fool 100 Index ETF TMFC Stock Holding History

Intrepid Financial Planning Group’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	$975K	Sell	14,777 -164	-1%	-$11.4K	0.39%	56
2025 Q4	$1.07M	Buy	14,941 +331	+2%	+$23.6K	0.41%	56
2025 Q3	$1.03M	Sell	14,610 -117	-0.8%	-$7.85K	0.39%	57
2025 Q2	$950K	Buy	14,727 +340	+2%	+$20K	0.4%	57
2025 Q1	$800K	Buy	14,387 +121	+0.8%	+$7.19K	0.37%	53
2024 Q4	$858K	Buy	14,266 +5,831	+69%	+$344K	0.36%	55
2024 Q3	$474K	Buy	8,435 +1,393	+20%	+$75.5K	0.2%	73
2024 Q2	$379K	Buy	7,042 +93	+1%	+$4.68K	0.16%	84
2024 Q1	$345K	Buy	6,949 +290	+4%	+$13.8K	0.15%	91
2023 Q4	$297K	Buy	6,659 +330	+5%	+$13.8K	0.14%	91
2023 Q3	$249K	Buy	6,329 +748	+13%	+$30.6K	0.13%	96
2023 Q2	$227K	Buy	+5,581	New	+$208K	0.11%	103

Other funds holding TMFC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Intrepid Financial Planning Group's TMFC Position: Q1 2026 in Review

Intrepid Financial Planning Group reduced its Motley Fool 100 Index ETF (TMFC) stake by 1.1% in Q1 2026, selling an estimated $11.4K and leaving 14,777 shares worth $975K. The position accounts for 0.39% of the portfolio, ranked #56.

Intrepid Financial Planning Group first reported a position in TMFC in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.07M in Q4 2025. 183 funds tracked by Wall St. Rank hold TMFC as of Q1 2026.

Intrepid Financial Planning Group held 14,777 shares of Motley Fool 100 Index ETF worth $975K as of Q1 2026.
Intrepid Financial Planning Group sold 164 Motley Fool 100 Index ETF shares in Q1 2026, an estimated $11.4K.
Motley Fool 100 Index ETF made up 0.39% of Intrepid Financial Planning Group's portfolio in Q1 2026, its #56 holding.
Intrepid Financial Planning Group first reported a position in Motley Fool 100 Index ETF in Q2 2023 and has held it in 12 quarters since.
Intrepid Financial Planning Group's Motley Fool 100 Index ETF position peaked at $1.07M in Q4 2025.
183 funds tracked by Wall St. Rank held Motley Fool 100 Index ETF as of Q1 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q1 2026, filed 13 May 2026.