JIC
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Joel Isaacson & Co’s Motley Fool 100 Index ETF TMFC Stock Holding History

Joel Isaacson & Co’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
Q2 		$259K Hold
3,405
– – 0.01% 410
2026
Q1 		$225K Hold
3,405
– – 0.01% 416
2025
Q4 		$244K Buy
3,405
+5
+0.1% +$357 0.01% 403
2025
Q3 		$240K Buy
+3,400
New +$228K 0.01% 403

Other funds holding TMFC

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
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
WAM
Walker Asset Management Verona, Missouri $198M AUM 27.67% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RFN
Redwood Financial Network Solon, Ohio $180M AUM 25.8% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Joel Isaacson & Co's TMFC Position: Q2 2026 in Review

Joel Isaacson & Co held its Motley Fool 100 Index ETF (TMFC) position steady in Q2 2026 at 3,405 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #410.

Joel Isaacson & Co first reported a position in TMFC in Q3 2025 and has held it in 4 quarters since. 117 funds tracked by Wall St. Rank hold TMFC as of Q2 2026.

  • Joel Isaacson & Co held 3,405 shares of Motley Fool 100 Index ETF worth $259K as of Q2 2026.
  • Joel Isaacson & Co left its Motley Fool 100 Index ETF share count unchanged in Q2 2026.
  • Motley Fool 100 Index ETF made up 0.01% of Joel Isaacson & Co's portfolio in Q2 2026, its #410 holding.
  • Joel Isaacson & Co first reported a position in Motley Fool 100 Index ETF in Q3 2025 and has held it in 4 quarters since.
  • 117 funds tracked by Wall St. Rank held Motley Fool 100 Index ETF as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.