KFP
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Kerr Financial Planning’s Motley Fool 100 Index ETF TMFC Stock Holding History

Kerr Financial Planning’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 		$23.6K Buy
310
+10
+3% +$747 0.03% 259
2026
Q1 		$22.1K Buy
300
+110
+58% +$7.65K 0.02% 263
2025
Q4 		$13.1K Buy
+190
New +$13.6K 0.02% 335

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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Kerr Financial Planning's TMFC Position: Q2 2026 in Review

Kerr Financial Planning increased its Motley Fool 100 Index ETF (TMFC) stake by 3.3% in Q2 2026, buying an estimated $747 and bringing the position to 310 shares worth $23.6K. The position accounts for 0.03% of the portfolio, ranked #259.

Kerr Financial Planning first reported a position in TMFC in Q4 2025 and has held it in 3 quarters since. 194 funds tracked by Wall St. Rank hold TMFC as of Q2 2026.

  • Kerr Financial Planning held 310 shares of Motley Fool 100 Index ETF worth $23.6K as of Q2 2026.
  • Kerr Financial Planning bought 10 Motley Fool 100 Index ETF shares in Q2 2026, an estimated $747.
  • Motley Fool 100 Index ETF made up 0.03% of Kerr Financial Planning's portfolio in Q2 2026, its #259 holding.
  • Kerr Financial Planning first reported a position in Motley Fool 100 Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 194 funds tracked by Wall St. Rank held Motley Fool 100 Index ETF as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.