SWM
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Sherman Wealth Management’s Motley Fool 100 Index ETF TMFC Stock Holding History

Sherman Wealth Management’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 		$420K Hold
5,511
– – 0.32% 52
2026
Q1 		$364K Hold
5,511
– – 0.31% 53
2025
Q4 		$396K Buy
+5,511
New +$393K 0.34% 52

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

Sherman Wealth Management's TMFC Position: Q2 2026 in Review

Sherman Wealth Management held its Motley Fool 100 Index ETF (TMFC) position steady in Q2 2026 at 5,511 shares worth $420K. The position accounts for 0.32% of the portfolio, ranked #52.

Sherman Wealth Management first reported a position in TMFC in Q4 2025 and has held it in 3 quarters since. 126 funds tracked by Wall St. Rank hold TMFC as of Q2 2026.

  • Sherman Wealth Management held 5,511 shares of Motley Fool 100 Index ETF worth $420K as of Q2 2026.
  • Sherman Wealth Management left its Motley Fool 100 Index ETF share count unchanged in Q2 2026.
  • Motley Fool 100 Index ETF made up 0.32% of Sherman Wealth Management's portfolio in Q2 2026, its #52 holding.
  • Sherman Wealth Management first reported a position in Motley Fool 100 Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 126 funds tracked by Wall St. Rank held Motley Fool 100 Index ETF as of Q2 2026.

Based on Sherman Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.