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

Synergy Financial 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	$3.42M	Buy	51,874 +1,723	+3%	+$120K	2.57%	10
2025 Q4	$3.6M	Buy	50,151 +42	+0.1%	+$3K	2.53%	10
2025 Q3	$3.53M	Buy	50,109 +6,002	+14%	+$403K	2.38%	14
2025 Q2	$2.85M	Buy	44,107 +2,579	+6%	+$151K	2.09%	14
2025 Q1	$2.31M	Buy	41,528 +10,773	+35%	+$640K	2.07%	14
2024 Q4	$1.85M	Buy	30,755 +4,034	+15%	+$238K	1.54%	17
2024 Q3	$1.5M	Buy	26,721 +2,662	+11%	+$144K	1.43%	16
2024 Q2	$1.29M	Buy	+24,059	New	+$1.21M	1.36%	18

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

Synergy Financial Group's TMFC Position: Q1 2026 in Review

Synergy Financial Group increased its Motley Fool 100 Index ETF (TMFC) stake by 3.4% in Q1 2026, buying an estimated $120K and bringing the position to 51,874 shares worth $3.42M. The position accounts for 2.57% of the portfolio, ranked #10.

Synergy Financial Group first reported a position in TMFC in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.6M in Q4 2025. 183 funds tracked by Wall St. Rank hold TMFC as of Q1 2026.

Synergy Financial Group held 51,874 shares of Motley Fool 100 Index ETF worth $3.42M as of Q1 2026.
Synergy Financial Group bought 1,723 Motley Fool 100 Index ETF shares in Q1 2026, an estimated $120K.
Motley Fool 100 Index ETF made up 2.57% of Synergy Financial Group's portfolio in Q1 2026, its #10 holding.
Synergy Financial Group first reported a position in Motley Fool 100 Index ETF in Q2 2024 and has held it in 8 quarters since.
Synergy Financial Group's Motley Fool 100 Index ETF position peaked at $3.6M in Q4 2025.
183 funds tracked by Wall St. Rank held Motley Fool 100 Index ETF as of Q1 2026.

Based on Synergy Financial Group's 13F filing for Q1 2026, filed 15 May 2026.