TruWealth Advisors’s Motley Fool 100 Index ETF TMFC Stock Holding History

TruWealth Advisors’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	$218K	Hold	3,302	–	–	0.01%	171
2025 Q4	$237K	Hold	3,302	–	–	0.01%	164
2025 Q3	$233K	Hold	3,302	–	–	0.01%	168
2025 Q2	$213K	Buy	+3,302	New	+$194K	0.01%	170
2022 Q3	–	Sell	-7,261	Closed	-$231K	–	144
2022 Q2	$231K	Buy	+7,261	New	+$255K	0.02%	121

Other funds holding TMFC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TruWealth Advisors's TMFC Position: Q1 2026 in Review

TruWealth Advisors held its Motley Fool 100 Index ETF (TMFC) position steady in Q1 2026 at 3,302 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #171.

TruWealth Advisors first reported a position in TMFC in Q2 2022 and has held it in 5 quarters since. The position peaked at $237K in Q4 2025. 183 funds tracked by Wall St. Rank hold TMFC as of Q1 2026.

TruWealth Advisors held 3,302 shares of Motley Fool 100 Index ETF worth $218K as of Q1 2026.
TruWealth Advisors left its Motley Fool 100 Index ETF share count unchanged in Q1 2026.
Motley Fool 100 Index ETF made up 0.01% of TruWealth Advisors's portfolio in Q1 2026, its #171 holding.
TruWealth Advisors first reported a position in Motley Fool 100 Index ETF in Q2 2022 and has held it in 5 quarters since.
TruWealth Advisors's Motley Fool 100 Index ETF position peaked at $237K in Q4 2025.
183 funds tracked by Wall St. Rank held Motley Fool 100 Index ETF as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.