CARLSON FINANCIAL, INC.’s Timothy Plan US Small Cap Core ETF TPSC Stock Holding History

CARLSON FINANCIAL, INC.’s Portfolio TPSC Stock Details TPSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$214K	Buy	+4,456	New	+$202K	0.11%	179

Other funds holding TPSC

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CIA

Christian Investment Advisors New Braunfels, Texas $170M AUM 13.8% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

BFS

Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return

PAW

Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CARLSON FINANCIAL, INC.'s TPSC Position: Q2 2026 in Review

CARLSON FINANCIAL, INC. opened a new position in Timothy Plan US Small Cap Core ETF (TPSC) in Q2 2026: 4,456 shares worth $214K. The stake represents 0.11% of the portfolio and ranks #179 among its holdings.

96 funds tracked by Wall St. Rank hold TPSC as of Q2 2026.

CARLSON FINANCIAL, INC. held 4,456 shares of Timothy Plan US Small Cap Core ETF worth $214K as of Q2 2026.
Timothy Plan US Small Cap Core ETF was a new CARLSON FINANCIAL, INC. position in Q2 2026.
Timothy Plan US Small Cap Core ETF made up 0.11% of CARLSON FINANCIAL, INC.'s portfolio in Q2 2026, its #179 holding.
96 funds tracked by Wall St. Rank held Timothy Plan US Small Cap Core ETF as of Q2 2026.

Based on CARLSON FINANCIAL, INC.'s 13F filing for Q2 2026, filed 24 Aug 2026.