Carson Wealth (CWM LLC)
TPIF icon

Carson Wealth (CWM LLC)’s Timothy Plan International ETF TPIF Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TPIF Stock Details TPIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.33M Sell
203,432
-24,794
-11% -$906K 0.02% 666
2025
Q4 		$7.92M Buy
228,226
+15,547
+7% +$528K 0.02% 598
2025
Q3 		$7.1M Buy
212,679
+53,600
+34% +$1.76M 0.02% 588
2025
Q2 		$5.14M Buy
159,079
+1,999
+1% +$60.8K 0.02% 579
2025
Q1 		$4.52M Buy
157,080
+4,767
+3% +$133K 0.02% 556
2024
Q4 		$4.05M Sell
152,313
-3,588
-2% -$98.6K 0.02% 530
2024
Q3 		$4.5M Buy
155,901
+2,812
+2% +$77.7K 0.02% 466
2024
Q2 		$4.06M Buy
153,089
+3,034
+2% +$81.2K 0.02% 464
2024
Q1 		$4.09M Buy
150,055
+6,630
+5% +$175K 0.02% 455
2023
Q4 		$3.79M Buy
143,425
+12,515
+10% +$306K 0.02% 445
2023
Q3 		$3.14M Buy
130,910
+20,251
+18% +$506K 0.02% 453
2023
Q2 		$2.79M Sell
110,659
-10,506
-9% -$264K 0.02% 459
2023
Q1 		$3.03M Buy
121,165
+2,205
+2% +$54.2K 0.02% 414
2022
Q4 		$2.77M Sell
118,960
-763
-0.6% -$17K 0.02% 402
2022
Q3 		$2.43M Buy
119,723
+10,517
+10% +$240K 0.02% 397
2022
Q2 		$2.49M Buy
109,206
+4,180
+4% +$104K 0.02% 381
2022
Q1 		$2.83M Buy
105,026
+38,548
+58% +$1.06M 0.02% 364
2021
Q4 		$1.94M Buy
+66,478
New +$1.92M 0.01% 439

Other funds holding TPIF

CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $157M AUM 15.51% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TPIF Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Timothy Plan International ETF (TPIF) stake by 11% in Q1 2026, selling an estimated $906K and leaving 203,432 shares worth $7.33M. The position accounts for 0.02% of the portfolio, ranked #666.

Carson Wealth (CWM LLC) first reported a position in TPIF in Q4 2021 and has held it in 18 quarters since. The position peaked at $7.92M in Q4 2025. 78 funds tracked by Wall St. Rank hold TPIF as of Q1 2026.

  • Carson Wealth (CWM LLC) held 203,432 shares of Timothy Plan International ETF worth $7.33M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 24,794 Timothy Plan International ETF shares in Q1 2026, an estimated $906K.
  • Timothy Plan International ETF made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #666 holding.
  • Carson Wealth (CWM LLC) first reported a position in Timothy Plan International ETF in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s Timothy Plan International ETF position peaked at $7.92M in Q4 2025.
  • 78 funds tracked by Wall St. Rank held Timothy Plan International ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.