Carson Wealth (CWM LLC)’s Timothy Plan US Small Cap Core ETF TPSC Stock Holding History

Carson Wealth (CWM LLC)’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 Q1	$1.92M	Sell	45,132 -1,504	-3%	-$65.6K	0.01%	1217
2025 Q4	$1.93M	Buy	46,636 +1,286	+3%	+$53K	0.01%	1166
2025 Q3	$1.89M	Sell	45,350 -1,561	-3%	-$63.3K	0.01%	1111
2025 Q2	$1.81M	Buy	46,911 +1,122	+2%	+$41.4K	0.01%	988
2025 Q1	$1.7M	Buy	45,789 +1,442	+3%	+$56.1K	0.01%	884
2024 Q4	$1.73M	Sell	44,347 -2,509	-5%	-$101K	0.01%	839
2024 Q3	$1.82M	Buy	+46,856	New	+$1.76M	0.01%	746

Other funds holding TPSC

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

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

Carson Wealth (CWM LLC) reduced its Timothy Plan US Small Cap Core ETF (TPSC) stake by 3.2% in Q1 2026, selling an estimated $65.6K and leaving 45,132 shares worth $1.92M. The position accounts for 0.01% of the portfolio, ranked #1217.

Carson Wealth (CWM LLC) first reported a position in TPSC in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.93M in Q4 2025. 89 funds tracked by Wall St. Rank hold TPSC as of Q1 2026.

Carson Wealth (CWM LLC) held 45,132 shares of Timothy Plan US Small Cap Core ETF worth $1.92M as of Q1 2026.
Carson Wealth (CWM LLC) sold 1,504 Timothy Plan US Small Cap Core ETF shares in Q1 2026, an estimated $65.6K.
Timothy Plan US Small Cap Core ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1217 holding.
Carson Wealth (CWM LLC) first reported a position in Timothy Plan US Small Cap Core ETF in Q3 2024 and has held it in 7 quarters since.
Carson Wealth (CWM LLC)'s Timothy Plan US Small Cap Core ETF position peaked at $1.93M in Q4 2025.
89 funds tracked by Wall St. Rank held Timothy Plan US Small Cap Core ETF as of Q1 2026.

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