CWM
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Centricity Wealth Management’s Timothy Plan International ETF TPIF Stock Holding History

Centricity Wealth Management’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
2025
Q2 		$39.3K Hold
1,217
– – 0.03% 192
2025
Q1 		$35K Hold
1,217
– – 0.03% 201
2024
Q4 		$32.3K Buy
+1,217
New +$33.4K 0.03% 210

Other funds holding TPIF

OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
CIA
Christian Investment Advisors New Braunfels, Texas $170M AUM 13.8% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SEM
Strategic Equity Management Tucson, Arizona $298M AUM 27.02% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $157M AUM 15.51% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return

Centricity Wealth Management's TPIF Position: Q2 2025 in Review

Centricity Wealth Management held its Timothy Plan International ETF (TPIF) position steady in Q2 2025 at 1,217 shares worth $39.3K. The position accounts for 0.03% of the portfolio, ranked #192.

Centricity Wealth Management first reported a position in TPIF in Q4 2024 and has held it in 3 quarters since. 58 funds tracked by Wall St. Rank hold TPIF as of Q2 2025.

  • Centricity Wealth Management held 1,217 shares of Timothy Plan International ETF worth $39.3K as of Q2 2025.
  • Centricity Wealth Management left its Timothy Plan International ETF share count unchanged in Q2 2025.
  • Timothy Plan International ETF made up 0.03% of Centricity Wealth Management's portfolio in Q2 2025, its #192 holding.
  • Centricity Wealth Management first reported a position in Timothy Plan International ETF in Q4 2024 and has held it in 3 quarters since.
  • 58 funds tracked by Wall St. Rank held Timothy Plan International ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.