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EverSource Wealth Advisors’s Timothy Plan US Small Cap Core ETF TPSC Stock Holding History

EverSource Wealth Advisors’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 		$5.03M Buy
104,830
+10,999
+12% +$500K 0.17% 113
2026
Q1 		$3.98M Buy
93,831
+10,515
+13% +$459K 0.12% 134
2025
Q4 		$3.45M Buy
83,316
+5,041
+6% +$208K 0.13% 132
2025
Q3 		$3.25M Buy
78,275
+9,126
+13% +$370K 0.13% 136
2025
Q2 		$2.67M Buy
69,149
+6,719
+11% +$248K 0.12% 138
2025
Q1 		$2.31M Sell
62,430
-2,967
-5% -$115K 0.13% 138
2024
Q4 		$2.55M Buy
65,397
+5,271
+9% +$211K 0.14% 123
2024
Q3 		$2.34M Sell
60,126
-853
-1% -$32K 0.15% 125
2024
Q2 		$2.39M Buy
60,979
+2,252
+4% +$79.8K 0.16% 120
2024
Q1 		$2.02M Buy
58,727
+12,917
+28% +$450K 0.16% 117
2023
Q4 		$1.62M Buy
45,810
+6,602
+17% +$210K 0.15% 129
2023
Q3 		$1.21M Buy
39,208
+15,424
+65% +$499K 0.13% 141
2023
Q2 		$758K Buy
23,784
+6,738
+40% +$206K 0.08% 189
2023
Q1 		$533K Buy
17,046
+5,694
+50% +$183K 0.07% 211
2022
Q4 		$345K Buy
11,352
+1,322
+13% +$40.5K 0.05% 258
2022
Q3 		$278K Buy
10,030
+3,153
+46% +$95.9K 0.06% 251
2022
Q2 		$199K Buy
6,877
+1,627
+31% +$49.8K 0.05% 257
2022
Q1 		$173K Buy
5,250
+2,070
+65% +$69.2K 0.04% 267
2021
Q4 		$113K Buy
+3,180
New +$111K 0.03% 291

Other funds holding TPSC

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
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
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TPBG
Turning Point Benefit Group Frederick, Maryland $232M AUM 19.12% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

EverSource Wealth Advisors's TPSC Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Timothy Plan US Small Cap Core ETF (TPSC) stake by 12% in Q2 2026, buying an estimated $500K and bringing the position to 104,830 shares worth $5.03M. The position accounts for 0.17% of the portfolio, ranked #113.

EverSource Wealth Advisors first reported a position in TPSC in Q4 2021 and has held it in 19 quarters since. 45 funds tracked by Wall St. Rank hold TPSC as of Q2 2026.

  • EverSource Wealth Advisors held 104,830 shares of Timothy Plan US Small Cap Core ETF worth $5.03M as of Q2 2026.
  • EverSource Wealth Advisors bought 10,999 Timothy Plan US Small Cap Core ETF shares in Q2 2026, an estimated $500K.
  • Timothy Plan US Small Cap Core ETF made up 0.17% of EverSource Wealth Advisors's portfolio in Q2 2026, its #113 holding.
  • EverSource Wealth Advisors first reported a position in Timothy Plan US Small Cap Core ETF in Q4 2021 and has held it in 19 quarters since.
  • 45 funds tracked by Wall St. Rank held Timothy Plan US Small Cap Core ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.