Foundations Investment Advisors’s Timothy Plan High Dividend Stock ETF TPHD Stock Holding History

Foundations Investment Advisors’s Portfolio TPHD Stock Details TPHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$776K	Buy	18,774 +3,140	+20%	+$129K	0.01%	590
2025 Q4	$602K	Buy	15,634 +3,888	+33%	+$150K	0.01%	649
2025 Q3	$462K	Buy	11,746 +4,471	+61%	+$173K	0.01%	680
2025 Q2	$275K	Buy	7,275 +1,266	+21%	+$46.3K	﹤0.01%	769
2025 Q1	$226K	Buy	+6,009	New	+$224K	﹤0.01%	793

Other funds holding TPHD

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIA

Christian Investment Advisors New Braunfels, Texas $158M AUM 11.26% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

OFS

OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

Foundations Investment Advisors's TPHD Position: Q1 2026 in Review

Foundations Investment Advisors increased its Timothy Plan High Dividend Stock ETF (TPHD) stake by 20% in Q1 2026, buying an estimated $129K and bringing the position to 18,774 shares worth $776K. The position accounts for 0.01% of the portfolio, ranked #590.

Foundations Investment Advisors first reported a position in TPHD in Q1 2025 and has held it in 5 quarters since. 93 funds tracked by Wall St. Rank hold TPHD as of Q1 2026.

Foundations Investment Advisors held 18,774 shares of Timothy Plan High Dividend Stock ETF worth $776K as of Q1 2026.
Foundations Investment Advisors bought 3,140 Timothy Plan High Dividend Stock ETF shares in Q1 2026, an estimated $129K.
Timothy Plan High Dividend Stock ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #590 holding.
Foundations Investment Advisors first reported a position in Timothy Plan High Dividend Stock ETF in Q1 2025 and has held it in 5 quarters since.
93 funds tracked by Wall St. Rank held Timothy Plan High Dividend Stock ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.