HWA
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HHM Wealth Advisors’s Timothy Plan High Dividend Stock ETF TPHD Stock Holding History

HHM Wealth 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
2025
Q4 		– Sell
-8,568
Closed -$337K – 887
2025
Q3 		$337K Hold
8,568
– – 0.04% 154
2025
Q2 		$324K Hold
8,568
– – 0.04% 152
2025
Q1 		$322K Hold
8,568
– – 0.04% 140
2024
Q4 		$311K Sell
8,568
-550
-6% -$20.8K 0.04% 143
2024
Q3 		$344K Sell
9,118
-550
-6% -$19.9K 0.05% 126
2024
Q2 		$338K Buy
9,668
+56
+0.6% +$1.98K 0.05% 122
2024
Q1 		$348K Hold
9,612
– – 0.06% 99
2023
Q4 		$318K Hold
9,612
– – 0.06% 96
2023
Q3 		$294K Buy
9,612
+780
+9% +$24.8K 0.06% 101
2023
Q2 		$278K Buy
8,832
+1,600
+22% +$49.2K 0.05% 110
2023
Q1 		$226K Buy
7,232
+2,740
+61% +$86.1K 0.05% 120
2022
Q4 		$140K Hold
4,492
– – 0.03% 148
2022
Q3 		$126K Buy
4,492
+3,025
+206% +$93.5K 0.03% 152
2022
Q2 		$43K Buy
+1,467
New +$46.7K 0.01% 299

Other funds holding TPHD

WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
LPL Financial
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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
W
WorthPointe La Jolla, California $369M AUM 18.78% 1-Year Est. Return

HHM Wealth Advisors's TPHD Position: Q4 2025 in Review

HHM Wealth Advisors sold out of Timothy Plan High Dividend Stock ETF (TPHD) in Q4 2025, closing a stake of 8,568 shares — an estimated $337K sold.

HHM Wealth Advisors first reported a position in TPHD in Q2 2022 and held it in 14 quarters. The position peaked at $348K in Q1 2024. 88 funds tracked by Wall St. Rank hold TPHD as of Q4 2025.

  • HHM Wealth Advisors reported no remaining Timothy Plan High Dividend Stock ETF position as of Q4 2025 after selling out during the quarter.
  • HHM Wealth Advisors sold 8,568 Timothy Plan High Dividend Stock ETF shares in Q4 2025, an estimated $337K.
  • HHM Wealth Advisors first reported a position in Timothy Plan High Dividend Stock ETF in Q2 2022 and held it in 14 quarters.
  • HHM Wealth Advisors's Timothy Plan High Dividend Stock ETF position peaked at $348K in Q1 2024.
  • 88 funds tracked by Wall St. Rank held Timothy Plan High Dividend Stock ETF as of Q4 2025.

Based on HHM Wealth Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.