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LifeWealth Investments’s Timothy Plan High Dividend Stock ETF TPHD Stock Holding History

LifeWealth Investments’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
Q2 		$382K Buy
9,040
+911
+11% +$38K 0.1% 95
2026
Q1 		$336K Buy
8,129
+569
+8% +$23.4K 0.1% 101
2025
Q4 		$291K Sell
7,560
-6,644
-47% -$257K 0.09% 119
2025
Q3 		$559K Buy
+14,204
New +$550K 0.09% 128

Other funds holding TPHD

FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

LifeWealth Investments's TPHD Position: Q2 2026 in Review

LifeWealth Investments increased its Timothy Plan High Dividend Stock ETF (TPHD) stake by 11% in Q2 2026, buying an estimated $38K and bringing the position to 9,040 shares worth $382K. The position accounts for 0.1% of the portfolio, ranked #95.

LifeWealth Investments first reported a position in TPHD in Q3 2025 and has held it in 4 quarters since. The position peaked at $559K in Q3 2025. 12 funds tracked by Wall St. Rank hold TPHD as of Q2 2026.

  • LifeWealth Investments held 9,040 shares of Timothy Plan High Dividend Stock ETF worth $382K as of Q2 2026.
  • LifeWealth Investments bought 911 Timothy Plan High Dividend Stock ETF shares in Q2 2026, an estimated $38K.
  • Timothy Plan High Dividend Stock ETF made up 0.1% of LifeWealth Investments's portfolio in Q2 2026, its #95 holding.
  • LifeWealth Investments first reported a position in Timothy Plan High Dividend Stock ETF in Q3 2025 and has held it in 4 quarters since.
  • LifeWealth Investments's Timothy Plan High Dividend Stock ETF position peaked at $559K in Q3 2025.
  • 12 funds tracked by Wall St. Rank held Timothy Plan High Dividend Stock ETF as of Q2 2026.

Based on LifeWealth Investments's 13F filing for Q2 2026, filed 16 Jul 2026.