MFG
TPHD icon

Merit Financial Group’s Timothy Plan High Dividend Stock ETF TPHD Stock Holding History

Merit Financial Group’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 		$587K Buy
13,876
+2,632
+23% +$110K ﹤0.01% 1405
2026
Q1 		$465K Buy
11,244
+784
+7% +$32.3K ﹤0.01% 1412
2025
Q4 		$403K Buy
10,460
+1,234
+13% +$47.6K ﹤0.01% 1412
2025
Q3 		$363K Buy
+9,226
New +$357K ﹤0.01% 1336

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
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 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

Merit Financial Group's TPHD Position: Q2 2026 in Review

Merit Financial Group increased its Timothy Plan High Dividend Stock ETF (TPHD) stake by 23% in Q2 2026, buying an estimated $110K and bringing the position to 13,876 shares worth $587K. The position accounts for ﹤0.01% of the portfolio, ranked #1405.

Merit Financial Group first reported a position in TPHD in Q3 2025 and has held it in 4 quarters since. 12 funds tracked by Wall St. Rank hold TPHD as of Q2 2026.

  • Merit Financial Group held 13,876 shares of Timothy Plan High Dividend Stock ETF worth $587K as of Q2 2026.
  • Merit Financial Group bought 2,632 Timothy Plan High Dividend Stock ETF shares in Q2 2026, an estimated $110K.
  • Timothy Plan High Dividend Stock ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1405 holding.
  • Merit Financial Group first reported a position in Timothy Plan High Dividend Stock ETF in Q3 2025 and has held it in 4 quarters since.
  • 12 funds tracked by Wall St. Rank held Timothy Plan High Dividend Stock ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.