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Merit Financial Group’s Timothy Plan US Small Cap Core ETF TPSC Stock Holding History

Merit Financial Group’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 		$523K Buy
10,890
+2,012
+23% +$91.4K ﹤0.01% 1471
2026
Q1 		$377K Buy
8,878
+1,081
+14% +$47.1K ﹤0.01% 1536
2025
Q4 		$323K Buy
+7,797
New +$321K ﹤0.01% 1520

Other funds holding TPSC

PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
SF
SageOak Financial Tulsa, Oklahoma $154M AUM 14.65% 1-Year Est. Return

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

Merit Financial Group increased its Timothy Plan US Small Cap Core ETF (TPSC) stake by 23% in Q2 2026, buying an estimated $91.4K and bringing the position to 10,890 shares worth $523K. The position accounts for ﹤0.01% of the portfolio, ranked #1471.

Merit Financial Group first reported a position in TPSC in Q4 2025 and has held it in 3 quarters since. 26 funds tracked by Wall St. Rank hold TPSC as of Q2 2026.

  • Merit Financial Group held 10,890 shares of Timothy Plan US Small Cap Core ETF worth $523K as of Q2 2026.
  • Merit Financial Group bought 2,012 Timothy Plan US Small Cap Core ETF shares in Q2 2026, an estimated $91.4K.
  • Timothy Plan US Small Cap Core ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1471 holding.
  • Merit Financial Group first reported a position in Timothy Plan US Small Cap Core ETF in Q4 2025 and has held it in 3 quarters since.
  • 26 funds tracked by Wall St. Rank held Timothy Plan US Small Cap Core ETF as of Q2 2026.

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