Merit Financial Group
TPSC icon

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
Q3 		$509K Buy
11,396
+506
+5% +$24K ﹤0.01% 1563
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Christian Investment Advisors
Christian Investment Advisors New Braunfels, Texas $163M AUM 4.09% 1-Year Est. Return
Creative Financial Designs
Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return
Bare Financial Services
Bare Financial Services Gap, Pennsylvania $447M AUM 11.53% 1-Year Est. Return
Plan A Wealth
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
OneAscent Financial Services
OneAscent Financial Services Birmingham, Alabama $1.63B AUM 15.85% 1-Year Est. Return
O'Connor Financial Group
O'Connor Financial Group Quincy, Illinois $282M AUM 11.62% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Merit Financial Group's TPSC Position: Q3 2026 in Review

Merit Financial Group increased its Timothy Plan US Small Cap Core ETF (TPSC) stake by 4.6% in Q3 2026, buying an estimated $24K and bringing the position to 11,396 shares worth $509K. The position accounts for ﹤0.01% of the portfolio, ranked #1563.

Merit Financial Group first reported a position in TPSC in Q4 2025 and has held it in 4 quarters since. The position peaked at $523K in Q2 2026. 79 funds tracked by Wall St. Rank hold TPSC as of Q3 2026.

  • Merit Financial Group held 11,396 shares of Timothy Plan US Small Cap Core ETF worth $509K as of Q3 2026.
  • Merit Financial Group bought 506 Timothy Plan US Small Cap Core ETF shares in Q3 2026, an estimated $24K.
  • Timothy Plan US Small Cap Core ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #1563 holding.
  • Merit Financial Group first reported a position in Timothy Plan US Small Cap Core ETF in Q4 2025 and has held it in 4 quarters since.
  • Merit Financial Group's Timothy Plan US Small Cap Core ETF position peaked at $523K in Q2 2026.
  • 79 funds tracked by Wall St. Rank held Timothy Plan US Small Cap Core ETF as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.