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Moneywise Inc’s Timothy Plan US Small Cap Core ETF TPSC Stock Holding History

Moneywise Inc’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
Q1 		$323K Sell
7,604
-14,065
-65% -$613K 0.14% 68
2025
Q4 		$898K Buy
21,669
+730
+3% +$30.1K 0.37% 50
2025
Q3 		$870K Buy
20,939
+2,169
+12% +$88K 0.39% 40
2025
Q2 		$726K Buy
18,770
+1,713
+10% +$63.3K 0.34% 48
2025
Q1 		$632K Buy
+17,057
New +$663K 0.33% 43

Other funds holding TPSC

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
CIA
Christian Investment Advisors New Braunfels, Texas $158M AUM 11.26% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $378M AUM 15.71% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Moneywise Inc's TPSC Position: Q1 2026 in Review

Moneywise Inc reduced its Timothy Plan US Small Cap Core ETF (TPSC) stake by 65% in Q1 2026, selling an estimated $613K and leaving 7,604 shares worth $323K. The position accounts for 0.14% of the portfolio, ranked #68.

Moneywise Inc first reported a position in TPSC in Q1 2025 and has held it in 5 quarters since. The position peaked at $898K in Q4 2025. 89 funds tracked by Wall St. Rank hold TPSC as of Q1 2026.

  • Moneywise Inc held 7,604 shares of Timothy Plan US Small Cap Core ETF worth $323K as of Q1 2026.
  • Moneywise Inc sold 14,065 Timothy Plan US Small Cap Core ETF shares in Q1 2026, an estimated $613K.
  • Timothy Plan US Small Cap Core ETF made up 0.14% of Moneywise Inc's portfolio in Q1 2026, its #68 holding.
  • Moneywise Inc first reported a position in Timothy Plan US Small Cap Core ETF in Q1 2025 and has held it in 5 quarters since.
  • Moneywise Inc's Timothy Plan US Small Cap Core ETF position peaked at $898K in Q4 2025.
  • 89 funds tracked by Wall St. Rank held Timothy Plan US Small Cap Core ETF as of Q1 2026.

Based on Moneywise Inc's 13F filing for Q1 2026, filed 27 Apr 2026.