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Mosaic Family Wealth Partners’s Timothy Plan US Small Cap Core ETF TPSC Stock Holding History

Mosaic Family Wealth Partners’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 		– Sell
-7,073
Closed -$293K – 294
2025
Q4 		$293K Buy
7,073
+251
+4% +$10.3K 0.03% 195
2025
Q3 		$283K Buy
6,822
+477
+8% +$19.4K 0.03% 190
2025
Q2 		$245K Buy
6,345
+186
+3% +$6.87K 0.03% 202
2025
Q1 		$228K Buy
+6,159
New +$239K 0.03% 198

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

Mosaic Family Wealth Partners's TPSC Position: Q1 2026 in Review

Mosaic Family Wealth Partners sold out of Timothy Plan US Small Cap Core ETF (TPSC) in Q1 2026, closing a stake of 7,073 shares — an estimated $293K sold.

Mosaic Family Wealth Partners first reported a position in TPSC in Q1 2025 and held it in 4 quarters. The position peaked at $293K in Q4 2025. 89 funds tracked by Wall St. Rank hold TPSC as of Q1 2026.

  • Mosaic Family Wealth Partners reported no remaining Timothy Plan US Small Cap Core ETF position as of Q1 2026 after selling out during the quarter.
  • Mosaic Family Wealth Partners sold 7,073 Timothy Plan US Small Cap Core ETF shares in Q1 2026, an estimated $293K.
  • Mosaic Family Wealth Partners first reported a position in Timothy Plan US Small Cap Core ETF in Q1 2025 and held it in 4 quarters.
  • Mosaic Family Wealth Partners's Timothy Plan US Small Cap Core ETF position peaked at $293K in Q4 2025.
  • 89 funds tracked by Wall St. Rank held Timothy Plan US Small Cap Core ETF as of Q1 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.