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O'Connor Financial Group’s Timothy Plan US Small Cap Core ETF TPSC Stock Holding History

O'Connor 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 		$7.39M Buy
153,956
+945
+0.6% +$42.9K 2.61% 16
2026
Q1 		$6.49M Sell
153,011
-1,451
-0.9% -$63.3K 2.66% 16
2025
Q4 		$6.77M Buy
154,462
+1,644
+1% +$67.7K 2.7% 15
2025
Q3 		$6.35M Sell
152,818
-521
-0.3% -$21.1K 2.66% 16
2025
Q2 		$6.15M Buy
153,339
+3,831
+3% +$141K 2.71% 16
2025
Q1 		$5.54M Buy
149,508
+2,285
+2% +$88.9K 2.88% 14
2024
Q4 		$5.75M Buy
147,223
+2,831
+2% +$114K 3% 13
2024
Q3 		$5.62M Buy
144,392
+119
+0.1% +$4.46K 2.95% 14
2024
Q2 		$5.13M Sell
144,273
-6,247
-4% -$221K 2.98% 13
2024
Q1 		$5.52M Buy
150,520
+2,073
+1% +$72.3K 3.29% 12
2023
Q4 		$5.25M Buy
148,447
+154
+0.1% +$4.89K 3.25% 11
2023
Q3 		$4.59M Buy
148,293
+2,910
+2% +$94.2K 3.15% 11
2023
Q2 		$4.64M Buy
145,383
+18,603
+15% +$570K 3.2% 11
2023
Q1 		$3.96M Buy
+126,780
New +$4.08M 2.98% 11

Other funds holding TPSC

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
CIA
Christian Investment Advisors New Braunfels, Texas $170M AUM 13.8% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

O'Connor Financial Group's TPSC Position: Q2 2026 in Review

O'Connor Financial Group increased its Timothy Plan US Small Cap Core ETF (TPSC) stake by 0.62% in Q2 2026, buying an estimated $42.9K and bringing the position to 153,956 shares worth $7.39M. The position accounts for 2.61% of the portfolio, ranked #16.

O'Connor Financial Group first reported a position in TPSC in Q1 2023 and has held it in 14 quarters since. 96 funds tracked by Wall St. Rank hold TPSC as of Q2 2026.

  • O'Connor Financial Group held 153,956 shares of Timothy Plan US Small Cap Core ETF worth $7.39M as of Q2 2026.
  • O'Connor Financial Group bought 945 Timothy Plan US Small Cap Core ETF shares in Q2 2026, an estimated $42.9K.
  • Timothy Plan US Small Cap Core ETF made up 2.61% of O'Connor Financial Group's portfolio in Q2 2026, its #16 holding.
  • O'Connor Financial Group first reported a position in Timothy Plan US Small Cap Core ETF in Q1 2023 and has held it in 14 quarters since.
  • 96 funds tracked by Wall St. Rank held Timothy Plan US Small Cap Core ETF as of Q2 2026.

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