Plan A Wealth’s Timothy Plan US Small Cap Core ETF TPSC Stock Holding History

Plan A Wealth’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	$8.77M	Buy	182,718 +6,208	+4%	+$282K	3.73%	4
2026 Q1	$7.49M	Buy	176,510 +3,573	+2%	+$156K	3.59%	4
2025 Q4	$7.17M	Buy	172,937 +4,729	+3%	+$195K	3.51%	4
2025 Q3	$6.99M	Buy	168,208 +12,186	+8%	+$494K	3.56%	4
2025 Q2	$6.03M	Buy	156,022 +65,345	+72%	+$2.41M	3.42%	4
2025 Q1	$3.36M	Buy	90,677 +43,238	+91%	+$1.68M	2.6%	6
2024 Q4	$1.85M	Buy	+47,439	New	+$1.9M	1.69%	19

Other funds holding TPSC

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 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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

OFS

OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return

Plan A Wealth's TPSC Position: Q2 2026 in Review

Plan A Wealth increased its Timothy Plan US Small Cap Core ETF (TPSC) stake by 3.5% in Q2 2026, buying an estimated $282K and bringing the position to 182,718 shares worth $8.77M. The position accounts for 3.73% of the portfolio, ranked #4.

Plan A Wealth first reported a position in TPSC in Q4 2024 and has held it in 7 quarters since. 96 funds tracked by Wall St. Rank hold TPSC as of Q2 2026.

Plan A Wealth held 182,718 shares of Timothy Plan US Small Cap Core ETF worth $8.77M as of Q2 2026.
Plan A Wealth bought 6,208 Timothy Plan US Small Cap Core ETF shares in Q2 2026, an estimated $282K.
Timothy Plan US Small Cap Core ETF made up 3.73% of Plan A Wealth's portfolio in Q2 2026, its #4 holding.
Plan A Wealth first reported a position in Timothy Plan US Small Cap Core ETF in Q4 2024 and has held it in 7 quarters since.
96 funds tracked by Wall St. Rank held Timothy Plan US Small Cap Core ETF as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.