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

Schwallier Wealth Management’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 		$280K Sell
6,605
-104
-2% -$4.54K 0.2% 50
2025
Q4 		$293K Sell
6,709
-34
-0.5% -$1.4K 0.19% 43
2025
Q3 		$280K Buy
6,743
+112
+2% +$4.54K 0.18% 41
2025
Q2 		$257K Sell
6,631
-311
-4% -$11.5K 0.16% 45
2025
Q1 		$257K Buy
+6,942
New +$270K 0.19% 48

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 $436M AUM 20.22% 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

Schwallier Wealth Management's TPSC Position: Q1 2026 in Review

Schwallier Wealth Management reduced its Timothy Plan US Small Cap Core ETF (TPSC) stake by 1.6% in Q1 2026, selling an estimated $4.54K and leaving 6,605 shares worth $280K. The position accounts for 0.2% of the portfolio, ranked #50.

Schwallier Wealth Management first reported a position in TPSC in Q1 2025 and has held it in 5 quarters since. The position peaked at $293K in Q4 2025. 89 funds tracked by Wall St. Rank hold TPSC as of Q1 2026.

  • Schwallier Wealth Management held 6,605 shares of Timothy Plan US Small Cap Core ETF worth $280K as of Q1 2026.
  • Schwallier Wealth Management sold 104 Timothy Plan US Small Cap Core ETF shares in Q1 2026, an estimated $4.54K.
  • Timothy Plan US Small Cap Core ETF made up 0.2% of Schwallier Wealth Management's portfolio in Q1 2026, its #50 holding.
  • Schwallier Wealth Management first reported a position in Timothy Plan US Small Cap Core ETF in Q1 2025 and has held it in 5 quarters since.
  • Schwallier Wealth Management'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 Schwallier Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.