Sound Financial Strategies Group’s Timothy Plan US Small Cap Core ETF TPSC Stock Holding History

Sound Financial Strategies 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 Q1	$3.09M	Buy	72,894 +30,397	+72%	+$1.33M	2.11%	15
2025 Q4	$1.76M	Buy	42,497 +1,357	+3%	+$55.9K	1.24%	20
2025 Q3	$1.71M	Sell	41,140 -1,252	-3%	-$50.8K	1.25%	16
2025 Q2	$1.64M	Sell	42,392 -2,364	-5%	-$87.3K	1.39%	10
2025 Q1	$1.66M	Buy	44,756 +5,670	+15%	+$220K	1.48%	10
2024 Q4	$1.53M	Sell	39,086 -1,644	-4%	-$66K	1.27%	9
2024 Q3	$1.59M	Buy	40,730 +3,215	+9%	+$121K	1.27%	9
2024 Q2	$1.33M	Buy	+37,515	New	+$1.33M	1.16%	8
2021 Q4	–	Sell	-634	Closed	-$21K	–	86
2021 Q3	$21K	Sell	634 -25,431	-98%	-$842K	0.01%	81
2021 Q2	$869K	Buy	26,065 +16,418	+170%	+$548K	0.43%	22
2021 Q1	$314K	Buy	+9,647	New	+$300K	0.16%	73

Other funds holding TPSC

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

Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Sound Financial Strategies Group's TPSC Position: Q1 2026 in Review

Sound Financial Strategies Group increased its Timothy Plan US Small Cap Core ETF (TPSC) stake by 72% in Q1 2026, buying an estimated $1.33M and bringing the position to 72,894 shares worth $3.09M. The position accounts for 2.11% of the portfolio, ranked #15.

Sound Financial Strategies Group first reported a position in TPSC in Q1 2021 and has held it in 11 quarters since. 89 funds tracked by Wall St. Rank hold TPSC as of Q1 2026.

Sound Financial Strategies Group held 72,894 shares of Timothy Plan US Small Cap Core ETF worth $3.09M as of Q1 2026.
Sound Financial Strategies Group bought 30,397 Timothy Plan US Small Cap Core ETF shares in Q1 2026, an estimated $1.33M.
Timothy Plan US Small Cap Core ETF made up 2.11% of Sound Financial Strategies Group's portfolio in Q1 2026, its #15 holding.
Sound Financial Strategies Group first reported a position in Timothy Plan US Small Cap Core ETF in Q1 2021 and has held it in 11 quarters since.
89 funds tracked by Wall St. Rank held Timothy Plan US Small Cap Core ETF as of Q1 2026.

Based on Sound Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.