Summit Wealth Group (Colorado)’s Timothy Plan High Dividend Stock ETF TPHD Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio TPHD Stock Details TPHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$592K	Buy	14,584 +175	+1%	+$7.5K	0.04%	238
2026 Q2	$609K	Buy	14,409 +970	+7%	+$40.5K	0.05%	189
2026 Q1	$556K	Buy	13,439 +689	+5%	+$28.4K	0.06%	170
2025 Q4	$491K	Sell	12,750 -65,666	-84%	-$2.54M	0.07%	146
2025 Q3	$3.48M	Buy	78,416 +67,108	+593%	+$2.6M	0.37%	49
2025 Q2	$427K	Buy	+11,308	New	+$413K	0.11%	146

Other funds holding TPHD

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Christian Investment Advisors New Braunfels, Texas $163M AUM 4.09% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Turning Point Benefit Group Frederick, Maryland $245M AUM 13.29% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return

Carlson Financial Canby, Oregon $189M AUM 17.78% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

Family Wealth Partners Matthews, North Carolina $331M AUM 13.01% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Frontier Asset Management Sheridan, Wyoming $530M AUM 13.97% 1-Year Est. Return

Summit Wealth Group (Colorado)'s TPHD Position: Q3 2026 in Review

Summit Wealth Group (Colorado) increased its Timothy Plan High Dividend Stock ETF (TPHD) stake by 1.2% in Q3 2026, buying an estimated $7.5K and bringing the position to 14,584 shares worth $592K. The position accounts for 0.04% of the portfolio, ranked #238.

Summit Wealth Group (Colorado) first reported a position in TPHD in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.48M in Q3 2025. 50 funds tracked by Wall St. Rank hold TPHD as of Q3 2026.

Summit Wealth Group (Colorado) held 14,584 shares of Timothy Plan High Dividend Stock ETF worth $592K as of Q3 2026.
Summit Wealth Group (Colorado) bought 175 Timothy Plan High Dividend Stock ETF shares in Q3 2026, an estimated $7.5K.
Timothy Plan High Dividend Stock ETF made up 0.04% of Summit Wealth Group (Colorado)'s portfolio in Q3 2026, its #238 holding.
Summit Wealth Group (Colorado) first reported a position in Timothy Plan High Dividend Stock ETF in Q2 2025 and has held it in 6 quarters since.
Summit Wealth Group (Colorado)'s Timothy Plan High Dividend Stock ETF position peaked at $3.48M in Q3 2025.
50 funds tracked by Wall St. Rank held Timothy Plan High Dividend Stock ETF as of Q3 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q3 2026, filed 29 Oct 2026.