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Summit Wealth Group (Colorado)’s Timothy Plan International ETF TPIF Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio TPIF Stock Details TPIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.06M Buy
55,184
+49,606
+889% +$1.86M 0.17% 76
2026
Q1 		$201K Buy
+5,578
New +$204K 0.02% 334
2025
Q4 		– Sell
-31,526
Closed -$761K – 611
2025
Q3 		$761K Buy
+31,526
New +$1.03M 0.08% 201

Other funds holding TPIF

CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $157M AUM 15.51% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Summit Wealth Group (Colorado)'s TPIF Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Timothy Plan International ETF (TPIF) stake by 889% in Q2 2026, buying an estimated $1.86M and bringing the position to 55,184 shares worth $2.06M. The position accounts for 0.17% of the portfolio, ranked #76.

Summit Wealth Group (Colorado) first reported a position in TPIF in Q3 2025 and has held it in 3 quarters since. 80 funds tracked by Wall St. Rank hold TPIF as of Q2 2026.

  • Summit Wealth Group (Colorado) held 55,184 shares of Timothy Plan International ETF worth $2.06M as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 49,606 Timothy Plan International ETF shares in Q2 2026, an estimated $1.86M.
  • Timothy Plan International ETF made up 0.17% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #76 holding.
  • Summit Wealth Group (Colorado) first reported a position in Timothy Plan International ETF in Q3 2025 and has held it in 3 quarters since.
  • 80 funds tracked by Wall St. Rank held Timothy Plan International ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.