Symphony Financial’s Timothy Plan High Dividend Stock ETF TPHD Stock Holding History

Symphony Financial’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	$426K	Buy	+10,446	New	+$448K	0.04%	213
2025 Q4	–	Sell	-9,856	Closed	-$387K	–	313
2025 Q3	$387K	Buy	9,856 +1,591	+19%	+$61.6K	0.05%	190
2025 Q2	$318K	Buy	+8,265	New	+$302K	0.04%	193
2025 Q1	–	Sell	-7,351	Closed	-$280K	–	206
2024 Q4	$280K	Buy	7,351 +49	+0.7%	+$1.85K	0.04%	185
2024 Q3	$275K	Buy	7,302 +78	+1%	+$2.83K	0.05%	189
2024 Q2	$252K	Buy	+7,224	New	+$255K	0.05%	183
2024 Q1	–	Sell	-6,818	Closed	-$223K	–	208
2023 Q4	$223K	Buy	+6,818	New	+$213K	0.05%	181

Other funds holding TPHD

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

LifeWealth Investments Winter Garden, Florida $360M AUM 12.85% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Symphony Financial's TPHD Position: Q3 2026 in Review

Symphony Financial opened a new position in Timothy Plan High Dividend Stock ETF (TPHD) in Q3 2026: 10,446 shares worth $426K. The stake represents 0.04% of the portfolio and ranks #213 among its holdings. This is a return to the name: Symphony Financial previously reported a position in TPHD as recently as Q3 2025.

Symphony Financial first reported a position in TPHD in Q4 2023 and has held it in 7 quarters since. 18 funds tracked by Wall St. Rank hold TPHD as of Q3 2026.

Symphony Financial held 10,446 shares of Timothy Plan High Dividend Stock ETF worth $426K as of Q3 2026.
Timothy Plan High Dividend Stock ETF was a new Symphony Financial position in Q3 2026.
Timothy Plan High Dividend Stock ETF made up 0.04% of Symphony Financial's portfolio in Q3 2026, its #213 holding.
Symphony Financial first reported a position in Timothy Plan High Dividend Stock ETF in Q4 2023 and has held it in 7 quarters since.
18 funds tracked by Wall St. Rank held Timothy Plan High Dividend Stock ETF as of Q3 2026.

Based on Symphony Financial's 13F filing for Q3 2026, filed 22 Oct 2026.