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
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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIA

Christian Investment Advisors New Braunfels, Texas $158M AUM 11.26% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return

OFS

OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return

WorthPointe La Jolla, California $369M AUM 18.78% 1-Year Est. Return

Symphony Financial's TPHD Position: Q4 2025 in Review

Symphony Financial sold out of Timothy Plan High Dividend Stock ETF (TPHD) in Q4 2025, closing a stake of 9,856 shares — an estimated $387K sold.

Symphony Financial first reported a position in TPHD in Q4 2023 and held it in 6 quarters. The position peaked at $387K in Q3 2025. 88 funds tracked by Wall St. Rank hold TPHD as of Q4 2025.

Symphony Financial reported no remaining Timothy Plan High Dividend Stock ETF position as of Q4 2025 after selling out during the quarter.
Symphony Financial sold 9,856 Timothy Plan High Dividend Stock ETF shares in Q4 2025, an estimated $387K.
Symphony Financial first reported a position in Timothy Plan High Dividend Stock ETF in Q4 2023 and held it in 6 quarters.
Symphony Financial's Timothy Plan High Dividend Stock ETF position peaked at $387K in Q3 2025.
88 funds tracked by Wall St. Rank held Timothy Plan High Dividend Stock ETF as of Q4 2025.

Based on Symphony Financial's 13F filing for Q4 2025, filed 11 Feb 2026.