Symphony Financial’s Timothy Plan US Small Cap Core ETF TPSC Stock Holding History

Symphony Financial’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 Q2	$225K	Buy	+4,728	New	+$215K	0.02%	334
2025 Q4	–	Sell	-8,971	Closed	-$372K	–	315
2025 Q3	$372K	Sell	8,971 -1,659	-16%	-$67.3K	0.05%	194
2025 Q2	$423K	Buy	10,630 +4,688	+79%	+$173K	0.06%	168
2025 Q1	$202K	Sell	5,942 -721	-11%	-$28K	0.12%	87
2024 Q4	$271K	Buy	6,663 +18	+0.3%	+$722	0.04%	190
2024 Q3	$256K	Buy	6,645 +41	+0.6%	+$1.54K	0.04%	196
2024 Q2	$233K	Buy	+6,604	New	+$234K	0.04%	192
2024 Q1	–	Sell	-6,062	Closed	-$205K	–	210
2023 Q4	$205K	Buy	+6,062	New	+$193K	0.04%	187

Other funds holding TPSC

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CIA

Christian Investment Advisors New Braunfels, Texas $170M AUM 13.8% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

BFS

Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return

PAW

Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Symphony Financial's TPSC Position: Q2 2026 in Review

Symphony Financial opened a new position in Timothy Plan US Small Cap Core ETF (TPSC) in Q2 2026: 4,728 shares worth $225K. The stake represents 0.02% of the portfolio and ranks #334 among its holdings. This is a return to the name: Symphony Financial previously reported a position in TPSC as recently as Q3 2025.

Symphony Financial first reported a position in TPSC in Q4 2023 and has held it in 8 quarters since. The position peaked at $423K in Q2 2025. 95 funds tracked by Wall St. Rank hold TPSC as of Q2 2026.

Symphony Financial held 4,728 shares of Timothy Plan US Small Cap Core ETF worth $225K as of Q2 2026.
Timothy Plan US Small Cap Core ETF was a new Symphony Financial position in Q2 2026.
Timothy Plan US Small Cap Core ETF made up 0.02% of Symphony Financial's portfolio in Q2 2026, its #334 holding.
Symphony Financial first reported a position in Timothy Plan US Small Cap Core ETF in Q4 2023 and has held it in 8 quarters since.
Symphony Financial's Timothy Plan US Small Cap Core ETF position peaked at $423K in Q2 2025.
95 funds tracked by Wall St. Rank held Timothy Plan US Small Cap Core ETF as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.