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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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
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
FA
Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.22% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 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. 78 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.
  • 78 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.