TrueWealth Advisors’s Timothy Plan US Small Cap Core ETF TPSC Stock Holding History

TrueWealth Advisors’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 Q3	$897K	Buy	20,061 +914	+5%	+$43.4K	0.2%	96
2026 Q2	$919K	Buy	19,147 +2,112	+12%	+$95.9K	0.21%	99
2026 Q1	$723K	Sell	17,035 -4,043	-19%	-$176K	0.18%	105
2025 Q4	$874K	Buy	21,078 +953	+5%	+$39.3K	0.23%	82
2025 Q3	$837K	Buy	20,125 +3,472	+21%	+$141K	0.23%	87
2025 Q2	$644K	Buy	16,653 +188	+1%	+$6.94K	0.19%	94
2025 Q1	$610K	Buy	+16,465	New	+$640K	0.2%	91

Other funds holding TPSC

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Christian Investment Advisors New Braunfels, Texas $163M AUM 4.09% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return

Bare Financial Services Gap, Pennsylvania $447M AUM 11.53% 1-Year Est. Return

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

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

O'Connor Financial Group Quincy, Illinois $282M AUM 11.62% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return

TrueWealth Advisors's TPSC Position: Q3 2026 in Review

TrueWealth Advisors increased its Timothy Plan US Small Cap Core ETF (TPSC) stake by 4.8% in Q3 2026, buying an estimated $43.4K and bringing the position to 20,061 shares worth $897K. The position accounts for 0.2% of the portfolio, ranked #96.

TrueWealth Advisors first reported a position in TPSC in Q1 2025 and has held it in 7 quarters since. The position peaked at $919K in Q2 2026. 50 funds tracked by Wall St. Rank hold TPSC as of Q3 2026.

TrueWealth Advisors held 20,061 shares of Timothy Plan US Small Cap Core ETF worth $897K as of Q3 2026.
TrueWealth Advisors bought 914 Timothy Plan US Small Cap Core ETF shares in Q3 2026, an estimated $43.4K.
Timothy Plan US Small Cap Core ETF made up 0.2% of TrueWealth Advisors's portfolio in Q3 2026, its #96 holding.
TrueWealth Advisors first reported a position in Timothy Plan US Small Cap Core ETF in Q1 2025 and has held it in 7 quarters since.
TrueWealth Advisors's Timothy Plan US Small Cap Core ETF position peaked at $919K in Q2 2026.
50 funds tracked by Wall St. Rank held Timothy Plan US Small Cap Core ETF as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.