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 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

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

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

OCFG

O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

TPBG

Turning Point Benefit Group Frederick, Maryland $232M AUM 19.12% 1-Year Est. Return

FWP

Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return

TrueWealth Advisors's TPSC Position: Q2 2026 in Review

TrueWealth Advisors increased its Timothy Plan US Small Cap Core ETF (TPSC) stake by 12% in Q2 2026, buying an estimated $95.9K and bringing the position to 19,147 shares worth $919K. The position accounts for 0.21% of the portfolio, ranked #99.

TrueWealth Advisors first reported a position in TPSC in Q1 2025 and has held it in 6 quarters since. 43 funds tracked by Wall St. Rank hold TPSC as of Q2 2026.

TrueWealth Advisors held 19,147 shares of Timothy Plan US Small Cap Core ETF worth $919K as of Q2 2026.
TrueWealth Advisors bought 2,112 Timothy Plan US Small Cap Core ETF shares in Q2 2026, an estimated $95.9K.
Timothy Plan US Small Cap Core ETF made up 0.21% of TrueWealth Advisors's portfolio in Q2 2026, its #99 holding.
TrueWealth Advisors first reported a position in Timothy Plan US Small Cap Core ETF in Q1 2025 and has held it in 6 quarters since.
43 funds tracked by Wall St. Rank held Timothy Plan US Small Cap Core ETF as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.