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Waverly Advisors’s Timothy Plan International ETF TPIF Stock Holding History

Waverly Advisors’s Portfolio TPIF Stock Details TPIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$263K Hold
7,296
– – ﹤0.01% 1373
2025
Q4 		$253K Buy
+7,296
New +$248K ﹤0.01% 1282

Other funds holding TPIF

CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Waverly Advisors's TPIF Position: Q1 2026 in Review

Waverly Advisors held its Timothy Plan International ETF (TPIF) position steady in Q1 2026 at 7,296 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #1373.

Waverly Advisors first reported a position in TPIF in Q4 2025 and has held it in 2 quarters since. 77 funds tracked by Wall St. Rank hold TPIF as of Q1 2026.

  • Waverly Advisors held 7,296 shares of Timothy Plan International ETF worth $263K as of Q1 2026.
  • Waverly Advisors left its Timothy Plan International ETF share count unchanged in Q1 2026.
  • Timothy Plan International ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1373 holding.
  • Waverly Advisors first reported a position in Timothy Plan International ETF in Q4 2025 and has held it in 2 quarters since.
  • 77 funds tracked by Wall St. Rank held Timothy Plan International ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.