Whitaker-Myers Wealth Managers’s Timothy Plan US Small Cap Core ETF TPSC Stock Holding History

Whitaker-Myers Wealth Managers’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	$239K	Sell	4,973 -274	-5%	-$12.4K	0.04%	108
2026 Q1	$223K	Sell	5,247 -105	-2%	-$4.58K	0.04%	107
2025 Q4	$222K	Sell	5,352 -6,243	-54%	-$257K	0.05%	113
2025 Q3	$482K	Buy	11,595 +853	+8%	+$34.6K	0.11%	89
2025 Q2	$415K	Sell	10,742 -109	-1%	-$4.03K	0.1%	84
2025 Q1	$402K	Buy	10,851 +1,130	+12%	+$43.9K	0.11%	81
2024 Q4	$380K	Sell	9,721 -425	-4%	-$17.1K	0.11%	76
2024 Q3	$395K	Buy	10,146 +796	+9%	+$29.8K	0.13%	71
2024 Q2	$332K	Buy	9,350 +188	+2%	+$6.66K	0.12%	71
2024 Q1	$336K	Buy	9,162 +220	+2%	+$7.67K	0.14%	68
2023 Q4	$316K	Sell	8,942 -345	-4%	-$11K	0.16%	62
2023 Q3	$288K	Buy	9,287 +219	+2%	+$7.09K	0.18%	60
2023 Q2	$289K	Buy	9,068 +674	+8%	+$20.6K	0.19%	58
2023 Q1	$262K	Buy	8,394 +258	+3%	+$8.31K	0.2%	58
2022 Q4	$248K	Buy	+8,136	New	+$249K	0.24%	60

Other funds holding TPSC

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

WHG

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 $235M AUM 22.68% 1-Year Est. Return

KAS

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

Whitaker-Myers Wealth Managers's TPSC Position: Q2 2026 in Review

Whitaker-Myers Wealth Managers reduced its Timothy Plan US Small Cap Core ETF (TPSC) stake by 5.2% in Q2 2026, selling an estimated $12.4K and leaving 4,973 shares worth $239K. The position accounts for 0.04% of the portfolio, ranked #108.

Whitaker-Myers Wealth Managers first reported a position in TPSC in Q4 2022 and has held it in 15 quarters since. The position peaked at $482K in Q3 2025. 96 funds tracked by Wall St. Rank hold TPSC as of Q2 2026.

Whitaker-Myers Wealth Managers held 4,973 shares of Timothy Plan US Small Cap Core ETF worth $239K as of Q2 2026.
Whitaker-Myers Wealth Managers sold 274 Timothy Plan US Small Cap Core ETF shares in Q2 2026, an estimated $12.4K.
Timothy Plan US Small Cap Core ETF made up 0.04% of Whitaker-Myers Wealth Managers's portfolio in Q2 2026, its #108 holding.
Whitaker-Myers Wealth Managers first reported a position in Timothy Plan US Small Cap Core ETF in Q4 2022 and has held it in 15 quarters since.
Whitaker-Myers Wealth Managers's Timothy Plan US Small Cap Core ETF position peaked at $482K in Q3 2025.
96 funds tracked by Wall St. Rank held Timothy Plan US Small Cap Core ETF as of Q2 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q2 2026, filed 9 Jul 2026.