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 Q3	$224K	Buy	5,019 +46	+0.9%	+$2.18K	0.04%	117
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

PAW

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

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

XPN

XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

PWMG

Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Whitaker-Myers Wealth Managers's TPSC Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers increased its Timothy Plan US Small Cap Core ETF (TPSC) stake by 0.92% in Q3 2026, buying an estimated $2.18K and bringing the position to 5,019 shares worth $224K. The position accounts for 0.04% of the portfolio, ranked #117.

Whitaker-Myers Wealth Managers first reported a position in TPSC in Q4 2022 and has held it in 16 quarters since. The position peaked at $482K in Q3 2025. 14 funds tracked by Wall St. Rank hold TPSC as of Q3 2026.

Whitaker-Myers Wealth Managers held 5,019 shares of Timothy Plan US Small Cap Core ETF worth $224K as of Q3 2026.
Whitaker-Myers Wealth Managers bought 46 Timothy Plan US Small Cap Core ETF shares in Q3 2026, an estimated $2.18K.
Timothy Plan US Small Cap Core ETF made up 0.04% of Whitaker-Myers Wealth Managers's portfolio in Q3 2026, its #117 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 16 quarters since.
Whitaker-Myers Wealth Managers's Timothy Plan US Small Cap Core ETF position peaked at $482K in Q3 2025.
14 funds tracked by Wall St. Rank held Timothy Plan US Small Cap Core ETF as of Q3 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.