Timothy Plan (TPHD): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Follow TPHD for free

Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 93

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$42.28

+2.2% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of TPHD (all 13F filers)

Westwood Holdings Group859 KType not verified0
LPL Financial617 KWealth adviser+98 K
Christian Investment Advisors412 KType not verified−16 K
Cambridge Investment Research Advisors143 KWealth adviser−2,951
Benjamin Edwards139 KType not verified+36 K
Turning Point Benefit Group99 KType not verified+46 K
Ameriprise Financial97 KWealth adviser−4,755
Creative Financial Designs77 KType not verified+6,046
OneAscent Financial Services76 KType not verified−6,064
Raymond James Financial76 KWealth adviser+4,669

Filer	Type
Westwood Holdings Group	Type not verified	859 K	0	$36.3M
LPL Financial	Wealth adviser	617 K	+98 K	$26.1M
Christian Investment Advisors	Type not verified	412 K	−16 K	$17.4M
Cambridge Investment Research Advisors	Wealth adviser	143 K	−2,951	$6.0M
Benjamin Edwards	Type not verified	139 K	+36 K	$5.9M
Turning Point Benefit Group	Type not verified	99 K	+46 K	$4.2M
Ameriprise Financial	Wealth adviser	97 K	−4,755	$4.1M
Creative Financial Designs	Type not verified	77 K	+6,046	$3.3M
OneAscent Financial Services	Type not verified	76 K	−6,064	$3.2M
Raymond James Financial	Wealth adviser	76 K	+4,669	$3.2M

Westwood Holdings Group
Shares
859 K
Change
0
See more
Type
Type not verified
Value
$36.3M
LPL Financial
Shares
617 K
Change
+98 K
See more
Type
Wealth adviser
Value
$26.1M
Christian Investment Advisors
Shares
412 K
Change
−16 K
See more
Type
Type not verified
Value
$17.4M
Cambridge Investment Research Advisors
Shares
143 K
Change
−2,951
See more
Type
Wealth adviser
Value
$6.0M
Benjamin Edwards
Shares
139 K
Change
+36 K
See more
Type
Type not verified
Value
$5.9M
Turning Point Benefit Group
Shares
99 K
Change
+46 K
See more
Type
Type not verified
Value
$4.2M
Ameriprise Financial
Shares
97 K
Change
−4,755
See more
Type
Wealth adviser
Value
$4.1M
Creative Financial Designs
Shares
77 K
Change
+6,046
See more
Type
Type not verified
Value
$3.3M
OneAscent Financial Services
Shares
76 K
Change
−6,064
See more
Type
Type not verified
Value
$3.2M
Raymond James Financial
Shares
76 K
Change
+4,669
See more
Type
Wealth adviser
Value
$3.2M

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗