Filing Research | TIMOTHY PLAN Institutional Holdings

Snapshot holdings

31 / 31 loaded

#		Instrument	quantity
1	Plan A Wealth LLC	Shares	182.7KSH	$8.8M
2	O'Connor Financial Group LLC	Shares	154.0KSH	$7.4M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	120.0KSH	$5.7M
4	EverSource Wealth Advisors, LLC	Shares	104.8KSH	$5.0M
5	Turning Point Benefit Group, Inc.	Shares	72.7KSH	$3.5M
6	FAMILY WEALTH PARTNERS, LLC	Shares	56.0KSH	$2.7M
7	BENJAMIN EDWARDS INC	Shares	54.3KSH	$2.6M
8	IFP Advisors, Inc	Shares	51.1KSH	$2.5M
9	RFG Advisory, LLC	Shares	34.6KSH	$1.7M
10	First Heartland Consultants, Inc.	Shares	29.7KSH	$1.4M
11	Sound Stewardship, LLC	Shares	27.7KSH	$1.3M
12	J.W. COLE ADVISORS, INC.	Shares	22.9KSH	$1.1M
13	SageOak Financial, LLC	Shares	19.5KSH	$935.7K
14	TrueWealth Advisors, LLC	Shares	19.1KSH	$918.7K
15	Sowell Financial Services LLC	Shares	18.0KSH	$861.9K
16	Discipline Wealth Solutions, LLC	Shares	16.9KSH	$811.2K
17	Farther Finance Advisors, LLC	Shares	15.7KSH	$752.7K
18	Merit Financial Group, LLC	Shares	10.9KSH	$522.5K
19	KAVAR CAPITAL PARTNERS GROUP, LLC	Shares	9.5KSH	$456.0K
20	Pioneer Wealth Management Group	Shares	9.3KSH	$446.5K
21	MONEYWISE, INC.	Shares	7.3KSH	$351.4K
22	Strategic Blueprint, LLC	Shares	6.4KSH	$308.9K
23	Demars Financial Group, LLC	Shares	5.4KSH	$257.6K
24	Abundance Wealth Counselors	Shares	5.2KSH	$249.2K
25	Whitaker-Myers Wealth Managers, LTD.	Shares	5.0KSH	$238.6K
26	Blue Trust, Inc.	Shares	1.6KSH	$75.9K
27	AdvisorNet Financial, Inc	Shares	763SH	$36.6K
28	CoreCap Advisors, LLC	Shares	320SH	$15.4K
29	Main Street Group, LTD	Shares	44SH	$2.1K
30	CX Institutional	Shares	1.2KSH	$59
31	First PREMIER Bank	Shares	175SH	$8

Manager changes2026-06-30 vs 2026-03-31

34 / 34 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+18.6K	+$1.3M	$5.7M
2	Plan A Wealth LLC added	Shares	+6.2K	+$1.3M	$8.8M
3	J.W. COLE ADVISORS, INC. new	Shares	+22.9K	+$1.1M	$1.1M
4	EverSource Wealth Advisors, LLC added	Shares	+11.0K	+$1.0M	$5.0M
5	BENJAMIN EDWARDS INC added	Shares	+14.1K	+$897.8K	$2.6M
6	O'Connor Financial Group LLC added	Shares	+945	+$892.5K	$7.4M
7	FAMILY WEALTH PARTNERS, LLC added	Shares	+6.5K	+$586.4K	$2.7M
8	RFG Advisory, LLC added	Shares	+4.8K	+$395.3K	$1.7M
9	IFP Advisors, Inc added	Shares	+984	+$325.0K	$2.5M
10	Demars Financial Group, LLC new	Shares	+5.4K	+$257.6K	$257.6K
11	Abundance Wealth Counselors new	Shares	+5.2K	+$249.2K	$249.2K
12	First Heartland Consultants, Inc. added	Shares	+1.6K	+$231.1K	$1.4M
13	TrueWealth Advisors, LLC added	Shares	+2.1K	+$195.7K	$918.7K
14	Farther Finance Advisors, LLC added	Shares	+1.9K	+$164.0K	$752.7K
15	Merit Financial Group, LLC added	Shares	+2.0K	+$145.7K	$522.5K
16	Sowell Financial Services LLC added	Shares	+852	+$135.6K	$861.9K
17	Discipline Wealth Solutions, LLC added	Shares	+505	+$115.0K	$811.2K
18	Sound Stewardship, LLC trimmed	Shares	-958	+$113.0K	$1.3M
19	Pioneer Wealth Management Group added	Shares	+1.3K	+$107.5K	$446.5K
20	SageOak Financial, LLC trimmed	Shares	-614	+$81.9K	$935.7K
21	KAVAR CAPITAL PARTNERS GROUP, LLC added	Shares	+660	+$80.6K	$456.0K
22	MONEYWISE, INC. trimmed	Shares	-281	+$28.6K	$351.4K
23	Whitaker-Myers Wealth Managers, LTD. trimmed	Shares	-274	+$15.9K	$238.6K
24	Blue Trust, Inc. unchanged	Shares	0	+$8.8K	$75.9K
25	AdvisorNet Financial, Inc trimmed	Shares	-14	+$3.6K	$36.6K
26	Main Street Group, LTD new	Shares	+44	+$2.1K	$2.1K
27	CoreCap Advisors, LLC unchanged	Shares	0	+$1.8K	$15.4K
28	CX Institutional unchanged	Shares	0	+$6	$59
29	First PREMIER Bank unchanged	Shares	0	+$1	$8
30	Sound Income Strategies, LLC exited	Shares	0	-$10	$0
31	PARK NATIONAL CORP /OH/ exited	Shares	-511	-$21.7K	$0
32	Strategic Blueprint, LLC trimmed	Shares	-5.0K	-$176.5K	$308.9K
33	Turning Point Benefit Group, Inc. trimmed	Shares	-69.1K	-$1.4M	$3.5M
34	XY Planning Network, Inc. exited	Shares	-53.7K	-$2.3M	$0