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CARLSON FINANCIAL, INC.’s Timothy Plan US Large/Mid Cap Core ETF TPLC Stock Holding History

CARLSON FINANCIAL, INC.’s Portfolio TPLC Stock Details TPLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$666K Sell
13,234
-85
-0.6% -$4.14K 0.34% 71
2026
Q1 		$619K Buy
13,319
+259
+2% +$12.3K 0.36% 70
2025
Q4 		$594K Buy
+13,060
New +$597K 0.34% 67

Other funds holding TPLC

CIA
Christian Investment Advisors New Braunfels, Texas $170M AUM 13.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

CARLSON FINANCIAL, INC.'s TPLC Position: Q2 2026 in Review

CARLSON FINANCIAL, INC. reduced its Timothy Plan US Large/Mid Cap Core ETF (TPLC) stake by 0.64% in Q2 2026, selling an estimated $4.14K and leaving 13,234 shares worth $666K. The position accounts for 0.34% of the portfolio, ranked #71.

CARLSON FINANCIAL, INC. first reported a position in TPLC in Q4 2025 and has held it in 3 quarters since. 98 funds tracked by Wall St. Rank hold TPLC as of Q2 2026.

  • CARLSON FINANCIAL, INC. held 13,234 shares of Timothy Plan US Large/Mid Cap Core ETF worth $666K as of Q2 2026.
  • CARLSON FINANCIAL, INC. sold 85 Timothy Plan US Large/Mid Cap Core ETF shares in Q2 2026, an estimated $4.14K.
  • Timothy Plan US Large/Mid Cap Core ETF made up 0.34% of CARLSON FINANCIAL, INC.'s portfolio in Q2 2026, its #71 holding.
  • CARLSON FINANCIAL, INC. first reported a position in Timothy Plan US Large/Mid Cap Core ETF in Q4 2025 and has held it in 3 quarters since.
  • 98 funds tracked by Wall St. Rank held Timothy Plan US Large/Mid Cap Core ETF as of Q2 2026.

Based on CARLSON FINANCIAL, INC.'s 13F filing for Q2 2026, filed 24 Aug 2026.