49 Wealth Management’s Timothy Plan US Large/Mid Cap Core ETF TPLC Stock Holding History

49 Wealth Management’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 Q1	$318K	Sell	6,844 -33	-0.5%	-$1.57K	0.02%	147
2025 Q4	$313K	Sell	6,877 -25,070	-78%	-$1.15M	0.03%	148
2025 Q3	$1.48M	Sell	31,947 -5,814	-15%	-$265K	0.14%	44
2025 Q2	$1.7M	Buy	37,761 +2,399	+7%	+$102K	0.18%	38
2025 Q1	$1.5M	Buy	+35,362	New	+$1.54M	0.18%	42

Other funds holding TPLC

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

CIA

Christian Investment Advisors New Braunfels, Texas $158M AUM 11.26% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BFS

Bare Financial Services Gap, Pennsylvania $378M AUM 15.71% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

49 Wealth Management's TPLC Position: Q1 2026 in Review

49 Wealth Management reduced its Timothy Plan US Large/Mid Cap Core ETF (TPLC) stake by 0.48% in Q1 2026, selling an estimated $1.57K and leaving 6,844 shares worth $318K. The position accounts for 0.02% of the portfolio, ranked #147.

49 Wealth Management first reported a position in TPLC in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.7M in Q2 2025. 98 funds tracked by Wall St. Rank hold TPLC as of Q1 2026.

49 Wealth Management held 6,844 shares of Timothy Plan US Large/Mid Cap Core ETF worth $318K as of Q1 2026.
49 Wealth Management sold 33 Timothy Plan US Large/Mid Cap Core ETF shares in Q1 2026, an estimated $1.57K.
Timothy Plan US Large/Mid Cap Core ETF made up 0.02% of 49 Wealth Management's portfolio in Q1 2026, its #147 holding.
49 Wealth Management first reported a position in Timothy Plan US Large/Mid Cap Core ETF in Q1 2025 and has held it in 5 quarters since.
49 Wealth Management's Timothy Plan US Large/Mid Cap Core ETF position peaked at $1.7M in Q2 2025.
98 funds tracked by Wall St. Rank held Timothy Plan US Large/Mid Cap Core ETF as of Q1 2026.

Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.