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

Arete Wealth Advisors’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
2025 Q4	–	Sell	-10,187	Closed	-$472K	–	821
2025 Q3	$472K	Sell	10,187 -179	-2%	-$8.17K	0.03%	460
2025 Q2	$465K	Buy	+10,366	New	+$443K	0.03%	429
2025 Q1	–	Sell	-4,943	Closed	-$212K	–	808
2024 Q4	$212K	Buy	+4,943	New	+$220K	0.02%	680
2024 Q2	–	Sell	-16,854	Closed	-$710K	–	747
2024 Q1	$710K	Buy	16,854 +289	+2%	+$11.4K	0.07%	257
2023 Q4	$633K	Buy	+16,565	New	+$586K	0.05%	346
2023 Q3	–	Sell	-17,264	Closed	-$621K	–	701
2023 Q2	$621K	Sell	17,264 -473	-3%	-$16.2K	0.05%	319
2023 Q1	$611K	Hold	17,737	–	–	0.05%	298
2022 Q4	$594M	Buy	+17,737	New	+$586K	0.05%	291

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

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

GWM

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

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

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

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

JWCA

J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return

Arete Wealth Advisors's TPLC Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Timothy Plan US Large/Mid Cap Core ETF (TPLC) in Q4 2025, closing a stake of 10,187 shares — an estimated $472K sold.

Arete Wealth Advisors first reported a position in TPLC in Q4 2022 and held it in 8 quarters. The position peaked at $594M in Q4 2022. 103 funds tracked by Wall St. Rank hold TPLC as of Q4 2025.

Arete Wealth Advisors reported no remaining Timothy Plan US Large/Mid Cap Core ETF position as of Q4 2025 after selling out during the quarter.
Arete Wealth Advisors sold 10,187 Timothy Plan US Large/Mid Cap Core ETF shares in Q4 2025, an estimated $472K.
Arete Wealth Advisors first reported a position in Timothy Plan US Large/Mid Cap Core ETF in Q4 2022 and held it in 8 quarters.
Arete Wealth Advisors's Timothy Plan US Large/Mid Cap Core ETF position peaked at $594M in Q4 2022.
103 funds tracked by Wall St. Rank held Timothy Plan US Large/Mid Cap Core ETF as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.