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Atria Investments’s Timothy Plan US Large/Mid Cap Core ETF TPLC Stock Holding History

Atria Investments’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 		$384K Sell
8,271
-21
-0.3% -$997 ﹤0.01% 1600
2025
Q4 		$377K Hold
8,292
– – ﹤0.01% 1611
2025
Q3 		$384K Sell
8,292
-1
-0% -$46 ﹤0.01% 1583
2025
Q2 		$372K Hold
8,293
– – ﹤0.01% 1591
2025
Q1 		$352K Sell
8,293
-8,222
-50% -$358K ﹤0.01% 1530
2024
Q4 		$707K Sell
16,515
-174
-1% -$7.73K 0.01% 1152
2024
Q3 		$734K Buy
16,689
+684
+4% +$28.7K 0.01% 1135
2024
Q2 		$649K Buy
+16,005
New +$652K 0.01% 1173
2023
Q3 		– Sell
-110,948
Closed -$3.99M – 888
2023
Q2 		$3.99M Sell
110,948
-23,001
-17% -$789K 0.07% 332
2023
Q1 		$4.61M Sell
133,949
-18,909
-12% -$651K 0.09% 288
2022
Q4 		$5.12M Buy
152,858
+98,348
+180% +$3.25M 0.11% 248
2022
Q3 		$1.64M Sell
54,510
-21,162
-28% -$701K 0.04% 549
2022
Q2 		$2.37M Buy
75,672
+5,456
+8% +$185K 0.05% 444
2022
Q1 		$2.56M Buy
+70,216
New +$2.51M 0.04% 478
2021
Q1 		– Sell
-51,360
Closed -$1.58M – 750
2020
Q4 		$1.58M Buy
51,360
+4,221
+9% +$123K 0.04% 497
2020
Q3 		$1.26M Buy
+47,139
New +$1.25M 0.04% 487

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
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
FA
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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Atria Investments's TPLC Position: Q1 2026 in Review

Atria Investments reduced its Timothy Plan US Large/Mid Cap Core ETF (TPLC) stake by 0.25% in Q1 2026, selling an estimated $997 and leaving 8,271 shares worth $384K. The position accounts for ﹤0.01% of the portfolio, ranked #1600.

Atria Investments first reported a position in TPLC in Q3 2020 and has held it in 16 quarters since. The position peaked at $5.12M in Q4 2022. 98 funds tracked by Wall St. Rank hold TPLC as of Q1 2026.

  • Atria Investments held 8,271 shares of Timothy Plan US Large/Mid Cap Core ETF worth $384K as of Q1 2026.
  • Atria Investments sold 21 Timothy Plan US Large/Mid Cap Core ETF shares in Q1 2026, an estimated $997.
  • Timothy Plan US Large/Mid Cap Core ETF made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1600 holding.
  • Atria Investments first reported a position in Timothy Plan US Large/Mid Cap Core ETF in Q3 2020 and has held it in 16 quarters since.
  • Atria Investments's Timothy Plan US Large/Mid Cap Core ETF position peaked at $5.12M in Q4 2022.
  • 98 funds tracked by Wall St. Rank held Timothy Plan US Large/Mid Cap Core ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.