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

Belpointe Asset 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
2025
Q2 		– Sell
-44,539
Closed -$1.89M – 1025
2025
Q1 		$1.89M Buy
44,539
+6,715
+18% +$293K 0.1% 191
2024
Q4 		$1.63M Sell
37,824
-1,011
-3% -$44.9K 0.1% 205
2024
Q3 		$1.71M Buy
38,835
+2,069
+6% +$86.8K 0.1% 194
2024
Q2 		$1.49M Sell
36,766
-182
-0.5% -$7.41K 0.1% 194
2024
Q1 		$1.56M Buy
36,948
+8,302
+29% +$327K 0.12% 168
2023
Q4 		$1.09M Sell
28,646
-1,760
-6% -$62.2K 0.1% 202
2023
Q3 		$1.05M Sell
30,406
-22
-0.1% -$790 0.11% 186
2023
Q2 		$1.09M Buy
30,428
+18,334
+152% +$629K 0.12% 169
2023
Q1 		$417K Buy
+12,094
New +$416K 0.02% 621

Other funds holding TPLC

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
FA
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
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return

Belpointe Asset Management's TPLC Position: Q2 2025 in Review

Belpointe Asset Management sold out of Timothy Plan US Large/Mid Cap Core ETF (TPLC) in Q2 2025, closing a stake of 44,539 shares — an estimated $1.89M sold.

Belpointe Asset Management first reported a position in TPLC in Q1 2023 and held it in 9 quarters. The position peaked at $1.89M in Q1 2025. 90 funds tracked by Wall St. Rank hold TPLC as of Q2 2025.

  • Belpointe Asset Management reported no remaining Timothy Plan US Large/Mid Cap Core ETF position as of Q2 2025 after selling out during the quarter.
  • Belpointe Asset Management sold 44,539 Timothy Plan US Large/Mid Cap Core ETF shares in Q2 2025, an estimated $1.89M.
  • Belpointe Asset Management first reported a position in Timothy Plan US Large/Mid Cap Core ETF in Q1 2023 and held it in 9 quarters.
  • Belpointe Asset Management's Timothy Plan US Large/Mid Cap Core ETF position peaked at $1.89M in Q1 2025.
  • 90 funds tracked by Wall St. Rank held Timothy Plan US Large/Mid Cap Core ETF as of Q2 2025.

Based on Belpointe Asset Management's 13F filing for Q2 2025, filed 22 Jul 2025.