Carson Wealth (CWM LLC)
TPLC icon

Carson Wealth (CWM LLC)’s Timothy Plan US Large/Mid Cap Core ETF TPLC Stock Holding History

Carson Wealth (CWM LLC)’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 		$2.18K Hold
47
– – ﹤0.01% 5254
2025
Q4 		$2K Sell
47
-112
-70% -$5.12K ﹤0.01% 5138
2025
Q3 		$7K Hold
159
– – ﹤0.01% 4641
2025
Q2 		$7K Buy
159
+47
+42% +$2.01K ﹤0.01% 4491
2025
Q1 		$5K Hold
112
– – ﹤0.01% 4491
2024
Q4 		$5K Hold
112
– – ﹤0.01% 4243
2024
Q3 		$5K Hold
112
– – ﹤0.01% 4140
2024
Q2 		$5K Sell
112
-767
-87% -$31.2K ﹤0.01% 3907
2024
Q1 		$37K Buy
+879
New +$34.6K ﹤0.01% 2507

Other funds holding TPLC

WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
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
FA
Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TPLC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Timothy Plan US Large/Mid Cap Core ETF (TPLC) position steady in Q1 2026 at 47 shares worth $2.18K. The position accounts for ﹤0.01% of the portfolio, ranked #5254.

Carson Wealth (CWM LLC) first reported a position in TPLC in Q1 2024 and has held it in 9 quarters since. The position peaked at $37K in Q1 2024. 99 funds tracked by Wall St. Rank hold TPLC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 47 shares of Timothy Plan US Large/Mid Cap Core ETF worth $2.18K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Timothy Plan US Large/Mid Cap Core ETF share count unchanged in Q1 2026.
  • Timothy Plan US Large/Mid Cap Core ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5254 holding.
  • Carson Wealth (CWM LLC) first reported a position in Timothy Plan US Large/Mid Cap Core ETF in Q1 2024 and has held it in 9 quarters since.
  • Carson Wealth (CWM LLC)'s Timothy Plan US Large/Mid Cap Core ETF position peaked at $37K in Q1 2024.
  • 99 funds tracked by Wall St. Rank held Timothy Plan US Large/Mid Cap Core ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.