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

EverSource 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
2026
Q2 		$2.28M Sell
45,193
-5,317
-11% -$259K 0.08% 200
2026
Q1 		$2.35M Sell
50,510
-9,459
-16% -$449K 0.07% 194
2025
Q4 		$2.73M Sell
59,969
-13,188
-18% -$603K 0.1% 161
2025
Q3 		$3.39M Sell
73,157
-8,661
-11% -$395K 0.13% 133
2025
Q2 		$3.67M Sell
81,818
-3,344
-4% -$143K 0.17% 116
2025
Q1 		$3.61M Sell
85,162
-30,578
-26% -$1.33M 0.2% 105
2024
Q4 		$4.96M Buy
115,740
+16,814
+17% +$747K 0.28% 79
2024
Q3 		$4.35M Sell
98,926
-28,003
-22% -$1.18M 0.28% 77
2024
Q2 		$5.37M Buy
126,929
+8,641
+7% +$352K 0.36% 65
2024
Q1 		$4.7M Buy
118,288
+22,465
+23% +$885K 0.37% 66
2023
Q4 		$3.66M Buy
95,823
+28,061
+41% +$992K 0.34% 73
2023
Q3 		$2.34M Buy
67,762
+46,991
+226% +$1.69M 0.25% 92
2023
Q2 		$747K Buy
20,771
+20,139
+3,187% +$691K 0.08% 191
2023
Q1 		$21.8K Buy
632
+229
+57% +$7.88K ﹤0.01% 1055
2022
Q4 		$13.5K Buy
403
+219
+119% +$7.24K ﹤0.01% 1215
2022
Q3 		$6K Sell
184
-60
-25% -$1.99K ﹤0.01% 1325
2022
Q2 		$8K Hold
244
– – ﹤0.01% 1132
2022
Q1 		$9K Hold
244
– – ﹤0.01% 1041
2021
Q4 		$9K Buy
+244
New +$9.04K ﹤0.01% 1020

Other funds holding TPLC

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
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
TPBG
Turning Point Benefit Group Frederick, Maryland $232M AUM 19.12% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

EverSource Wealth Advisors's TPLC Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Timothy Plan US Large/Mid Cap Core ETF (TPLC) stake by 11% in Q2 2026, selling an estimated $259K and leaving 45,193 shares worth $2.28M. The position accounts for 0.08% of the portfolio, ranked #200.

EverSource Wealth Advisors first reported a position in TPLC in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.37M in Q2 2024. 26 funds tracked by Wall St. Rank hold TPLC as of Q2 2026.

  • EverSource Wealth Advisors held 45,193 shares of Timothy Plan US Large/Mid Cap Core ETF worth $2.28M as of Q2 2026.
  • EverSource Wealth Advisors sold 5,317 Timothy Plan US Large/Mid Cap Core ETF shares in Q2 2026, an estimated $259K.
  • Timothy Plan US Large/Mid Cap Core ETF made up 0.08% of EverSource Wealth Advisors's portfolio in Q2 2026, its #200 holding.
  • EverSource Wealth Advisors first reported a position in Timothy Plan US Large/Mid Cap Core ETF in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Timothy Plan US Large/Mid Cap Core ETF position peaked at $5.37M in Q2 2024.
  • 26 funds tracked by Wall St. Rank held Timothy Plan US Large/Mid Cap Core ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.