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Forge Financial Services’s Timothy Plan US Large/Mid Cap Core ETF TPLC Stock Holding History

Forge Financial Services’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 		$220K Sell
4,362
-96
-2% -$4.68K 0.02% 32
2026
Q1 		$207K Sell
4,458
-23
-0.5% -$1.09K 0.02% 31
2025
Q4 		$204K Buy
+4,481
New +$205K 0.09% 25

Other funds holding TPLC

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
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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 30.01% 1-Year Est. Return

Forge Financial Services's TPLC Position: Q2 2026 in Review

Forge Financial Services reduced its Timothy Plan US Large/Mid Cap Core ETF (TPLC) stake by 2.2% in Q2 2026, selling an estimated $4.68K and leaving 4,362 shares worth $220K. The position accounts for 0.02% of the portfolio, ranked #32.

Forge Financial Services first reported a position in TPLC in Q4 2025 and has held it in 3 quarters since. 98 funds tracked by Wall St. Rank hold TPLC as of Q2 2026.

  • Forge Financial Services held 4,362 shares of Timothy Plan US Large/Mid Cap Core ETF worth $220K as of Q2 2026.
  • Forge Financial Services sold 96 Timothy Plan US Large/Mid Cap Core ETF shares in Q2 2026, an estimated $4.68K.
  • Timothy Plan US Large/Mid Cap Core ETF made up 0.02% of Forge Financial Services's portfolio in Q2 2026, its #32 holding.
  • Forge Financial Services first reported a position in Timothy Plan US Large/Mid Cap Core ETF in Q4 2025 and has held it in 3 quarters since.
  • 98 funds tracked by Wall St. Rank held Timothy Plan US Large/Mid Cap Core ETF as of Q2 2026.

Based on Forge Financial Services's 13F filing for Q2 2026, filed 7 Aug 2026.