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

Foundations Investment 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 		$1.11M Buy
22,084
+5,860
+36% +$286K 0.01% 547
2026
Q1 		$753K Buy
16,224
+2,769
+21% +$131K 0.01% 596
2025
Q4 		$612K Buy
13,455
+2,669
+25% +$122K 0.01% 643
2025
Q3 		$499K Buy
10,786
+4,141
+62% +$189K 0.01% 652
2025
Q2 		$298K Buy
6,645
+1,395
+27% +$59.6K ﹤0.01% 745
2025
Q1 		$223K Buy
+5,250
New +$229K ﹤0.01% 797

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
Geneos Wealth Management
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
Benjamin Edwards Inc
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
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.01% 1-Year Est. Return

Foundations Investment Advisors's TPLC Position: Q2 2026 in Review

Foundations Investment Advisors increased its Timothy Plan US Large/Mid Cap Core ETF (TPLC) stake by 36% in Q2 2026, buying an estimated $286K and bringing the position to 22,084 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #547.

Foundations Investment Advisors first reported a position in TPLC in Q1 2025 and has held it in 6 quarters since. 98 funds tracked by Wall St. Rank hold TPLC as of Q2 2026.

  • Foundations Investment Advisors held 22,084 shares of Timothy Plan US Large/Mid Cap Core ETF worth $1.11M as of Q2 2026.
  • Foundations Investment Advisors bought 5,860 Timothy Plan US Large/Mid Cap Core ETF shares in Q2 2026, an estimated $286K.
  • Timothy Plan US Large/Mid Cap Core ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #547 holding.
  • Foundations Investment Advisors first reported a position in Timothy Plan US Large/Mid Cap Core ETF in Q1 2025 and has held it in 6 quarters since.
  • 98 funds tracked by Wall St. Rank held Timothy Plan US Large/Mid Cap Core ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.