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

Jones Financial Companies’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 		$1.14M Buy
24,978
+6,429
+35% +$305K ﹤0.01% 1665
2025
Q4 		$843K Buy
18,549
+7,446
+67% +$340K ﹤0.01% 1301
2025
Q3 		$511K Buy
11,103
+2,279
+26% +$104K ﹤0.01% 1389
2025
Q2 		$395K Buy
8,824
+1,799
+26% +$76.8K ﹤0.01% 1372
2025
Q1 		$297K Buy
7,025
+3,686
+110% +$161K ﹤0.01% 1338
2024
Q4 		$143K Buy
3,339
+2,306
+223% +$102K ﹤0.01% 1494
2024
Q3 		$45.3K Buy
+1,033
New +$43.4K ﹤0.01% 1678

Other funds holding TPLC

WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
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
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Jones Financial Companies's TPLC Position: Q1 2026 in Review

Jones Financial Companies increased its Timothy Plan US Large/Mid Cap Core ETF (TPLC) stake by 35% in Q1 2026, buying an estimated $305K and bringing the position to 24,978 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #1665.

Jones Financial Companies first reported a position in TPLC in Q3 2024 and has held it in 7 quarters since. 98 funds tracked by Wall St. Rank hold TPLC as of Q1 2026.

  • Jones Financial Companies held 24,978 shares of Timothy Plan US Large/Mid Cap Core ETF worth $1.14M as of Q1 2026.
  • Jones Financial Companies bought 6,429 Timothy Plan US Large/Mid Cap Core ETF shares in Q1 2026, an estimated $305K.
  • Timothy Plan US Large/Mid Cap Core ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1665 holding.
  • Jones Financial Companies first reported a position in Timothy Plan US Large/Mid Cap Core ETF in Q3 2024 and has held it in 7 quarters since.
  • 98 funds tracked by Wall St. Rank held Timothy Plan US Large/Mid Cap Core ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.