Kestra Private Wealth Services’s Timothy Plan US Large/Mid Cap Core ETF TPLC Stock Holding History

Kestra Private Wealth 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 Q1	$323K	Sell	6,957 -412	-6%	-$19.6K	﹤0.01%	1422
2025 Q4	$335K	Sell	7,369 -124	-2%	-$5.67K	﹤0.01%	1367
2025 Q3	$347K	Sell	7,493 -95	-1%	-$4.34K	﹤0.01%	1285
2025 Q2	$341K	Buy	+7,588	New	+$324K	﹤0.01%	1215

Other funds holding TPLC

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Christian Investment Advisors New Braunfels, Texas $158M AUM 11.26% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bare Financial Services Gap, Pennsylvania $378M AUM 15.71% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return

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

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return