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Legacy Wealth Asset Management’s Timothy Plan US Large/Mid Cap Core ETF TPLC Stock Holding History

Legacy Wealth Asset Management’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
2025
Q2 		– Sell
-52,193
Closed -$2.22M – 361
2025
Q1 		$2.22M Buy
52,193
+1,188
+2% +$51.8K 0.61% 33
2024
Q4 		$2.18M Sell
51,005
-298
-0.6% -$13.2K 0.59% 32
2024
Q3 		$2.26M Buy
51,303
+24
+0% +$1.01K 0.61% 35
2024
Q2 		$2.08M Buy
51,279
+1,030
+2% +$41.9K 0.59% 40
2024
Q1 		$2.12M Buy
50,249
+2,891
+6% +$114K 0.59% 34
2023
Q4 		$1.81M Buy
47,358
+2,220
+5% +$78.5K 0.59% 44
2023
Q3 		$1.56M Buy
45,138
+1,226
+3% +$44K 0.57% 45
2023
Q2 		$1.58M Sell
43,912
-511
-1% -$17.5K 0.55% 41
2023
Q1 		$1.53M Buy
44,423
+191
+0.4% +$6.58K 0.55% 41
2022
Q4 		$1.48M Buy
44,232
+1,056
+2% +$34.9K 0.56% 35
2022
Q3 		$1.3M Buy
43,176
+642
+2% +$21.3K 0.57% 41
2022
Q2 		$1.33M Buy
42,534
+2,590
+6% +$87.6K 0.54% 41
2022
Q1 		$1.45M Buy
39,944
+2,603
+7% +$93.2K 0.52% 45
2021
Q4 		$1.45M Buy
37,341
+2,892
+8% +$107K 0.49% 40
2021
Q3 		$1.2M Buy
34,449
+2,161
+7% +$77.5K 0.55% 36
2021
Q2 		$1.13M Buy
32,288
+1,269
+4% +$43.7K 0.5% 44
2021
Q1 		$1.02M Buy
31,019
+1,694
+6% +$54K 0.47% 52
2020
Q4 		$905K Buy
+29,325
New +$853K 0.46% 58

Other funds holding TPLC

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
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return

Legacy Wealth Asset Management's TPLC Position: Q2 2025 in Review

Legacy Wealth Asset Management sold out of Timothy Plan US Large/Mid Cap Core ETF (TPLC) in Q2 2025, closing a stake of 52,193 shares — an estimated $2.22M sold.

Legacy Wealth Asset Management first reported a position in TPLC in Q4 2020 and held it in 18 quarters. The position peaked at $2.26M in Q3 2024. 90 funds tracked by Wall St. Rank hold TPLC as of Q2 2025.

  • Legacy Wealth Asset Management reported no remaining Timothy Plan US Large/Mid Cap Core ETF position as of Q2 2025 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 52,193 Timothy Plan US Large/Mid Cap Core ETF shares in Q2 2025, an estimated $2.22M.
  • Legacy Wealth Asset Management first reported a position in Timothy Plan US Large/Mid Cap Core ETF in Q4 2020 and held it in 18 quarters.
  • Legacy Wealth Asset Management's Timothy Plan US Large/Mid Cap Core ETF position peaked at $2.26M in Q3 2024.
  • 90 funds tracked by Wall St. Rank held Timothy Plan US Large/Mid Cap Core ETF as of Q2 2025.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2025, filed 30 Jul 2025.