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O'Connor Financial Group’s Timothy Plan US Large/Mid Cap Core ETF TPLC Stock Holding History

O'Connor Financial Group’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 		$1.83M Sell
36,327
-500
-1% -$24.4K 0.65% 22
2026
Q1 		$1.71M Sell
36,827
-1,425
-4% -$67.7K 0.7% 23
2025
Q4 		$1.81M Buy
38,252
+711
+2% +$32.5K 0.72% 23
2025
Q3 		$1.74M Buy
37,541
+805
+2% +$36.8K 0.73% 23
2025
Q2 		$1.68M Sell
36,736
-143,064
-80% -$6.11M 0.74% 23
2025
Q1 		$7.63M Sell
179,800
-20,342
-10% -$886K 3.97% 10
2024
Q4 		$8.57M Buy
200,142
+2,482
+1% +$110K 4.48% 8
2024
Q3 		$8.7M Sell
197,660
-4,591
-2% -$193K 4.57% 7
2024
Q2 		$8.21M Sell
202,251
-12,832
-6% -$522K 4.77% 7
2024
Q1 		$9.06M Sell
215,083
-106,145
-33% -$4.18M 5.4% 6
2023
Q4 		$12.3M Sell
321,228
-3,963
-1% -$140K 7.59% 3
2023
Q3 		$11.2M Buy
325,191
+7,693
+2% +$276K 7.68% 3
2023
Q2 		$11.4M Buy
317,498
+30,185
+11% +$1.04M 7.88% 3
2023
Q1 		$9.9M Buy
+287,313
New +$9.89M 7.44% 3

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 30.02% 1-Year Est. Return

O'Connor Financial Group's TPLC Position: Q2 2026 in Review

O'Connor Financial Group reduced its Timothy Plan US Large/Mid Cap Core ETF (TPLC) stake by 1.4% in Q2 2026, selling an estimated $24.4K and leaving 36,327 shares worth $1.83M. The position accounts for 0.65% of the portfolio, ranked #22.

O'Connor Financial Group first reported a position in TPLC in Q1 2023 and has held it in 14 quarters since. The position peaked at $12.3M in Q4 2023. 98 funds tracked by Wall St. Rank hold TPLC as of Q2 2026.

  • O'Connor Financial Group held 36,327 shares of Timothy Plan US Large/Mid Cap Core ETF worth $1.83M as of Q2 2026.
  • O'Connor Financial Group sold 500 Timothy Plan US Large/Mid Cap Core ETF shares in Q2 2026, an estimated $24.4K.
  • Timothy Plan US Large/Mid Cap Core ETF made up 0.65% of O'Connor Financial Group's portfolio in Q2 2026, its #22 holding.
  • O'Connor Financial Group first reported a position in Timothy Plan US Large/Mid Cap Core ETF in Q1 2023 and has held it in 14 quarters since.
  • O'Connor Financial Group's Timothy Plan US Large/Mid Cap Core ETF position peaked at $12.3M in Q4 2023.
  • 98 funds tracked by Wall St. Rank held Timothy Plan US Large/Mid Cap Core ETF as of Q2 2026.

Based on O'Connor Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.