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

OneAscent Wealth 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
2026 Q2	–	Sell	-6,773	Closed	-$315K	–	185
2026 Q1	$315K	Sell	6,773 -258	-4%	-$12.3K	0.1%	109
2025 Q4	$320K	Sell	7,031 -11,790	-63%	-$539K	0.11%	105
2025 Q3	$871K	Buy	18,821 +3,185	+20%	+$145K	0.29%	41
2025 Q2	$702K	Buy	15,636 +9,049	+137%	+$387K	0.26%	48
2025 Q1	$280K	Buy	6,587 +26	+0.4%	+$1.13K	0.12%	111
2024 Q4	$281K	Sell	6,561 -84	-1%	-$3.73K	0.12%	120
2024 Q3	$292K	Buy	+6,645	New	+$279K	0.11%	133
2024 Q2	–	Sell	-6,710	Closed	-$283K	–	166
2024 Q1	$283K	Buy	+6,710	New	+$264K	0.11%	132

Other funds holding TPLC

CIA

Christian Investment Advisors New Braunfels, Texas $170M AUM 13.8% 1-Year Est. Return

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

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

OneAscent Wealth Management's TPLC Position: Q2 2026 in Review

OneAscent Wealth Management sold out of Timothy Plan US Large/Mid Cap Core ETF (TPLC) in Q2 2026, closing a stake of 6,773 shares — an estimated $315K sold.

OneAscent Wealth Management first reported a position in TPLC in Q1 2024 and held it in 8 quarters. The position peaked at $871K in Q3 2025. 98 funds tracked by Wall St. Rank hold TPLC as of Q2 2026.

OneAscent Wealth Management reported no remaining Timothy Plan US Large/Mid Cap Core ETF position as of Q2 2026 after selling out during the quarter.
OneAscent Wealth Management sold 6,773 Timothy Plan US Large/Mid Cap Core ETF shares in Q2 2026, an estimated $315K.
OneAscent Wealth Management first reported a position in Timothy Plan US Large/Mid Cap Core ETF in Q1 2024 and held it in 8 quarters.
OneAscent Wealth Management's Timothy Plan US Large/Mid Cap Core ETF position peaked at $871K in Q3 2025.
98 funds tracked by Wall St. Rank held Timothy Plan US Large/Mid Cap Core ETF as of Q2 2026.

Based on OneAscent Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.