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 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

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 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

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 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

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

OneAscent Wealth Management's TPLC Position: Q1 2026 in Review

OneAscent Wealth Management reduced its Timothy Plan US Large/Mid Cap Core ETF (TPLC) stake by 3.7% in Q1 2026, selling an estimated $12.3K and leaving 6,773 shares worth $315K. The position accounts for 0.1% of the portfolio, ranked #109.

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

OneAscent Wealth Management held 6,773 shares of Timothy Plan US Large/Mid Cap Core ETF worth $315K as of Q1 2026.
OneAscent Wealth Management sold 258 Timothy Plan US Large/Mid Cap Core ETF shares in Q1 2026, an estimated $12.3K.
Timothy Plan US Large/Mid Cap Core ETF made up 0.1% of OneAscent Wealth Management's portfolio in Q1 2026, its #109 holding.
OneAscent Wealth Management first reported a position in Timothy Plan US Large/Mid Cap Core ETF in Q1 2024 and has held it in 8 quarters since.
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 Q1 2026.

Based on OneAscent Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.