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Optivise Advisory Services’s Timothy Plan US Large/Mid Cap Core ETF TPLC Stock Holding History

Optivise Advisory 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
2025
Q4 		– Sell
-6,975
Closed -$323K – 226
2025
Q3 		$323K Sell
6,975
-668
-9% -$30.5K 0.19% 117
2025
Q2 		$343K Buy
7,643
+611
+9% +$26.1K 0.18% 120
2025
Q1 		$298K Buy
7,032
+625
+10% +$27.2K 0.17% 129
2024
Q4 		$274K Buy
6,407
+372
+6% +$16.5K 0.15% 137
2024
Q3 		$266K Buy
6,035
+518
+9% +$21.7K 0.14% 134
2024
Q2 		$224K Buy
+5,517
New +$225K 0.12% 164

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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return

Optivise Advisory Services's TPLC Position: Q4 2025 in Review

Optivise Advisory Services sold out of Timothy Plan US Large/Mid Cap Core ETF (TPLC) in Q4 2025, closing a stake of 6,975 shares — an estimated $323K sold.

Optivise Advisory Services first reported a position in TPLC in Q2 2024 and held it in 6 quarters. The position peaked at $343K in Q2 2025. 103 funds tracked by Wall St. Rank hold TPLC as of Q4 2025.

  • Optivise Advisory Services reported no remaining Timothy Plan US Large/Mid Cap Core ETF position as of Q4 2025 after selling out during the quarter.
  • Optivise Advisory Services sold 6,975 Timothy Plan US Large/Mid Cap Core ETF shares in Q4 2025, an estimated $323K.
  • Optivise Advisory Services first reported a position in Timothy Plan US Large/Mid Cap Core ETF in Q2 2024 and held it in 6 quarters.
  • Optivise Advisory Services's Timothy Plan US Large/Mid Cap Core ETF position peaked at $343K in Q2 2025.
  • 103 funds tracked by Wall St. Rank held Timothy Plan US Large/Mid Cap Core ETF as of Q4 2025.

Based on Optivise Advisory Services's 13F filing for Q4 2025, filed 12 Jan 2026.