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

Plan A Wealth’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	–	Sell	-6,786	Closed	-$308K	–	189
2025 Q4	$308K	Sell	6,786 -2,644	-28%	-$121K	0.15%	119
2025 Q3	$437K	Sell	9,430 -13,708	-59%	-$626K	0.22%	84
2025 Q2	$1.04M	Sell	23,138 -11,962	-34%	-$511K	0.59%	26
2025 Q1	$1.49M	Sell	35,100 -7,738	-18%	-$337K	1.15%	22
2024 Q4	$1.83M	Buy	+42,838	New	+$1.9M	1.68%	20

Other funds holding TPLC

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

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

Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

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

Plan A Wealth's TPLC Position: Q1 2026 in Review

Plan A Wealth sold out of Timothy Plan US Large/Mid Cap Core ETF (TPLC) in Q1 2026, closing a stake of 6,786 shares — an estimated $308K sold.

Plan A Wealth first reported a position in TPLC in Q4 2024 and held it in 5 quarters. The position peaked at $1.83M in Q4 2024. 99 funds tracked by Wall St. Rank hold TPLC as of Q1 2026.

Plan A Wealth reported no remaining Timothy Plan US Large/Mid Cap Core ETF position as of Q1 2026 after selling out during the quarter.
Plan A Wealth sold 6,786 Timothy Plan US Large/Mid Cap Core ETF shares in Q1 2026, an estimated $308K.
Plan A Wealth first reported a position in Timothy Plan US Large/Mid Cap Core ETF in Q4 2024 and held it in 5 quarters.
Plan A Wealth's Timothy Plan US Large/Mid Cap Core ETF position peaked at $1.83M in Q4 2024.
99 funds tracked by Wall St. Rank held Timothy Plan US Large/Mid Cap Core ETF as of Q1 2026.

Based on Plan A Wealth's 13F filing for Q1 2026, filed 15 May 2026.