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

SHP 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 		$37.2K Sell
739
-674
-48% -$32.8K ﹤0.01% 618
2026
Q1 		$65.6K Hold
1,413
– – ﹤0.01% 444
2025
Q4 		$64.2K Buy
+1,413
New +$64.6K 0.01% 427

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
Geneos Wealth Management
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
Benjamin Edwards Inc
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
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.01% 1-Year Est. Return

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

SHP Wealth Management reduced its Timothy Plan US Large/Mid Cap Core ETF (TPLC) stake by 48% in Q2 2026, selling an estimated $32.8K and leaving 739 shares worth $37.2K. The position accounts for ﹤0.01% of the portfolio, ranked #618.

SHP Wealth Management first reported a position in TPLC in Q4 2025 and has held it in 3 quarters since. The position peaked at $65.6K in Q1 2026. 98 funds tracked by Wall St. Rank hold TPLC as of Q2 2026.

  • SHP Wealth Management held 739 shares of Timothy Plan US Large/Mid Cap Core ETF worth $37.2K as of Q2 2026.
  • SHP Wealth Management sold 674 Timothy Plan US Large/Mid Cap Core ETF shares in Q2 2026, an estimated $32.8K.
  • Timothy Plan US Large/Mid Cap Core ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #618 holding.
  • SHP Wealth Management first reported a position in Timothy Plan US Large/Mid Cap Core ETF in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Timothy Plan US Large/Mid Cap Core ETF position peaked at $65.6K in Q1 2026.
  • 98 funds tracked by Wall St. Rank held Timothy Plan US Large/Mid Cap Core ETF as of Q2 2026.

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