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Sound Financial Strategies Group’s Timothy Plan US Large/Mid Cap Core ETF TPLC Stock Holding History

Sound Financial Strategies Group’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 		$3.95M Buy
78,396
+1,469
+2% +$71.6K 2.51% 10
2026
Q1 		$3.57M Buy
76,927
+14,723
+24% +$699K 2.44% 9
2025
Q4 		$2.83M Buy
62,204
+2,395
+4% +$109K 2% 13
2025
Q3 		$2.77M Sell
59,809
-3,290
-5% -$150K 2.02% 10
2025
Q2 		$2.83M Sell
63,099
-3,853
-6% -$165K 2.4% 7
2025
Q1 		$2.84M Buy
66,952
+46,594
+229% +$2.03M 2.54% 6
2024
Q4 		$872K Sell
20,358
-474
-2% -$21.1K 0.73% 28
2024
Q3 		$916K Sell
20,832
-681
-3% -$28.6K 0.74% 13
2024
Q2 		$873K Buy
+21,513
New +$876K 0.76% 11

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
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
FA
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
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
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Sound Financial Strategies Group's TPLC Position: Q2 2026 in Review

Sound Financial Strategies Group increased its Timothy Plan US Large/Mid Cap Core ETF (TPLC) stake by 1.9% in Q2 2026, buying an estimated $71.6K and bringing the position to 78,396 shares worth $3.95M. The position accounts for 2.51% of the portfolio, ranked #10.

Sound Financial Strategies Group first reported a position in TPLC in Q2 2024 and has held it in 9 quarters since. 98 funds tracked by Wall St. Rank hold TPLC as of Q2 2026.

  • Sound Financial Strategies Group held 78,396 shares of Timothy Plan US Large/Mid Cap Core ETF worth $3.95M as of Q2 2026.
  • Sound Financial Strategies Group bought 1,469 Timothy Plan US Large/Mid Cap Core ETF shares in Q2 2026, an estimated $71.6K.
  • Timothy Plan US Large/Mid Cap Core ETF made up 2.51% of Sound Financial Strategies Group's portfolio in Q2 2026, its #10 holding.
  • Sound Financial Strategies Group first reported a position in Timothy Plan US Large/Mid Cap Core ETF in Q2 2024 and has held it in 9 quarters since.
  • 98 funds tracked by Wall St. Rank held Timothy Plan US Large/Mid Cap Core ETF as of Q2 2026.

Based on Sound Financial Strategies Group's 13F filing for Q2 2026, filed 10 Aug 2026.