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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
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

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
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
FA
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
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
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Sound Financial Strategies Group's TPLC Position: Q1 2026 in Review

Sound Financial Strategies Group increased its Timothy Plan US Large/Mid Cap Core ETF (TPLC) stake by 24% in Q1 2026, buying an estimated $699K and bringing the position to 76,927 shares worth $3.57M. The position accounts for 2.44% of the portfolio, ranked #9.

Sound Financial Strategies Group first reported a position in TPLC in Q2 2024 and has held it in 8 quarters since. 98 funds tracked by Wall St. Rank hold TPLC as of Q1 2026.

  • Sound Financial Strategies Group held 76,927 shares of Timothy Plan US Large/Mid Cap Core ETF worth $3.57M as of Q1 2026.
  • Sound Financial Strategies Group bought 14,723 Timothy Plan US Large/Mid Cap Core ETF shares in Q1 2026, an estimated $699K.
  • Timothy Plan US Large/Mid Cap Core ETF made up 2.44% of Sound Financial Strategies Group's portfolio in Q1 2026, its #9 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 8 quarters since.
  • 98 funds tracked by Wall St. Rank held Timothy Plan US Large/Mid Cap Core ETF as of Q1 2026.

Based on Sound Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.