TA
TPLC icon

TrueWealth Advisors’s Timothy Plan US Large/Mid Cap Core ETF TPLC Stock Holding History

TrueWealth Advisors’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
-39,858
Closed -$1.81M – 247
2025
Q4 		$1.81M Buy
39,858
+2,899
+8% +$132K 0.47% 39
2025
Q3 		$1.71M Buy
36,959
+1,073
+3% +$49K 0.46% 43
2025
Q2 		$1.61M Buy
35,886
+432
+1% +$18.5K 0.48% 40
2025
Q1 		$1.5M Buy
35,454
+20,584
+138% +$897K 0.49% 44
2024
Q4 		$637K Buy
14,870
+1,891
+15% +$84K 0.21% 89
2024
Q3 		$571K Sell
12,979
-12,237
-49% -$514K 0.19% 96
2024
Q2 		$1.02M Buy
25,216
+1,048
+4% +$42.7K 0.38% 55
2024
Q1 		$1.02M Buy
24,168
+664
+3% +$26.2K 0.39% 51
2023
Q4 		$898K Sell
23,504
-580
-2% -$20.5K 0.35% 53
2023
Q3 		$830K Buy
24,084
+2,416
+11% +$86.8K 0.35% 55
2023
Q2 		$780K Buy
21,668
+10,562
+95% +$363K 0.32% 61
2023
Q1 		$383K Buy
11,106
+1,074
+11% +$37K 0.16% 97
2022
Q4 		$336K Buy
+10,032
New +$331K 0.15% 120

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

TrueWealth Advisors's TPLC Position: Q1 2026 in Review

TrueWealth Advisors sold out of Timothy Plan US Large/Mid Cap Core ETF (TPLC) in Q1 2026, closing a stake of 39,858 shares — an estimated $1.81M sold.

TrueWealth Advisors first reported a position in TPLC in Q4 2022 and held it in 13 quarters. The position peaked at $1.81M in Q4 2025. 99 funds tracked by Wall St. Rank hold TPLC as of Q1 2026.

  • TrueWealth Advisors reported no remaining Timothy Plan US Large/Mid Cap Core ETF position as of Q1 2026 after selling out during the quarter.
  • TrueWealth Advisors sold 39,858 Timothy Plan US Large/Mid Cap Core ETF shares in Q1 2026, an estimated $1.81M.
  • TrueWealth Advisors first reported a position in Timothy Plan US Large/Mid Cap Core ETF in Q4 2022 and held it in 13 quarters.
  • TrueWealth Advisors's Timothy Plan US Large/Mid Cap Core ETF position peaked at $1.81M in Q4 2025.
  • 99 funds tracked by Wall St. Rank held Timothy Plan US Large/Mid Cap Core ETF as of Q1 2026.

Based on TrueWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.