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

United Capital Financial 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	$2.54M	Buy	54,808 +6,064	+12%	+$288K	0.02%	499
2025 Q4	$2.22M	Buy	48,744 +13,197	+37%	+$603K	0.01%	514
2025 Q3	$1.65M	Buy	35,547 +7,860	+28%	+$359K	0.01%	514
2025 Q2	$1.24M	Buy	27,687 +12,469	+82%	+$533K	0.01%	534
2025 Q1	$646K	Buy	15,218 +6,418	+73%	+$280K	0.01%	681
2024 Q4	$377K	Buy	+8,800	New	+$391K	﹤0.01%	813

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 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

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 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

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

United Capital Financial Advisors's TPLC Position: Q1 2026 in Review

United Capital Financial Advisors increased its Timothy Plan US Large/Mid Cap Core ETF (TPLC) stake by 12% in Q1 2026, buying an estimated $288K and bringing the position to 54,808 shares worth $2.54M. The position accounts for 0.02% of the portfolio, ranked #499.

United Capital Financial Advisors first reported a position in TPLC in Q4 2024 and has held it in 6 quarters since. 98 funds tracked by Wall St. Rank hold TPLC as of Q1 2026.

United Capital Financial Advisors held 54,808 shares of Timothy Plan US Large/Mid Cap Core ETF worth $2.54M as of Q1 2026.
United Capital Financial Advisors bought 6,064 Timothy Plan US Large/Mid Cap Core ETF shares in Q1 2026, an estimated $288K.
Timothy Plan US Large/Mid Cap Core ETF made up 0.02% of United Capital Financial Advisors's portfolio in Q1 2026, its #499 holding.
United Capital Financial Advisors first reported a position in Timothy Plan US Large/Mid Cap Core ETF in Q4 2024 and has held it in 6 quarters since.
98 funds tracked by Wall St. Rank held Timothy Plan US Large/Mid Cap Core ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.