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 Q2	$3.22M	Buy	63,949 +9,141	+17%	+$445K	0.02%	471
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

CIA

Christian Investment Advisors New Braunfels, Texas $170M AUM 13.8% 1-Year Est. Return

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

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

United Capital Financial Advisors's TPLC Position: Q2 2026 in Review

United Capital Financial Advisors increased its Timothy Plan US Large/Mid Cap Core ETF (TPLC) stake by 17% in Q2 2026, buying an estimated $445K and bringing the position to 63,949 shares worth $3.22M. The position accounts for 0.02% of the portfolio, ranked #471.

United Capital Financial Advisors first reported a position in TPLC in Q4 2024 and has held it in 7 quarters since. 98 funds tracked by Wall St. Rank hold TPLC as of Q2 2026.

United Capital Financial Advisors held 63,949 shares of Timothy Plan US Large/Mid Cap Core ETF worth $3.22M as of Q2 2026.
United Capital Financial Advisors bought 9,141 Timothy Plan US Large/Mid Cap Core ETF shares in Q2 2026, an estimated $445K.
Timothy Plan US Large/Mid Cap Core ETF made up 0.02% of United Capital Financial Advisors's portfolio in Q2 2026, its #471 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 7 quarters since.
98 funds tracked by Wall St. Rank held Timothy Plan US Large/Mid Cap Core ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.