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

Values First 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 Q3	$1.18M	Buy	24,463 +8,873	+57%	+$446K	0.56%	57
2026 Q2	$785K	Buy	15,590 +2,137	+16%	+$104K	0.36%	83
2026 Q1	$625K	Buy	13,453 +1,056	+9%	+$50.1K	0.33%	88
2025 Q4	$563K	Buy	12,397 +2,066	+20%	+$94.4K	0.29%	97
2025 Q3	$478K	Buy	10,331 +2,617	+34%	+$119K	0.26%	105
2025 Q2	$346K	Buy	7,714 +26	+0.3%	+$1.11K	0.19%	137
2025 Q1	$326K	Sell	7,688 -656	-8%	-$28.6K	0.19%	133
2024 Q4	$357K	Buy	8,344 +3,939	+89%	+$175K	0.2%	123
2024 Q3	$194K	Buy	+4,405	New	+$185K	0.11%	150
2023 Q4	–	Sell	-4,818	Closed	-$166K	–	179
2023 Q3	$166K	Buy	4,818 +6	+0.1%	+$216	0.11%	142
2023 Q2	$173K	Buy	4,812 +1,730	+56%	+$59.4K	0.1%	149
2023 Q1	$106K	Buy	+3,082	New	+$106K	0.07%	167

Other funds holding TPLC

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Turning Point Benefit Group Frederick, Maryland $245M AUM 13.29% 1-Year Est. Return

O'Connor Financial Group Quincy, Illinois $282M AUM 11.62% 1-Year Est. Return

BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

Values First Advisors's TPLC Position: Q3 2026 in Review

Values First Advisors increased its Timothy Plan US Large/Mid Cap Core ETF (TPLC) stake by 57% in Q3 2026, buying an estimated $446K and bringing the position to 24,463 shares worth $1.18M. The position accounts for 0.56% of the portfolio, ranked #57.

Values First Advisors first reported a position in TPLC in Q1 2023 and has held it in 12 quarters since. 33 funds tracked by Wall St. Rank hold TPLC as of Q3 2026.

Values First Advisors held 24,463 shares of Timothy Plan US Large/Mid Cap Core ETF worth $1.18M as of Q3 2026.
Values First Advisors bought 8,873 Timothy Plan US Large/Mid Cap Core ETF shares in Q3 2026, an estimated $446K.
Timothy Plan US Large/Mid Cap Core ETF made up 0.56% of Values First Advisors's portfolio in Q3 2026, its #57 holding.
Values First Advisors first reported a position in Timothy Plan US Large/Mid Cap Core ETF in Q1 2023 and has held it in 12 quarters since.
33 funds tracked by Wall St. Rank held Timothy Plan US Large/Mid Cap Core ETF as of Q3 2026.

Based on Values First Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.