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 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

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 $11B AUM 18.22% 1-Year Est. Return

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

Values First Advisors's TPLC Position: Q1 2026 in Review

Values First Advisors increased its Timothy Plan US Large/Mid Cap Core ETF (TPLC) stake by 8.5% in Q1 2026, buying an estimated $50.1K and bringing the position to 13,453 shares worth $625K. The position accounts for 0.33% of the portfolio, ranked #88.

Values First Advisors first reported a position in TPLC in Q1 2023 and has held it in 10 quarters since. 98 funds tracked by Wall St. Rank hold TPLC as of Q1 2026.

Values First Advisors held 13,453 shares of Timothy Plan US Large/Mid Cap Core ETF worth $625K as of Q1 2026.
Values First Advisors bought 1,056 Timothy Plan US Large/Mid Cap Core ETF shares in Q1 2026, an estimated $50.1K.
Timothy Plan US Large/Mid Cap Core ETF made up 0.33% of Values First Advisors's portfolio in Q1 2026, its #88 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 10 quarters since.
98 funds tracked by Wall St. Rank held Timothy Plan US Large/Mid Cap Core ETF as of Q1 2026.

Based on Values First Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.