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 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

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

Values First Advisors's TPLC Position: Q2 2026 in Review

Values First Advisors increased its Timothy Plan US Large/Mid Cap Core ETF (TPLC) stake by 16% in Q2 2026, buying an estimated $104K and bringing the position to 15,590 shares worth $785K. The position accounts for 0.36% of the portfolio, ranked #83.

Values First Advisors first reported a position in TPLC in Q1 2023 and has held it in 11 quarters since. 98 funds tracked by Wall St. Rank hold TPLC as of Q2 2026.

Values First Advisors held 15,590 shares of Timothy Plan US Large/Mid Cap Core ETF worth $785K as of Q2 2026.
Values First Advisors bought 2,137 Timothy Plan US Large/Mid Cap Core ETF shares in Q2 2026, an estimated $104K.
Timothy Plan US Large/Mid Cap Core ETF made up 0.36% of Values First Advisors's portfolio in Q2 2026, its #83 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 11 quarters since.
98 funds tracked by Wall St. Rank held Timothy Plan US Large/Mid Cap Core ETF as of Q2 2026.

Based on Values First Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.