Institutions / Turning Point Benefit Group, Inc.
Turning Point Benefit Group, Inc.
CIK 2008513 · Institution · as of Dec 31, 2025
Portfolio value
$191.44M
Positions
847
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 847 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR Series Trust | $25.01M | 13.1% |
| iShares Tr | $12.68M | 6.6% |
| SPDR Series Trust | $9.79M | 5.1% |
| Northern Lts Fd Tr IV | $9.66M | 5.0% |
| Capital Grp Fixed Incm ETF T | $7.55M | 3.9% |
| Wheaton Precious Metals Corp | $6.35M | 3.3% |
| Dimensional ETF Trust | $6.11M | 3.2% |
| Vanguard Whitehall Fds | $5.12M | 2.7% |
| Bluerock Private Real Estate FundBPRE | $5.04M | 2.6% |
| T Rowe Price ETF Inc | $4.57M | 2.4% |
| SPDR Index Shs Fds | $3.96M | 2.1% |
| Timothy Plan | $3.61M | 1.9% |
| Invesco Exch Traded Fd Tr II | $3.55M | 1.9% |
| First Tr Exchange-Traded Fd | $3.16M | 1.7% |
| Capital Group Dividend Value | $3.16M | 1.6% |
| VanEck ETF Trust | $3.03M | 1.6% |
| iShares Inc | $3.00M | 1.6% |
| SPDR Gold Tr | $2.99M | 1.6% |
| Invesco Exchange Traded Fd T | $2.96M | 1.5% |
| VanEck ETF Trust | $2.90M | 1.5% |
| iShares Gold Tr | $2.83M | 1.5% |
| Timothy Plan | $2.79M | 1.5% |
| iShares Inc | $2.71M | 1.4% |
| Northern Lts Fd Tr IV | $2.62M | 1.4% |
| Timothy Plan | $2.27M | 1.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.