§ 13F · FUND PROFILE
Turning Point Benefit Group, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $132.0T (13F)Positions · 78Turnover · — · Q4Filed · Jan 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$191.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | BIL | SPDR SERIES TRUST | 217K | $19.8T | 10.4% | NEW |
| 2 | WWJD | NORTHERN LTS FD TR IV | 214K | $7.8T | 4.1% | NEW |
| 3 | FLOT | ISHARES TR | 130K | $6.6T | 3.5% | NEW |
| 4 | SPYM | SPDR SERIES TRUST | 79K | $6.4T | 3.3% | NEW |
| 5 | FLOT | ISHARES TR | 119K | $6.1T | 3.2% | NEW |
| 6 | BIL | SPDR SERIES TRUST | 57K | $5.2T | 2.7% | NEW |
| 7 | BPRE | BLUEROCK PVT REAL ESTATE FD | 300K | $4.5T | 2.3% | NEW |
| 8 | CGMS | CAPITAL GRP FIXED INCM ETF T | 143K | $4.0T | 2.1% | NEW |
| 9 | CGMS | CAPITAL GRP FIXED INCM ETF T | 130K | $3.6T | 1.9% | NEW |
| 10 | WPM | WHEATON PRECIOUS METALS CORP | 29K | $3.4T | 1.8% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TURNING SIGNAL
AC read
Turning Point Benefit Group, Inc. is a Other fund managing $132035.4 trillion in assets. The fund runs a portfolio of 78 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed