§ 13F · FUND PROFILE
Turning Point Benefit Group, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $132M (13F)Positions · 78Turnover · — · Q1Filed · May 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$807K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BIL | SPDR SERIES TRUST | 406K | $37M | 23.6% | +48% |
| 2 | WWJD | NORTHERN LTS FD TR IV | 396K | $12M | 7.4% | +50% |
| 3 | SPYM | SPDR SERIES TRUST | 142K | $8M | 5.4% | +16% |
| 4 | FLOT | ISHARES TR | 143K | $7M | 4.6% | −43% |
| 5 | WPM | WHEATON PRECIOUS METALS CORP | 57K | $6M | 3.6% | +5% |
| 6 | TPSC | TIMOTHY PLAN | 142K | $5M | 3.1% | +63% |
| 7 | CGMS | CAPITAL GRP FIXED INCM ETF T | 159K | $4M | 2.8% | −42% |
| 8 | SPEM | SPDR INDEX SHS FDS | 97K | $4M | 2.4% | +15% |
| 9 | DFIV | DIMENSIONAL ETF TRUST | 63K | $3M | 2.1% | −49% |
| 10 | VYMI | VANGUARD WHITEHALL FDS | 33K | $3M | 2.0% | −43% |
§ 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 $132 million in assets. The fund runs a portfolio of 78 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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