Turning Point Benefit Group, Inc. Portfolio Holdings

Turning Point Benefit Group, Inc. has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $166 Billion distributed in 1004 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 1 3 Month T Bil with a value of $26.9B, Spdr Portfolio S&P 500 ETF (Ma with a value of $10.9B, Northern Lts Fd Tr Iv Inspire with a value of $10.1B, Ishares Tr Fltg Rate Nt ETF with a value of $9.08B, and Wheaton Precious Metals Corp. with a value of $5.85B.

Examining the 13F form we can see an increase of $33.7B in the current position value, from $132B to 166B.

Turning Point Benefit Group, Inc. is based out at Frederick, MD

Below you can find more details about Turning Point Benefit Group, Inc. portfolio as well as his latest detailed transactions.