Turning Point Benefit Group, Inc. — 13F holdings

Turning Point Benefit Group, Inc. reported 109 holdings worth $232M in its 13F filing for Q2 2026, filed July 23, 2026.

Largest positions

  1. BIL SPDR SERIES TRUST — $24.3M (10.4%)
  2. FLOT ISHARES TR — $17.9M (7.7%)
  3. CGMS CAPITAL GRP FIXED INCM ETF T — $10.7M (4.6%)
  4. WWJD NORTHERN LTS FD TR IV — $8.85M (3.8%)
  5. DFIV DIMENSIONAL ETF TRUST — $8.77M (3.8%)
  6. SPYM SPDR SERIES TRUST — $8.64M (3.7%)
  7. VYMI VANGUARD WHITEHALL FDS — $7.84M (3.4%)
  8. QQQM INVESCO EXCH TRADED FD TR II — $5.20M (2.2%)
  9. CGDV CAPITAL GROUP DIVIDEND VALUE — $5.11M (2.2%)
  10. FDL FIRST TR EXCHANGE-TRADED FD — $4.93M (2.1%)