account_balance
Investment manager · 13F filer · SEC CIK 2008513
Turning Point Benefit Group, Inc.
Reported value$245Mas of Sep 30, 2026
Positions106 3 new, 6 sold out
Top 10 weight43.7%BIL alone is 9%
FiledOct 2828 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BILSPDR Series Trust
8.7%Trimmed −13%
FLOTiShares Tr
8.0%Added +10%
CGMSCapital GRP Fixed Incm ETF T
4.7%Added +12%
DFIVDimensional ETF Trust
3.9%Added +6%
WWJDNorthern LTS Fd Tr IV
3.6%
VYMIVanguard Whitehall FDS
3.5%Added +6%
SPYMSPDR Series Trust
3.4%Trimmed −5%
FDLFirst Tr Exchange-Traded Fd
3.1%Added +55%
BSCRInvesco Exch TRD SLF Idx Fd
2.5%New
QQQMInvesco Exch Traded Fd Tr II
2.3%Added +6%
WPMWheaton Precious Metals Corp.
2.2%Added +2%
CGDVCapital Group Dividend Value
2.2%Added +7%
BILSPDR Series Trust
8.7%Trimmed −13%
FLOTiShares Tr
8.0%Added +10%
CGMSCapital GRP Fixed Incm ETF T
4.7%+12%
DFIVDimensional ETF Trust
3.9%+6%
WWJDNorthern LTS Fd Tr IV
3.6%
VYMIVanguard Whitehall FDS
3.5%
SPYMSPDR Series Trust
3.4%
FDLFirst Tr Exchange-Traded Fd
3.1%
BSCRInvesco Exch TRD SLF Idx Fd
2.5%
QQQM2.3%
WPM2.2%CGDV2.2%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
BIL SPDR Series Trust 8.7% Trimmed −13%
FLOT iShares Tr 8.0% Added +10%
CGMS Capital GRP Fixed Incm ETF T 4.7% Added +12%
DFIV Dimensional ETF Trust 3.9% Added +6%
WWJD Northern LTS Fd Tr IV 3.6% Held
VYMI Vanguard Whitehall FDS 3.5% Added +6%
SPYM SPDR Series Trust 3.4% Trimmed −5%
FDL First Tr Exchange-Traded Fd 3.1% Added +55%
BSCR Invesco Exch TRD SLF Idx Fd 2.5% New
QQQM Invesco Exch Traded Fd Tr II 2.3% Added +6%
WPM Wheaton Precious Metals Corp. 2.2% Added +2%CGDV Capital Group Dividend Value 2.2% Added +7%
What changed
Biggest moves since Jun 30, 2026
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