Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Turning Point Benefit Group, Inc. (CIK 2008513) reported $157.0M across 94 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BIL ($37.1M, 23.64%), WWJD ($11.7M, 7.43%), SPLG ($8.4M, 5.37%), FLOT ($7.3M, 4.62%), WPM ($5.6M, 3.57%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BIL | SPDR SERIES TRUST | $37.1M | 23.64% | 405,871 | Added |
| 2 | WWJD | NORTHERN LTS FD TR IV | $11.7M | 7.43% | 396,067 | Added |
| 3 | SPLG | SPDR SERIES TRUST | $8.4M | 5.37% | 141,727 | Added |
| 4 | FLOT | ISHARES TR | $7.3M | 4.62% | 142,857 | Trimmed |
| 5 | WPM | WHEATON PRECIOUS METALS CORP | $5.6M | 3.57% | 56,707 | Added |
| 6 | TPSC | TIMOTHY PLAN | $4.9M | 3.11% | 141,847 | Added |
| 7 | CGMS | CAPITAL GRP FIXED INCM ETF T | $4.3M | 2.76% | 158,686 | Trimmed |
| 8 | SPEM | SPDR INDEX SHS FDS | $3.7M | 2.37% | 97,208 | Added |
| 9 | DFIV | DIMENSIONAL ETF TRUST | $3.3M | 2.13% | 62,584 | Trimmed |
| 10 | VYMI | VANGUARD WHITEHALL FDS | $3.1M | 1.98% | 32,629 | Trimmed |
| 11 | GLD | SPDR GOLD TR | $2.9M | 1.85% | 6,781 | Trimmed |
| 12 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2.3M | 1.47% | 6,761 | Trimmed |
| 13 | IAUM | ISHARES GOLD TR | $2.3M | 1.46% | 74,989 | Added |
| 14 | TPHD | TIMOTHY PLAN | $2.2M | 1.41% | 53,195 | Trimmed |
| 15 | RING | ISHARES INC | $1.8M | 1.15% | 22,257 | Trimmed |
| 16 | SLVP | ISHARES INC | $1.8M | 1.15% | 49,395 | Trimmed |
| 17 | BIBL | NORTHERN LTS FD TR IV | $1.7M | 1.06% | 41,269 | Trimmed |
| 18 | TPIF | TIMOTHY PLAN | $1.6M | 1.03% | 44,498 | Trimmed |
| 19 | FDL | FIRST TR EXCHANGE-TRADED FD | $1.6M | 1.02% | 31,759 | Trimmed |
| 20 | GOOG | ALPHABET INC | $1.6M | 1.02% | 5,367 | Trimmed |
| 21 | BSJU | INVESCO EXCH TRD SLF IDX FD | $1.5M | 0.94% | 57,341 | Trimmed |
| 22 | PDBC | INVESCO ACTVELY MNGD ETC FD | $1.4M | 0.92% | 102,632 | Added |
| 23 | VLO | VALERO ENERGY CORP | $1.4M | 0.91% | 5,801 | Trimmed |
| 24 | BSJS | INVESCO EXCH TRD SLF IDX FD | $1.4M | 0.91% | 65,538 | Trimmed |
| 25 | BSJT | INVESCO EXCH TRD SLF IDX FD | $1.4M | 0.91% | 67,706 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31