Turning Point Benefit Group, Inc. Portfolio Holdings

Turning Point Benefit Group, Inc.

  • $132 Billion
  • Q2 2025

Turning Point Benefit Group, Inc. has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $132 Billion distributed in 78 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 $31.7B, Spdr Portfolio S&P 500 ETF (Ma with a value of $13.3B, Northern Lts Fd Tr Iv Inspire with a value of $12.5B, Ishares Tr Fltg Rate Nt ETF with a value of $5.21B, and Timothy Plan U S Sm Cap Core E with a value of $5.2B.

Examining the 13F form we can see an increase of $25.1B in the current position value, from $107B to 132B.

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.

Portfolio value $132 Billion
ETFs: $105 Billion
Basic Materials: $5.1 Billion
Technology: $5.03 Billion
Industrials: $2.19 Billion
Utilities: $2.18 Billion
Real Estate: $2.12 Billion
Financial Services: $1.7 Billion
Healthcare: $1.52 Billion
Other: $1.92 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$43.5B
$4.86 Billion 3.68% of portfolio
54,139
Q2 2025 Reduced 2.27%
-
$2.98 Billion 2.26% of portfolio
-
Q2 2025 Reduced 19.0%
-
$1.88 Billion 1.42% of portfolio
-
Q2 2025 Reduced 4.52%
$1.27T
$1.45 Billion 1.1% of portfolio
6,408
Q2 2025 Added 117.66%
$3.95T
$1.34 Billion 1.01% of portfolio
2,693
Q2 2025 Reduced 3.96%
$456B
$1.05 Billion 0.8% of portfolio
6,653
Q2 2025 Reduced 7.85%
$38.7B
$730 Million 0.55% of portfolio
2,536
Q2 2025 Added 16.17%
$35.6B
$697 Million 0.53% of portfolio
12,102
Q2 2025 Added 9.37%
$51.4B
$680 Million 0.52% of portfolio
5,059
Q2 2025 Added 10.7%
$16.7B
$663 Million 0.5% of portfolio
9,613
Q2 2025 Added 5.41%
$17.5B
$652 Million 0.49% of portfolio
6,577
Q2 2025 New
$34.5B
$632 Million 0.48% of portfolio
6,068
Q2 2025 Added 7.97%
$551B
$588 Million 0.45% of portfolio
1,657
Q2 2025 Added 7.88%
$439B
$550 Million 0.42% of portfolio
556
Q2 2025 Added 1.83%
$548B
$548 Million 0.41% of portfolio
975
Q2 2025 Reduced 3.08%
$17.7B
$527 Million 0.4% of portfolio
1,861
Q2 2025 Added 2.31%
$9.44B
$461 Million 0.35% of portfolio
12,579
Q2 2025 Added 9.03%
$86.2B
$442 Million 0.34% of portfolio
1,517
Q2 2025 Added 1.95%
$48.7B
$436 Million 0.33% of portfolio
2,500
Q2 2025 Reduced 1.54%
$147B
$410 Million 0.31% of portfolio
3,821
Q2 2025 Added 5.96%
$10.7B
$393 Million 0.3% of portfolio
2,120
Q2 2025 Added 5.68%
$442B
$388 Million 0.29% of portfolio
3,600
Q2 2025 Reduced 14.91%
$24.4B
$382 Million 0.29% of portfolio
1,592
Q2 2025 New
$80B
$354 Million 0.27% of portfolio
1,431
Q2 2025 Added 6.79%
$22.7B
$353 Million 0.27% of portfolio
1,585
Q2 2025 New
$87.2B
$342 Million 0.26% of portfolio
1,763
Q2 2025 Reduced 18.91%
$4.32B
$321 Million 0.24% of portfolio
832
Q2 2025 New
$1.21T
$306 Million 0.23% of portfolio
1,734
Q2 2025 New
$22.8B
$280 Million 0.21% of portfolio
4,407
Q2 2025 New
$52.5B
$273 Million 0.21% of portfolio
1,332
Q2 2025 New
$102B
$263 Million 0.2% of portfolio
2,861
Q2 2025 Added 1.67%
$83.2B
$246 Million 0.19% of portfolio
1,154
Q2 2025 New
$61.6B
$235 Million 0.18% of portfolio
1,972
Q2 2025 Reduced 1.84%
$27.4B
$238 Million 0.18% of portfolio
11,623
Q2 2025 Reduced 26.72%
$162B
$204 Million 0.15% of portfolio
1,114
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 78
  • Current Value $132 Billion
  • Prior Value $107 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 30, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 14 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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