Turning Point Benefit Group, Inc. has filed its 13F form on January 30, 2026 for Q4 2025 where it was disclosed a total value porftolio of $191 Billion distributed in 1056 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 $25B, Ishares Tr Fltg Rate Nt ETF with a value of $12.7B, Spdr Portfolio S&P 500 ETF (Ma with a value of $9.79B, Northern Lts Fd Tr Iv Inspire with a value of $9.66B, and Capital Grp Core Plus Income E with a value of $7.55B.
Examining the 13F form we can see an increase of $25.7B in the current position value, from $166B to 191B.
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
$191 Billion
ETFs: $130 Billion
Technology: $9.25 Billion
Basic Materials: $7.54 Billion
Industrials: $3.92 Billion
Utilities: $3.33 Billion
Real Estate: $3.27 Billion
Financial Services: $2.83 Billion
Energy: $2.37 Billion
Other: $6.84 Billion
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
