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Turning Point Benefit Group - Q1 2026 13F Filings

TU

Turning Point Benefit Group, Inc.

CIK: 0002008513
Address: Maryland Frederick 153 W Patrick Street
$157.01 M
Portfolio Value
95
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 07/23/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. BIL Spdr Bloomberg 1-3 Month T-Bill Etf
+$12.09 M
2. WWJD Inspire International Etf
+$3.87 M
3. TPSC Timothy Plan Us Small Cap Core Etf
+$1.89 M
4. SPLG Spdr Portfolio S&P 500 Etf
+$1.18 M
5. APH Amphenol Corporation
+$510,781.4

Top Sells

Q1 2026
1. FLOT Ishares Floating Rate Bond Etf
−$5.41 M
2. BPRE Bluerock Private Real Estate Fund
−$4.88 M
3. DFIV Dimensional International Value Etf
−$3.2 M
4. CGMS Capital Group Us Multi-Sector Income Etf
−$3.14 M
5. TFLR T Rowe Price Floating Rate Etf
−$3.07 M

Asset Allocation

Stocks/ETFs
-17.98%
$157.01 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Turning Point Benefit Group Q1 2026 Filing Summary

Turning Point Benefit Group, Inc. filed its 13F report for Q1 2026 on May 12, 2026. The portfolio totaled 157.01 M reflecting a -17.98% change from the prior quarter, spanning 95 assets. The top 10 holdings comprised 57.0% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 2 new positions and 754 complete exits.

Report Type

Status

Data Summary

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Total Value:

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Issuer Name Class Value Shares Option Type

FAQs for Turning Point Benefit Group’s Q1 2026 Filing

Turning Point Benefit Group submitted their Form 13F-HR for the Q1 2026 period on 05/12/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Turning Point Benefit Group reported a managed portfolio value of 113.36 M, consisting of 4,307 individual positions.

This page displays the raw filing documents. To see which stocks Turning Point Benefit Group bought or sold during Q1 2026, please visit Turning Point Benefit Group's Portfolio Analysis page.