Turning Point Benefit Group, Inc.: 13F holdings
CIK 20085132026Q2
| Positions | 109 |
|---|
| Reported value | $232.5m |
|---|
| Filed | 2026-07-23 |
|---|
Change since last quarter
| Positions | 109 (+14 vs prior quarter) |
|---|
| Reported value | $232.5m (+48.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BIL SPDR SERIES TRUST | 265,621 | $24.3m | 10.4% |
| FLOT ISHARES TR | 350,665 | $17.9m | 7.7% |
| CGMS CAPITAL GRP FIXED INCM ETF T | 391,822 | $10.7m | 4.6% |
| WWJD NORTHERN LTS FD TR IV | 232,672 | $8.8m | 3.8% |
| DFIV DIMENSIONAL ETF TRUST | 162,367 | $8.8m | 3.8% |
| SPYM SPDR SERIES TRUST | 98,369 | $8.6m | 3.7% |
| VYMI VANGUARD WHITEHALL FDS | 80,039 | $7.8m | 3.4% |
| QQQM INVESCO EXCH TRADED FD TR II | 17,326 | $5.2m | 2.2% |
| CGDV CAPITAL GROUP DIVIDEND VALUE | 103,996 | $5.1m | 2.2% |
| FE FIRST TR EXCHANGE-TRADED FD | 100,897 | $4.9m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2008513")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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