Turning Point Benefit Group, Inc. - Portfolio overview

Turning Point Benefit Group, Inc. has 765 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Basic Materials.

Largest reported holdings by portfolio allocation

1. BIL - SPDR SERIES TRUST, 21.95%
2. WWJD - NORTHERN LTS FD TR IV, 6.90%
3. SPYM - SPDR SERIES TRUST, 4.99%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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