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TURNING POINT BENEFIT GROUP, INC.
TURNING POINT BENEFIT GROUP, INC.
Latest filing: 2026-06-30
TURNING POINT BENEFIT GROUP, INC. runs TURNING POINT BENEFIT GROUP, INC. and currently holds 109 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $232.48M. Their top holdings are BIL, FLOT, CGMS, WWJD, DFIV. The top five represent 30.3% of reported portfolio weight. TURNING POINT BENEFIT GROUP, INC. ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, TURNING POINT BENEFIT GROUP, INC. initiated 6 new positions. They added to 69 existing positions. They trimmed 23 positions. Their current best-performing preview position is AMAT with returns of +179.43%.
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109 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 BIL SPDR SERIES TRUST | 10.45% | $91.50 | $91.60 | +0.11% | Trimmed -34.56% |
 FLOT ISHARES TR | 7.69% | $51.02 | $51.02 | +0.00% | Added +145.47% |
 CGMS CAPITAL GRP FIXED INCM ETF T | 4.61% | $27.41 | $27.14 | -0.99% | Added +146.92% |
 WWJD NORTHERN LTS FD TR IV | 3.81% | $31.78 | $41.27 | +29.85% | Trimmed -41.25% |
 DFIV DIMENSIONAL ETF TRUST | 3.77% | $50.60 | $58.30 | +15.21% | Added +159.44% |
 VYMI VANGUARD WHITEHALL FDS | 3.37% | $91.84 | $105.25 | +14.60% | Added +145.30% |
 QQQM INVESCO EXCH TRADED FD TR II | 2.24% | $284.40 | $293.76 | +3.29% | Added +279.62% |
 CGDV CAPITAL GROUP DIVIDEND VALUE | 2.20% | $46.76 | $50.21 | +7.37% | Added +237.30% |
 FDL FIRST TR EXCHANGE-TRADED FD | 2.12% | $46.91 | $53.11 | +13.21% | Added +217.70% |
 RSP INVESCO EXCHANGE TRADED FD T | 1.99% | $204.45 | $221.67 | +8.42% | Added +217.29% |
Showing 1-10 of 109