What does Turning Point Benefit Group, Inc. hold? Q4 2025 13F Holdings & Portfolio

AI Analysis · Q4 2025 · Q4 2025

Turning Point Benefit Group, Inc. filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight

SPDR SERIES TRUST

$25M274K13.1%

ISHARES TR

$13M249K6.6%

SPDR SERIES TRUST

$10M122K5.1%

NORTHERN LTS FD TR IV

$10M265K5.0%

CAPITAL GRP FIXED INCM ETF T

$8M273K3.9%

WHEATON PRECIOUS METALS CORP

$6M54K3.3%

DIMENSIONAL ETF TRUST

$6M123K3.2%

VANGUARD WHITEHALL FDS

$5M57K2.7%

BLUEROCK PVT REAL ESTATE FD

$5M336K2.6%

T ROWE PRICE ETF INC

$5M89K2.4%

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