13F Filings History of Turning Point Benefit Group, Inc.

Latest 13F report
Q4 2025 - 30 Jan 2026
Value $
$191,439,868
Signature - Title
Dane Grouell - Chief Compliance Officer
Location
Frederick, MD
Summary
This page shows a list of all the recent 13F filings made by Turning Point Benefit Group, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Turning Point Benefit Group, Inc. reported 847 stock holdings with total value $191,439,868 as of Q4 2025. Top holdings included BIL, FLOT, SPYM, WWJD, and CGMS.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 847 $191,439,868 +$35,009,640 -$11,953,842 +$23,055,798 BIL, FLOT, SPYM, WWJD, CGMS 13F-HR 30 Jan 2026, 13:54
Q3 2025 758 $165,740,870 +$42,372,739 -$16,276,935 +$26,095,804 BIL, SPLG, WWJD, FLOT, WPM 13F-HR 14 Nov 2025, 18:23
Q2 2025 78 $131,714,401 +$22,042,595 -$8,449,666 +$13,592,929 BIL, SPLG, WWJD, FLOT, TPSC 13F-HR 30 Jul 2025, 17:53
Q1 2025 66 $106,938,711 +$19,681,325 -$15,528,141 +$4,153,184 BIL, WWJD, SPLG, FLOT, WPM 13F-HR 12 May 2025, 09:30
Q4 2024 64 $105,173,230 $0 $0 $0 BIL, WWJD, SPLG, TPSC, SPEM 13F-HR 03 Feb 2025, 16:39