1y return+13.6%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $122 against $127 in the S&P 500.2
Turning Point Benefit Group, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| BILSpdr Series Trust | $24.3M | 10.4% | −34.6% |
| FLOTIshares Tr | $17.9M | 7.7% | +145.5% |
| CGMSCapital Grp Fixed Incm Etf T | $10.7M | 4.6% | +146.9% |
| WWJDNorthern Lts Fd Tr Iv | $8.8M | 3.8% | −41.3% |
| DFIVDimensional Etf Trust | $8.8M | 3.8% | +159.4% |
| SPYMSpdr Series Trust | $8.6M | 3.7% | −30.6% |
| VYMIVanguard Whitehall Fds | $7.8M | 3.4% | +145.3% |
| QQQMInvesco Exch Traded Fd Tr II | $5.2M | 2.2% | +279.6% |
| CGDVCapital Group Dividend Value | $5.1M | 2.2% | +237.3% |
| FDLFirst Tr Exchange-traded Fd | $4.9M | 2.1% | +217.7% |
| RSPInvesco Exchange Traded Fd T | $4.6M | 2.0% | +217.3% |
| WPMWheaton Precious Metals Corp | $4.5M | 1.9% | −29.1% |
| SPEMSpdr Index Shs Fds | $4.5M | 1.9% | −10.9% |
| MOATVaneck Etf Trust | $4.4M | 1.9% | +261.8% |
| BIBLNorthern Lts Fd Tr Iv | $4.2M | 1.8% | +79.3% |
| LENDSei Exchange Traded Funds | $4.2M | 1.8% | New |
| TPHDTimothy Plan | $4.2M | 1.8% | +86.3% |
| BPREBluerock Pvt Real Estate Fd | $4.1M | 1.8% | +748.4% |
| JPLDJ P Morgan Exchange Traded F | $4.0M | 1.7% | New |
| TPIFTimothy Plan | $3.9M | 1.7% | +132.9% |
| TPLCTimothy Plan | $3.9M | 1.7% | +249.1% |
| TPSCTimothy Plan | $3.5M | 1.5% | −48.7% |
| TSMTaiwan Semiconductor Manufac | $3.4M | 1.5% | +6.3% |
| PSCPrincipal Exchange Traded Fd | $3.1M | 1.3% | +251.9% |
| IJJIshares Tr | $2.9M | 1.2% | +264.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| TSMTaiwan Semiconductor Manufac | March 31, 2025 | +187.7% | $3.4M |
| SLVPIshares Inc | December 31, 2024 | +167.2% | $2.0M |
| RINGIshares Inc | December 31, 2024 | +129.8% | $1.9M |
| VLOValero Energy Corp | December 31, 2024 | +112.4% | $1.7M |
| WPMWheaton Precious Metals Corp | December 31, 2024 | +99.7% | $4.5M |
| NVDANvidia Corporation | March 31, 2025 | +84.6% | $2.1M |
| IAUMIshares Gold Trust Micro | December 31, 2024 | +52.9% | $2.7M |
| DFIVDimensional Etf Trust | December 31, 2024 | +52.3% | $8.8M |
| GLDSpdr Gold Tr | December 31, 2024 | +52.1% | $2.7M |
| BIBLNorthern Lts Fd Tr Iv | December 31, 2024 | +48.8% | $4.2M |
Sold off last quarter
- MOTIVaneck Etf Trust was $1.1M
- XLVSelect Sector Spdr Tr was $368K
- HEFAIshares Tr was $356K
- GLRYNorthern Lts Fd Tr Iv was $303K
- ICSHIshares Tr was $247K
- COWZPacer Fds Tr was $215K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +3.5% | +14.8% |
| March 31, 2026 | +1.6% | −4.6% |
| December 31, 2025 | +1.9% | +2.4% |
| September 30, 2025 | +6.0% | +7.8% |
| June 30, 2025 | +5.7% | +10.5% |
| March 31, 2025 | +1.8% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Turning Point Benefit Group, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2008513&type=13F-HR&dateb=&owner=include&count=40CIK 2008513
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2008513/000200851326000006/Filed July 23, 2026 · accession 0002008513-26-000006