Turning Point Benefit Group, Inc.
All 13F Filings
- Location
- Frederick, MD
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 157,013
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/12/2026 | 95 | 157,013 | 13F-HR | Turning Point Benefit Group, Inc. |
| Q4 2025 | 1/30/2026 | 851 | 191,440 | 13F-HR | Turning Point Benefit Group, Inc. |
| Q3 2025 | 11/17/2025 | 769 | 165,741 | 13F-HR | Turning Point Benefit Group, Inc. |
| Q2 2025 | 7/31/2025 | 78 | 132,035 | 13F-HR | Turning Point Benefit Group, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 44.99 K | 28.7% | 0 | 22.53 K | -22.53 K |
| ETFs | 104.8 K | 66.7% | 0 | 19.12 K | -19.12 K |
| Debt | 7.253 K | 4.6% | 7.253 K | 0 | 7.253 K |
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Fund Snapshot
Q1 2026
Latest filed
5/12/2026
Total value ($000)
157,013
Holdings
95
QoQ value change ($000)
-34,427
(-18.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.