Turning Point Benefit Group, Inc.
Annual return '25
+13.0%
SPY '25
+17.7%
Alpha
-4.7ptsvs SPY
Invested
$157M
Holdings
381
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 87%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BIL
SPDR SERIES TRUST
Q2 2025: Sold 6.1% (367.9k → 345.4k shares)
23.6%
02
$WWJD
NORTHERN LTS FD TR IV
Q2 2025: Sold 8.1% (398.0k → 365.8k shares)
7.4%
03
$SPYM
SPDR SERIES TRUST
Q2 2025: Increased +22.0% (147.5k → 179.9k shares)
5.4%
04
$FLOT
ISHARES TR
Q2 2025: Sold 15.8% (121.1k → 102.0k shares)
4.6%
05
$WPM
WHEATON PRECIOUS METALS CORP
Q2 2025: Sold 2.3% (55.4k → 54.1k shares)
3.6%
06
$TPSC
TIMOTHY PLAN
Q2 2025: Increased +1087.3% (11.3k → 134.5k shares)
3.1%
07
$EFA
ISHARES MSCI EAFE ETF
Held since at least Q1 2024
3.1%
08
$CGMS
CAPITAL GRP FIXED INCM ETF T
Q2 2025: Sold 19.0% (133.1k → 107.8k shares)
2.8%
09
$SPEM
SPDR INDEX SHS FDS
Q2 2025: Sold 2.0% (93.2k → 91.4k shares)
2.4%
10
$IVV
ISHARES TR CORE S&P500 ETF
Q4 2025: New position (399 shares)
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:45 UTC.