Turning Point Benefit Group, Inc.

All Holdings — 2025 Q4

AI Portfolio Summary
In 2025 Q4, Turning Point Benefit Group, Inc. maintained a portfolio of 915 distinct positions. The most significant new addition to the portfolio was BLUEROCK PVT REAL ES, which now represents 2.63% of the total fund value. They heavily accumulated shares in ISHARES TR, increasing their position by 39.7%. Conversely, Turning Point Benefit Group, Inc. completely exited their position in INVESCO EXCH TRD SLF.
PCA Score Concentration Risk
Risk ENB
Total Positions
915
Quarter
2025 Q4
Top Holding
BIL (13.1%)
Top 10 Concentration
48.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 915
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
BIL
SPDR SERIES TRU...
ETF 13.06% 16.20% #1
Prev: #1
5.2 -19,900 -6.8%
P
S
273,683 $25,009,152 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FLOT
ISHARES TR
ETF 6.62% 5.48% #2 2
Prev: #4
4.8 70,901 39.7%
P
S
249,321 $12,680,466 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPLG
SPDR SERIES TRU...
ETF 5.11% 6.59% #3 1
Prev: #2
2.1 -16,969 -12.2%
P
S
121,980 $9,785,235 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
WWJD
NORTHERN LTS FD...
ETF 5.04% 6.07% #4 1
Prev: #3
2.0 -18,753 -6.6%
P
S
264,746 $9,657,934 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CGMS
CAPITAL GRP FIX...
ETF 3.94% 3.25% #5 1
Prev: #6
3.7 79,497 41.0%
P
S
273,329 $7,549,347 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
WPM
WHEATON PRECIOU...
Basic Materials 3.32% 3.53% #6 1
Prev: #5
3.3 1,537 2.9%
P
S
54,055 $6,352,543 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DFIV
DIMENSIONAL ETF...
ETF 3.19% 2.82% #7
Prev: #7
3.3 21,404 21.2%
P
S
122,523 $6,113,897 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VYMI
VANGUARD WHITEH...
ETF 2.67% 2.40% #8 2
Prev: #10
3.1 9,988 21.3%
P
S
56,839 $5,115,510 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BPRE
BLUEROCK PVT RE...
Unknown 2.63% #9
Prev: #—
3.1 335,981 no change
NEW
335,981 $5,039,719 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TFLR
T ROWE PRICE ET...
ETF 2.39% 1.96% #10 1
Prev: #11
3.1 25,863 41.0%
P
S
88,941 $4,571,940 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPEM
SPDR INDEX SHS ...
ETF 2.07% 2.47% #11 3
Prev: #8
0.8 -2,251 -2.6%
P
S
84,540 $3,957,317 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TPSC
TIMOTHY PLAN
ETF 1.89% 2.43% #12 3
Prev: #9
0.8 -9,700 -10.0%
P
S
87,116 $3,610,957 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
QQQM
INVESCO EXCH TR...
ETF 1.85% 1.75% #13 1
Prev: #12
2.8 2,314 19.8%
P
S
14,020 $3,545,938 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FDL
FIRST TR EXCHAN...
ETF 1.65% 1.45% #14 1
Prev: #15
2.8 16,434 29.9%
P
S
71,329 $3,162,727 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CGDV
CAPITAL GROUP D...
Unknown 1.65% 1.44% #15 1
Prev: #16
2.7 15,825 28.0%
P
S
72,329 $3,156,437 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MOAT
VANECK ETF TRUS...
ETF 1.58% 1.39% #16 2
Prev: #18
2.7 6,381 27.9%
P
S
29,293 $3,033,582 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SLVP
ISHARES INC
ETF 1.57% 1.37% #17 2
Prev: #19
2.6 5,041 6.1%
P
S
87,638 $3,003,353 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GLD
SPDR GOLD TR
ETF 1.56% 1.47% #18 4
Prev: #14
2.7 686 10.0%
P
S
7,551 $2,992,536 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
RSP
INVESCO EXCHANG...
ETF 1.54% 1.37% #19 1
Prev: #20
2.7 3,514 29.5%
P
S
15,437 $2,957,111 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MOTI
VANECK ETF TRUS...
ETF 1.52% 1.40% #20 3
Prev: #17
2.7 17,499 28.4%
P
S
79,184 $2,904,469 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IAUM
ISHARES GOLD TR
ETF 1.48% 1.61% #21 8
Prev: #13
0.6 -3,363 -4.9%
P
S
65,800 $2,828,742 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TPIF
TIMOTHY PLAN
ETF 1.46% 1.06% #22 2
Prev: #24
2.7 28,101 53.7%
P
S
80,416 $2,788,827 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
RING
ISHARES INC
ETF 1.42% 1.35% #23 2
Prev: #21
2.6 2,865 8.4%
P
S
36,864 $2,714,665 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BIBL
NORTHERN LTS FD...
ETF 1.37% 1.34% #24 2
Prev: #22
2.6 8,042 16.1%
P
S
57,959 $2,615,689 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TPHD
TIMOTHY PLAN
ETF 1.18% 0.66% #25 10
Prev: #35
2.8 31,135 112.6%
P
S
58,789 $2,265,140 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BSJR
INVESCO EXCH TR...
ETF 0.00% 0.68%
Sold All 😨
(Was: #34)
0.3 -49,847 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TPHE
TIMOTHY PLAN
Unknown 0.00% 0.32%
Sold All 😨
(Was: #55)
0.3 -20,268 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPY
SPDR S&P 500 ET...
ETF 0.00% 0.09%
Sold All 😨
(Was: #93)
0.3 -230 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DFAC
DIMENSIONAL ETF...
ETF 0.00% 0.02%
Sold All 😨
(Was: #164)
0.3 -800 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FBTC
FIDELITY WISE O...
ETF 0.00% 0.02%
Sold All 😨
(Was: #165)
0.3 -301 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ARDC
ARES DYNAMIC CR...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #233)
0.3 -383 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BGB
BLACKSTONE STRA...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #241)
0.3 -396 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BGX
BLACKSTONE LONG...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #242)
0.3 -403 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RKLB
ROCKET LAB CORP
Industrials 0.00% 0.00%
Sold All 😨
(Was: #259)
0.3 -70 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PAVE
GLOBAL X FDS
ETF 0.00% 0.00%
Sold All 😨
(Was: #261)
0.3 -67 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BOTZ
GLOBAL X FDS
ETF 0.00% 0.00%
Sold All 😨
(Was: #269)
0.3 -83 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VFH
VANGUARD WORLD ...
ETF 0.00% 0.00%
Sold All 😨
(Was: #286)
0.3 -18 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VTI
VANGUARD INDEX ...
ETF 0.00% 0.00%
Sold All 😨
(Was: #287)
0.3 -7 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
COOP
MR COOPER GROUP...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #299)
0.3 -10 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MDT
MEDTRONIC PLC
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #346)
0.3 -15 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WAT
WATERS CORP
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #363)
0.3 -4 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EXLS
EXLSERVICE HOLD...
Technology 0.00% 0.00%
Sold All 😨
(Was: #364)
0.3 -29 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CWCO
CONSOLIDATED WA...
Utilities 0.00% 0.00%
Sold All 😨
(Was: #371)
0.3 -36 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TPH
TRI POINTE HOME...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #381)
0.3 -32 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AGM
FEDERAL AGRIC M...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #392)
0.3 -6 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VNT
VONTIER CORPORA...
Technology 0.00% 0.00%
Sold All 😨
(Was: #399)
0.3 -22 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DFIN
DONNELLEY FINL ...
Technology 0.00% 0.00%
Sold All 😨
(Was: #418)
0.3 -16 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WFRD
WEATHERFORD INT...
Energy 0.00% 0.00%
Sold All 😨
(Was: #424)
0.3 -11 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FDX
FEDEX CORP
Industrials 0.00% 0.00%
Sold All 😨
(Was: #434)
0.3 -3 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
JBLU
JETBLUE AWYS CO...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #437)
0.3 -150 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
QCRH
QCR HOLDINGS IN...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #440)
0.3 -9 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
UA
UNDER ARMOUR IN...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #451)
0.3 -130 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EQT
EQT CORP
Energy 0.00% 0.00%
Sold All 😨
(Was: #458)
0.3 -11 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AVDX
AVIDXCHANGE HOL...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #480)
0.3 -55 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SDGR
SCHRODINGER INC
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #484)
0.3 -25 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AROC
ARCHROCK INC
Energy 0.00% 0.00%
Sold All 😨
(Was: #490)
0.3 -20 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SKYW
SKYWEST INC
Industrials 0.00% 0.00%
Sold All 😨
(Was: #494)
0.3 -5 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GIL
GILDAN ACTIVEWE...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #532)
0.3 -7 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ACMR
ACM RESH INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #541)
0.3 -9 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NXT
NEXTRACKER INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #547)
0.3 -5 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RELY
REMITLY GLOBAL ...
Technology 0.00% 0.00%
Sold All 😨
(Was: #569)
0.3 -20 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
OGE
OGE ENERGY CORP
Utilities 0.00% 0.00%
Sold All 😨
(Was: #570)
0.3 -7 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FIVE
FIVE BELOW INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #573)
0.3 -2 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BRZE
BRAZE INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #577)
0.3 -11 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
STZ
CONSTELLATION B...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #602)
0.3 -2 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HOOD
ROBINHOOD MKTS ...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #601)
0.3 -2 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ARCB
ARCBEST CORP
Industrials 0.00% 0.00%
Sold All 😨
(Was: #604)
0.3 -4 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LGIH
LGI HOMES INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #612)
0.3 -5 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LFUS
LITTELFUSE INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #614)
0.3 -1 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BLDR
BUILDERS FIRSTS...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #619)
0.3 -2 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WY
WEYERHAEUSER CO...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #622)
0.3 -10 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
UCB
UNITED CMNTY BK...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #626)
0.3 -8 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FOR
FORESTAR GROUP ...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #628)
0.3 -9 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NET
CLOUDFLARE INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #642)
0.3 -1 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EMLC
VANECK ETF TRUS...
ETF 0.00% 0.00%
Sold All 😨
(Was: #650)
0.3 -8 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AGG
ISHARES TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #654)
0.3 -2 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EWW
ISHARES INC
ETF 0.00% 0.00%
Sold All 😨
(Was: #656)
0.3 -3 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MCHI
ISHARES TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #657)
0.3 -3 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
INFA
INFORMATICA INC
Unknown 0.00% 0.00%
Sold All 😨
(Was: #658)
0.3 -8 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AIRR
FIRST TR EXCHAN...
ETF 0.00% 0.00%
Sold All 😨
(Was: #659)
0.3 -2 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BC
BRUNSWICK CORP
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #661)
0.3 -3 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
THG
HANOVER INS GRO...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #665)
0.3 -1 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ZIMV
ZIMVIE INC
Unknown 0.00% 0.00%
Sold All 😨
(Was: #672)
0.3 -9 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BALL
BALL CORP
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #679)
0.3 -3 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RGEN
REPLIGEN CORP
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #683)
0.3 -1 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MAA
MID-AMER APT CM...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #690)
0.3 -1 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HDV
ISHARES TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #702)
0.3 -1 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CWST
CASELLA WASTE S...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #724)
0.3 -1 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TGT
TARGET CORP
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #725)
0.3 -1 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AKAM
AKAMAI TECHNOLO...
Technology 0.00% 0.00%
Sold All 😨
(Was: #732)
0.3 -1 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MTCH
MATCH GROUP INC...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #735)
0.3 -2 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ARVN
ARVINAS INC
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #739)
0.3 -7 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RLI
RLI CORP
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #740)
0.3 -1 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 915 holdings

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