Turning Point Benefit Group, Inc. Stock Trading & 13F Insights

13F Portfolio Filings

  • Most recent 13F
    Q2 2025
  • Location
    frederick, MD
  • CIK
    0002008513
  • All SEC filings
Q2 2025
Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

78

$132.04 M
KRE, KRE, WWJD, FLOT
13F-HR
Jul 30, 2025
000166773125001017

66

$106.94 M
KRE, WWJD, KRE, FLOT
13F-HR
May 12, 2025
000166773125000612

64

$105.17 M
KRE, WWJD, KRE, TIMOTHY PLAN
13F-HR
Feb 3, 2025
000166773125000201