SEC Form 13F

Turning Point Benefit Group, Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-07-24
Reported value$232,483,112
Positions109

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SPDR SERIES TRUSTBILST STR BLO 1 ETF$24,293,280265,621
ISHARES TRFLOTFLTG RATE NT ETF$17,873,975350,665
CAPITAL GRP FIXED INCM ETF TCGMSUS MULTI-SECTOR$10,706,351391,822
NORTHERN LTS FD TR IVWWJDINSPIRE INTL ETF$8,845,934232,672
DIMENSIONAL ETF TRUSTDFIVINTERNATNAL VAL$8,768,168162,367
SPDR SERIES TRUSTSPYMST STR P500ETF$8,637,95798,369
VANGUARD WHITEHALL FDSVYMIINTL HIGH ETF$7,843,48780,039
INVESCO EXCH TRADED FD TR IIQQQMNASDAQ 100 ETF$5,202,34017,326
CAPITAL GROUP DIVIDEND VALUECGDVSHS CREAT UNIT$5,112,137103,996
FIRST TR EXCHANGE-TRADED FDFDLSHS$4,926,290100,897

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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