Turning Point Benefit Group, Inc.
Top Portfolio Positions
51 positions ·
$41,517,630 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| WPM |
Wheaton Precious Metals Corp.
Basic Materials
|
56,707 | $7,429,184 | 17.89% | |
| IAUM |
iShares Gold Trust Micro
|
74,989 | $3,501,986 | 8.43% | |
| GLD |
Spdr Gold Trust
|
6,781 | $2,917,796 | 7.03% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
6,761 | $2,284,879 | 5.50% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
5,801 | $1,433,311 | 3.45% | |
| MSFT |
Microsoft Corp
Technology
|
3,759 | $1,391,469 | 3.35% | |
| NVDA |
Nvidia Corp
Technology
|
7,855 | $1,369,912 | 3.30% | |
| O |
Realty Income Corp
Real Estate
|
19,410 | $1,187,503 | 2.86% | |
| XOM |
Exxon Mobil Corp
Energy
|
5,698 | $966,722 | 2.33% | |
| EVRG |
Evergy, Inc.
Utilities
|
11,691 | $957,726 | 2.31% |
Portfolio Trend
6 quarters · across all stocks
Holdings in IAUM
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,501,986 | 74,989 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,828,741 | 65,800 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $2,662,775 | 69,163 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $2,326,817 | 70,531 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $2,401,960 | 77,060 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,442,838 | 93,345 | Shares | Sole | 2025-02-03 | |
| No 13F history on record for this holder in this stock. | ||||||