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Turning Point Benefit Group, Inc.
Turning Point Benefit Group, Inc. (doing business as Turning Point Financial) is an independent financial planning and wealth counseling firm founded in January 1994 and headquartered in Frederick, Maryland. Registered with the SEC, the firm employs about 25 professionals and serves individuals, high-net-worth clients, business owners, and retirement plans. It is owned and led by Mary K. Troxell, acting as President and principal shareholder. The firm provides financial planning and investment management on a fiduciary, fee-only basis, without commissions or performance-based fees, and conducts ongoing reviews of client objectives and account performance.
Investment Strategy
Turning Point Financial delivers personalized investment management and financial planning services. Its approach centers on a team-based, fiduciary process customized for each client's objectives, financial profile, and risk tolerance. Investment management is discretionary, relying on both standard models and bespoke solutions. The firm collaborates with professional sub-advisors and may use third-party asset managers for specific solutions. Portfolios are reviewed and rebalanced regularly, and recommendations are tailored to individual scenarios without a product sales agenda. Turning Point prioritizes transparency, client education, and holistic financial well-being.
Latest 13F Filing Activity
Turning Point Benefit Group, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 78 equity positions with a total 13F market value of $132M. The fund increased holdings in Timothy Plan, SPDR Series Trust, Invesco Exch Traded FD TR II among other positions. Turning Point Benefit Group, Inc. reduced exposure to SPDR Series Trust, Northern LTS FD TR IV, Ishares TR among others.
Top Holdings
Equity Positions (78)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BIL | SPDR SERIES TRUST | 23.99% | $31.7M | 345,369 | $91.43 | $91.73 | -$2.0M |
S SPLG | SPDR SERIES TRUST | 10.04% | $13.3M | 179,949 | $69.62 | $72.69 | +$4.5M |
W WWJD | NORTHERN LTS FD TR IV | 9.50% | $12.5M | 365,836 | $29.00 | $34.27 | +$432.9K |
F FLOT | ISHARES TR | 3.94% | $5.2M | 102,031 | $50.98 | $51.02 | -$886.9K |
T TPSC | TIMOTHY PLAN | 3.94% | $5.2M | 134,541 | $38.71 | $38.68 | +$4.8M |
Industry Allocation
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