# EDGAR Filing Document

**Accession Number:** 0002008513
**File Stem:** 0002008513-26-000002
**Filing Date:** 2026-5
**Character Count:** 14353
**Document Hash:** d1b60759be4bf035c9a6a682ae3dfe2a
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002008513-26-000002.hdr.sgml**: 20260512

**ACCESSION NUMBER**: 0002008513-26-000002

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260512

**DATE AS OF CHANGE**: 20260512

**EFFECTIVENESS DATE**: 20260512

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Turning Point Benefit Group, Inc.
- **CENTRAL INDEX KEY:** 0002008513

**ORGANIZATION NAME:**
- **EIN:** 203664249
- **STATE OF INCORPORATION:** MD
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-24722
- **FILM NUMBER:** 26969891

**BUSINESS ADDRESS:**
- **STREET 1:** 7210 CORPORATE COURT, SUITE A
- **CITY:** FREDERICK
- **STATE:** MD
- **ZIP:** 21703
- **BUSINESS PHONE:** 301-846-9336

**MAIL ADDRESS:**
- **STREET 1:** 7210 CORPORATE COURT, SUITE A
- **CITY:** FREDERICK
- **STATE:** MD
- **ZIP:** 21703

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Turning Point Benefit Group Inc.<br>**Address:** 7210 CORPORATE COURT SUITE A<br>FREDERICK, MD 21703

**Form 13F File Number:** 028-24722

**CRD Number (if applicable):** 000301282

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Dane Grouell<br>**Title:** Chief Compliance Officer<br>**Phone:** 971-357-0636

**Signature, Place, and Date of Signing:**

Dane Grouell  Portland, OR  05-12-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 4307

**Form 13F Information Table Value Total:** $113357608

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AGNICO EAGLE MINES LTD | COM | 008474108 | BBG001S77MK3 | 437433 | 2098 | SH |  | SOLE |  | 0 | 0 | 2098 |
| ALPHABET INC | CAP STK CL C | 02079K107 | BBG009S3NB21 | 1594093 | 5367 | SH |  | SOLE |  | 0 | 0 | 5367 |
| AMAZON COM INC | COM | 023135106 | BBG001S5PQL7 | 340590 | 1720 | SH |  | SOLE |  | 0 | 0 | 1720 |
| AMETEK INC | COM | 031100100 | BBG001S5NN54 | 203041 | 932 | SH |  | SOLE |  | 0 | 0 | 932 |
| AMPHENOL CORP | CL A | 032095101 | BBG001S5NSK6 | 514050 | 4089 | SH |  | SOLE |  | 0 | 0 | 4089 |
| APPLE INC | COM | 037833100 | BBG001S5N8V8 | 477371 | 2029 | SH |  | SOLE |  | 0 | 0 | 2029 |
| APPLIED MATLS INC | COM | 038222105 | BBG001S5NMM7 | 245598 | 1156 | SH |  | SOLE |  | 0 | 0 | 1156 |
| ARISTA NETWORKS INC | COM SHS | 040413205 | BBG001T51KQ0 | 378491 | 3045 | SH |  | SOLE |  | 0 | 0 | 3045 |
| BARRICK MNG CORP | COM SHS | 06849F108 | BBG001S5N9P3 | 722063 | 17577 | SH |  | SOLE |  | 0 | 0 | 17577 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | BBG001S90346 | 263052 | 551 | SH |  | SOLE |  | 0 | 0 | 551 |
| BLACKROCK ETF TRUST II | ISHARES FLOATING | 092528405 | BBG019X2ZF79 | 1427737 | 28205 | SH |  | SOLE |  | 0 | 0 | 28205 |
| BLUEROCK PVT REAL ESTATE FD | COM | 09631P102 | BBG0064MN169 | 605280 | 37043 | SH |  | SOLE |  | 0 | 0 | 37043 |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 | BBG015H8BXT5 | 1323926 | 30832 | SH |  | SOLE |  | 0 | 0 | 30832 |
| CAPITAL GRP FIXED INCM ETF T | US MULTI-SECTOR | 14020Y300 | BBG019XS8NR3 | 4340816 | 158686 | SH |  | SOLE |  | 0 | 0 | 158686 |
| CAPITAL ONE FINL CORP | COM | 14040H105 | BBG001S65PV8 | 245970 | 1336 | SH |  | SOLE |  | 0 | 0 | 1336 |
| CATERPILLAR INC | COM | 149123101 | BBG001S5PJ06 | 276191 | 385 | SH |  | SOLE |  | 0 | 0 | 385 |
| CINTAS CORP | COM | 172908105 | BBG001S7CRG1 | 379778 | 2212 | SH |  | SOLE |  | 0 | 0 | 2212 |
| CONOCOPHILLIPS | COM | 20825C104 | BBG001S5TZM2 | 286489 | 2280 | SH |  | SOLE |  | 0 | 0 | 2280 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | BBG001S9KRQ7 | 592080 | 634 | SH |  | SOLE |  | 0 | 0 | 634 |
| CSX CORP | COM | 126408103 | BBG001S5Q7Q3 | 202811 | 4974 | SH |  | SOLE |  | 0 | 0 | 4974 |
| DIGITAL RLTY TR INC | COM | 253868103 | BBG001SM0K30 | 643335 | 3535 | SH |  | SOLE |  | 0 | 0 | 3535 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | BBG012G21Y06 | 3345741 | 62584 | SH |  | SOLE |  | 0 | 0 | 62584 |
| ESSEX PPTY TR INC | COM | 297178105 | BBG001S81418 | 436465 | 1762 | SH |  | SOLE |  | 0 | 0 | 1762 |
| EVERGY INC | COM | 30034W106 | BBG00H433CS1 | 961205 | 11691 | SH |  | SOLE |  | 0 | 0 | 11691 |
| EVERSOURCE ENERGY | COM | 30040W108 | BBG001S5TRL1 | 370810 | 5340 | SH |  | SOLE |  | 0 | 0 | 5340 |
| EXXON MOBIL CORP | COM | 30231G102 | BBG001S69V32 | 871852 | 5698 | SH |  | SOLE |  | 0 | 0 | 5698 |
| FIRST TR EXCHANGE-TRADED FD | SHS | 336917109 | BBG001SP68G0 | 1602559 | 31759 | SH |  | SOLE |  | 0 | 0 | 31759 |
| GENERAL DYNAMICS CORP | COM | 369550108 | BBG001S5RHP1 | 649017 | 1847 | SH |  | SOLE |  | 0 | 0 | 1847 |
| HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 | BBG0078W3NP4 | 284489 | 11574 | SH |  | SOLE |  | 0 | 0 | 11574 |
| ILLINOIS TOOL WKS INC | COM | 452308109 | BBG001S5SDX0 | 281160 | 1088 | SH |  | SOLE |  | 0 | 0 | 1088 |
| INVESCO ACTVELY MNGD ETC FD | OPTIMUM YIELD | 46090F100 | BBG007HL81B6 | 1440527 | 102632 | SH |  | SOLE |  | 0 | 0 | 102632 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | BBG00XS6PBW6 | 1105948 | 4564 | SH |  | SOLE |  | 0 | 0 | 4564 |
| INVESCO EXCH TRADED FD TR II | S 500 REVENUE | 46138G698 | BBG00P4Y2QS5 | 249984 | 2709 | SH |  | SOLE |  | 0 | 0 | 2709 |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2029 HG | 46138J395 | BBG012JBJ3V8 | 1432659 | 67706 | SH |  | SOLE |  | 0 | 0 | 67706 |
| INVESCO EXCH TRD SLF IDX FD | BULLETSHS 2030 | 46139W841 | BBG019JCWKY5 | 1479971 | 57341 | SH |  | SOLE |  | 0 | 0 | 57341 |
| INVESCO EXCH TRD SLF IDX FD | INVSCO 28 HYCORP | 46138J452 | BBG00X3HZJZ8 | 1426762 | 65538 | SH |  | SOLE |  | 0 | 0 | 65538 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 | BBG00KJR2NN7 | 1327188 | 6844 | SH |  | SOLE |  | 0 | 0 | 6844 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | BBG001S9GN63 | 395755 | 881 | SH |  | SOLE |  | 0 | 0 | 881 |
| ISHARES GOLD TR | SHARES REPRESENT | 46436F103 | BBG011K3SP01 | 2288149 | 74989 | SH |  | SOLE |  | 0 | 0 | 74989 |
| ISHARES INC | MSCI GBL GOLD MN | 46434G855 | BBG002GKR7K6 | 1798717 | 22257 | SH |  | SOLE |  | 0 | 0 | 22257 |
| ISHARES INC | MSCI GLB SLV | 464286327 | BBG002GKRFF4 | 1808973 | 49395 | SH |  | SOLE |  | 0 | 0 | 49395 |
| ISHARES TR | FLTG RATE NT ETF | 46429B655 | BBG001V1QYX1 | 7252810 | 142857 | SH |  | SOLE |  | 0 | 0 | 142857 |
| ISHARES TR | HDG MSCI EAFE | 46434V803 | BBG005XKVF72 | 355592 | 10769 | SH |  | SOLE |  | 0 | 0 | 10769 |
| ISHARES TR | INTL SEL DIV ETF | 464288448 | BBG001S7Y5C9 | 200448 | 4654 | SH |  | SOLE |  | 0 | 0 | 4654 |
| ISHARES TR | S MC 400VL ETF | 464287705 | BBG001SFQJM9 | 716524 | 5346 | SH |  | SOLE |  | 0 | 0 | 5346 |
| ISHARES TR | TRUST ISHARE 0-1 | 464288679 | BBG001SSD803 | 432481 | 3927 | SH |  | SOLE |  | 0 | 0 | 3927 |
| ISHARES TR | ULTRA SHORT DUR | 46434V878 | BBG005PCDCZ5 | 246789 | 4884 | SH |  | SOLE |  | 0 | 0 | 4884 |
| KLA CORP | COM NEW | 482480100 | BBG001S5SLM4 | 417500 | 271 | SH |  | SOLE |  | 0 | 0 | 271 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | BBG001SKNNS6 | 618220 | 1233 | SH |  | SOLE |  | 0 | 0 | 1233 |
| MCDONALDS CORP | COM | 580135101 | BBG001S5T110 | 422223 | 1364 | SH |  | SOLE |  | 0 | 0 | 1364 |
| MICROSOFT CORP | COM | 594918104 | BBG001S5TD05 | 1399296 | 3759 | SH |  | SOLE |  | 0 | 0 | 3759 |
| NEWMONT CORP | COM | 651639106 | BBG001S5TKX3 | 679978 | 6029 | SH |  | SOLE |  | 0 | 0 | 6029 |
| NORTHERN LTS FD TR IV | INSPIRE 100 ETF | 66538H534 | BBG00J3H9RL5 | 1662168 | 41269 | SH |  | SOLE |  | 0 | 0 | 41269 |
| NORTHERN LTS FD TR IV | INSPIRE CORP BD | 66538H633 | BBG00H3TKL24 | 1090995 | 45583 | SH |  | SOLE |  | 0 | 0 | 45583 |
| NORTHERN LTS FD TR IV | INSPIRE GBL HOPE | 66538H658 | BBG00G3NVMQ9 | 337477 | 7556 | SH |  | SOLE |  | 0 | 0 | 7556 |
| NORTHERN LTS FD TR IV | INSPIRE GROWTH E | 66538H369 | BBG00YG2Z3J8 | 303285 | 11241 | SH |  | SOLE |  | 0 | 0 | 11241 |
| NORTHERN LTS FD TR IV | INSPIRE INTL ETF | 66538H419 | BBG00QG3B4L4 | 11673342 | 396067 | SH |  | SOLE |  | 0 | 0 | 396067 |
| NVIDIA CORPORATION | COM | 67066G104 | BBG001S5TZJ6 | 1354170 | 7855 | SH |  | SOLE |  | 0 | 0 | 7855 |
| OMEGA HEALTHCARE INVS INC | COM | 681936100 | BBG001S736L1 | 733082 | 16327 | SH |  | SOLE |  | 0 | 0 | 16327 |
| ON SEMICONDUCTOR CORP | COM | 682189105 | BBG001SF7RS6 | 212472 | 3347 | SH |  | SOLE |  | 0 | 0 | 3347 |
| ONEOK INC NEW | COM | 682680103 | BBG001S5TWK1 | 308423 | 3485 | SH |  | SOLE |  | 0 | 0 | 3485 |
| PACER FDS TR | US CASH COWS 100 | 69374H881 | BBG00FJQN752 | 214704 | 4371 | SH |  | SOLE |  | 0 | 0 | 4371 |
| PALO ALTO NETWORKS INC | COM | 697435105 | BBG001T9NWN5 | 273534 | 1689 | SH |  | SOLE |  | 0 | 0 | 1689 |
| PAN AMERN SILVER CORP | COM | 697900108 | BBG001S5ZXR5 | 438503 | 7836 | SH |  | SOLE |  | 0 | 0 | 7836 |
| PARKER-HANNIFIN CORP | COM | 701094104 | BBG001S5V554 | 232313 | 256 | SH |  | SOLE |  | 0 | 0 | 256 |
| PENTAIR PLC | SHS | G7S00T104 | BBG001S69VB3 | 427261 | 4940 | SH |  | SOLE |  | 0 | 0 | 4940 |
| PRINCIPAL EXCHANGE TRADED FD | PRIN U S SMALL | 74255Y607 | BBG00DSQ66F7 | 729432 | 12516 | SH |  | SOLE |  | 0 | 0 | 12516 |
| REALTY INCOME CORP | COM | 756109104 | BBG001S884K0 | 1200120 | 19410 | SH |  | SOLE |  | 0 | 0 | 19410 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | BBG001T66WN0 | 492997 | 20647 | SH |  | SOLE |  | 0 | 0 | 20647 |
| SELECT SECTOR SPDR TR | STATE STREET HEA | 81369Y209 | BBG001S7SCQ6 | 368333 | 2518 | SH |  | SOLE |  | 0 | 0 | 2518 |
| SELECT SECTOR SPDR TR | STATE STREET UTI | 81369Y886 | BBG001S7TD56 | 219908 | 4763 | SH |  | SOLE |  | 0 | 0 | 4763 |
| SOUTHERN CO | COM | 842587107 | BBG001S5W777 | 385313 | 3976 | SH |  | SOLE |  | 0 | 0 | 3976 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | BBG001SCPX28 | 2899155 | 6781 | SH |  | SOLE |  | 0 | 0 | 6781 |
| SPDR INDEX SHS FDS | STATE STREET SPD | 78463X509 | BBG001SRXRD7 | 3724186 | 97208 | SH |  | SOLE |  | 0 | 0 | 97208 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R663 | BBG001STKCW9 | 37124082 | 405871 | SH |  | SOLE |  | 0 | 0 | 405871 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A854 | BBG001SPTB87 | 8437822 | 141727 | SH |  | SOLE |  | 0 | 0 | 141727 |
| T ROWE PRICE ETF INC | FLOATING RATE | 87283Q883 | BBG01BJBL0Z7 | 1421136 | 28160 | SH |  | SOLE |  | 0 | 0 | 28160 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | BBG001S5WWW4 | 2310639 | 6761 | SH |  | SOLE |  | 0 | 0 | 6761 |
| TIMOTHY PLAN | HIG DV STK ETF | 887432326 | BBG00P1J0X35 | 2207555 | 53195 | SH |  | SOLE |  | 0 | 0 | 53195 |
| TIMOTHY PLAN | INTL ETF | 887432334 | BBG00QXSPSF9 | 1624901 | 44498 | SH |  | SOLE |  | 0 | 0 | 44498 |
| TIMOTHY PLAN | U S SM CP CORE | 887432342 | BBG00QXSR7X3 | 4887965 | 141847 | SH |  | SOLE |  | 0 | 0 | 141847 |
| TIMOTHY PLAN | US LRGMD CP CORE | 887432359 | BBG00P1J0YL3 | 1031126 | 21961 | SH |  | SOLE |  | 0 | 0 | 21961 |
| VALERO ENERGY CORP | COM | 91913Y100 | BBG001S5X8K9 | 1424046 | 5801 | SH |  | SOLE |  | 0 | 0 | 5801 |
| VANECK ETF TRUST | MRNGSTR INT MOAT | 92189F593 | BBG009L72WV4 | 1104275 | 31829 | SH |  | SOLE |  | 0 | 0 | 31829 |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | BBG002XRNHT5 | 1130670 | 11660 | SH |  | SOLE |  | 0 | 0 | 11660 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 | BBG001SHTV18 | 224866 | 2684 | SH |  | SOLE |  | 0 | 0 | 2684 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | BBG001SS0V24 | 795789 | 5352 | SH |  | SOLE |  | 0 | 0 | 5352 |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 | BBG00C868SD7 | 3110849 | 32629 | SH |  | SOLE |  | 0 | 0 | 32629 |
| VEEVA SYS INC | CL A COM | 922475108 | BBG001TX0CB4 | 513791 | 2942 | SH |  | SOLE |  | 0 | 0 | 2942 |
| VISA INC | COM CL A | 92826C839 | BBG001SRCFY3 | 608637 | 2005 | SH |  | SOLE |  | 0 | 0 | 2005 |
| VISTRA CORP | COM | 92840M102 | BBG00DXDL6R0 | 300487 | 1984 | SH |  | SOLE |  | 0 | 0 | 1984 |
| WEC ENERGY GROUP INC | COM | 92939U106 | BBG001S5XDC7 | 884580 | 7578 | SH |  | SOLE |  | 0 | 0 | 7578 |
| WESCO INTL INC | COM | 95082P105 | BBG001SCRP78 | 732118 | 2625 | SH |  | SOLE |  | 0 | 0 | 2625 |
| WHEATON PRECIOUS METALS CORP | COM | 962879102 | BBG001S6DSP0 | 5613104 | 56707 | SH |  | SOLE |  | 0 | 0 | 56707 |
| ZSCALER INC | COM | 98980G102 | BBG003338H61 | 443813 | 3181 | SH |  | SOLE |  | 0 | 0 | 3181 |

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