Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| TSLATesla Inc | $15.7M | 15.6% | |
| FIXPTidal Trust I | $9.0M | 8.9% | |
| BDGSEa Series Trust | $5.3M | 5.3% | |
| AMDAdvanced Micro Devices Inc | $4.4M | 4.4% | |
| THYFT Rowe Price Exchange-traded | $3.7M | 3.6% | |
| TSLLDirexion Shares Etf Trust | $3.6M | 3.6% | |
| SGOLEtfs Gold Tr | $2.7M | 2.7% | |
| MUMicron Technology Inc | $2.2M | 2.2% | |
| PHYLPgim Etf Tr | $1.9M | 1.9% | |
| ARKKArk Etf Tr | $1.9M | 1.9% | |
| JPIEJ P Morgan Exchange Traded F | $1.7M | 1.7% | |
| ARKGArk Etf Tr | $1.6M | 1.6% | |
| NVDANvidia Corporation | $1.5M | 1.5% | |
| TBUXT Rowe Price Exchange-traded | $1.3M | 1.3% | |
| MSFTMicrosoft Corp | $1.3M | 1.3% | |
| SPCXSpace Exploration Techn Corp | $1.2M | 1.2% | |
| DIAState Str Spdr Dow Jones Ind | $1.2M | 1.2% | |
| MARMarriott Intl Inc New | $1.1M | 1.0% | |
| ARKQArk Etf Tr | $964K | 1.0% | |
| SPSKTidal Trust I | $939K | 0.9% | |
| LRCXLam Research Corp | $930K | 0.9% | |
| TERTeradyne Inc | $870K | 0.9% | |
| RISRTidal Trust I | $864K | 0.9% | |
| GOOGAlphabet Inc | $839K | 0.8% | |
| AVGOBroadcom Inc | $800K | 0.8% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Turner Financial Group, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2149918&type=13F-HR&dateb=&owner=include&count=40CIK 2149918
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2149918/000214991826000001/Filed August 14, 2026 · accession 0002149918-26-000001