Truepoint
$4.8B 13F equity value
165 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Truepoint covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| BSV | VANGUARD BD INDEX FDS | 7,420,247 | $578M | 12.1% |
| DFCF | DIMENSIONAL ETF TRUST | 13,477,146 | $569M | 11.9% |
| IVV | ISHARES TR | 671,007 | $503M | 10.5% |
| VTI | VANGUARD INDEX FDS | 1,147,607 | $425M | 8.9% |
| VOT | VANGUARD INDEX FDS | 1,093,223 | $335M | 7.0% |
| AVUV | AMERICAN CENTY ETF TR | 2,653,956 | $331M | 6.9% |
| VEA | VANGUARD TAX-MANAGED INTL FD | 3,188,877 | $227M | 4.7% |
| VUG | VANGUARD INDEX FDS | 2,445,104 | $211M | 4.4% |
| DFEM | DIMENSIONAL ETF TRUST | 4,964,110 | $202M | 4.2% |
| DFNM | DIMENSIONAL ETF TRUST | 3,211,719 | $155M | 3.2% |
Track Truepoint's 13F portfolio: $4.8B in reported holdings, 165 positions. Top holdings and quarterly changes on SentiSense.
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