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

TickerCompanySharesValueWeight
BSVVANGUARD BD INDEX FDS7,420,247$578M12.1%
DFCFDIMENSIONAL ETF TRUST13,477,146$569M11.9%
IVVISHARES TR671,007$503M10.5%
VTIVANGUARD INDEX FDS1,147,607$425M8.9%
VOTVANGUARD INDEX FDS1,093,223$335M7.0%
AVUVAMERICAN CENTY ETF TR2,653,956$331M6.9%
VEAVANGUARD TAX-MANAGED INTL FD3,188,877$227M4.7%
VUGVANGUARD INDEX FDS2,445,104$211M4.4%
DFEMDIMENSIONAL ETF TRUST4,964,110$202M4.2%
DFNMDIMENSIONAL ETF TRUST3,211,719$155M3.2%

Track Truepoint's 13F portfolio: $4.8B in reported holdings, 165 positions. Top holdings and quarterly changes on SentiSense.

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