Trust Point

$1.2B 13F equity value
568 Holdings
Quarter ended June 30, 2026

The latest 13F on file for Trust Point 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
QGRWWISDOMTREE2,477,989$164M13.9%
VIGVANGUARD556,557$132M11.2%
VVVANGUARD220,883$76M6.4%
IVOVVANGUARD664,535$76M6.4%
ISTBISHARES1,096,210$53M4.5%
KRESTATE STREET SPDR558,058$42M3.5%
NVDANVIDIA CORP133,641$27M2.3%
PFGPRINCIPAL FINANCIAL GROUP INC238,017$26M2.2%
IVWISHARES141,130$19M1.6%
IWBISHARES46,868$19M1.6%

Track Trust Point's 13F portfolio: $1.2B in reported holdings, 568 positions. Top holdings and quarterly changes on SentiSense.

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