Trust Point Inc. Portfolio Holdings

Trust Point Inc.

  • $1.24 Trillion
  • Q3 2025

Trust Point Inc. has filed its 13F form on October 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.24 Trillion distributed in 603 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $257B, Wisdomtree with a value of $151B, Ihares Core 1 5 Years Usd Bond with a value of $84.2B, Vanguard Large Cap ETF with a value of $66.7B, and Principal Financial Group Inc with a value of $30.6B.

Examining the 13F form we can see an increase of $178B in the current position value, from $1.06T to 1.24T.

Trust Point Inc. is based out at La Crosse, WI

Below you can find more details about Trust Point Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.24 Trillion
ETFs: $633 Billion
Technology: $126 Billion
Financial Services: $87.9 Billion
Industrials: $72.8 Billion
Healthcare: $34.3 Billion
Consumer Cyclical: $34 Billion
Communication Services: $30 Billion
Consumer Defensive: $27 Billion
Other: $33.9 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$257 Billion 20.77% of portfolio
1,191,684
Q3 2025 Added 0.53%
Wisdomtree
-
$151 Billion 12.22% of portfolio
-
Q3 2025 Added 0.3%
$0
$84.2 Billion 6.8% of portfolio
1,723,373
Q3 2025 Added 2.06%
$0
$66.7 Billion 5.39% of portfolio
216,661
Q3 2025 Reduced 1.14%
$20.9B
$30.6 Billion 2.47% of portfolio
369,624
Q3 2025 Reduced 0.02%
$64.2B
$29.3 Billion 2.36% of portfolio
70,646
Q3 2025 New
$4.35T
$26.7 Billion 2.16% of portfolio
104,822
Q3 2025 New
$505B
$21.9 Billion 1.76% of portfolio
117,144
Q3 2025 Added 1.55%
$0
$20.7 Billion 1.67% of portfolio
56,664
Q2 2025 Reduced 6.06%
$3.86T
$20.1 Billion 1.62% of portfolio
38,788
Q3 2025 Reduced 2.76%
$0
$18.3 Billion 1.48% of portfolio
151,750
Q2 2025 Reduced 0.07%
$0
$15.4 Billion 1.24% of portfolio
433,297
Q3 2025 Added 28.18%
$0
$14.5 Billion 1.17% of portfolio
70,046
Q2 2025 Reduced 0.14%
$0
$13.2 Billion 1.06% of portfolio
19,780
Q3 2025 Added 0.14%
$0
$11.3 Billion 0.91% of portfolio
34,389
Q3 2025 Reduced 0.05%
$150B
$10.6 Billion 0.86% of portfolio
32,247
Q3 2025 Added 4.33%
$0
$9.11 Billion 0.74% of portfolio
94,319
Q3 2025 Reduced 2.11%
$0
$8.78 Billion 0.71% of portfolio
13,114
Q3 2025 Reduced 0.02%
$0
$8.53 Billion 0.69% of portfolio
287,723
Q3 2025 Reduced 1.9%
$621B
$8.05 Billion 0.65% of portfolio
16,005
Q3 2025 New
$23.6B
$8.11 Billion 0.65% of portfolio
165,274
Q3 2025 Reduced 0.3%
$2.49T
$7.76 Billion 0.63% of portfolio
35,353
Q3 2025 New
$0
$7.77 Billion 0.63% of portfolio
108,835
Q3 2025 Reduced 3.36%
$477B
$7.66 Billion 0.62% of portfolio
67,927
Q3 2025 Reduced 3.48%
$0
$7.64 Billion 0.62% of portfolio
229,753
Q3 2025 Reduced 36.37%
$0
$6.95 Billion 0.56% of portfolio
11,348
Q3 2025 Added 3.58%
$913B
$6.91 Billion 0.56% of portfolio
21,898
Q3 2025 Reduced 10.33%
$1.46T
$6.79 Billion 0.55% of portfolio
9,240
Q3 2025 Reduced 0.59%
$275B
$5.72 Billion 0.46% of portfolio
55,487
Q3 2025 Reduced 8.05%
$1.44T
$5.53 Billion 0.45% of portfolio
12,440
Q3 2025 Added 5.15%
$0
$4.95 Billion 0.4% of portfolio
23,725
Q3 2025 Added 22.03%
$557B
$4.63 Billion 0.37% of portfolio
13,552
Q3 2025 Reduced 11.34%
$0
$4.45 Billion 0.36% of portfolio
82,046
Q3 2025 Added 13.66%
$0
$4.3 Billion 0.35% of portfolio
49,206
Q3 2025 Reduced 1.02%
$1.72T
$4.38 Billion 0.35% of portfolio
17,997
Q3 2025 Added 0.08%
$330B
$3.98 Billion 0.32% of portfolio
47,513
Q3 2025 Added 1.82%
$494B
$3.75 Billion 0.3% of portfolio
20,226
Q3 2025 Reduced 3.23%
$0
$3.77 Billion 0.3% of portfolio
104,324
Q3 2025 Added 1.83%
$708B
$3.24 Billion 0.26% of portfolio
11,535
Q3 2025 Reduced 4.98%
$356B
$3.13 Billion 0.25% of portfolio
20,345
Q3 2025 Reduced 1.67%
$0
$3 Billion 0.24% of portfolio
40,379
Q3 2025 Reduced 2.41%
$389B
$2.92 Billion 0.24% of portfolio
7,201
Q3 2025 Reduced 3.34%
$201B
$2.85 Billion 0.23% of portfolio
20,290
Q3 2025 Reduced 0.65%
$216B
$2.87 Billion 0.23% of portfolio
21,438
Q3 2025 New
$0
$2.8 Billion 0.23% of portfolio
5,977
Q3 2025 Reduced 6.73%
$63.9B
$2.82 Billion 0.23% of portfolio
38,809
Q3 2025 Added 0.49%
$526B
$2.89 Billion 0.23% of portfolio
5,081
Q3 2025 Reduced 11.88%
$0
$2.69 Billion 0.22% of portfolio
33,163
Q3 2025 Reduced 7.71%
$0
$2.68 Billion 0.22% of portfolio
12,826
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 603
  • Current Value $1.24 Trillion
  • Prior Value $1.06 Trillion
  • Filing
  • Period Q3 2025
  • Filing Date October 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 103 stocks
  • Additional Purchases 209 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 121 stocks
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