Truepoint, Inc. has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $3.59 Billion distributed in 137 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Short with a value of $496M, Dimensional ETF Tr Core Fxd In with a value of $475M, Ishares Core S&P 500 ETF with a value of $352M, Vanguard Total Stock Market Et with a value of $338M, and Vanguard Mid Cap Growth Index with a value of $250M.

Examining the 13F form we can see an decrease of $67.9M in the current position value, from $3.66B to 3.59B.

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

Portfolio value $3.59 Billion
ETFs: $3.53 Billion
Consumer Defensive: $20.6 Million
Technology: $12.5 Million
Financial Services: $7.48 Million
Industrials: $3.87 Million
Healthcare: $2.94 Million
Consumer Cyclical: $2.45 Million
Communication Services: $2.43 Million
Other: $1.15 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 137
  • Current Value $3.59 Billion
  • Prior Value $3.66 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 59 stocks
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