Truepoint, Inc. has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $3.91 Billion distributed in 138 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 $505M, Dimensional ETF Tr Core Fxd In with a value of $487M, Ishares Core S&P 500 ETF with a value of $403M, Vanguard Total Stock Market Et with a value of $370M, and Vanguard Mid Cap Growth Index with a value of $295M.

Examining the 13F form we can see an increase of $323M in the current position value, from $3.59B to 3.91B.

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

Portfolio value $3.91 Billion
ETFs: $3.84 Billion
Consumer Defensive: $19.3 Million
Technology: $13.5 Million
Financial Services: $6.62 Million
Industrials: $5.71 Million
Consumer Cyclical: $3.47 Million
Communication Services: $3.18 Million
Healthcare: $2.29 Million
Other: $2.05 Million

Stock Holdings Table Companies Only

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

Summary

  • Portfolio
  • No. of Stocks 138
  • Current Value $3.91 Billion
  • Prior Value $3.59 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 68 stocks
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