Truepoint, Inc. Portfolio Holdings
Truepoint, Inc.
- $4.18 Billion
- Q3 2025
Truepoint, Inc. has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $4.18 Billion distributed in 144 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 $530M, Dimensional ETF Tr Core Fxd In with a value of $514M, Ishares Core S&P 500 ETF with a value of $445M, Vanguard Total Stock Market Et with a value of $397M, and Vanguard Mid Cap Growth Index with a value of $306M.
Examining the 13F form we can see an increase of $265M in the current position value, from $3.91B to 4.18B.
Below you can find more details about Truepoint, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$4.18 Billion
ETFs: $4.1 Billion
Consumer Defensive: $21 Million
Technology: $16.4 Million
Financial Services: $7.35 Million
Industrials: $5.04 Million
Communication Services: $4.06 Million
Healthcare: $3.62 Million
Consumer Cyclical: $3.48 Million
Other: $1.78 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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