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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.3 Million 0.05% of portfolio
25,112
Q3 2025 Added 8.34%
$0
$2.14 Million 0.05% of portfolio
50,867
Q3 2025 Reduced 1.31%
$0
$2.29 Million 0.05% of portfolio
45,804
Q3 2025 Added 0.47%
$0
$1.91 Million 0.05% of portfolio
112,171
Q3 2024 New
$2.39T
$2.22 Million 0.05% of portfolio
10,117
Q3 2025 Added 12.88%
$0
$1.63 Million 0.04% of portfolio
30,516
Q3 2025 Reduced 2.55%
$0
$1.86 Million 0.04% of portfolio
9,983
Q3 2025 Reduced 1.24%
$0
$1.57 Million 0.04% of portfolio
5,328
Q3 2025 Reduced 2.76%
$0
$1.72 Million 0.04% of portfolio
23,812
Q4 2024 Reduced 0.04%
$0
$1.19 Million 0.03% of portfolio
4,003
Q2 2025 Added 0.35%
$0
$1.12 Million 0.03% of portfolio
10,505
Q3 2025 Reduced 1.1%
$0
$1.1 Million 0.03% of portfolio
7,869
Q3 2025 Added 20.01%
$881B
$1.13 Million 0.03% of portfolio
3,594
Q3 2025 Added 11.41%
$139B
$1.22 Million 0.03% of portfolio
3,688
Q3 2025 Added 0.63%
$0
$1.36 Million 0.03% of portfolio
17,215
Q3 2025 Added 0.33%
$2.27B
$1.4 Million 0.03% of portfolio
110,000
Q3 2025 New
$61.6B
$726,000 0.02% of portfolio
25,656
Q2 2025 New
$0
$948,000 0.02% of portfolio
12,359
Q3 2025 Reduced 7.78%
$0
$700,000 0.02% of portfolio
1,176
Q3 2025 Added 34.25%
$4.5B
$674,000 0.02% of portfolio
1,944
Q4 2023 Added 0.05%
$0
$854,000 0.02% of portfolio
7,859
Q3 2025 Reduced 1.95%
$1.74T
$923,000 0.02% of portfolio
3,790
Q3 2025 Reduced 2.02%
$522B
$752,000 0.02% of portfolio
4,059
Q3 2025 Added 6.84%
$533B
$666,000 0.02% of portfolio
1,952
Q3 2025 Reduced 4.78%
$0
$683,000 0.02% of portfolio
2,688
Q3 2025 Added 4.31%
$0
$830,000 0.02% of portfolio
6,895
Q3 2025 Reduced 2.2%
$367B
$713,000 0.02% of portfolio
1,762
Q3 2025 Reduced 1.01%
$0
$692,000 0.02% of portfolio
3,968
Q3 2025 Reduced 0.33%
$0
$836,000 0.02% of portfolio
1,394
Q3 2025 Reduced 0.64%
$404B
$718,000 0.02% of portfolio
776
Q3 2025 Added 58.69%
$0
$722,000 0.02% of portfolio
11,065
Q3 2025 Reduced 0.81%
$0
$855,000 0.02% of portfolio
8,923
Q3 2025 Added 0.04%
$0
$728,000 0.02% of portfolio
6,127
Q3 2025 Reduced 0.18%
$0
$788,000 0.02% of portfolio
9,532
Q3 2025 Added 0.18%
$328B
$768,000 0.02% of portfolio
2,555
Q3 2025 Reduced 0.35%
$26.1B
$646,000 0.02% of portfolio
4,087
Q2 2025 Reduced 0.05%
$0
$834,000 0.02% of portfolio
7,044
Q3 2025 Reduced 36.65%
$0
$288,000 0.01% of portfolio
663
Q3 2025 New
$67.6B
$258,000 0.01% of portfolio
5,353
Q2 2025 Reduced 0.13%
$279B
$424,000 0.01% of portfolio
4,118
Q3 2025 Added 41.12%
$0
$410,000 0.01% of portfolio
1,962
Q3 2025 Added 2.29%
$136B
$212,000 0.01% of portfolio
576
Q1 2025 New
$1.46T
$315,000 0.01% of portfolio
1,129
Q2 2025 Reduced 11.31%
$0
$219,000 0.01% of portfolio
1,617
Q3 2025 New
$0
$249,000 0.01% of portfolio
1,372
Q3 2025 Reduced 16.39%
$0
$212,000 0.01% of portfolio
529
Q3 2025 New
$170B
$237,000 0.01% of portfolio
1,646
Q2 2025 New
$5.08B
$223,000 0.01% of portfolio
3,025
Q3 2025 Reduced 4.9%
$0
$263,000 0.01% of portfolio
1,872
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 144
  • Current Value $4.18 Billion
  • Prior Value $3.91 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 12 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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