Truepoint, Inc. Portfolio Holdings
Truepoint, Inc.
- $3.59 Billion
- Q1 2025
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