§ 13F · FUND PROFILE
Truepoint, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $4017.1T (13F)Positions · 138Turnover · — · Q4Filed · Feb 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$17.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | BSV | VANGUARD BD INDEX FDS | 6.98M | $550.1T | 12.4% | +4% |
| 2 | DFCF | DIMENSIONAL ETF TRUST | 12.54M | $533.9T | 12.0% | +4% |
| 3 | IVV | ISHARES TR | 682K | $467.4T | 10.5% | +3% |
| 4 | VTI | VANGUARD INDEX FDS | 1.19M | $399.7T | 9.0% | −1% |
| 5 | VOT | VANGUARD INDEX FDS | 1.07M | $298.3T | 6.7% | +2% |
| 6 | AVUV | AMERICAN CENTY ETF TR | 2.85M | $290.4T | 6.5% | +4% |
| 7 | VEA | VANGUARD TAX-MANAGED INTL FD | 3.59M | $224.2T | 5.0% | −3% |
| 8 | VUG | VANGUARD INDEX FDS | 413K | $201.7T | 4.5% | −2% |
| 9 | DFEM | DIMENSIONAL ETF TRUST | 5.00M | $165.3T | 3.7% | +13% |
| 10 | DFNM | DIMENSIONAL ETF TRUST | 2.97M | $143.3T | 3.2% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TRUEPOINT, SIGNAL
AC read
Truepoint, Inc. is a Other fund managing $4017106.6 trillion in assets. The fund runs a portfolio of 138 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed