§ 13F · FUND PROFILE
Truepoint, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $4.3B (13F)Positions · 144Turnover · — · Q1Filed · May 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BSV | VANGUARD BD INDEX FDS | 7.22M | $566M | 12.6% | +3% |
| 2 | DFCF | DIMENSIONAL ETF TRUST | 13.06M | $552M | 12.3% | +4% |
| 3 | IVV | ISHARES TR | 696K | $455M | 10.1% | +2% |
| 4 | VTI | VANGUARD INDEX FDS | 1.18M | $378M | 8.4% | −1% |
| 5 | AVUV | AMERICAN CENTY ETF TR | 2.87M | $317M | 7.1% | +1% |
| 6 | VOT | VANGUARD INDEX FDS | 1.11M | $285M | 6.3% | +4% |
| 7 | VEA | VANGUARD TAX-MANAGED INTL FD | 3.46M | $221M | 4.9% | −4% |
| 8 | VUG | VANGUARD INDEX FDS | 423K | $185M | 4.1% | +2% |
| 9 | DFEM | DIMENSIONAL ETF TRUST | 5.29M | $183M | 4.1% | +6% |
| 10 | DFNM | DIMENSIONAL ETF TRUST | 3.10M | $148M | 3.3% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TRUEPOINT, SIGNAL
AC read
Truepoint, Inc. is a Other fund managing $4.3 billion in assets. The fund runs a portfolio of 144 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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