§ 13F · FUND PROFILE
TRUST POINT INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.2B (13F)Positions · 603Turnover · — · Q1Filed · Apr 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$109M 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 APR 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | QGRW | WISDOMTREE | 2.37M | $127M | 11.0% | −4% |
| 2 | VIG | VANGUARD | 537K | $115M | 10.0% | −53% |
| 3 | IVOV | VANGUARD | 603K | $61M | 5.3% | NEW |
| 4 | VV | VANGUARD | 193K | $58M | 5.0% | −7% |
| 5 | ISTB | ISHARES | 1.03M | $50M | 4.4% | −39% |
| 6 | PWR | QUANTA SERVICES INC | 71K | $39M | 3.4% | −4% |
| 7 | KRE | STATE STREET SPDR | 504K | $33M | 2.9% | NEW |
| 8 | AAPL | APPLE INC | 100K | $25M | 2.2% | ±0% |
| 9 | PFG | PRINCIPAL FINANCIAL GROUP INC | 263K | $24M | 2.1% | ±0% |
| 10 | NVDA | NVIDIA CORP | 115K | $20M | 1.7% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TRUST SIGNAL
AC read
TRUST POINT INC. is a Other fund managing $1.2 billion in assets. The fund runs a broad portfolio of 603 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