StockDriftsStockDriftsTop 50 Truepoint, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BSV | VANGUARD BD INDEX FDS | 12.07% | 7.42M | $578.1M | +2.80%(+202.26K) | $77.25(+0.47%) | 2026-06-30 | |
| DFCF | DIMENSIONAL ETF TRUST | 11.87% | 13.48M | $568.9M | +3.17%(+414.39K) | $41.64(-0.50%) | 2026-06-30 | |
| IVV | ISHARES TR | 10.49% | 671.0K | $502.5M | -3.57%(-24.82K) | $442.18(+76.16%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 8.86% | 1.15M | $424.7M | -2.60%(-30.66K) | $125.85(+204.62%) | 2026-06-30 | |
| VOT | VANGUARD INDEX FDS | 6.99% | 1.09M | $334.9M | -1.15%(-12.74K) | $165.14(+90.35%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 6.91% | 2.65M | $331.1M | -7.59%(-217.98K) | $79.89(+60.42%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED INTL FD | 4.74% | 3.19M | $227.2M | -7.71%(-266.31K) | $44.89(+64.87%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 4.4% | 2.45M | $210.6M | -3.68%(-93.44K) | $31.16(+186.18%) | 2026-06-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 4.21% | 4.96M | $201.7M | -6.10%(-322.35K) | $25.06(+61.26%) | 2026-06-30 | |
| DFNM | DIMENSIONAL ETF TRUST | 3.24% | 3.21M | $155.2M | +3.75%(+116.00K) | $47.44(+0.68%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.90% | +40.13% | +5.68% | +31.83% |
| Top 20 Holdings Unweighted | +13.97% | +48.05% | +7.52% | +43.70% |
Truepoint, Inc. reports $4.79B in US-listed equity holdings across 160 positions in its most recent 13F filing. Its largest disclosed positions are BSV (12.1%), DFCF (11.9%) and IVV (10.5%). The top 20 holdings account for 91.54% of reported assets. Its disclosed equity book has returned +40.13% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Truepoint, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1427748). View Truepoint, Inc.’s 13F filings on SEC