Institutions / Truepoint, Inc.

Truepoint, Inc.

CIK 1427748 · Institution · as of Dec 31, 2025

Portfolio value

$4.44B

Positions

147

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 147 →

Company	Class	Value	Shares	% of portfolio
Vanguard Bd Index Fds	—	$550.06M	6,979,556	12.4%
Dimensional ETF Trust	—	$533.87M	12,543,839	12.0%
iShares Tr	—	$467.37M	682,349	10.5%
Vanguard Index Fds	—	$399.67M	1,192,078	9.0%
Vanguard Index Fds	—	$298.28M	1,068,574	6.7%
American Centy ETF Tr	—	$290.35M	2,847,150	6.5%
Vanguard Tax-Managed Intl Fd	—	$224.21M	3,589,070	5.0%
Vanguard Index Fds	—	$201.71M	413,468	4.5%
Dimensional ETF Trust	—	$165.31M	4,997,417	3.7%
Dimensional ETF Trust	—	$143.26M	2,974,080	3.2%
Dimensional ETF Trust	—	$116.67M	3,410,368	2.6%
iShares Tr	—	$106.68M	1,192,495	2.4%
Vanguard Index Fds	—	$93.94M	298,425	2.1%
Dimensional ETF Trust	—	$91.62M	1,966,611	2.1%
Dimensional ETF Trust	—	$89.59M	1,504,669	2.0%
Schwab Strategic Tr	—	$81.23M	3,378,971	1.8%
Dimensional ETF Trust	—	$70.92M	2,058,153	1.6%
iShares MSCI UAE ETF	—	$48.29M	324,800	1.1%
iShares MSCI UAE ETF	—	$45.42M	425,683	1.0%
Dimensional ETF Trust	—	$43.98M	1,337,204	1.0%
iShares Tr	—	$39.06M	285,212	0.9%
American Centy ETF Tr	—	$35.28M	458,041	0.8%
Schwab Strategic Tr	—	$29.29M	1,116,699	0.7%
iShares Tr	—	$22.65M	58,557	0.5%
Schwab Strategic Tr	—	$22.52M	836,756	0.5%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.