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Portfolio (Quarterly) Guide ↗

Truepoint, Inc.

· CIK 0001427748
13F Portfolio $4.5B AUM 149 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 45 Added 49 Reduced 8 Exited
Page 2 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AVLV AMERICAN CENTY ETF TR 37,168.0 $3.0M 0.07% -490.0 -1.3% $80.61 +9.0%
22 IVE ISHARES TR 13,638.0 $2.9M 0.06% -230.0 -1.7% $211.15 +5.8%
23 DFSI DIMENSIONAL ETF TRUST 64,067.0 $2.7M 0.06% -2K -3.8% $42.40 +4.9%
24 GOOGL ALPHABET INC Communication Services 8,461.0 $2.4M 0.05% -145.0 -1.7% $287.56 +39.5%
25 AMZN AMAZON COM INC Consumer Cyclical 10,617.0 $2.2M 0.05% -316.0 -2.9% $208.28 +26.8%
26 NVDA NVIDIA CORPORATION Technology 12,177.0 $2.1M 0.05% -382.0 -3.0% $174.39 +35.2%
27 AVIG AMERICAN CENTY ETF TR 41,917.0 $1.7M 0.04% -9K -17.7% $41.54 -1.1%
28 DFUS DIMENSIONAL ETF TRUST 23,408.0 $1.7M 0.04% -404.0 -1.7% $70.91 +13.2%
29 VO VANGUARD INDEX FDS 5,324.0 $1.5M 0.03% -133.0 -2.4% $287.19 -73.4%
30 AVDE AMERICAN CENTY ETF TR 16,250.0 $1.4M 0.03% -684.0 -4.0% $84.84 +5.4%
31 MUB ISHARES TR 10,518.0 $1.1M 0.03% -664.0 -5.9% $106.15 -0.0%
32 QQQ INVESCO QQQ TR Financial Services 1,914.0 $1.1M 0.03% -129.0 -6.3% $577.06 +22.9%
33 JPM JPMORGAN CHASE & CO Financial Services 3,366.0 $990K 0.02% -20.0 -0.6% $294.16 +2.0%
34 EFA ISHARES TR 9,498.0 $923K 0.02% -1K -12.3% $97.13 +4.7%
35 KMI KINDER MORGAN INC DEL Energy 25,107.0 $842K 0.02% -549.0 -2.1% $33.53 -0.4%
36 GE GENERAL ELECTRIC CO Industrials 2,679.0 $760K 0.02% -408.0 -13.2% $283.77 +2.7%
37 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 1,144.0 $706K 0.02% -13.0 -1.1% $616.76 +6.9%
38 CINF CINCINNATI FINL CORP Financial Services 4,087.0 $643K 0.01% -4K -47.1% $157.35 +5.8%
39 HD HOME DEPOT INC Consumer Cyclical 1,794.0 $590K 0.01% -45.0 -2.5% $328.89 -7.5%
40 V VISA INC Financial Services 1,869.0 $565K 0.01% -26.0 -1.4% $302.24 +6.7%
Page 2 of 3  ·  49 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Defensive 31.1%
Financial Services 21.2%
Technology 19.7%
Industrials 7.5%
Communication Services 6.3%
Consumer Cyclical 5.8%
Energy 3.3%
Healthcare 2.8%
Basic Materials 1.4%
Utilities 1.0%