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Portfolio (Quarterly) Guide ↗

Truepoint, Inc.

· CIK 0001427748
13F Portfolio $4.4B AUM Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 147 New
Page 6 of 8  ·  147 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TSLA TESLA INC Consumer Cyclical 1,198.0 $539K 0.01% NEW $449.62 -6.1%
102 COST COSTCO WHSL CORP NEW Consumer Defensive 623.0 $537K 0.01% NEW $862.34 +21.6%
103 DFIV DIMENSIONAL ETF TRUST 10,353.0 $517K 0.01% NEW $49.90 +11.0%
104 KO COCA COLA CO Consumer Defensive 7,082.0 $495K 0.01% NEW $69.91 +15.6%
105 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 1,603.0 $487K 0.01% NEW $303.89 +33.1%
106 IWD ISHARES TR 2,215.0 $466K 0.01% NEW $210.39 +10.6%
107 RPM RPM INTL INC Basic Materials 4,213.0 $438K 0.01% NEW $104.00 -8.4%
108 EA SERIES TRUST 7,874.0 $434K 0.01% NEW $55.11
109 GEV GE VERNOVA INC Utilities 663.0 $433K 0.01% NEW $653.57 +60.5%
110 ACN ACCENTURE PLC IRELAND Technology 1,601.0 $430K 0.01% NEW $268.30 -33.8%
111 WMT WALMART INC Consumer Defensive 3,854.0 $429K 0.01% NEW $111.41 +18.0%
112 META META PLATFORMS INC Communication Services 638.0 $421K 0.01% NEW $660.09 -6.9%
113 PNC PNC FINL SVCS GROUP INC Financial Services 2,003.0 $418K 0.01% NEW $208.73 +2.0%
114 XOM EXXON MOBIL CORP Energy 3,452.0 $415K 0.01% NEW $120.32 +31.2%
115 IWR ISHARES TR 4,313.0 $415K 0.01% NEW $96.27 +7.7%
116 SPYV SPDR SER TR 7,269.0 $413K 0.01% NEW $56.81 +6.1%
117 VXF VANGUARD INDEX FDS 1,962.0 $410K 0.01% NEW $209.12 +7.1%
118 IWM ISHARES TR 1,629.0 $401K 0.01% NEW $246.16 +12.1%
119 IWN ISHARES TR 2,124.0 $385K 0.01% NEW $181.21 +13.7%
120 VNQI VANGUARD INTL EQUITY INDEX F 8,197.0 $376K 0.01% NEW $45.84 +0.0%
Page 6 of 8  ·  147 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 30.1%
Technology 22.6%
Financial Services 21.7%
Communication Services 6.8%
Industrials 6.6%
Consumer Cyclical 6.3%
Healthcare 2.6%
Energy 2.1%
Utilities 0.6%
Basic Materials 0.6%