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Filers›Hedge Fund›Truepoint, Inc.
DOSSIER · 13F-HR · Q1 2026

Truepoint, Inc.

Truepoint's hedge fund based in Boston, MA — $4.5B in tracked AUM across 149 positions as of Q1 2026.

T
Truepoint·Boston, MA·Hedge Fund
CIK 0001427748 · last filed Mar 31, 2026
Total AUM
$4.5B
▼ 1.4%
vs prior
Holdings
149
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
Top sector
Tech
45% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Truepoint, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
BSV
VANGUARD BD INDEX FDS
$566M7.2M12.6%
02
DFCF
DIMENSIONAL ETF TRUST
$552M13.1M12.3%
03
IVV
ISHARES TR
$455M696K10.1%
04
VTI
VANGUARD INDEX FDS
$378M1.2M8.4%
05
AVUV
AMERICAN CENTY ETF TR
$317M2.9M7.1%
06
VOT
VANGUARD INDEX FDS
$285M1.1M6.3%
07
VEA
VANGUARD TAX-MANAGED INTL FD
$221M3.5M4.9%
08
VUG
VANGUARD INDEX FDS
$185M423K4.1%
09
DFEM
DIMENSIONAL ETF TRUST
$183M5.3M4.1%
10
DFNM
DIMENSIONAL ETF TRUST
$148M3.1M3.3%

Filing history

Filing history loading…
AI Agent · grounded in Truepoint,
haiku-4-5 · 149 positions indexed
Sector mix
  • Tech45%
  • Health Care8%
  • Cons. Disc.6%
  • Industrials27%
  • Energy8%
  • Other6%
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