13F Insight
DOSSIER · 13F-HR · Q1 2026

Truepoint, Inc.

$4.5B in tracked AUM across 149 positions as of Q1 2026.

TI
CIK 0001427748 · last filed Mar 31, 2026
Total AUM
$4.5B
as of Q1 2026
Holdings
149
—
positions
Whale Score
66
66
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

2026Q1Mar 31
$4.5B▲ 0.9%
149 positionsView →2025Q4Dec 31
$4.4B▲ 3.4%
148 positionsView →2025Q3Sep 30
$4.3B▲ 7.0%
144 positionsView →2025Q2Jun 30
$4.0B▲ 9.0%
138 positionsLocked2025Q1Mar 31
$3.7B▼ 1.3%
137 positionsLocked2024Q4Dec 31
$3.7B▲ 0.4%
132 positionsLocked2024Q3Sep 30
$3.7B▲ 6.2%
127 positionsLocked2024Q2Jun 30
$3.5B▼ 0.4%
120 positionsLocked2024Q1Mar 31
$3.5B▲ 3.1%
122 positionsLocked2023Q4Dec 31
$3.4B▲ 9.8%
241 positionsLocked2023Q3Sep 30
$3.1B▲ 3.0%
204 positionsLocked2023Q2Jun 30
$3.0B▲ 4.0%
149 positionsLocked
Showing 12 of 69