13F Insight
DOSSIER · 13F-HR · Q2 2026

Truepoint, Inc.

$4.8B in tracked AUM across 161 positions as of Q2 2026.

TI
CIK 0001427748 · last filed Jun 30, 2026
Total AUM
$4.8B
as of Q2 2026
Holdings
161
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Truepoint, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
BSV
VANGUARD BD INDEX FDS
$578M7.4M12.1%02
DFCF
DIMENSIONAL ETF TRUST
$569M13.5M11.9%03
IVV
ISHARES TR
$503M671K10.5%04
VTI
VANGUARD INDEX FDS
$425M1.1M8.9%05
VOT
VANGUARD INDEX FDS
$335M1.1M7.0%06
AVUV
AMERICAN CENTY ETF TR
$331M2.7M6.9%07
VEA
VANGUARD TAX-MANAGED INTL FD
$227M3.2M4.7%08
VUG
VANGUARD INDEX FDS
$211M2.4M4.4%09
DFEM
DIMENSIONAL ETF TRUST
$202M5.0M4.2%10
DFNM
DIMENSIONAL ETF TRUST
$155M3.2M3.2%

Filing history

2026Q2Jun 30
$4.8B▲ 6.8%
161 positionsView →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 positionsLocked
Showing 12 of 70