Truepoint, Inc.: 13F holdings
CIK 14277482026Q2
| Positions | 160 |
|---|
| Reported value | $4.8bn |
|---|
| Filed | 2026-07-31 |
|---|
Change since last quarter
| Positions | 160 (+12 vs prior quarter) |
|---|
| Reported value | $4.8bn (+6.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BSV VANGUARD BD INDEX FDS | 7,420,247 | $578.1m | 12.1% |
| DFCF DIMENSIONAL ETF TRUST | 13,477,146 | $568.9m | 11.9% |
| IVV ISHARES TR | 671,007 | $502.5m | 10.5% |
| VTI VANGUARD INDEX FDS | 1,147,607 | $424.7m | 8.9% |
| VOT VANGUARD INDEX FDS | 1,093,223 | $334.9m | 7.0% |
| AVUV AMERICAN CENTY ETF TR | 2,653,956 | $331.1m | 6.9% |
| VEA VANGUARD TAX-MANAGED INTL FD | 3,188,877 | $227.2m | 4.7% |
| VUG VANGUARD INDEX FDS | 2,445,104 | $210.6m | 4.4% |
| DFEM DIMENSIONAL ETF TRUST | 4,964,110 | $201.7m | 4.2% |
| DFNM DIMENSIONAL ETF TRUST | 3,211,719 | $155.2m | 3.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1427748")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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