Truepoint, Inc. - Portfolio overview

Truepoint, Inc. has 161 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Defensive and Technology.

Largest reported holdings by portfolio allocation

1. BSV - VANGUARD BD INDEX FDS, 12.62%
2. DFCF - DIMENSIONAL ETF TRUST, 12.29%
3. IVV - ISHARES TR, 10.13%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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