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Portfolio (Quarterly) Guide ↗

Truepoint, Inc.

· CIK 0001427748
13F Portfolio $4.8B AUM 161 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 18 New 45 Added 62 Reduced 6 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AMD ADVANCED MICRO DEVICES INC Technology 662.0 $385K 0.01% NEW $580.91 -17.5%
2 AMAT APPLIED MATLS INC Technology 489.0 $354K 0.01% NEW $723.00 -33.6%
3 GS GOLDMAN SACHS GROUP INC Financial Services 323.0 $327K 0.01% NEW $1011.37 +4.7%
4 INTC INTEL CORP Technology 2,160.0 $302K 0.01% NEW $139.63 -37.3%
5 DGRW WISDOMTREE TR 2,667.0 $255K 0.01% NEW $95.62 +4.0%
6 MGK VANGUARD WORLD FD 2,616.0 $230K 0.01% NEW $87.91 +1.1%
7 VOOG VANGUARD ADMIRAL FDS INC 2,754.0 $228K 0.01% NEW $82.62 +1.0%
8 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 588.0 $227K 0.01% NEW $386.73 +3.1%
9 SPTM SPDR SERIES TRUST 2,472.0 $224K 0.01% NEW $90.79 +2.4%
10 PANW PALO ALTO NETWORKS INC Technology 653.0 $223K 0.01% NEW $341.02 -0.3%
11 LIN LINDE PLC Basic Materials 423.0 $220K 0.01% NEW $518.94 -6.1%
12 UNP UNION PAC CORP Industrials 790.0 $215K 0.00% NEW $272.05 +13.8%
13 PJUL INNOVATOR ETFS TRUST 4,322.0 $211K 0.00% NEW $48.81 +1.6%
14 RFG INVESCO EXCHANGE TRADED FD T 3,266.0 $211K 0.00% NEW $64.53 -4.6%
15 VT VANGUARD INTL EQUITY INDEX F 1,325.0 $208K 0.00% NEW $156.91 +2.6%
16 EMXC ISHARES INC 2,013.0 $206K 0.00% NEW $102.30 -3.9%
17 JGRO J P MORGAN EXCHANGE TRADED F 2,076.0 $205K 0.00% NEW $98.59 -4.9%
18 LPL LG DISPLAY CO LTD Technology 11,704.0 $46K 0.00% NEW $3.89 -13.1%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Defensive 28.4%
Technology 24.1%
Financial Services 18.9%
Industrials 8.7%
Consumer Cyclical 5.8%
Communication Services 5.1%
Healthcare 3.3%
Energy 2.7%
Basic Materials 1.8%
Utilities 1.2%