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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
Page 3 of 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MUB ISHARES TR 10,396.0 $1.1M 0.02% -122.0 -1.2% $107.62 -1.9%
42 IJK ISHARES TR 8,787.0 $1.0M 0.02% -145.0 -1.6% $117.51 -2.6%
43 EFA ISHARES TR 9,428.0 $979K 0.02% -70.0 -0.7% $103.88 +4.7%
44 SCZ ISHARES TR 11,357.0 $934K 0.02% -1K -8.1% $82.27 +6.2%
45 AVDE AMERICAN CENTY ETF TR 10,445.0 $932K 0.02% -6K -35.7% $89.20 +6.2%
46 IMCG ISHARES TR 9,151.0 $900K 0.02% -2K -15.9% $98.30 -0.4%
47 GEV GE VERNOVA INC Utilities 733.0 $862K 0.02% -58.0 -7.3% $1175.62 -21.2%
48 VONG VANGUARD SCOTTSDALE FDS 6,567.0 $839K 0.02% -456.0 -6.5% $127.81 -1.9%
49 ESGV VANGUARD WORLD FD 5,590.0 $739K 0.01% -2K -21.2% $132.24 +2.7%
50 COST COSTCO WHSL CORP NEW Consumer Defensive 619.0 $579K 0.01% -5.0 -0.8% $935.47 +2.6%
51 SDY SPDR SER TR 3,367.0 $512K 0.01% -250.0 -6.9% $152.18 +4.0%
52 IWN ISHARES TR 1,709.0 $378K 0.01% -413.0 -19.5% $221.20 +1.6%
53 VOE VANGUARD INDEX FDS 1,900.0 $375K 0.01% -2K -48.7% $197.57 +5.7%
54 TSLA TESLA INC Consumer Cyclical 884.0 $372K 0.01% -314.0 -26.2% $420.48 -16.7%
55 SPMD SPDR SER TR 5,170.0 $349K 0.01% -220.0 -4.1% $67.56 -1.2%
56 SCHV SCHWAB STRATEGIC TR 9,281.0 $323K 0.01% -1K -10.2% $34.81 +0.3%
57 GD GENERAL DYNAMICS CORP Industrials 910.0 $322K 0.01% -52.0 -5.4% $354.15 +6.3%
58 AVDV AMERICAN CENTY ETF TR 2,979.0 $307K 0.01% -64K -95.5% $103.05 +9.3%
59 VIG VANGUARD SPECIALIZED FUNDS 1,206.0 $285K 0.01% -8.0 -0.7% $236.62 +3.2%
60 IEMG ISHARES INC 3,256.0 $270K 0.01% -6K -66.4% $82.85 -1.2%
Page 3 of 4  ·  62 positions

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%