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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 4 of 8  ·  160 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GE GENERAL ELECTRIC CO Industrials 4,032.0 $1.5M 0.03% +1K +50.5% $373.71 -5.1%
62 VBK VANGUARD INDEX FDS 4,057.0 $1.5M 0.03% $365.69 -2.7%
63 VTV VANGUARD INDEX FDS 6,662.0 $1.5M 0.03% -3K -33.0% $217.93 +4.1%
64 DFSE DIMENSIONAL ETF TRUST 29,629.0 $1.4M 0.03% -2K -7.3% $48.88 +0.5%
65 GOOG ALPHABET INC 4,080.0 $1.4M 0.03% +132.0 +3.3% $353.33
66 INVESCO QQQ TR 1,911.0 $1.4M 0.03% $736.24
67 AVUS AMERICAN CENTY ETF TR 9,954.0 $1.3M 0.03% +503.0 +5.3% $128.08 +2.0%
68 AVGO BROADCOM INC Technology 3,160.0 $1.2M 0.03% +38.0 +1.2% $377.71 -7.0%
69 AVIG AMERICAN CENTY ETF TR 28,695.0 $1.2M 0.03% -13K -31.5% $41.41 -1.2%
70 AVLV AMERICAN CENTY ETF TR 13,001.0 $1.2M 0.03% -24K -65.0% $91.21 +3.8%
71 EAGG ISHARES TR 24,287.0 $1.2M 0.02% -2K -8.4% $47.41 -1.2%
72 IWS ISHARES TR 6,964.0 $1.1M 0.02% -1K -12.6% $164.60 +4.6%
73 JPM JPMORGAN CHASE & CO Financial Services 3,499.0 $1.1M 0.02% +133.0 +4.0% $327.28 +8.8%
74 MUB ISHARES TR 10,396.0 $1.1M 0.02% -122.0 -1.2% $107.62 -2.0%
75 CINF CINCINNATI FINL CORP Financial Services 6,042.0 $1.1M 0.02% +2K +47.8% $185.14 -6.9%
76 RSP INVESCO EXCHANGE TRADED FD T 5,237.0 $1.1M 0.02% $212.75 +4.4%
77 IJK ISHARES TR 8,787.0 $1.0M 0.02% -145.0 -1.6% $117.51 -2.0%
78 EFA ISHARES TR 9,428.0 $979K 0.02% -70.0 -0.7% $103.88 +4.3%
79 IJR ISHARES TR 6,491.0 $963K 0.02% +217.0 +3.5% $148.31 -1.1%
80 SCZ ISHARES TR 11,357.0 $934K 0.02% -1K -8.1% $82.27 +5.9%
Page 4 of 8  ·  160 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%