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CIK: 0001427748
Total reported value
$4.8B
$4.8B
143 檔
45.8%
As reported in its official Q3 2025 Form 13F filing, Truepoint, Inc.'s tracked investment portfolio stood at $4.8B with 143 total positions.
Truepoint, Inc. executed strategic sector rebalancing during Q3 2025, establishing 15 new positions while fully exiting 8 holdings and trimming 70 positions.
In terms of portfolio concentration, the top 5 core holdings (including BSV, DFCF, IVV) accounted for 45.8% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 12.34% | -0.55% | +4.78% | |
| 2 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 11.96% | -0.43% | +4.42% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 10.34% | +0.35% | +2.47% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 9.23% | +0.43% | -0.69% | |
| 5 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 7.13% | +0.64% | +0.65% | |
| 6 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 6.37% | -0.16% | +2.10% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.15% | -0.20% | -0.32% | |
| 8 | VUG | Vanguard Growth ETF | ETF-Other | 4.69% | +0.28% | -1.19% | |
| 9 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 3.31% | +0.14% | -1.22% | |
| 10 | DFNM | Dimensional National Muni Bd | ETF-Other | 3.19% | -0.07% | +8.41% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.52% | -0.13% | -2.21% | |
| 12 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 2.41% | -0.10% | +11.64% | |
| 13 | VV | Vanguard Large-cap ETF | ETF-Other | 2.19% | +0.09% | -1.65% | |
| 14 | DFAT | Dimensional US Target Value | ETF-Other | 2.06% | +0.08% | -0.73% | |
| 15 | DFUV | Dimensional US Marketwide Va | ETF-Other | 2.06% | +0.08% | -1.35% | |
| 16 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.89% | +0.04% | -2.43% | |
| 17 | DFIC | Dimensional International Co | ETF-Other | 1.61% | -0.28% | -0.69% | |
| 18 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.11% | -0.05% | -0.68% | |
| 19 | SUB | Ishares Short-term National | ETF-Other | 1.03% | -0.05% | +8.06% | |
| 20 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 1.00% | -0.08% | -1.74% | |
| 21 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.95% | +0.02% | -0.78% | |
| 22 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.82% | +0.04% | -3.35% | |
| 23 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.67% | +0.04% | -0.65% | |
| 24 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.52% | +0.03% | -0.52% | |
| 25 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.52% | -0.10% | -1.09% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.46% | -0.03% | +12.29% | |
| 27 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.27% | — | -1.10% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.25% | +0.02% | -1.89% | |
| 29 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.22% | -0.01% | +0.01% | |
| 30 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.19% | +0.01% | -3.44% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.18% | — | -0.66% | |
| 32 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 0.17% | +0.01% | +11.47% | |
| 33 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.15% | -0.14% | +0.05% | |
| 34 | AAPL | Apple Inc | Stock-Tech | 0.14% | +0.03% | +8.93% | |
| 35 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.11% | — | +7.98% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.11% | -0.01% | +1.84% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.10% | +0.01% | +6.31% | |
| 38 | MSFT | Microsoft CORP | Stock-Tech | 0.10% | — | +6.02% | |
| 39 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.09% | -0.01% | +4.65% | |
| 40 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.09% | -0.01% | -0.10% | |
| 41 | EMR | Emerson Electric Co | Stock-Industrials | 0.09% | — | — | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.08% | — | +1.23% | |
| 43 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.08% | +0.01% | +50.03% | |
| 44 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.07% | +0.02% | -2.21% | |
| 45 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.07% | — | +30.38% | |
| 46 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.06% | -0.01% | -0.04% | |
| 47 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.06% | -0.05% | -0.28% | |
| 48 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.06% | — | -11.60% | |
| 49 | NVDA | Nvidia CORP | Stock-Tech | 0.06% | +0.01% | -2.60% | |
| 50 | BND | Vanguard Total Bond Market | ETF-Other | 0.06% | — | +32.33% |
According to official SEC Form 13F filings, Truepoint, Inc. reported a total U.S. public equity portfolio value of $4.8B across 143 disclosed positions in Q3 2025.
During Q3 2025, Truepoint, Inc.'s top holdings by market value included BSV (12.3%)、DFCF (12.0%)、IVV (10.3%). The largest single position, BSV, represented 12.3% of total portfolio value.
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Top New Position Initiated
MUB
市值: $1.1M
Top Position Liquidated / Trimmed
NVO
前期市值: $413.4K
In Q3 2025, Truepoint, Inc. made 141 total portfolio adjustments, initiating 15 new buys, adding to 48 positions, trimming 70 holdings, and fully liquidating 8 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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