Truepoint, Inc.

Est. AUM

$4.48B

13F long equity, this entity only

Positions

148

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD BD INDEX FDS	SHORT TRM BOND	$566.0M	7217987	12.62%	SOLE
2	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$551.5M	13062756	12.30%	SOLE
3	ISHARES TR	CORE S&P500 ETF	$454.5M	695831	10.14%	SOLE
4	VANGUARD INDEX FDS	TOTAL STK MKT	$378.0M	1178270	8.43%	SOLE
5	AMERICAN CENTY ETF TR	US SML CP VALU	$317.3M	2871933	7.08%	SOLE
6	VANGUARD INDEX FDS	MCAP GR IDXVIP	$284.6M	1105967	6.35%	SOLE
7	VANGUARD TAX-MANAGED INTL FD	VAN FTSE DEV MKT	$221.4M	3455184	4.94%	SOLE
8	VANGUARD INDEX FDS	GROWTH ETF	$184.8M	423091	4.12%	SOLE
9	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$182.6M	5286463	4.07%	SOLE
10	DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$148.4M	3095714	3.31%	SOLE
11	DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$128.0M	3585713	2.86%	SOLE
12	VANGUARD INDEX FDS	LARGE CAP ETF	$105.3M	352290	2.35%	SOLE
13	ISHARES TR	CORE MSCI EAFE	$102.9M	1136123	2.29%	SOLE
14	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$94.2M	1943122	2.10%	SOLE
15	DIMENSIONAL ETF TRUST	US TARGETED VLU	$92.5M	1481170	2.06%	SOLE
16	SCHWAB STRATEGIC TR	INTL EQTY ETF	$80.5M	3251680	1.80%	SOLE
17	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$69.6M	1959163	1.55%	SOLE
18	ISHARES TR	SHRT NAT MUN ETF	$47.8M	448765	1.07%	SOLE
19	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$47.0M	1341481	1.05%	SOLE
20	ISHARES TR	CORE S&P TTL STK	$45.7M	320658	1.02%	SOLE
21	ISHARES TR	RUS MD CP GR ETF	$43.1M	336317	0.96%	SOLE
22	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$36.7M	455472	0.82%	SOLE
23	SCHWAB STRATEGIC TR	US BRD MKT ETF	$27.5M	1097551	0.61%	SOLE
24	SCHWAB STRATEGIC TR	US LRG CAP ETF	$21.7M	845502	0.48%	SOLE
25	ISHARES TR	RUSSELL 3000 ETF	$21.5M	58119	0.48%	SOLE
26	PROCTER AND GAMBLE CO	COM	$18.8M	129847	0.42%	SOLE
27	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$12.7M	372834	0.28%	SOLE
28	EA SERIES TRUST	ALPHA ARCHITECT	$10.9M	233273	0.24%	SOLE
29	ISHARES TR	RUS 1000 GRW ETF	$9.6M	22475	0.21%	SOLE
30	SCHWAB STRATEGIC TR	US LCAP GR ETF	$9.4M	321112	0.21%	SOLE
31	DIMENSIONAL ETF TRUST	US CORE EQUITY 1	$8.9M	123357	0.20%	SOLE
32	SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$8.7M	191311	0.19%	SOLE
33	SPDR S&P 500 ETF TR	TR UNIT	$7.7M	11774	0.17%	SOLE
34	AMERICAN CENTY ETF TR	INTL SMCP VLU	$6.7M	66749	0.15%	SOLE
35	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$6.2M	84620	0.14%	SOLE
36	APPLE INC	COM	$5.6M	21999	0.12%	SOLE
37	VANGUARD INDEX FDS	S&P 500 ETF SHS	$5.3M	8804	0.12%	SOLE
38	VANGUARD INDEX FDS	SM CP VAL ETF	$4.9M	22771	0.11%	SOLE
39	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$4.5M	76849	0.10%	SOLE
40	DIMENSIONAL ETF TRUST	US SUSTAINABILITY	$3.8M	92377	0.08%	SOLE
41	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$3.5M	64813	0.08%	SOLE
42	VANGUARD INDEX FDS	REAL ESTATE ETF	$3.3M	36692	0.07%	SOLE
43	ISHARES TR	S&P 500 GRWT ETF	$3.2M	27908	0.07%	SOLE
44	VANGUARD WORLD FD	INF TECH ETF	$3.0M	4307	0.07%	SOLE
45	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$3.0M	37168	0.07%	SOLE
46	ISHARES TR	S&P 500 VAL ETF	$2.9M	13638	0.06%	SOLE
47	EMERSON ELEC CO	COM	$2.7M	20963	0.06%	SOLE
48	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.7M	5718	0.06%	SOLE
49	DIMENSIONAL ETF TRUST	INTERNATIONAL	$2.7M	64067	0.06%	SOLE
50	MICROSOFT CORP	COM	$2.7M	7278	0.06%	SOLE

1–50 of 148

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.