Arkolith/Funds/Truepoint, Inc.

Truepoint, Inc.

CIK 1427748
Holdings as of Mar 31, 2026·disclosed May 8, 2026·~38-day 13F lag·13F-HR
Active Filer

Truepoint, Inc. holds a focused book of 148 stocks worth $4.5B as of Q1 2026 (disclosed May 8, 2026, a ~45-day 13F lag). This quarter they opened Invesco S&P 500 Equal Weight and trimmed Vanguard Total Stock MKT ETF. Their largest long position is Vanguard Short-Term Bond ETF at 13% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
9
new positions
Added to
54
existing
Trimmed
61
reduced
Sold out
8
exited

Concentration

Top-heavy: focused book

Top 5 holdings
51%
Top 10 holdings
73%
Top 20 holdings
91%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

1% mapped to company sectors

ETF / fund or unclassified
99%
Information Technology
0%
Materials
0%
Financials
0%
Consumer Discretionary
0%
Health Care
0%
Industrials
0%
Energy
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

148 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard BD Index FDS
SHORT TRM BOND
$566.0M7.22M
12.6%
+3.4%
Added · +238K sh
2Dimensional ETF Trust
CORE FIXED INCOM
$551.5M13.06M
12.3%
+4.1%
Added · +519K sh
3Ishares TR
CORE S&P500 ETF
$454.5M695.8K
10.1%
+2.0%
Added · +13K sh
4Vanguard Index FDS
TOTAL STK MKT
$378.0M1.18M
8.4%
−1.1%
Reduced · −14K sh
5American Centy ETF TR
US SML CP VALU
$317.3M2.87M
7.1%
+0.9%
Added · +25K sh
6Vanguard Index FDS
MCAP GR IDXVIP
$284.6M1.11M
6.3%
+3.5%
Added · +37K sh
7Vanguard Tax-Managed Intl FD
VAN FTSE DEV MKT
$221.4M3.46M
4.9%
−3.7%
Reduced · −134K sh
8Vanguard Index FDS
GROWTH ETF
$184.8M423.1K
4.1%
+2.3%
Added · +10K sh
9Dimensional ETF Trust
EMERGING MKTS CO
$182.6M5.29M
4.1%
+5.8%
Added · +289K sh
10Dimensional ETF Trust
NATL MUN BD ETF
$148.4M3.10M
3.3%
+4.1%
Added · +122K sh
11Dimensional ETF Trust
US LARGE CAP VAL
$128.0M3.59M
2.9%
+5.1%
Added · +175K sh
12Vanguard Index FDS
LARGE CAP ETF
$105.3M352.3K
2.3%
+18%
Added · +54K sh
13Ishares TR
CORE MSCI EAFE
$102.9M1.14M
2.3%
−4.7%
Reduced · −56K sh
14Dimensional ETF Trust
US MKTWIDE VALUE
$94.2M1.94M
2.1%
−1.2%
Reduced · −23K sh
15Dimensional ETF Trust
US TARGETED VLU
$92.5M1.48M
2.1%
−1.6%
Reduced · −23K sh
16Schwab Strategic TR
INTL EQTY ETF
$80.5M3.25M
1.8%
−3.8%
Reduced · −127K sh
17Dimensional ETF Trust
INTL CORE EQUITY
$69.6M1.96M
1.6%
−4.8%
Reduced · −99K sh
18Ishares TR
SHRT NAT MUN ETF
$47.8M448.8K
1.1%
+5.4%
Added · +23K sh
19Dimensional ETF Trust
US SMALL CAP VAL
$47.0M1.34M
1.0%
+0.3%
Added · +4K sh
20Ishares TR
CORE S&P TTL STK
$45.7M320.7K
1.0%
−1.3%
Reduced · −4K sh
21Ishares TR
RUS MD CP GR ETF
$43.1M336.3K
1.0%
+18%
Added · +51K sh
22American Centy ETF TR
AVANTIS EMGMKT
$36.7M455.5K
0.8%
−0.6%
Reduced · −3K sh
23Schwab Strategic TR
US BRD MKT ETF
$27.5M1.10M
0.6%
−1.7%
Reduced · −19K sh
24Schwab Strategic TR
US LRG CAP ETF
$21.7M845.5K
0.5%
+1.0%
Added · +9K sh
25Ishares TR
RUSSELL 3000 ETF
$21.5M58.1K
0.5%
−0.7%
Reduced · −438 sh
26Procter And Gamble Co
COM
$18.8M129.8K
0.4%
−1.4%
Reduced · −2K sh
27Dimensional ETF Trust
WORLD EX US CORE
$12.7M372.8K
0.3%
−1.8%
Reduced · −7K sh
28Ea Series Trust
ALPHA ARCHITECT
$10.9M233.3K
0.2%
−5.0%
Reduced · −12K sh
29Ishares TR
RUS 1000 GRW ETF
$9.6M22.5K
0.2%
~0%
Added · +6 sh
30Schwab Strategic TR
US LCAP GR ETF
$9.4M321.1K
0.2%
+39%
Added · +90K sh
31Dimensional ETF Trust
US CORE EQUITY 1
$8.9M123.4K
0.2%
+11%
Added · +12K sh
32SPDR Index SHS FDS
PORTFOLIO DEVLPD
$8.7M191.3K
0.2%
−11%
Reduced · −22K sh
33SPDR S&P 500 ETF TR
TR UNIT
$7.7M11.8K
0.2%
−0.1%
Reduced · −10 sh
34American Centy ETF TR
INTL SMCP VLU
$6.7M66.7K
0.1%
−5.0%
Reduced · −4K sh
35Vanguard BD Index FDS
TOTAL BND MRKT
$6.2M84.6K
0.1%
+26%
Added · +17K sh
36Apple Inc
COM
$5.6M22.0K
0.1%
−0.6%
Reduced · −122 sh
37Vanguard Index FDS
S&P 500 ETF SHS
$5.3M8.8K
0.1%
+18%
Added · +1K sh
38Vanguard Index FDS
SM CP VAL ETF
$4.9M22.8K
0.1%
−0.9%
Reduced · −203 sh
39Vanguard Scottsdale FDS
SHORT TERM TREAS
$4.5M76.8K
0.1%
+1.6%
Added · +1K sh
40Berkshire Hathaway Inc Del
CL B NEW
$4.2M5.7K
0.1%
−0.1%
Reduced · −5 sh
41Dimensional ETF Trust
US SUSTAINABILITY
$3.8M92.4K
0.1%
+0.5%
Added · +486 sh
42Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$3.5M64.8K
0.1%
−0.8%
Reduced · −490 sh
43Vanguard Index FDS
REAL ESTATE ETF
$3.3M36.7K
0.1%
+1.9%
Added · +702 sh
44Ishares TR
S&P 500 GRWT ETF
$3.2M27.9K
0.1%
−1.7%
Reduced · −491 sh
45Vanguard World FD
INF TECH ETF
$3.0M4.3K
0.1%
Held
46American Centy ETF TR
US LARGE CAP VLU
$3.0M37.2K
0.1%
−1.3%
Reduced · −490 sh
47Ishares TR
S&P 500 VAL ETF
$2.9M13.6K
0.1%
−1.6%
Reduced · −230 sh
48Emerson Elec Co
COM
$2.7M21.0K
0.1%
−0.5%
Reduced · −100 sh
49Dimensional ETF Trust
INTERNATIONAL
$2.7M64.1K
0.1%
−3.7%
Reduced · −2K sh
50Microsoft Corp
COM
$2.7M7.3K
0.1%
+1.6%
Added · +112 sh
Showing 50 of 148 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 8, 2026149$4.5B13F-HR
Q4 2025Dec 31, 2025Feb 11, 2026148$4.4B13F-HR
Q3 2025Sep 30, 2025Nov 12, 2025144$4.3B13F-HR
Q2 2025Jun 30, 2025Aug 8, 2025138$4.0B13F-HR
Q1 2025Mar 31, 2025May 12, 2025137$3.7B13F-HR
Q4 2024Dec 31, 2024Feb 11, 2025132$3.7B13F-HR
Q3 2024Sep 30, 2024Nov 12, 2024127$3.7B13F-HR
Q2 2024Jun 30, 2024Aug 5, 2024120$3.5B13F-HR
Q1 2024Mar 31, 2024May 9, 2024122$3.5B13F-HR
Q4 2023Dec 31, 2023Feb 13, 2024241$3.4B13F-HR/A
Q3 2023Sep 30, 2023Nov 9, 2023204$3.1B13F-HR
Q2 2023Jun 30, 2023Aug 8, 2023149$3.0B13F-HR
Q1 2023Mar 31, 2023May 8, 2023145$2.9B13F-HR
Q4 2022Dec 31, 2022Feb 13, 2023153$2.8B13F-HR
Q3 2022Sep 30, 2022Nov 14, 2022153$2.0B13F-HR
Q2 2022Jun 30, 2022Aug 8, 2022161$1.9B13F-HR
Q1 2022Mar 31, 2022May 11, 2022139$2.1B13F-HR
Q4 2021Dec 31, 2021Feb 2, 2022137$2.1B13F-HR
Q3 2021Sep 30, 2021Oct 28, 2021131$2.0B13F-HR
Q2 2021Jun 30, 2021Aug 4, 2021122$1.8B13F-HR
Q1 2021Mar 31, 2021Apr 30, 2021114$1.6B13F-HR
Q4 2020Dec 31, 2020Feb 2, 2021110$1.5B13F-HR
Q3 2020Sep 30, 2020Nov 9, 202047$1.3B13F-HR
Amended / restated
  • Q4 2023 · filed Feb 12, 202413F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.