Arkolith/Funds/Truepoint, Inc.

Truepoint, Inc.

CIK 1427748
Holdings as of Jun 30, 2026·disclosed Jul 31, 2026·~31-day 13F lag·13F-HR
Active Filer

Truepoint, Inc. holds a focused book of 160 stocks worth $4.8B as of Q2 2026 (disclosed Jul 31, 2026, a ~31-day 13F lag). This quarter they opened Advanced Micro Devices and trimmed Ishares Core S&P 500 ETF. Their largest long position is Vanguard Short-Term Bond ETF at 12% of the equity book.

Opened
18
bought for the first time
Added to
51
already held, bought more
Trimmed
70
sold some, still holds it
Sold out
6
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
50%
Top 10 holdings
74%
Top 20 holdings
92%

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
1%
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

Funds with the most overlap

Other tracked managers holding the same core names as Truepoint, Inc.

Manager / fundShared namesTheir $ in those
ROYAL BANK OF CANADA80 / 80$135.3B
Beacon Pointe Advisors, LLC80 / 80$9.3B
Farther Finance Advisors, LLC80 / 80$3.8B
MORGAN STANLEY79 / 80$503.9B
JPMORGAN CHASE & CO79 / 80$419.3B
ENVESTNET ASSET MANAGEMENT INC79 / 80$116.9B
LPL Financial LLC79 / 80$96.0B
Focus Partners Wealth79 / 80$32.3B

Ranked by how many of Truepoint, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

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

160 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard BD Index FDS
SHORT TRM BOND
$578.1M7.42M
12.1%
+2.8%
Added · +202K sh
2Dimensional ETF Trust
CORE FIXED INCOM
$568.9M13.48M
11.9%
+3.2%
Added · +414K sh
3Ishares TR
CORE S&P500 ETF
$502.5M671.0K
10.5%
−3.6%
Reduced · −25K sh
4Vanguard Index FDS
TOTAL STK MKT
$424.7M1.15M
8.9%
−2.6%
Reduced · −31K sh
5Vanguard Index FDS
MCAP GR IDXVIP
$334.9M1.09M
7.0%
−1.1%
Reduced · −13K sh
6American Centy ETF TR
US SML CP VALU
$331.1M2.65M
6.9%
−7.6%
Reduced · −218K sh
7Vanguard Tax-Managed Intl FD
VAN FTSE DEV MKT
$227.2M3.19M
4.7%
−7.7%
Reduced · −266K sh
8Vanguard Index FDS
GROWTH ETF
$210.6M2.45M
4.4%
+478%
Added · +2.0M sh
9Dimensional ETF Trust
EMERGING MKTS CO
$201.7M4.96M
4.2%
−6.1%
Reduced · −322K sh
10Dimensional ETF Trust
NATL MUN BD ETF
$155.2M3.21M
3.2%
+3.7%
Added · +116K sh
11Dimensional ETF Trust
US LARGE CAP VAL
$132.2M3.34M
2.8%
−6.8%
Reduced · −243K sh
12Vanguard Index FDS
LARGE CAP ETF
$116.9M339.9K
2.4%
−3.5%
Reduced · −12K sh
13Dimensional ETF Trust
US MKTWIDE VALUE
$104.6M1.90M
2.2%
−2.1%
Reduced · −41K sh
14Ishares TR
CORE MSCI EAFE
$103.4M1.07M
2.2%
−5.7%
Reduced · −65K sh
15Dimensional ETF Trust
US TARGETED VLU
$102.3M1.46M
2.1%
−1.1%
Reduced · −17K sh
16Schwab Strategic TR
INTL EQTY ETF
$87.8M3.17M
1.8%
−2.5%
Reduced · −81K sh
17Dimensional ETF Trust
INTL CORE EQUITY
$61.1M1.64M
1.3%
−16%
Reduced · −320K sh
18Ishares TR
SHRT NAT MUN ETF
$49.0M460.7K
1.0%
+2.6%
Added · +12K sh
19Ishares TR
RUS MD CP GR ETF
$47.0M320.7K
1.0%
−4.6%
Reduced · −16K sh
20Ishares TR
CORE S&P TTL STK
$46.5M283.2K
1.0%
−12%
Reduced · −37K sh
21Dimensional ETF Trust
US SMALL CAP VAL
$46.3M1.19M
1.0%
−11%
Reduced · −148K sh
22American Centy ETF TR
AVANTIS EMGMKT
$41.2M427.1K
0.9%
−6.2%
Reduced · −28K sh
23Schwab Strategic TR
US BRD MKT ETF
$31.0M1.07M
0.6%
−2.5%
Reduced · −28K sh
24Ishares TR
RUSSELL 3000 ETF
$24.5M57.6K
0.5%
−0.9%
Reduced · −548 sh
25Procter And Gamble Co
COM
$18.9M128.8K
0.4%
−0.8%
Reduced · −1K sh
26Schwab Strategic TR
US LRG CAP ETF
$18.3M620.6K
0.4%
−27%
Reduced · −225K sh
27Dimensional ETF Trust
WORLD EX US CORE
$13.5M366.3K
0.3%
−1.8%
Reduced · −7K sh
28Ea Series Trust
ALPHA ARCHITECT
$12.4M232.5K
0.3%
−0.3%
Reduced · −731 sh
29Ishares TR
RUS 1000 GRW ETF
$10.9M87.4K
0.2%
+289%
Added · +65K sh
30Schwab Strategic TR
US LCAP GR ETF
$10.4M306.9K
0.2%
−4.4%
Reduced · −14K sh
31Dimensional ETF Trust
US CORE EQUITY 1
$10.2M123.9K
0.2%
+0.4%
Added · +541 sh
32SPDR Index SHS FDS
PORTFOLIO DEVLPD
$8.7M172.3K
0.2%
−9.9%
Reduced · −19K sh
33SPDR S&P 500 ETF TR
TR UNIT
$7.9M10.6K
0.2%
−10%
Reduced · −1K sh
34Apple Inc
COM
$7.1M24.4K
0.1%
+11%
Added · +2K sh
35Vanguard BD Index FDS
TOTAL BND MRKT
$6.5M89.0K
0.1%
+5.2%
Added · +4K sh
36Vanguard Index FDS
S&P 500 ETF SHS
$6.1M8.9K
0.1%
+1.6%
Added · +139 sh
37Vanguard Index FDS
SM CP VAL ETF
$5.1M21.0K
0.1%
−7.7%
Reduced · −2K sh
38Vanguard Scottsdale FDS
SHORT TERM TREAS
$4.4M75.6K
0.1%
−1.6%
Reduced · −1K sh
39Vanguard World FD
INF TECH ETF
$4.1M34.4K
0.1%
+699%
Added · +30K sh
40Berkshire Hathaway Inc Del
CL B NEW
$4.0M4.9K
0.1%
−14%
Reduced · −789 sh
41Ishares TR
S&P 500 GRWT ETF
$3.9M28.2K
0.1%
+0.9%
Added · +265 sh
42Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$3.6M61.0K
0.1%
−5.8%
Reduced · −4K sh
43Vanguard Index FDS
REAL ESTATE ETF
$3.5M36.7K
0.1%
−0.1%
Reduced · −19 sh
44Dimensional ETF Trust
US SUSTAINABILITY
$3.5M75.2K
0.1%
−19%
Reduced · −17K sh
45Alphabet Inc
CAP STK CL A
$3.0M8.5K
0.1%
~0%
Reduced · −1 sh
46Ishares TR
S&P 500 VAL ETF
$3.0M13.3K
0.1%
−2.6%
Reduced · −355 sh
47Emerson Elec Co
COM
$3.0M21.0K
0.1%
Held
48Vanguard Star FDS
VG TL INTL STK F
$2.9M34.2K
0.1%
−1.9%
Reduced · −653 sh
49Microsoft Corp
COM
$2.9M7.7K
0.1%
+5.7%
Added · +418 sh
50Vanguard Intl Equity Index F
ALLWRLD EX US
$2.7M32.1K
0.1%
−1.4%
Reduced · −472 sh
Showing 50 of 160 positions
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Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 31, 2026161$4.8B13F-HR
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
Amended / restated
  • Q4 2023 · filed Feb 12, 202413F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.