Investor
Truepoint, Inc.
CIK 0001427748 · filed 2026-02-11 · SEC filing
13F book
$4.44B
Positions
147
Largest name
12.4%
Vanguard Bd Index Fds
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Bd Index Fds | — | 6.98M | $550.1M | 12.4% | — | Held |
| Dimensional Etf Trust | — | 12.5M | $533.9M | 12.0% | — | Held |
| Ishares Tr | — | 682.3K | $467.4M | 10.5% | — | Held |
| Vanguard Index Fds | — | 1.19M | $399.7M | 9.0% | — | Held |
| Vanguard Index Fds | — | 1.07M | $298.3M | 6.7% | — | Held |
| American Centy Etf Tr | — | 2.85M | $290.4M | 6.5% | — | Held |
| Vanguard Tax-Managed Fds | — | 3.59M | $224.2M | 5.0% | — | Held |
| Vanguard Growth Etf | — | 413.5K | $201.7M | 4.5% | — | Held |
| Dimensional Etf Trust | — | 5M | $165.3M | 3.7% | — | Held |
| Dimensional Etf Trust | — | 2.97M | $143.3M | 3.2% | — | Held |
| Dimensional Etf Trust | — | 3.41M | $116.7M | 2.6% | — | Held |
| Ishares Tr | — | 1.19M | $106.7M | 2.4% | — | Held |
| Vanguard Index Fds | — | 298.4K | $93.9M | 2.1% | — | Held |
| Dimensional Etf Trust | — | 1.97M | $91.6M | 2.1% | — | Held |
| Dimensional Etf Trust | — | 1.5M | $89.6M | 2.0% | — | Held |
| Schwab Strategic Tr | — | 3.38M | $81.2M | 1.8% | — | Held |
| Dimensional Etf Trust | — | 2.06M | $70.9M | 1.6% | — | Held |
| Ishares Tr | — | 324.8K | $48.3M | 1.1% | — | Held |
| Ishares Tr | — | 425.7K | $45.4M | 1.0% | — | Held |
| Dimensional Etf Trust | — | 1.34M | $44M | 1.0% | — | Held |
| Ishares Tr | — | 285.2K | $39.1M | 0.9% | — | Held |
| American Centy Etf Tr | — | 458K | $35.3M | 0.8% | — | Held |
| Schwab Strategic Tr | — | 1.12M | $29.3M | 0.7% | — | Held |
| Ishares Tr | — | 58.6K | $22.7M | 0.5% | — | Held |
| Schwab Strategic Tr | — | 836.8K | $22.5M | 0.5% | — | Held |
| Procter And Gamble Co | PG | 131.7K | $18.9M | 0.4% | — | Held |
| Dimensional Etf Trust | — | 379.8K | $12.4M | 0.3% | — | Held |
| Ea Series Trust | — | 245.5K | $12.1M | 0.3% | — | Held |
| Ishares Tr | — | 22.5K | $10.6M | 0.2% | — | Held |
| Spdr Index Shs Fds | — | 213.8K | $9.49M | 0.2% | — | Held |
| Dimensional Etf Trust | — | 111.4K | $8.21M | 0.2% | — | Held |
| Spdr S&P 500 Etf Tr | — | 11.8K | $8.04M | 0.2% | — | Held |
| Schwab Strategic Tr | — | 231.1K | $7.54M | 0.2% | — | Held |
| American Centy Etf Tr | — | 70.3K | $6.61M | 0.1% | — | Held |
| Apple Inc. | AAPL | 22.1K | $6.01M | 0.1% | — | Held |
| Vanguard Bd Index Fds | — | 67.1K | $4.97M | 0.1% | — | Held |
| Vanguard Index Fds | — | 23K | $4.87M | 0.1% | — | Held |
| Vanguard Index Fds | — | 7.46K | $4.68M | 0.1% | — | Held |
| Vanguard Scottsdale Fds | — | 75.6K | $4.44M | 0.1% | — | Held |
| Berkshire Hathaway Inc Del | — | 5.72K | $4.39M | 0.1% | — | Held |
| Dimensional Etf Trust | — | 91.9K | $3.99M | 0.1% | — | Held |
| Vanguard Intl Equity Index F | — | 65.3K | $3.51M | 0.1% | — | Held |
| Ishares Tr | — | 28.4K | $3.5M | 0.1% | — | Held |
| Microsoft Corp | MSFT | 7.17K | $3.47M | 0.1% | — | Held |
| Vanguard World Fd | — | 4.31K | $3.25M | 0.1% | — | Held |
| Vanguard Index Fds | — | 36K | $3.18M | 0.1% | — | Held |
| Ishares Tr | — | 13.9K | $2.94M | 0.1% | — | Held |
| American Centy Etf Tr | — | 37.7K | $2.85M | 0.1% | — | Held |
| Dimensional Etf Trust | — | 66.6K | $2.85M | 0.1% | — | Held |
| Emerson Elec Co | — | 21.1K | $2.8M | 0.1% | — | Held |
| Alphabet Inc | — | 8.61K | $2.69M | 0.1% | — | Held |
| Vanguard Star Fds | — | 34.1K | $2.58M | 0.1% | — | Held |
| Amazon Com Inc | AMZN | 10.9K | $2.52M | 0.1% | — | Held |
| Vanguard Intl Equity Index F | — | 32.7K | $2.41M | 0.1% | — | Held |
| Nvidia Corp | NVDA | 12.6K | $2.34M | 0.1% | — | Held |
| Vanguard Mun Bd Fds | — | 45.8K | $2.3M | 0.1% | — | Held |
| Ishares Tr | — | 5.86K | $2.19M | 0.0% | — | Held |
| American Centy Etf Tr | — | 50.9K | $2.13M | 0.0% | — | Held |
| Vanguard Admiral Fds Inc | — | 18.2K | $2.03M | 0.0% | — | Held |
| Vanguard Index Fds | — | 9.93K | $1.9M | 0.0% | — | Held |
| Dimensional Etf Trust | — | 23.8K | $1.77M | 0.0% | — | Held |
| Global X Fds | — | 98.8K | $1.75M | 0.0% | — | Held |
| Ishares Tr | — | 29.7K | $1.63M | 0.0% | — | Held |
| Vanguard Index Fds | — | 5.46K | $1.58M | 0.0% | — | Held |
| American Centy Etf Tr | — | 16.9K | $1.39M | 0.0% | — | Held |
| Dimensional Etf Trust | — | 31.7K | $1.31M | 0.0% | — | Held |
| Ishares Tr | — | 26.5K | $1.27M | 0.0% | — | Held |
| Cincinnati Finl Corp | — | 7.73K | $1.26M | 0.0% | — | Held |
| Invesco Qqq Tr | — | 2.04K | $1.25M | 0.0% | — | Held |
| Vanguard Index Fds | — | 4.08K | $1.23M | 0.0% | — | Held |
| Ishares Tr | — | 11.2K | $1.2M | 0.0% | — | Held |
| Alphabet Inc | — | 3.62K | $1.14M | 0.0% | — | Held |
| Ishares Tr | — | 7.99K | $1.13M | 0.0% | — | Held |
| Jpmorgan Chase & Co. | — | 3.39K | $1.09M | 0.0% | — | Held |
| Broadcom Inc. | AVGO | 3.03K | $1.05M | 0.0% | — | Held |
| Ishares Tr | — | 10.8K | $1.04M | 0.0% | — | Held |
| Ishares Tr | — | 12.4K | $958.2K | 0.0% | — | Held |
| Ge Aerospace | — | 3.09K | $950.9K | 0.0% | — | Held |
| American Centy Etf Tr | — | 7.84K | $876.9K | 0.0% | — | Held |
| Ishares Tr | — | 8.93K | $864.9K | 0.0% | — | Held |
| Vanguard World Fd | — | 7.06K | $854.1K | 0.0% | — | Held |
| Vanguard Scottsdale Fds | — | 6.87K | $836.2K | 0.0% | — | Held |
| Ishares Tr | — | 9.68K | $772.8K | 0.0% | — | Held |
| Ishares Tr | — | 6.07K | $729.9K | 0.0% | — | Held |
| Spdr Series Trust | — | 5.17K | $719.3K | 0.0% | — | Held |
| Ishares Tr | — | 10.8K | $714.1K | 0.0% | — | Held |
| Kinder Morgan Inc Del | — | 25.7K | $705.3K | 0.0% | — | Held |
| Spdr S&P Midcap 400 Etf Tr | — | 1.16K | $698K | 0.0% | — | Held |
| Ishares Silver Tr | — | 10.5K | $679.2K | 0.0% | — | Held |
| Eli Lilly & Co | LLY | 621 | $667.4K | 0.0% | — | Held |
| Visa Inc. | V | 1.9K | $664.6K | 0.0% | — | Held |
| Vanguard Index Fds | — | 2.57K | $664K | 0.0% | — | Held |
| Piper Sandler Companies | PIPR | 1.94K | $660.4K | 0.0% | — | Held |
| Vanguard Index Fds | — | 3.72K | $659.5K | 0.0% | — | Held |
| Ishares Inc | — | 9.72K | $653.4K | 0.0% | — | Held |
| Home Depot, Inc. | HD | 1.84K | $632.8K | 0.0% | — | Held |
| Johnson & Johnson | JNJ | 3.01K | $622.1K | 0.0% | — | Held |
| Goldman Sachs Etf Tr | — | 4.7K | $621.6K | 0.0% | — | Held |
| Vanguard World Fd | — | 8.2K | $587.5K | 0.0% | — | Held |
| Klaviyo, Inc. | KVYO | 17.6K | $572K | 0.0% | — | Held |
| Tesla, Inc. | TSLA | 1.2K | $538.6K | 0.0% | — | Held |
| Costco Whsl Corp New | — | 623 | $537.2K | 0.0% | — | Held |
| Dimensional Etf Trust | — | 10.4K | $516.6K | 0.0% | — | Held |
| Coca Cola Co | KO | 7.08K | $495.1K | 0.0% | — | Held |
| Taiwan Semiconductor Mfg Ltd | — | 1.6K | $487.1K | 0.0% | — | Held |
| Ishares Tr | — | 2.21K | $466K | 0.0% | — | Held |
| Rpm Intl Inc | — | 4.21K | $438.2K | 0.0% | — | Held |
| Ea Series Trust | — | 7.87K | $433.9K | 0.0% | — | Held |
| GE Vernova Inc. | GEV | 663 | $433.3K | 0.0% | — | Held |
| Accenture Plc Ireland | — | 1.6K | $429.5K | 0.0% | — | Held |
| Walmart Inc. | WMT | 3.85K | $429.4K | 0.0% | — | Held |
| Meta Platforms, Inc. | META | 638 | $421.1K | 0.0% | — | Held |
| Pnc Finl Svcs Group Inc | — | 2K | $418.1K | 0.0% | — | Held |
| Exxon Mobil Corp | — | 3.45K | $415.4K | 0.0% | — | Held |
| Ishares Tr | — | 4.31K | $415.2K | 0.0% | — | Held |
| Spdr Series Trust | — | 7.27K | $413K | 0.0% | — | Held |
| Vanguard Index Fds | — | 1.96K | $410.3K | 0.0% | — | Held |
| Ishares Tr | — | 1.63K | $401K | 0.0% | — | Held |
| Ishares Tr | — | 2.12K | $384.9K | 0.0% | — | Held |
| Vanguard Intl Equity Index F | — | 8.2K | $375.8K | 0.0% | — | Held |
| Mcdonalds Corp | MCD | 1.2K | $366.4K | 0.0% | — | Held |
| General Dynamics Corp | GD | 962 | $323.9K | 0.0% | — | Held |
| Us Bancorp Del | — | 6K | $320.3K | 0.0% | — | Held |
| Cisco Sys Inc | — | 4.08K | $314.7K | 0.0% | — | Held |
| Spdr Series Trust | — | 5.39K | $312K | 0.0% | — | Held |
| Schwab Strategic Tr | — | 10.3K | $306.3K | 0.0% | — | Held |
| International Business Machs | — | 1.01K | $298.9K | 0.0% | — | Held |
| Chevron Corp New | CVX | 1.9K | $289.4K | 0.0% | — | Held |
| Ferguson Enterprises Inc | — | 1.24K | $276.5K | 0.0% | — | Held |
| Intuit Inc. | INTU | 409 | $270.9K | 0.0% | — | Held |
| Vanguard Specialized Funds | — | 1.22K | $267.5K | 0.0% | — | Held |
| Primo Brands Corp | PRMB | 16K | $261.3K | 0.0% | — | Held |
| AbbVie Inc. | ABBV | 1.13K | $259.1K | 0.0% | — | Held |
| Tjx Cos Inc New | — | 1.63K | $250.4K | 0.0% | — | Held |
| Bank America Corp | — | 4.22K | $232K | 0.0% | — | Held |
| Disney Walt Co | — | 1.93K | $219.1K | 0.0% | — | Held |
| Vanguard World Fd | — | 529 | $218.4K | 0.0% | — | Held |
| Netflix Inc | NFLX | 2.27K | $212.9K | 0.0% | — | Held |
| Oracle Corp | — | 1.08K | $211.3K | 0.0% | — | Held |
| United Sts Oil Fd Lp | — | 3.02K | $209.2K | 0.0% | — | Held |
| Illinois Tool Wks Inc | — | 837 | $206.2K | 0.0% | — | Held |
| Spdr Series Trust | — | 2.49K | $205.5K | 0.0% | — | Held |
| Vanguard Admiral Fds Inc | — | 459 | $204.1K | 0.0% | — | Held |
| Elevance Health Inc Formerly | — | 574 | $201.2K | 0.0% | — | Held |
| Spdr Index Shs Fds | — | 4.29K | $200.8K | 0.0% | — | Held |
| Vaneck Etf Trust | — | 1.62K | $200.8K | 0.0% | — | Held |
| Zovio Inc | — | 48.5K | $15 | 0.0% | — | Held |
Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.