Truepoint, Inc. - Portfolio Stock Holdings
Truepoint, Inc. disclosed 167 stock positions in a recent SEC 13F filing. $4,788,465,125 of stock holdings were filed, with the largest holdings including BSV, DFCF, and IVV. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $6,392,730,954 and has 103 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
167Est. Stock Holding Value:
$4,788,465,125Top Stock Holdings By Sector
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Portfolio Stock Holdings - Truepoint, Inc.
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