Notify me when Truepoint, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 148 | $4,442,416,795 | +$132,042,923 | -$39,634,012 | +$92,408,911 | BSV, DFCF, IVV, VTI, VOT | 13F-HR | 11 Feb 2026, 16:33 |
| Q3 2025 | 143 | $4,297,549,897 | +$100,538,486 | -$24,650,737 | +$75,887,749 | BSV, DFCF, IVV, VTI, VOT | 13F-HR | 12 Nov 2025, 16:13 |
| Q2 2025 | 138 | $4,015,649,028 | +$127,269,429 | -$68,489,526 | +$58,779,903 | BSV, DFCF, IVV, VTI, VOT | 13F-HR | 08 Aug 2025, 14:56 |
| Q1 2025 | 137 | $3,685,148,236 | +$121,855,753 | -$121,243,319 | +$612,434 | BSV, DFCF, IVV, VTI, VOT | 13F-HR | 12 May 2025, 10:04 |
| Q4 2024 | 131 | $3,734,337,239 | +$157,856,918 | -$29,608,176 | +$128,248,742 | BSV, DFCF, VTI, IVV, VEA | 13F-HR | 11 Feb 2025, 11:09 |
| Q3 2024 | 125 | $3,721,220,087 | +$60,720,166 | -$22,003,817 | +$38,716,349 | BSV, DFCF, VTI, IVV, VEA | 13F-HR | 12 Nov 2024, 15:45 |
| Q2 2024 | 119 | $3,504,011,374 | +$39,657,928 | -$62,704,733 | -$23,046,805 | BSV, DFCF, VTI, IVV, VEA | 13F-HR | 05 Aug 2024, 15:56 |
| Q1 2024 | 122 | $3,517,397,055 | +$139,298,401 | -$203,595,620 | -$64,297,219 | BSV, DFCF, VTI, IVV, VEA | 13F-HR | 09 May 2024, 16:17 |
| Q4 2023 | 241 | $3,412,589,256 | +$108,807,424 | -$81,097,517 | +$27,709,907 | BSV, DFCF, VTI, IVV, VEA | Restatement | 13 Feb 2024, 15:39 |
| Q3 2023 | 204 | $3,107,547,506 | +$215,425,329 | -$30,407,048 | +$185,018,281 | BSV, DFCF, VTI, IVV, VEA | 13F-HR | 09 Nov 2023, 14:33 |
| Q2 2023 | 149 | $3,015,634,785 | +$50,966,183 | -$37,498,432 | +$13,467,751 | DFCF, BSV, VTI, IVV, VOT | 13F-HR | 08 Aug 2023, 16:49 |
| Q1 2023 | 145 | $2,899,464,316 | +$74,252,016 | -$76,876,497 | -$2,624,481 | DFCF, BSV, VTI, IVV, VEA | 13F-HR | 08 May 2023, 11:16 |
| Q4 2022 | 153 | $2,762,195,628 | +$708,858,632 | -$63,322,606 | +$645,536,026 | DFCF, BSV, VTI, IVV, VEA | 13F-HR | 13 Feb 2023, 14:20 |
| Q3 2022 | 153 | $1,950,597,000 | +$198,270,714 | -$54,214,491 | +$144,056,223 | VTI, IVV, VOT, VEA, BSV | 13F-HR | 14 Nov 2022, 09:11 |
| Q2 2022 | 161 | $1,918,873,000 | +$218,513,680 | -$84,404,923 | +$134,108,757 | VTI, IVV, VEA, VOT, BSV | 13F-HR | 08 Aug 2022, 11:47 |
| Q1 2022 | 138 | $2,106,843,000 | +$153,006,486 | -$51,078,194 | +$101,928,292 | VTI, IVV, VEA, VOT, AVUV | 13F-HR | 11 May 2022, 12:11 |
| Q4 2021 | 136 | $2,140,393,000 | +$43,142,850 | -$15,931,131 | +$27,211,719 | VTI, VEA, IVV, VOT, BSV | 13F-HR | 02 Feb 2022, 09:41 |
| Q3 2021 | 131 | $1,988,600,000 | +$383,856,829 | -$194,666,876 | +$189,189,953 | VTI, VEA, IVV, VOT, BSV | 13F-HR | 28 Oct 2021, 08:41 |
| Q2 2021 | 122 | $1,804,133,000 | +$210,468,545 | -$125,994,729 | +$84,473,816 | VTI, VEA, VOT, BSV, VUG | 13F-HR | 04 Aug 2021, 16:19 |
| Q1 2021 | 114 | $1,607,526,000 | +$45,412,802 | -$7,503,224 | +$37,909,578 | VTI, VEA, VOT, BSV, VNQ | 13F-HR | 30 Apr 2021, 08:39 |
| Q4 2020 | 110 | $1,505,297,000 | +$71,095,775 | -$24,223,182 | +$46,872,593 | VTI, VEA, VOT, BSV, VNQ | 13F-HR | 02 Feb 2021, 15:24 |
| Q3 2020 | 47 | $1,308,287,000 | +$16,388,080 | -$32,474,804 | -$16,086,724 | VTI, VEA, VOT, BSV, VNQ | 13F-HR | 09 Nov 2020, 10:20 |
| Q2 2020 | 46 | $1,242,117,000 | +$28,544,144 | -$80,779,091 | -$52,234,947 | VTI, VEA, VOT, BSV, VNQ | 13F-HR | 07 Aug 2020, 10:59 |
| Q1 2020 | 47 | $1,094,506,911 | +$160,119,096 | -$136,997,028 | +$23,122,068 | VTI, VEA, VOT, BSV, VNQ | 13F-HR | 13 May 2020, 16:11 |
| Q4 2019 | 117 | $1,320,016,000 | +$114,961,382 | -$16,312,112 | +$98,649,270 | VTI, VEA, VOT, VNQ, BSV | 13F-HR | 27 Jan 2020, 12:08 |
| Q3 2019 | 110 | $1,142,606,000 | +$16,372,720 | -$124,704,697 | -$108,331,977 | VTI, VEA, VOT, VNQ, VUG | 13F-HR | 07 Nov 2019, 09:48 |
| Q2 2019 | 121 | $1,239,428,000 | +$40,069,171 | -$7,650,755 | +$32,418,416 | VTI, VEA, VOT, VNQ, BSV | 13F-HR | 08 Aug 2019, 10:12 |
| Q1 2019 | 111 | $1,170,842,000 | +$22,901,868 | -$32,761,064 | -$9,859,196 | VTI, VEA, VOT, VNQ, BSV | 13F-HR | 15 May 2019, 07:43 |
| Q4 2018 | 101 | $1,047,190,000 | +$61,016,479 | -$26,669,333 | +$34,347,146 | VTI, VEA, VOT, VNQ, BSV | 13F-HR | 13 Feb 2019, 09:57 |
| Q3 2018 | 104 | $1,158,048,000 | +$18,981,640 | -$18,158,962 | +$822,678 | VTI, VEA, VOT, VNQ, VUG | 13F-HR | 14 Nov 2018, 17:04 |
| Q2 2018 | 108 | $1,111,335,000 | +$4,789,124 | $0 | +$4,789,124 | VTI, VEA, VOT, VNQ, BSV | 13F-HR | 09 Aug 2018, 15:59 |
| Q1 2018 | 101 | $40,660 | $0 | $0 | $0 | CMCSA, SCHF, FFBC | 13F-HR | 08 May 2018, 09:38 |
| Q4 2017 | 94 | $1,063,487,000 | +$17,517,402 | -$14,384,186 | +$3,133,216 | VTI, VEA, VOT, VNQ, VUG | 13F-HR | 05 Feb 2018, 17:05 |
| Q3 2017 | 104 | $1,019,918,000 | +$25,706,418 | -$15,170,998 | +$10,535,420 | VTI, VEA, VOT, VNQ, VUG | Restatement | 21 Nov 2017, 16:15 |
| Q2 2017 | 100 | $994,489,000 | +$33,622,254 | -$15,308,018 | +$18,314,236 | VTI, VEA, VOT, VNQ, VUG | 13F-HR | 04 Aug 2017, 15:47 |
| Q1 2017 | 94 | $929,534,000 | +$13,674,382 | -$8,676,040 | +$4,998,342 | VTI, VEA, VOT, VNQ, VUG | 13F-HR | 21 Apr 2017, 14:09 |
| Q4 2016 | 91 | $897,985,000 | +$60,313,702 | -$7,819,952 | +$52,493,750 | VTI, VEA, VOT, VNQ, VUG | 13F-HR | 14 Feb 2017, 13:00 |
| Q3 2016 | 76 | $822,303,000 | +$21,708,928 | -$7,230,357 | +$14,478,571 | VTI, VEA, VOT, VNQ, VUG | 13F-HR | 02 Nov 2016, 16:43 |
| Q2 2016 | 76 | $778,325,000 | +$16,646,041 | -$5,896,157 | +$10,749,884 | VTI, VEA, VOT, VNQ, VUG | 13F-HR | 03 Aug 2016, 17:07 |
| Q1 2016 | 79 | $756,778,000 | +$39,372,310 | -$9,245,386 | +$30,126,924 | VTI, VEA, VOT, VNQ, VUG | 13F-HR | 10 May 2016, 20:06 |
| Q4 2015 | 72 | $721,354,000 | +$51,619,330 | -$28,935,635 | +$22,683,695 | VTI, VEA, VOT, VNQ, VUG | 13F-HR | 25 Jan 2016, 20:07 |
| Q3 2015 | 59 | $670,521,000 | +$59,475,467 | -$7,293,632 | +$52,181,835 | VTI, VEA, VOT, VNQ, VUG | 13F-HR | 09 Nov 2015, 16:40 |
| Q2 2015 | 27 | $665,305,000 | +$40,294,553 | -$4,973,588 | +$35,320,965 | VTI, VEA, VOT, VNQ, VUG | 13F-HR | 05 Aug 2015, 21:28 |
| Q1 2015 | 27 | $639,381,000 | +$15,333,863 | -$15,727,674 | -$393,811 | VTI, VEA, VOT, VNQ, VUG | 13F-HR | 08 May 2015, 21:20 |
| Q4 2014 | 30 | $624,683,000 | +$15,074,331 | -$2,817,732 | +$12,256,599 | VTI, VEA, VOT, VNQ, VUG | 13F-HR | 05 Feb 2015, 15:38 |
| Q3 2014 | 32 | $591,226,000 | +$32,858,378 | -$1,050,953 | +$31,807,425 | VTI, VEA, VOT, VNQ, VUG | 13F-HR | 06 Nov 2014, 17:20 |
| Q2 2014 | 16 | $568,642,000 | +$26,519,902 | -$1,370,793 | +$25,149,109 | VTI, VEA, VOT, VNQ, VUG | 13F-HR | 06 Aug 2014, 19:46 |
| Q1 2014 | 16 | $521,986,000 | +$15,178,665 | -$7,370,651 | +$7,808,014 | VTI, VEA, VOT, VNQ, VUG | 13F-HR | 22 May 2014, 16:14 |
| Q4 2013 | 16 | $505,074,000 | $0 | $0 | $0 | VTI, VEA, VOT, VNQ, VUG | 13F-HR | 10 Feb 2014, 14:24 |