Truepoint, Inc. Incresed Positions in Q3 2025

Truepoint, Inc.

  • $4.18 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
16K
+ 2.47%
$620.67 - $670.08 $9.93M - $10.7M
664K $445M
AVUV
American Centy ETF Tr Avantis

ETFs
56.7K
+ 2.1%
$90.37 - $102.12 $5.12M - $5.79M
2.75M $274M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
509K
+ 4.42%
$41.8 - $43.15 $21.3M - $22M
12M $514M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
307K
+ 4.78%
$78.11 - $79.07 $24M - $24.3M
6.72M $530M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
222K
+ 8.41%
$47.18 - $48.17 $10.5M - $10.7M
2.86M $137M
VOT
Vanguard Mid Cap Growth Index

ETFs
6.71K
+ 0.65%
$282.75 - $294.19 $1.9M - $1.97M
1.04M $306M
SUB
Ishares Short Term National Mu

ETFs
30.8K
+ 8.06%
$106.17 - $107.3 $3.27M - $3.31M
413K $44.1M
AAPL
Apple Inc.

Technology
1.94K
+ 8.93%
$202.38 - $256.87 $392K - $498K
23.6K $6.02M
PG
Procter & Gamble CO

Consumer Defensive
14.1K
+ 12.29%
$150.47 - $161.22 $2.12M - $2.28M
129K $19.8M
IVW
Ishares S&P 500 Growth ETF

ETFs
9.47K
+ 50.03%
$108.97 - $121.65 $1.03M - $1.15M
28.4K $3.43M
AVDV
American Centy ETF Tr Avantis

ETFs
36
+ 0.05%
$79.24 - $89.03 $2.85K - $3.21K
71.8K $6.39M
GOOGL
Alphabet Inc.

Communication Services
593
+ 7.27%
$174.36 - $254.72 $103K - $151K
8.75K $2.13M
VBR
Vanguard Small Cap Value ETF

ETFs
1.71K
+ 7.98%
$195.41 - $212.37 $335K - $364K
23.2K $4.83M
BND
Vanguard Bd Index Fd Inc Total

ETFs
7.98K
+ 32.33%
$72.57 - $74.72 $579K - $596K
32.7K $2.43M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
420
+ 6.31%
$567.77 - $614.76 $238K - $258K
7.07K $4.33M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
24
+ 0.01%
$39.8 - $42.86 $955 - $1.03K
216K $9.26M
MSFT
Microsoft Corp

Technology
458
+ 6.02%
$491.09 - $535.64 $225K - $245K
8.07K $4.18M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
798
+ 1.23%
$49.43 - $54.52 $39.4K - $43.5K
65.4K $3.55M
AMZN
Amazon Com Inc

Consumer Cyclical
1.15K
+ 12.88%
$211.65 - $238.24 $244K - $275K
10.1K $2.22M
COST
Costco Wholesale Corp

Consumer Defensive
287
+ 58.69%
$915.95 - $994.57 $263K - $285K
776 $718K
IWS
Ishares Russell Midcap Value E

ETFs
1.31K
+ 20.01%
$132.83 - $140.61 $174K - $184K
7.87K $1.1M
VNQ
Vanguard Specialized Funds Van

ETFs
1.93K
+ 8.34%
$88.47 - $93.24 $171K - $180K
25.1K $2.3M
AVGO
Broadcom Inc.

Technology
23
+ 0.63%
$264.74 - $369.57 $6.09K - $8.5K
3.69K $1.22M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
300
+ 34.25%
$567.09 - $607.37 $170K - $182K
1.18K $700K
JPM
Jpmorgan Chase & CO

Financial Services
368
+ 11.41%
$282.78 - $316.06 $104K - $116K
3.59K $1.13M
VGSH
Vanguard

ETFs
3.06K
+ 4.65%
$58.43 - $58.88 $179K - $180K
68.7K $4.05M
JNJ
Johnson & Johnson

Healthcare
260
+ 6.84%
$155.17 - $185.42 $40.3K - $48.2K
4.06K $752K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
114
+ 1.84%
$459.11 - $506.91 $52.3K - $57.8K
6.32K $3.18M
WMT
Walmart Inc.

Consumer Defensive
1.2K
+ 41.12%
$94.4 - $104.27 $113K - $125K
4.12K $424K
AVDE
American Centy ETF Tr Avantis

ETFs
56
+ 0.33%
$73.24 - $79.04 $4.1K - $4.43K
17.2K $1.36M
VB
Vanguard Small Cap ETF

ETFs
111
+ 4.31%
$237.58 - $259.17 $26.4K - $28.8K
2.69K $683K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
215
+ 0.47%
$48.5 - $50.19 $10.4K - $10.8K
45.8K $2.29M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
83
+ 1.8%
$121.46 - $130.92 $10.1K - $10.9K
4.7K $611K
IJK
Ishares S&P Midcap 400 Growth

ETFs
4
+ 0.04%
$91.28 - $97.59 $365 - $390
8.92K $855K
VXF
Vanguard Extended Market ETF

ETFs
44
+ 2.29%
$193.58 - $213.07 $8.52K - $9.38K
1.96K $410K
IBM
International Business Machines Corp

Technology
151
+ 17.6%
$234.77 - $292.47 $35.5K - $44.2K
1.01K $284K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
17
+ 0.18%
$79.89 - $83.25 $1.36K - $1.42K
9.53K $788K
SPMD
Spdr Portfolio

ETFs
9
+ 0.17%
$54.43 - $58.29 $490 - $525
5.36K $306K
DIS
Walt Disney CO

Communication Services
295
+ 11.06%
$112.25 - $124.0 $33.1K - $36.6K
2.96K $339K
LLY
Eli Lilly & CO

Healthcare
18
+ 4.37%
$625.65 - $812.69 $11.3K - $14.6K
430 $328K
CSCO
Cisco Systems, Inc.

Technology
112
+ 3.33%
$66.2 - $71.79 $7.41K - $8.04K
3.48K $238K
META
Meta Platforms, Inc.

Communication Services
7
+ 1.24%
$695.21 - $791.73 $4.87K - $5.54K
572 $420K
Ge Vernova Inc
51
+ 6.97%
N/A
783 $0
Captivision Inc
18K
+ 159.45%
N/A
29.2K $0
Dimensional ETF Trust
10.5K
+ 11.47%
N/A
102K $0
Dimensional ETF Trust
328K
+ 11.64%
N/A
3.15M $0
Activity Summary
Buys All Purchases 59 New Holdings 12 Increased Positions 47 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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