Truepoint, Inc. Reduced Holdings in Q3 2025

Truepoint, Inc.

  • $4.18 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-4.08K
- 36.65%
$109.47 - $119.06 $446K - $485K
7.04K $834K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-4.29K
- 34.36%
$64.58 - $69.94 $277K - $300K
8.2K $568K
ACN
Accenture PLC

Technology
-287
- 10.42%
$232.56 - $304.78 $66.7K - $87.5K
2.47K $608K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-4.48K
- 11.6%
$68.24 - $73.73 $306K - $330K
34.1K $2.51M
ELV
Elevance Health, Inc.

Healthcare
-45
- 5.52%
$274.66 - $395.76 $12.4K - $17.8K
770 $248K
NFLX
Netflix Inc

Communication Services
-23
- 9.87%
$1147.87 - $1297.18 $26.4K - $29.8K
210 $251K
V
Visa Inc.

Financial Services
-98
- 4.78%
$332.09 - $358.86 $32.5K - $35.2K
1.95K $666K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.15K
- 8.73%
$87.29 - $93.61 $101K - $108K
12K $1.12M
VIG
Vanguard Dividend Appreciation

ETFs
-269
- 16.39%
N/A
1.37K $249K
XOM
Exxon Mobil Corp

Energy
-672
- 12.43%
$105.83 - $117.22 $71.1K - $78.8K
4.74K $533K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-1.04K
- 7.78%
$72.04 - $77.35 $75.1K - $80.7K
12.4K $948K
USO
United States Oil Fund, LP

ETFs
-156
- 4.9%
$72.3 - $81.04 $11.3K - $12.6K
3.03K $223K
AVIG
American Centy ETF Tr Avantis

ETFs
-673
- 1.31%
$41.02 - $42.32 $27.6K - $28.5K
50.9K $2.14M
ABT
Abbott Laboratories

Healthcare
-1
- 0.04%
$120.51 - $136.62 $121 - $137
2.23K $298K
IEMG
Ishares Inc

ETFs
-48
- 0.47%
N/A
10.2K $544K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-632
- 5.75%
$27.61 - $29.15 $17.4K - $18.4K
10.4K $301K
DFSI
Dimensional ETF Tr Dimen Intl
-28
- 0.04%
N/A
66.7K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
-52
- 0.16%
N/A
31.6K $0
DFSU
Dimensional ETF Tr Dimen Us Su
-92
- 0.1%
N/A
92.1K $0
MUB
Ishares National Muni Bond ETF

ETFs
-117
- 1.1%
$103.24 - $106.68 $12.1K - $12.5K
10.5K $1.12M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-90
- 0.81%
$62.09 - $66.51 $5.59K - $5.99K
11.1K $722K
VO
Vanguard Mid Cap ETF

ETFs
-151
- 2.76%
$279.83 - $293.74 $42.3K - $44.4K
5.33K $1.57M
IWM
Ishares Russell 2000 ETF

ETFs
-23
- 1.39%
$214.92 - $244.84 $4.94K - $5.63K
1.63K $394K
IWN
Ishares Russell2000 Val ETF

ETFs
-14
- 0.65%
$157.1 - $178.94 $2.2K - $2.51K
2.12K $375K
VOE
Vanguard Mid Cap Value Index F

ETFs
-13
- 0.33%
$164.63 - $174.58 $2.14K - $2.27K
3.97K $692K
AVUS
American Centy ETF Tr Avantis

ETFs
-156
- 1.95%
$101.2 - $109.16 $15.8K - $17K
7.86K $854K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-11
- 0.18%
$108.46 - $120.63 $1.19K - $1.33K
6.13K $728K
HD
Home Depot, Inc.

Consumer Cyclical
-18
- 1.01%
$357.4 - $423.42 $6.43K - $7.62K
1.76K $713K
VONG
Vanguard Russell 1000 Growth E

ETFs
-155
- 2.2%
$108.08 - $121.73 $16.8K - $18.9K
6.9K $830K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-9
- 0.64%
$546.99 - $602.2 $4.92K - $5.42K
1.39K $836K
VEU
Vanguard Ftse All World Ex Us

ETFs
-1.04K
- 3.08%
$66.38 - $71.68 $69.2K - $74.8K
32.8K $2.34M
VTV
Vanguard Value ETF

ETFs
-125
- 1.24%
$175.51 - $186.57 $21.9K - $23.3K
9.98K $1.86M
GE
General Electric CO

Industrials
-9
- 0.35%
$244.75 - $305.63 $2.2K - $2.75K
2.56K $768K
EEM
Ishares Msci Emerging Markets

ETFs
-797
- 2.55%
$48.07 - $53.4 $38.3K - $42.6K
30.5K $1.63M
AVLV
American Centy ETF Tr Avantis
-108
- 0.28%
$68.33 - $72.69 $7.38K - $7.85K
37.8K $2.73M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-16
- 0.27%
$339.37 - $366.46 $5.43K - $5.86K
5.86K $2.14M
GOOG
Alphabet Inc.

Communication Services
-78
- 2.02%
$175.16 - $255.24 $13.7K - $19.9K
3.79K $923K
VGT
Vanguard Information Technolog

ETFs
-97
- 2.21%
$656.44 - $753.15 $63.7K - $73.1K
4.29K $3.21M
NVDA
Nvidia Corp

Technology
-357
- 2.6%
$153.3 - $186.58 $54.7K - $66.6K
13.4K $2.5M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-8.91K
- 3.44%
$28.92 - $32.19 $258K - $287K
250K $7.98M
SPY
Spdr S&P 500 ETF Trust

ETFs
-76
- 0.66%
$617.65 - $666.84 $46.9K - $50.7K
11.5K $7.64M
DFAX
Dimensional ETF Tr
-4.11K
- 1.1%
$29.25 - $31.56 $120K - $130K
370K $11.6M
IWP
Ishares Russell Mid Cap Growth

ETFs
-2.24K
- 0.78%
$137.51 - $145.26 $309K - $326K
286K $40.8M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-447
- 1.89%
$420.11 - $472.68 $188K - $211K
23.2K $10.9M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-9.31K
- 1.09%
$24.46 - $26.5 $228K - $247K
844K $22.2M
IWV
Ishares Russell 3000 ETF

ETFs
-311
- 0.52%
$351.04 - $379.81 $109K - $118K
59.5K $22.6M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-7.36K
- 0.65%
$23.82 - $25.84 $175K - $190K
1.13M $29M
AVEM
American Centy ETF Tr Avantis

ETFs
-16.2K
- 3.35%
$68.33 - $75.41 $1.11M - $1.23M
469K $35.2M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-87.1K
- 2.43%
$21.69 - $23.34 $1.89M - $2.03M
3.5M $81.4M
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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