13F Filings History of Truepoint, Inc.

Latest 13F report
Q3 2025 - 12 Nov 2025
Value $
$4,297,549,897
Signature - Title
James Hadaway - Chief Compliance Officer
Location
Cincinnati, OH
Summary
This page shows a list of all the recent 13F filings made by Truepoint, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Truepoint, Inc. reported 143 stock holdings with total value $4,297,549,897 as of Q3 2025. Top holdings included BSV, DFCF, IVV, VTI, and VOT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 143 $4,297,549,897 +$100,538,491 -$24,650,734 +$75,887,757 BSV, DFCF, IVV, VTI, VOT 13F-HR 12 Nov 2025, 16:13
Q2 2025 138 $4,015,649,028 +$127,269,421 -$68,489,530 +$58,779,891 BSV, DFCF, IVV, VTI, VOT 13F-HR 08 Aug 2025, 14:56
Q1 2025 137 $3,685,148,236 +$121,855,753 -$121,243,327 +$612,426 BSV, DFCF, IVV, VTI, VOT 13F-HR 12 May 2025, 10:04
Q4 2024 131 $3,734,337,239 +$157,856,926 -$29,608,176 +$128,248,750 BSV, DFCF, VTI, IVV, VEA 13F-HR 11 Feb 2025, 11:09
Q3 2024 125 $3,721,220,087 +$60,720,168 -$22,003,818 +$38,716,350 BSV, DFCF, VTI, IVV, VEA 13F-HR 12 Nov 2024, 15:45
Q2 2024 119 $3,504,011,374 +$39,657,927 -$62,704,733 -$23,046,806 BSV, DFCF, VTI, IVV, VEA 13F-HR 05 Aug 2024, 15:56
Q1 2024 120 $3,515,219,602 +$139,298,399 -$201,098,975 -$61,800,576 BSV, DFCF, VTI, IVV, VEA 13F-HR 09 May 2024, 16:17
Q4 2023 239 $3,408,624,817 +$108,656,552 -$81,097,521 +$27,559,031 BSV, DFCF, VTI, IVV, VEA Restatement 13 Feb 2024, 15:39
Q3 2023 207 $3,103,801,939 +$214,433,583 -$30,407,047 +$184,026,536 BSV, DFCF, VTI, IVV, VEA 13F-HR 09 Nov 2023, 14:33
Q2 2023 147 $3,012,954,184 +$50,707,705 -$34,898,030 +$15,809,675 DFCF, BSV, VTI, IVV, VOT 13F-HR 08 Aug 2023, 16:49
Q1 2023 142 $2,897,270,832 +$74,252,007 -$61,732,589 +$12,519,418 DFCF, BSV, VTI, IVV, VEA 13F-HR 08 May 2023, 11:16
Q4 2022 151 $2,759,716,705 +$708,632,846 -$51,461,611 +$657,171,235 DFCF, BSV, VTI, IVV, VEA 13F-HR 13 Feb 2023, 13:20
Q3 2022 151 $1,948,649,000 +$198,270,782 -$44,041,353 +$154,229,429 VTI, IVV, VOT, VEA, BSV 13F-HR 14 Nov 2022, 08:11
Q2 2022 159 $1,916,748,000 +$218,513,717 -$66,910,909 +$151,602,808 VTI, IVV, VEA, VOT, BSV 13F-HR 08 Aug 2022, 11:47
Q1 2022 136 $2,104,096,000 +$153,006,486 -$47,169,216 +$105,837,270 VTI, IVV, VEA, VOT, AVUV 13F-HR 11 May 2022, 12:11
Q4 2021 133 $2,137,663,000 +$42,881,496 -$13,338,130 +$29,543,366 VTI, VEA, IVV, VOT, BSV 13F-HR 02 Feb 2022, 08:41
Q3 2021 129 $1,986,686,000 +$383,628,689 -$194,666,891 +$188,961,798 VTI, VEA, IVV, VOT, BSV 13F-HR 28 Oct 2021, 08:41
Q2 2021 120 $1,802,416,000 +$210,462,467 -$125,994,713 +$84,467,754 VTI, VEA, VOT, BSV, VUG 13F-HR 04 Aug 2021, 16:19
Q1 2021 114 $1,607,526,000 +$45,412,799 -$7,503,225 +$37,909,574 VTI, VEA, VOT, BSV, VNQ 13F-HR 30 Apr 2021, 08:39
Q4 2020 109 $1,505,297,000 +$71,095,772 -$24,223,183 +$46,872,589 VTI, VEA, VOT, BSV, VNQ 13F-HR 02 Feb 2021, 14:24
Q3 2020 47 $1,308,287,000 +$16,388,075 -$32,474,803 -$16,086,728 VTI, VEA, VOT, BSV, VNQ 13F-HR 09 Nov 2020, 09:20
Q2 2020 46 $1,242,117,000 +$28,544,142 -$78,139,588 -$49,595,446 VTI, VEA, VOT, BSV, VNQ 13F-HR 07 Aug 2020, 10:59
Q1 2020 47 $1,094,506,911 +$160,119,098 -$97,188,019 +$62,931,079 VTI, VEA, VOT, BSV, VNQ 13F-HR 13 May 2020, 16:11
Q4 2019 117 $1,320,016,000 +$114,961,444 -$12,656,114 +$102,305,330 VTI, VEA, VOT, VNQ, BSV 13F-HR 27 Jan 2020, 11:08
Q3 2019 110 $1,142,606,000 +$16,372,729 -$18,107,696 -$1,734,967 VTI, VEA, VOT, VNQ, VUG 13F-HR 07 Nov 2019, 08:48
Q2 2019 121 $1,239,428,000 +$40,069,162 -$6,883,756 +$33,185,406 VTI, VEA, VOT, VNQ, BSV 13F-HR 08 Aug 2019, 10:12
Q1 2019 111 $1,170,842,000 +$22,901,866 -$32,095,062 -$9,193,196 VTI, VEA, VOT, VNQ, BSV 13F-HR 15 May 2019, 07:43
Q4 2018 101 $1,047,190,000 +$61,016,456 -$21,856,338 +$39,160,118 VTI, VEA, VOT, VNQ, BSV 13F-HR 13 Feb 2019, 08:57
Q3 2018 104 $1,158,048,000 +$18,981,642 -$13,799,961 +$5,181,681 VTI, VEA, VOT, VNQ, VUG 13F-HR 14 Nov 2018, 16:04
Q2 2018 108 $1,111,335,000 $0 VTI, VEA, VOT, VNQ, BSV 13F-HR 09 Aug 2018, 15:59
Q1 2018 3 $40,660 $0 CMCSA, SCHF, FFBC 13F-HR 08 May 2018, 09:38
Q4 2017 94 $1,063,487,000 +$17,517,401 -$9,274,187 +$8,243,214 VTI, VEA, VOT, VNQ, VUG 13F-HR 05 Feb 2018, 16:05
Q3 2017 104 $1,019,918,000 +$25,706,422 -$9,628,118 +$16,078,304 VTI, VEA, VOT, VNQ, VUG Restatement 21 Nov 2017, 15:15
Q2 2017 98 $994,489,000 +$33,622,248 -$9,932,020 +$23,690,228 VTI, VEA, VOT, VNQ, VUG 13F-HR 04 Aug 2017, 15:47
Q1 2017 94 $929,534,000 +$13,674,384 -$344,734,422 -$331,060,038 VTI, VEA, VOT, VNQ, VUG 13F-HR 21 Apr 2017, 14:09
Q4 2016 89 $897,985,000 +$60,313,697 -$4,190,952 +$56,122,745 VTI, VEA, VOT, VNQ, VUG 13F-HR 14 Feb 2017, 12:00
Q3 2016 76 $822,404,000 +$21,708,927 -$16,740,792 +$4,968,135 VTI, VEA, VOT, VNQ, VUG 13F-HR 02 Nov 2016, 16:43
Q2 2016 75 $778,325,000 +$16,646,038 -$4,445,157 +$12,200,881 VTI, VEA, VOT, VNQ, VUG 13F-HR 03 Aug 2016, 17:07
Q1 2016 78 $756,778,000 +$39,372,305 -$6,705,389 +$32,666,916 VTI, VEA, VOT, VNQ, VUG 13F-HR 10 May 2016, 20:06
Q4 2015 71 $721,354,000 +$51,619,355 -$24,785,617 +$26,833,738 VTI, VEA, VOT, VNQ, VUG 13F-HR 25 Jan 2016, 19:07
Q3 2015 59 $670,521,000 +$59,475,453 -$7,293,628 +$52,181,825 VTI, VEA, VOT, VNQ, VUG 13F-HR 09 Nov 2015, 15:40
Q2 2015 27 $665,305,000 +$40,294,560 -$4,973,589 +$35,320,971 VTI, VEA, VOT, VNQ, VUG 13F-HR 05 Aug 2015, 21:28
Q1 2015 27 $639,381,000 +$15,333,861 -$14,762,674 +$571,187 VTI, VEA, VOT, VNQ, VUG 13F-HR 08 May 2015, 21:20
Q4 2014 30 $624,683,000 +$15,074,328 -$2,256,733 +$12,817,595 VTI, VEA, VOT, VNQ, VUG 13F-HR 05 Feb 2015, 14:38
Q3 2014 32 $591,226,000 +$32,858,381 -$1,050,952 +$31,807,429 VTI, VEA, VOT, VNQ, VUG 13F-HR 06 Nov 2014, 16:20
Q2 2014 16 $568,642,000 +$26,519,906 -$1,370,792 +$25,149,114 VTI, VEA, VOT, VNQ, VUG 13F-HR 06 Aug 2014, 19:46
Q1 2014 16 $521,986,000 +$15,178,666 -$7,100,649 +$8,078,017 VTI, VEA, VOT, VNQ, VUG 13F-HR 22 May 2014, 16:14
Q4 2013 16 $505,074,000 $0 VTI, VEA, VOT, VNQ, VUG 13F-HR 10 Feb 2014, 13:24