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Truepoint, Inc.
Truepoint, Inc. (doing business as Truepoint Wealth Counsel) is an employee-owned, SEC-registered investment adviser founded in 1990 and headquartered in Cincinnati, Ohio. The firm specializes in comprehensive wealth management and financial advisory services, including investment management, financial planning, tax management, risk management, and estate planning. Truepoint typically serves high-net-worth individuals and families, requiring $3M+ of investable assets, as well as select charitable organizations and pension plans. As of July 2025, they employ approximately 95 people and are recognized for placing clients' interests first through a fiduciary, team-based, and client-centric approach.
Investment Strategy
Truepoint implements a disciplined, long-term, and evidence-based investment philosophy, building portfolios grounded in decades of empirical market data and academic research. Portfolios are constructed to align with client goals, time horizons, and risk preferences, with a focus on broad diversification across asset classes to efficiently manage market, inflation, and longevity risks. The firm favors low-cost index funds and systematic rebalancing to maintain intended portfolio risk levels and capitalize on market opportunities. For qualified investors, Truepoint may also provide guidance on private equity, hedge funds, and other alternative investments.
Latest 13F Filing Activity
Truepoint, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 136 equity positions with a total 13F market value of $4B. The fund increased holdings in Ishares TR, Vanguard Index FDS, Vanguard Index FDS among other positions. Truepoint, Inc. reduced exposure to Dimensional Etf Trust, American Centy Etf TR, Procter and Gamble Co. among others.
Top Holdings
Equity Positions (136)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BSV | VANGUARD BD INDEX FDS | 12.57% | $504.9M | 6,415,794 | $77.58 | $78.70 | +$8.8M |
D DFCF | DIMENSIONAL ETF TRUST | 12.11% | $486.5M | 11,512,852 | $41.53 | $42.26 | +$11.1M |
I IVV | ISHARES TR | 10.02% | $402.6M | 648,367 | $432.25 | $620.90 | +$50.3M |
V VTI | VANGUARD INDEX FDS | 9.21% | $370.0M | 1,217,272 | $133.88 | $303.93 | +$31.8M |
V VOT | VANGUARD INDEX FDS | 7.34% | $294.7M | 1,036,103 | $152.21 | $284.39 | +$44.4M |
Industry Allocation
Investment Team (4)
| Name | Role | Location | |
|---|---|---|---|
 | Investment Associate | Cincinnati, OH , United States | |
 | Principal | Cincinnati, OH , United States | |
 | Sr. Portfolio Manager | Cincinnati, OH , United States | |
| Sr. Portfolio Manager and Shareholder | Cincinnati, OH , United States |
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