13F
中
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Truepoint, Inc.

13F equity value
$4.5B
Positions
148
Top 10 concentration
73.3%
Quarters / total new picks
29 / 254
13F equity value over time
$0M$2B$4B2017201820192020202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 29 quarters, returned +1.0% per quarter — versus +1.7% per quarter from simply owning every 13F stock. It beat that baseline in only 41.4% of quarters (excess t = 0.16, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
+0.4%
t-stat
0.16
Quarterly win rate
41%
Annualized excess
-3.4%
$1 → follow vs universe
$1.15 vs $1.46
Cumulative return: $1 invested in new picks vs universe
1.00 20180331: universe 1.04120180630: universe 0.95920180930: universe 1.00320181231: universe 0.99220190331: universe 0.97520190630: universe 1.04820191231: universe 0.84520200930: universe 1.03720201231: universe 1.08420210331: universe 1.09420210630: universe 1.18120210930: universe 1.06020211231: universe 0.90220220331: universe 0.96920220630: universe 0.89820220930: universe 0.96420221231: universe 0.89620230331: universe 0.94420230630: universe 0.91020230930: universe 1.03320231231: universe 1.07920240331: universe 1.10320240630: universe 1.20320240930: universe 1.19320241231: universe 1.11320250331: universe 1.21420250630: universe 1.25220250930: universe 1.40820251231: universe 1.456 20180331: follow 1.05420180630: follow 1.00220180930: follow 1.01920181231: follow 0.94320190331: follow 0.91020190630: follow 0.95820191231: follow 0.85320200930: follow 1.14420201231: follow 1.22720210331: follow 1.21320210630: follow 1.24020210930: follow 0.95520211231: follow 0.90220220331: follow 0.86720220630: follow 0.78320220930: follow 0.78920221231: follow 0.70320230331: follow 0.71220230630: follow 0.75220230930: follow 0.82820231231: follow 0.86720240331: follow 1.08920240630: follow 1.04920240930: follow 1.18420241231: follow 1.24120250331: follow 1.11120250630: follow 1.15920250930: follow 1.13020251231: follow 1.146 0.65 1.11 1.57 20182019202020212022202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 148 · 2026 Q1

Ticker Value Weight QoQ
BSV $566M
12.6%
ADD
DFCF $552M
12.3%
ADD
IVV $455M
10.1%
HOLD
VTI $378M
8.4%
HOLD
AVUV $317M
7.1%
HOLD
VOT $285M
6.3%
ADD
VEA $221M
4.9%
TRIM
VUG $185M
4.1%
ADD
DFEM $183M
4.1%
ADD
DFNM $148M
3.3%
ADD
DFLV $128M
2.9%
ADD
VV $105M
2.4%
ADD
IEFA $103M
2.3%
TRIM
DFUV $94M
2.1%
HOLD
DFAT $92M
2.1%
HOLD
SCHF $80M
1.8%
TRIM
DFIC $70M
1.6%
TRIM
SUB $48M
1.1%
ADD
DFSV $47M
1.1%
HOLD
ITOT $46M
1.0%
HOLD

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

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Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.