21. Truepoint Wealth Counsel

Rank: 21
Location: Cincinnati, OH
Website: www.truepointwealth.com

ALL ETF Holdings

$4,935,598,041

Total AUM

$3,619,817,914

Total ETF Assets

10,678

Total Accounts

Firm Data Courtesy of RIA Database



Top 5 ETF Holdings
  1. BSV: $483,922,048
  2. DFCF: $458,922,173
  3. VTI: $360,678,669
  4. IVV: $358,326,402
  5. VEA: $261,479,882
Top 5 ETF Sectors
  1. Total Bond Market
  2. Large Cap Growth Equities
  3. Foreign Large Cap Equities
  4. Small Cap Blend Equities
  5. Large Cap Blend Equities
Top 5 ETF Issuers
  1. Vanguard
  2. Dimensional
  3. iShares
  4. American Century
  5. Schwab


Top 20 ETF Holdings

ETF Ownership – By Year

ETF Ownership – By Quarter

Notes:
• ETF data as of December 31, 2024.
• Assets under management are as reported on the firm’s form ADV Part I as of March 31st of any given year.


For details on how firms qualified for this list, please see our Methodology.



https://www.truepointwealth.com 2025 Top 50 ETF Power Users