Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
TRUST POINT INC. (CIK 1635633) reported $1.18B across 463 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: QGRW ($163.6M, 13.89%), VIG ($131.7M, 11.18%), VV ($76.0M, 6.45%), IVOV ($75.8M, 6.43%), ISTB ($52.9M, 4.49%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QGRW | WISDOMTREE | $163.6M | 13.89% | 2.5M | Trimmed |
| 2 | VIG | VANGUARD | $131.7M | 11.18% | 556,557 | Trimmed |
| 3 | VV | VANGUARD | $76.0M | 6.45% | 220,883 | Added |
| 4 | IVOV | VANGUARD | $75.8M | 6.43% | 664,535 | Added |
| 5 | ISTB | ISHARES | $52.9M | 4.49% | 1.1M | Added |
| 6 | KRE | STATE STREET SPDR | $41.8M | 3.55% | 558,058 | Added |
| 7 | NVDA | NVIDIA CORP | $26.7M | 2.27% | 133,641 | Added |
| 8 | PFG | PRINCIPAL FINANCIAL GROUP INC | $25.7M | 2.18% | 238,017 | Trimmed |
| 9 | IVW | ISHARES | $19.4M | 1.65% | 141,130 | Trimmed |
| 10 | IWB | ISHARES | $19.2M | 1.63% | 46,868 | Trimmed |
| 11 | IVE | ISHARES | $15.7M | 1.33% | 69,196 | Trimmed |
| 12 | GOOGL | ALPHABET INC | $15.5M | 1.32% | 43,506 | Added |
| 13 | SPY | SPDR | $15.0M | 1.28% | 20,118 | Added |
| 14 | MSFT | MICROSOFT CORP | $13.9M | 1.18% | 37,329 | Added |
| 15 | VTI | VANGUARD | $12.6M | 1.07% | 34,119 | Trimmed |
| 16 | AVGO | BROADCOM INC | $12.0M | 1.02% | 31,687 | Added |
| 17 | IVV | ISHARES | $10.1M | 0.86% | 13,533 | Added |
| 18 | IWR | ISHARES | $10.0M | 0.85% | 90,979 | Added |
| 19 | FAST | FASTENAL CO | $9.9M | 0.84% | 206,812 | Added |
| 20 | XOM | EXXON MOBIL CORP | $9.2M | 0.78% | 67,271 | Added |
| 21 | SCHM | SCHWAB | $9.1M | 0.77% | 247,145 | Added |
| 22 | IVLU | ISHARES | $8.4M | 0.71% | 200,579 | Added |
| 23 | VEU | VANGUARD | $8.2M | 0.70% | 98,093 | Trimmed |
| 24 | JNJ | JOHNSON & JOHNSON CO | $6.4M | 0.54% | 25,181 | Added |
| 25 | JPM | JPMORGAN CHASE & CO | $6.4M | 0.54% | 19,482 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30