Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

TRUST POINT INC. 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Name: TRUST POINT INC. 13F Holdings (2026-03-31)
Creator: ko.io

TRUST POINT INC. (CIK 1635633) reported $1.15B across 518 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: QGRW ($134.1M, 11.65%), VIG ($121.6M, 10.56%), IVOV ($65.4M, 5.68%), VV ($57.7M, 5.01%), ISTB ($53.0M, 4.60%). Source: SEC Form 13F.

Rank	Ticker	Company	Value	% Portfolio	Shares	Action
1	QGRW	WISDOMTREE	$134.1M	11.65%	2.5M	Trimmed
2	VIG	VANGUARD	$121.6M	10.56%	565,259	Trimmed
3	IVOV	VANGUARD	$65.4M	5.68%	641,623	New
4	VV	VANGUARD	$57.7M	5.01%	193,088	Trimmed
5	ISTB	ISHARES	$53.0M	4.60%	1.1M	Trimmed
6	PWR	QUANTA SERVICES INC	$38.7M	3.36%	70,508	Trimmed
7	KRE	STATE STREET SPDR	$35.0M	3.04%	536,853	New
8	PFG	PRINCIPAL FINANCIAL GROUP INC	$33.3M	2.89%	369,076	Trimmed
9	AAPL	APPLE INC	$26.4M	2.30%	104,058	Trimmed
10	NVDA	NVIDIA CORP	$20.3M	1.76%	116,255	Trimmed
11	IWB	ISHARES	$19.7M	1.71%	55,275	Trimmed
12	IVW	ISHARES	$17.2M	1.49%	151,750	Hold
13	IVE	ISHARES	$14.6M	1.27%	69,367	Trimmed
14	MSFT	MICROSOFT CORP	$13.5M	1.18%	36,559	Trimmed
15	SPY	SPDR	$12.9M	1.12%	19,887	Added
16	GOOGL	ALPHABET INC	$11.6M	1.01%	40,505	Added
17	XOM	EXXON MOBIL CORP	$11.3M	0.99%	66,867	Trimmed
18	VTI	VANGUARD	$11.0M	0.95%	34,175	Trimmed
19	AVGO	BROADCOM INC	$9.5M	0.83%	30,781	Trimmed
20	IWR	ISHARES	$8.8M	0.77%	90,795	Trimmed
21	IVV	ISHARES	$8.5M	0.74%	13,012	Trimmed
22	SCHM	SCHWAB	$7.6M	0.66%	245,368	Trimmed
23	IVLU	ISHARES	$7.6M	0.66%	190,315	Trimmed
24	FAST	FASTENAL CO	$7.6M	0.66%	162,784	Added
25	VEU	VANGUARD	$7.4M	0.64%	98,431	Trimmed

Source: SEC Form 13F filings · as of 2026-03-31