Trust Point Inc.

Institutional manager (13F) · CIK 1635633

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $861M

#	Issuer	Value	Shares
1	WISDOMTREE	$134M	2,510,018
2	VANGUARD	$122M	565,259
3	VANGUARD	$65M	641,623
4	VANGUARD	$58M	193,088
5	ISHARES	$53M	1,092,877
6	QUANTA SERVICES INC	$39M	70,508
7	STATE STREET SPDR	$35M	536,853
8	PRINCIPAL FINANCIAL GROUP INC	$33M	369,076
9	APPLE INC	$26M	104,058
10	NVIDIA CORP	$20M	116,255
11	ISHARES	$20M	55,275
12	ISHARES	$17M	151,750
13	ISHARES	$15M	69,367
14	MICROSOFT CORP	$14M	36,559
15	SPDR	$13M	19,887
16	ALPHABET INC	$12M	40,505
17	EXXON MOBIL CORP	$11M	66,867
18	VANGUARD	$11M	34,175
19	BROADCOM INC	$10M	30,781
20	ISHARES	$9M	90,795
21	ISHARES	$8M	13,012
22	SCHWAB	$8M	245,368
23	FASTENAL CO	$8M	162,784
24	ISHARES	$8M	190,315
25	VANGUARD	$7M	98,431
26	BERKSHIRE HATHAWAY INC	$7M	14,837
27	AMAZON COM INC	$7M	33,061
28	JPMORGAN CHASE & CO	$7M	22,222
29	WALMART INC	$7M	52,397
30	JOHNSON & JOHNSON CO	$6M	24,516
31	ALPHABET INC	$5M	17,584
32	META PLATFORMS INC	$5M	8,444
33	ISHARES	$4M	49,466
34	TESLA INC	$4M	11,884
35	WELLS FARGO & CO	$4M	52,129
36	VANGUARD	$4M	6,945
37	VANGUARD	$4M	19,080
38	VISA INC	$4M	13,489
39	WISDOMTREE	$4M	111,816
40	ISHARES	$3M	27,951
41	VANGUARD	$3M	46,473
42	CHEVRON CORP	$3M	16,411
43	ISHARES	$3M	38,330
44	ISHARES	$3M	7,889
45	PEPSICO INC	$3M	20,542
46	CATERPILLAR INC	$3M	4,268
47	TAIWAN SEMICONDUCTOR MFG SPON	$3M	8,776
48	PROCTER & GAMBLE CO	$3M	20,072
49	VANGUARD	$3M	9,130
50	VANGUARD	$3M	12,826

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.