TRUST POINT INC.: 13F holdings

CIK 16356332026Q2

Positions463
Reported value$1.2bn
Filed2026-07-08

Top 10 holdings

SecuritySharesValueWeight
WISDOMTREE2,477,989$163.6m13.9%
VIG VANGUARD556,557$131.7m11.2%
VV VANGUARD220,883$76.0m6.4%
IVOV VANGUARD664,535$75.8m6.4%
ISTB ISHARES1,096,210$52.9m4.5%
KRE STATE STREET SPDR558,058$41.8m3.5%
NVDA NVIDIA CORP133,641$26.7m2.3%
PFG PRINCIPAL FINANCIAL GROUP INC238,017$25.7m2.2%
IWF ISHARES141,130$19.4m1.6%
IWB ISHARES46,868$19.2m1.6%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1635633")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

Get a free API keySee history bundlesDownload free samples