account_balance
Investment manager · 13F filer · SEC CIK 1635633
Trust Point Inc.
Reported value$1.33Bas of Sep 30, 2026
Positions513 86 new, 36 sold out
Top 10 weight51.2%QGRW alone is 20%
FiledOct 2727 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
QGRWWisdomtree
19.7%Added +55%
VIGVanguard
9.7%
VVVanguard
6.5%Added +11%
PWRQuanta Services, Inc.
3.2%New
AAPLApple Inc.
2.7%New
NVDANVIDIA Corp
2.6%Added +15%
MSFTMicrosoft Corp
1.8%+28%
PFGPrincipal Financial Group Inc
1.7%Trimmed −16%
HYMBState Street SPDR
1.6%Added +1320%
IVWiShares
1.5%
IWBiShares
1.5%
ISTB1.4%
QGRWWisdomtree
19.7%Added +55%
VIGVanguard
9.7%
VVVanguard
6.5%Added +11%
PWRQuanta Services, Inc.
3.2%
AAPLApple Inc.
2.7%
NVDA2.6%MSFT1.8%PFG1.7%HYMB1.6%
IVW
IWB
ISTB
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
QGRW Wisdomtree 19.7% Added +55%
VIG Vanguard 9.7% Held
VV Vanguard 6.5% Added +11%
PWR Quanta Services, Inc. 3.2% NewAAPL Apple Inc. 2.7% NewNVDA NVIDIA Corp 2.6% Added +15%MSFT Microsoft Corp 1.8% Added +28%PFG Principal Financial Group Inc 1.7% Trimmed −16%HYMB State Street SPDR 1.6% Added +1320%
IVW iShares 1.5% Held
IWB iShares 1.5% Held
ISTB iShares 1.4% Trimmed −64%
What changed
Biggest moves since Jun 30, 2026
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