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LISA WOYCZIK

Trust Point Inc.

Assets Managed
$1.178B
Holdings
463
Last Quarter
2026 - Q2
Filed Date
7d ago
Growth Rate
2.39%(2Q avg: -3.36%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Trust Point Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 463 positions.

Assets under management

The assets under management (AUM) of Trust Point Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.178B in assets, with a quarterly growth rate of 2.39% and a 2-quarter average growth rate of -3.36%. The portfolio is managed by LISA WOYCZIK, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
QGRW
Wisdomtree Us Quality Growth
Recent Activity
Decreased -1.27%
13.89%
$163.622M
2.478M shares@ $66.04 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Decreased -1.53%
11.18%
$131.693M
556,557 shares@ $236.63 avg price
VV
Vanguard Large-cap Etf
Recent Activity
Increased 14.4%
6.45%
$75.964M
220,883 shares@ $343.91 avg price
IVOV
Vanguard S&p Mid-cap 400 Val
Recent Activity
Increased 3.58%
6.44%
$75.803M
664,535 shares@ $114.07 avg price
ISTB
Ishares Core 1-5 Year Usd Bo
Recent Activity
Increased 0.31%
4.49%
$52.892M
1.096M shares@ $48.26 avg price
KRE
Spdr S&p Regional Banking
Recent Activity
Increased 3.95%
3.55%
$41.771M
558,058 shares@ $74.86 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 14.96%
2.27%
$26.74M
133,641 shares@ $200.09 avg price
PFG
Principal Financial Group
Recent Activity
Decreased -35.51%
2.18%
$25.653M
238,017 shares@ $107.78 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Decreased -6.99%
1.65%
$19.41M
141,130 shares@ $137.53 avg price
IWB
Ishares Russell 1000 Etf
Recent Activity
Decreased -15.2%
1.63%
$19.192M
46,868 shares@ $409.51 avg price

1-10 of 463