TRUST POINT INC.

LA CROSSE, WI · CIK 1635633 · 13F filing filed 2026-07-08

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyLa Crosse, WI

$1.2bn reported value +2.4% vs Q1 2026

463positions

53.7%in top 10

49 new 187 added 191 reduced 107 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	WISDOMTREE TR US QUALITY GROW QGRW	QGRW	2,477,989	$163.6m13.89%	13.89%	Reduced -32.0k	-32,029 -1.3%
2	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	556,557	$131.7m11.18%	11.18%	Reduced -8.7k	-8,702 -1.5%
3	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	220,883	$76.0m6.45%	6.45%	Added +27.8k	+27,795 14.4%
4	VANGUARD ADMIRAL FDS INC MIDCP 400 VAL IVOV	IVOV	664,535	$75.8m6.43%	6.43%	Added +22.9k	+22,912 3.6%
5	ISHARES TR CORE 1 5 YR USD ISTB	ISTB	1,096,210	$52.9m4.49%	4.49%	Added +3.3k	+3,333 0.3%
6	SPDR SER TR S&P REGL BKG KRE	KRE	558,058	$41.8m3.55%	3.55%	Added +21.2k	+21,205 4.0%
7	NVIDIA CORPORATION COM NVDA	NVDA	133,641	$26.7m2.27%	2.27%	Added +17.4k	+17,386 15.0%
8	PRINCIPAL FINANCIAL GROUP IN COM PFG	PFG	238,017	$25.7m2.18%	2.18%	Reduced -131.1k	-131,059 -35.5%
9	ISHARES TR S&P 500 GRWT ETF IVW	IVW	141,130	$19.4m1.65%	1.65%	Reduced -10.6k	-10,620 -7.0%
10	ISHARES TR RUS 1000 ETF IWB	IWB	46,868	$19.2m1.63%	1.63%	Reduced -8.4k	-8,407 -15.2%
11	ISHARES TR S&P 500 VAL ETF IVE	IVE	69,196	$15.7m1.33%	1.33%	Reduced -171	-171 -0.2%
12	ALPHABET INC CAP STK CL A GOOGL	GOOGL	43,506	$15.5m1.32%	1.32%	Added +3.0k	+3,001 7.4%
13	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	20,118	$15.0m1.28%	1.28%	Added +231	+231 1.2%
14	MICROSOFT CORP COM MSFT	MSFT	37,329	$13.9m1.18%	1.18%	Added +770	+770 2.1%
15	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	34,119	$12.6m1.07%	1.07%	Reduced -56	-56 -0.2%
16	BROADCOM INC COM AVGO	AVGO	31,687	$12.0m1.02%	1.02%	Added +906	+906 2.9%
17	ISHARES TR CORE S&P500 ETF IVV	IVV	13,533	$10.1m0.86%	0.86%	Added +521	+521 4.0%
18	ISHARES TR RUS MID CAP ETF IWR	IWR	90,979	$10.0m0.85%	0.85%	Added +184	+184 0.2%
19	FASTENAL CO COM FAST	FAST	206,812	$9.9m0.84%	0.84%	Added +44.0k	+44,028 27.1%
20	EXXON MOBIL CORP COM XOM	XOM	67,271	$9.2m0.78%	0.78%	Added +404	+404 0.6%
21	SCHWAB STRATEGIC TR US MID-CAP ETF SCHM	SCHM	247,145	$9.1m0.77%	0.77%	Added +1.8k	+1,777 0.7%
22	ISHARES TR MSCI INTL VLU FT IVLU	IVLU	200,579	$8.4m0.71%	0.71%	Added +10.3k	+10,264 5.4%
23	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	98,093	$8.2m0.70%	0.70%	Reduced -338	-338 -0.3%
24	JOHNSON & JOHNSON COM JNJ	JNJ	25,181	$6.4m0.54%	0.54%	Added +665	+665 2.7%
25	JPMORGAN CHASE & CO COM JPM	JPM	19,482	$6.4m0.54%	0.54%	Reduced -2.7k	-2,740 -12.3%
26	ALPHABET INC CAP STK CL C GOOG	GOOG	17,981	$6.4m0.54%	0.54%	Added +397	+397 2.3%
27	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	17,172	$6.3m0.53%	0.53%	Added +8.0k	+8,042 88.1%
28	MICRON TECHNOLOGY INC COM MU	MU	5,309	$6.1m0.52%	0.52%	Added +575	+575 12.2%
29	WALMART INC COM WMT	WMT	53,229	$6.0m0.51%	0.51%	Added +832	+832 1.6%
30	TESLA INC COM TSLA	TSLA	12,999	$5.5m0.46%	0.46%	Added +1.1k	+1,115 9.4%
31	CHUBB LIMITED COM CB	CB	15,953	$5.4m0.46%	0.46%	Added +14.4k	+14,408 932.6%
32	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	7,794	$5.4m0.45%	0.45%	Added +849	+849 12.2%
33	META PLATFORMS INC CL A META	META	8,919	$5.0m0.43%	0.43%	Added +475	+475 5.6%
34	ISHARES TR CORE MSCI EAFE IEFA	IEFA	50,641	$4.9m0.42%	0.42%	Added +1.2k	+1,175 2.4%
35	CATERPILLAR INC COM CAT	CAT	4,478	$4.8m0.40%	0.40%	Added +210	+210 4.9%
36	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	19,065	$4.6m0.39%	0.39%	Reduced -15	-15 -0.1%
37	VISA INC COM CL A V	V	13,347	$4.6m0.39%	0.39%	Reduced -142	-142 -1.1%
38	WELLS FARGO CO NEW COM WFC	WFC	54,673	$4.5m0.38%	0.38%	Added +2.5k	+2,544 4.9%
39	STRYKER CORPORATION COM SYK	SYK	13,480	$4.2m0.36%	0.36%	Added +11.8k	+11,756 681.9%
40	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	8,796	$4.2m0.36%	0.36%	Added +20	+20 0.2%
41	ISHARES TR CORE S&P SCP ETF IJR	IJR	28,225	$4.2m0.36%	0.36%	Added +274	+274 1.0%
42	ISHARES TR RUS 1000 GRW ETF IWF	IWF	31,231	$3.9m0.33%	0.33%	Reduced -325	-325 -1.0%
43	ELI LILLY & CO COM LLY	LLY	2,996	$3.6m0.31%	0.31%	Added +264	+264 9.7%
44	ISHARES TR EAFE GRWTH ETF EFG	EFG	26,570	$3.3m0.28%	0.28%	Added +3.8k	+3,793 16.6%
45	PROCTER AND GAMBLE CO COM PG	PG	22,165	$3.3m0.28%	0.28%	Added +2.1k	+2,093 10.4%
46	VANGUARD INDEX FDS EXTEND MKT ETF VXF	VXF	12,979	$3.2m0.27%	0.27%	Added +153	+153 1.2%
47	GOLDMAN SACHS GROUP INC COM GS	GS	3,054	$3.1m0.26%	0.26%	Added +114	+114 3.9%
48	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	40,988	$3.0m0.26%	0.26%	Reduced -5.5k	-5,485 -11.8%
49	CHEVRON CORP NEW COM CVX	CVX	17,799	$3.0m0.25%	0.25%	Added +1.4k	+1,388 8.5%
50	ISHARES GOLD TR ISHARES NEW IAU	IAU	38,330	$2.9m0.25%	0.25%	Unchanged
51	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	1,433	$2.9m0.24%	0.24%	Added +38	+38 2.7%
52	WISDOMTREE TR EQUITY PREMIUM WTPI	WTPI	85,822	$2.8m0.24%	0.24%	Reduced -26.0k	-25,994 -23.2%
53	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	9,914	$2.8m0.24%	0.24%	Added +2.0k	+1,993 25.2%
54	PEPSICO INC COM PEP	PEP	20,129	$2.7m0.23%	0.23%	Reduced -413	-413 -2.0%
55	ISHARES TR RUSSELL 2000 ETF IWM	IWM	9,023	$2.7m0.23%	0.23%	Reduced -293	-293 -3.1%
56	CISCO SYS INC COM CSCO	CSCO	22,809	$2.7m0.23%	0.23%	Reduced -2.9k	-2,894 -11.3%
57	ABBVIE INC COM ABBV	ABBV	10,133	$2.5m0.22%	0.22%	Added +1.8k	+1,780 21.3%
58	MASTERCARD INCORPORATED CL A MA	MA	4,938	$2.5m0.22%	0.22%	Added +108	+108 2.2%
59	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	3,583	$2.5m0.21%	0.21%	Reduced -1	-1 -0.0%
60	LAM RESEARCH CORP COM NEW LRCX	LRCX	5,560	$2.4m0.20%	0.20%	Added +386	+386 7.5%
61	ISHARES TR RUS 1000 VAL ETF IWD	IWD	9,750	$2.4m0.20%	0.20%	Unchanged
62	ORACLE CORP COM ORCL	ORCL	15,925	$2.3m0.20%	0.20%	Added +5.3k	+5,319 50.1%
63	VANGUARD WORLD FD INF TECH ETF VGT	VGT	19,369	$2.3m0.20%	0.20%	Added +1.1k	+1,137 6.2%
64	INTEL CORP COM INTC	INTC	16,226	$2.3m0.19%	0.19%	Added +1.2k	+1,199 8.0%
65	NEXTERA ENERGY INC COM NEE	NEE	25,495	$2.2m0.19%	0.19%	Added +903	+903 3.7%
66	ISHARES TR CORE S&P MCP ETF IJH	IJH	28,983	$2.2m0.19%	0.19%	Reduced -780	-780 -2.6%
67	TRANE TECHNOLOGIES PLC SHS TT	TT	4,497	$2.2m0.19%	0.19%	Added +3.2k	+3,233 255.8%
68	HOME DEPOT INC COM HD	HD	6,120	$2.2m0.18%	0.18%	Reduced -268	-268 -4.2%
69	GLOBAL X FDS S&P 500 CATHOLIC CATH	CATH	24,096	$2.1m0.18%	0.18%	Added +107	+107 0.5%
70	COCA COLA CO COM KO	KO	25,319	$2.1m0.17%	0.17%	Added +6.4k	+6,397 33.8%
71	COSTCO WHSL CORP NEW COM COST	COST	2,187	$2.0m0.17%	0.17%	Added +118	+118 5.7%
72	MARRIOTT INTL INC NEW CL A MAR	MAR	5,454	$2.0m0.17%	0.17%	Added +295	+295 5.7%
73	ISHARES TR RUS MD CP GR ETF IWP	IWP	13,419	$2.0m0.17%	0.17%	Added +20	+20 0.1%
74	EMERSON ELEC CO COM EMR	EMR	13,620	$1.9m0.17%	0.17%	Added +122	+122 0.9%
75	MERCK & CO INC COM MRK	MRK	14,851	$1.9m0.16%	0.16%	Reduced -330	-330 -2.2%
76	COLGATE PALMOLIVE CO COM CL	CL	20,774	$1.9m0.16%	0.16%	Added +173	+173 0.8%
77	ISHARES TR RUS 2000 GRW ETF IWO	IWO	4,724	$1.9m0.16%	0.16%	Reduced -10	-10 -0.2%
78	MARSH & MCLENNAN COS INC COM MRSH	MRSH	11,099	$1.8m0.16%	0.16%	Added +6.7k	+6,685 151.4%
79	DEERE & CO COM DE	DE	2,915	$1.8m0.16%	0.16%	Added +66	+66 2.3%
80	NORTHERN LTS FD TR IV INSPIRE INTL ETF WWJD	WWJD	48,231	$1.8m0.16%	0.16%	Reduced -5.7k	-5,689 -10.6%
81	ISHARES TR RUS MDCP VAL ETF IWS	IWS	10,991	$1.8m0.15%	0.15%	Added +9	+9 0.1%
82	GE VERNOVA INC COM GEV	GEV	1,480	$1.7m0.15%	0.15%	Added +97	+97 7.0%
83	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	57,413	$1.7m0.14%	0.14%	Unchanged
84	ISHARES TR SELECT DIVID ETF DVY	DVY	10,809	$1.7m0.14%	0.14%	Added +902	+902 9.1%
85	SPDR SER TR NUVEEN BLOOMBERG HYMB	HYMB	65,995	$1.7m0.14%	0.14%	Added +39.2k	+39,168 146.0%
86	ISHARES TR MSCI EAFE ETF EFA	EFA	15,907	$1.7m0.14%	0.14%	Reduced -323	-323 -2.0%
87	TEXAS INSTRS INC COM TXN	TXN	5,520	$1.6m0.14%	0.14%	Reduced -161	-161 -2.8%
88	GE AEROSPACE COM NEW GE	GE	4,372	$1.6m0.14%	0.14%	Added +468	+468 12.0%
89	PFIZER INC COM PFE	PFE	67,683	$1.6m0.14%	0.14%	Added +35.0k	+35,006 107.1%
90	KLA CORP COM NEW KLAC	KLAC	5,284	$1.6m0.14%	0.14%	Added +154	+154 3.0%
91	COMFORT SYS USA INC COM FIX	FIX	804	$1.6m0.14%	0.14%	Reduced -22	-22 -2.7%
92	BOOKING HOLDINGS INC COM BKNG	BKNG	8,764	$1.6m0.13%	0.13%	Added +64	+64 0.7%
93	VERIZON COMMUNICATIONS INC COM VZ	VZ	36,281	$1.5m0.13%	0.13%	Added +1.9k	+1,921 5.6%
94	NETFLIX INC COM NFLX	NFLX	21,480	$1.5m0.13%	0.13%	Reduced -61	-61 -0.3%
95	LINDE PLC SHS LIN	LIN	2,907	$1.5m0.13%	0.13%	Added +47	+47 1.6%
96	UNION PAC CORP COM UNP	UNP	5,503	$1.5m0.13%	0.13%	Added +196	+196 3.7%
97	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	24,519	$1.5m0.12%	0.12%	Added +710	+710 3.0%
98	SCHWAB STRATEGIC TR EMRG MKTEQ ETF SCHE	SCHE	39,468	$1.4m0.12%	0.12%	Unchanged
99	MORGAN STANLEY COM NEW MS	MS	6,819	$1.4m0.12%	0.12%	Added +144	+144 2.2%
100	US BANCORP DEL COM NEW USB	USB	23,475	$1.4m0.12%	0.12%	Added +12.1k	+12,052 105.5%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
QUANTA SVCS INC PWR	PWR	70,508	$38.7m70.5k shares
APPLE INC AAPL	AAPL	104,058	$26.4m104.1k shares
BERKSHIRE HATHAWAY INC DEL BRK.B	BRK.B	14,837	$7.1m14.8k shares
AMAZON COM INC AMZN	AMZN	33,061	$6.9m33.1k shares
ISHARES TR IUSB	IUSB	56,865	$2.6m56.9k shares
HONEYWELL INTL INC		5,534	$2.5m5.5k shares
TARGET CORP TGT	TGT	19,760	$2.4m19.8k shares
ABBOTT LABS ABT	ABT	20,188	$2.1m20.2k shares
INVESCO QQQ TR QQQ	QQQ	3,153	$1.8m3.2k shares
AMERICAN EXPRESS CO AXP	AXP	4,912	$1.5m4.9k shares
BANK AMERICA CORP BAC	BAC	29,085	$1.4m29.1k shares
RTX CORPORATION RTX	RTX	6,692	$1.3m6.7k shares
AMPHENOL CORP APH	APH	10,210	$1.3m10.2k shares
CENCORA INC COR	COR	4,071	$1.3m4.1k shares
APPLIED MATLS INC AMAT	AMAT	3,035	$1.0m3.0k shares
ALLSTATE CORP ALL	ALL	4,899	$1.0m4.9k shares
ADVANCED MICRO DEVICES INC AMD	AMD	4,617	$939.2k4.6k shares
ARISTA NETWORKS INC ANET	ANET	7,144	$877.1k7.1k shares
BP PLC BP	BP	17,397	$817.7k17.4k shares
ANALOG DEVICES INC ADI	ADI	2,488	$791.5k2.5k shares
BERKSHIRE HATHAWAY INC DEL BRK.A	BRK.A	1	$718.1k1 shares
ASSOCIATED BANC CORP ASB	ASB	26,970	$697.4k27.0k shares
EDWARDS LIFESCIENCES CORP EW	EW	8,551	$684.8k8.6k shares
ADVANCED ENERGY INDS AEIS	AEIS	1,906	$615.1k1.9k shares
BANK NEW YORK MELLON CORP BNY	BNY	5,021	$595.6k5.0k shares