DecisionPoint Financial
Latest statistics and disclosures from DecisionPoint Financial's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFAC, DFIC, VCIT, DFAS, DFCF, and represent 65.30% of DecisionPoint Financial's stock portfolio.
- Added to shares of these 10 stocks: DFAC (+$8.1M), DFIC, VNQ, DFEM, VCIT, DFAS, DFCF, VCSH, IVV, VTI.
- Started 95 new stock positions in GSK, JQUA, SCHG, ARKG, RSPF, SPYV, XLK, SOLS, IUSG, MLTX.
- Reduced shares in these 10 stocks: HOMB, DFAR, DFAI, DFAE, SLQD, NVDA, NRIM, GPK, LKQ, Amcor.
- Sold out of its positions in ALE, GPK, INFA, MUB, TLH, LKQ, LUMN, LAZRQ, MLNK, NRIM. PBR, RIO, SPTI, SPTS, XLP, SNOW, Total, TM, YUMC, Amcor, CCEP, SW, WNS, ASML.
- DecisionPoint Financial was a net buyer of stock by $20M.
- DecisionPoint Financial has $455M in assets under management (AUM), dropping by 5.98%.
- Central Index Key (CIK): 0001938514
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Portfolio Holdings for DecisionPoint Financial
DecisionPoint Financial holds 727 positions in its portfolio as reported in the December 2025 quarterly 13F filing
DecisionPoint Financial has 727 total positions. Only the first 250 positions are shown.
- Sign up to view all of the DecisionPoint Financial Dec. 31, 2025 positions
- Download the DecisionPoint Financial December 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 32.6 | $148M | +5% | 3.7M | 39.59 |
|
| Dimensional Etf Trust Intl Core Equity (DFIC) | 10.5 | $48M | +10% | 1.4M | 34.46 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 9.9 | $45M | +2% | 540k | 83.75 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 6.4 | $29M | +4% | 416k | 69.67 |
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| Dimensional Etf Trust Core Fixed Incom (DFCF) | 5.8 | $26M | +3% | 621k | 42.56 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 5.7 | $26M | -2% | 684k | 38.11 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 5.1 | $23M | +10% | 260k | 88.49 |
|
| Home BancShares (HOMB) | 3.6 | $16M | -11% | 587k | 27.78 |
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| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 3.1 | $14M | +11% | 430k | 33.08 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 2.6 | $12M | +6% | 148k | 79.73 |
|
| Dimensional Etf Trust Us Core Equity 1 (DCOR) | 1.9 | $8.5M | 115k | 73.63 |
|
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| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 1.8 | $8.1M | -3% | 248k | 32.57 |
|
| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 1.0 | $4.7M | -3% | 94k | 50.70 |
|
| Dimensional Etf Trust Us Real Estate E (DFAR) | 0.9 | $4.3M | -22% | 187k | 22.90 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $4.2M | +6% | 13k | 335.26 |
|
| Microsoft Corporation (MSFT) | 0.7 | $3.1M | 6.5k | 483.62 |
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| Apple (AAPL) | 0.7 | $3.1M | +3% | 11k | 271.86 |
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| Schwab Strategic Tr 5 10yr Corp Bd (SCHI) | 0.6 | $2.6M | 112k | 22.97 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.5 | $2.3M | 8.9k | 257.96 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.4 | $1.6M | 16k | 100.38 |
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| Marriott Intl Cl A (MAR) | 0.3 | $1.4M | 4.7k | 310.24 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.3 | $1.4M | +12% | 19k | 75.44 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $1.4M | 2.2k | 627.08 |
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| Amazon (AMZN) | 0.2 | $885k | 3.8k | 230.82 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $877k | 33k | 26.23 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $799k | 13k | 62.47 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $792k | 15k | 53.76 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $770k | 10k | 74.07 |
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| Republic Services (RSG) | 0.2 | $712k | -2% | 3.4k | 211.93 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $642k | +97% | 938.00 | 684.89 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.1 | $578k | -3% | 18k | 32.73 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.1 | $577k | 12k | 46.80 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $562k | 21k | 26.91 |
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| Dimensional Etf Trust World Equity Etf (DFAW) | 0.1 | $532k | +7% | 7.2k | 73.98 |
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| NVIDIA Corporation (NVDA) | 0.1 | $521k | -17% | 2.8k | 186.48 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $496k | +4% | 10k | 48.32 |
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| Dimensional Etf Trust Natl Mun Bd Etf (DFNM) | 0.1 | $450k | 9.3k | 48.17 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $426k | +20% | 1.4k | 313.07 |
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| Meta Platforms Cl A (META) | 0.1 | $388k | +14% | 587.00 | 660.25 |
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| American Express Company (AXP) | 0.1 | $308k | 831.00 | 370.08 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $294k | 2.1k | 141.03 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $260k | +27% | 808.00 | 322.25 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $256k | 4.4k | 58.73 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $226k | +70% | 778.00 | 290.22 |
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| Ensign (ENSG) | 0.0 | $225k | 1.3k | 174.20 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $210k | 4.2k | 49.65 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $210k | +9% | 417.00 | 502.65 |
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| Regions Financial Corporation (RF) | 0.0 | $209k | 7.7k | 27.10 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $189k | +9% | 603.00 | 313.99 |
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| Stryker Corporation (SYK) | 0.0 | $189k | +4383% | 538.00 | 351.47 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $174k | -2% | 367.00 | 473.30 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $169k | +3% | 224.00 | 753.78 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $161k | 5.9k | 27.43 |
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| ConocoPhillips (COP) | 0.0 | $156k | +63% | 1.7k | 93.61 |
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| Dimensional Etf Trust Emerging Mrktets (DEXC) | 0.0 | $155k | 2.6k | 60.52 |
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| Home Depot (HD) | 0.0 | $147k | +4% | 427.00 | 344.10 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $144k | 5.0k | 28.48 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $142k | +1140% | 1.6k | 89.46 |
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| Oracle Corporation (ORCL) | 0.0 | $134k | -12% | 688.00 | 194.91 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $122k | +607% | 573.00 | 212.07 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $120k | 136.00 | 878.96 |
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| Dimensional Etf Trust Intl Small Cap V (DISV) | 0.0 | $113k | 3.0k | 38.00 |
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| Clean Harbors (CLH) | 0.0 | $109k | 465.00 | 234.48 |
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| Cisco Systems (CSCO) | 0.0 | $104k | +19% | 1.4k | 77.03 |
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| Two Rds Shared Tr Anfield Us Equ (AESR) | 0.0 | $99k | 5.8k | 16.95 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $99k | 613.00 | 160.97 |
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| Chevron Corporation (CVX) | 0.0 | $97k | +103% | 636.00 | 152.41 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $88k | +197% | 497.00 | 177.75 |
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| Boeing Company (BA) | 0.0 | $86k | 397.00 | 217.12 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.0 | $85k | +58% | 1.2k | 74.18 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $85k | 407.00 | 209.29 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $81k | 1.6k | 49.91 |
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| Phillips 66 (PSX) | 0.0 | $81k | +15575% | 627.00 | 129.04 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $74k | 1.5k | 49.46 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $70k | +69% | 891.00 | 78.81 |
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| Soundhound Ai Class A Com (SOUN) | 0.0 | $68k | 6.8k | 9.97 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $66k | +584% | 267.00 | 246.16 |
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| Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) | 0.0 | $65k | +2% | 939.00 | 68.74 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $62k | NEW | 1.4k | 44.72 |
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| Dimensional Etf Trust Emerging Mkts Va (DFEV) | 0.0 | $62k | +5% | 1.8k | 33.73 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $61k | NEW | 753.00 | 81.17 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $60k | +222% | 313.00 | 190.99 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $59k | 616.00 | 96.03 |
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| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.0 | $57k | +7% | 1.7k | 32.89 |
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| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $56k | 800.00 | 70.41 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $54k | +1138% | 830.00 | 64.42 |
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| Two Rds Shared Tr Anfield Unvl Etf (AFIF) | 0.0 | $53k | 5.6k | 9.41 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $53k | +2283% | 286.00 | 183.40 |
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| Consolidated Edison (ED) | 0.0 | $50k | 502.00 | 99.32 |
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| Tesla Motors (TSLA) | 0.0 | $49k | 108.00 | 449.72 |
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| Intuit (INTU) | 0.0 | $47k | 71.00 | 662.42 |
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| Paychex (PAYX) | 0.0 | $47k | +5% | 419.00 | 112.18 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $46k | NEW | 117.00 | 396.32 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $45k | +74% | 178.00 | 250.31 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $44k | NEW | 305.00 | 143.52 |
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| General Dynamics Corporation (GD) | 0.0 | $44k | +578% | 129.00 | 337.84 |
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| Spdr Series Trust State Street Spd (SPMD) | 0.0 | $44k | +22% | 752.00 | 57.91 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $43k | 1.4k | 30.06 |
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| FedEx Corporation (FDX) | 0.0 | $42k | 144.00 | 288.86 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $42k | +61% | 346.00 | 120.18 |
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| Dimensional Etf Trust Us Large Cap Val (DFLV) | 0.0 | $42k | 1.2k | 34.20 |
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| Nike CL B (NKE) | 0.0 | $41k | 642.00 | 63.71 |
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| Progressive Corporation (PGR) | 0.0 | $38k | 168.00 | 227.72 |
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| Dimensional Etf Trust Intl High Profit (DIHP) | 0.0 | $33k | 1.0k | 31.65 |
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| Rocket Lab Corp (RKLB) | 0.0 | $33k | +91% | 472.00 | 69.76 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $33k | 265.00 | 123.26 |
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| General Mills (GIS) | 0.0 | $33k | -16% | 700.00 | 46.50 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $32k | +968% | 267.00 | 120.34 |
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| McDonald's Corporation (MCD) | 0.0 | $32k | +1616% | 103.00 | 305.63 |
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| International Business Machines (IBM) | 0.0 | $31k | +1666% | 106.00 | 296.22 |
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| Yum! Brands (YUM) | 0.0 | $31k | 202.00 | 151.28 |
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| Johnson & Johnson (JNJ) | 0.0 | $30k | +104% | 147.00 | 206.95 |
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| Eli Lilly & Co. (LLY) | 0.0 | $30k | 28.00 | 1080.21 |
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| Royal Caribbean Cruises (RCL) | 0.0 | $30k | 107.00 | 279.75 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.0 | $28k | 180.00 | 155.12 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $28k | 420.00 | 66.00 |
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| Pure Storage Cl A (PSTG) | 0.0 | $28k | 412.00 | 67.01 |
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| Qualys (QLYS) | 0.0 | $27k | 200.00 | 132.90 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $26k | +116% | 54.00 | 487.87 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.0 | $25k | NEW | 540.00 | 47.08 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $25k | +15% | 207.00 | 121.75 |
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| Wal-Mart Stores (WMT) | 0.0 | $24k | +461% | 219.00 | 111.41 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.0 | $24k | +100% | 202.00 | 119.41 |
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| Ishares Msci Cda Etf (EWC) | 0.0 | $24k | NEW | 445.00 | 53.93 |
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| Crown Holdings (CCK) | 0.0 | $24k | 229.00 | 102.97 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $23k | NEW | 118.00 | 198.63 |
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| Dimensional Etf Trust Short Duration F (DFSD) | 0.0 | $23k | 486.00 | 47.94 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $23k | +29% | 66.00 | 342.98 |
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| Vanguard World Financials Etf (VFH) | 0.0 | $23k | 169.00 | 133.49 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $22k | +387% | 39.00 | 570.90 |
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| Medtronic SHS (MDT) | 0.0 | $22k | +1325% | 228.00 | 96.06 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $22k | NEW | 36.00 | 607.64 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $22k | +52% | 32.00 | 681.94 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $21k | +151% | 83.00 | 253.92 |
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| Abbott Laboratories (ABT) | 0.0 | $21k | +221% | 167.00 | 125.29 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $21k | +3500% | 36.00 | 570.22 |
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| Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) | 0.0 | $20k | NEW | 357.00 | 57.14 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $20k | NEW | 204.00 | 99.52 |
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| Caterpillar (CAT) | 0.0 | $20k | +75% | 35.00 | 572.89 |
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| Starbucks Corporation (SBUX) | 0.0 | $20k | -30% | 233.00 | 84.21 |
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| Kinder Morgan (KMI) | 0.0 | $20k | 713.00 | 27.49 |
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| Spdr Series Trust State Street Spd (SPYV) | 0.0 | $20k | NEW | 344.00 | 56.81 |
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| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.0 | $20k | 135.00 | 144.16 |
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| Eaton Corp SHS (ETN) | 0.0 | $19k | +1375% | 59.00 | 318.53 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $18k | NEW | 258.00 | 69.52 |
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| Bank of America Corporation (BAC) | 0.0 | $18k | +1035% | 318.00 | 55.00 |
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| Franco-Nevada Corporation (FNV) | 0.0 | $17k | NEW | 83.00 | 207.29 |
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| Ishares Tr Mbs Etf (MBB) | 0.0 | $17k | NEW | 178.00 | 95.22 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $17k | +8% | 97.00 | 173.49 |
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| Shell Spon Ads (SHEL) | 0.0 | $17k | +590% | 228.00 | 73.48 |
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| Valero Energy Corporation (VLO) | 0.0 | $17k | 102.00 | 162.79 |
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| Host Hotels & Resorts (HST) | 0.0 | $17k | 935.00 | 17.73 |
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| Capital One Financial (COF) | 0.0 | $17k | +871% | 68.00 | 242.37 |
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| Walt Disney Company (DIS) | 0.0 | $16k | +53% | 144.00 | 113.77 |
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| Dimensional Etf Trust Us High Profitab (DUHP) | 0.0 | $16k | NEW | 430.00 | 38.03 |
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| Moonlake Immunotherapeutics Class A Ord (MLTX) | 0.0 | $16k | NEW | 1.2k | 13.18 |
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| Danaher Corporation (DHR) | 0.0 | $16k | +180% | 70.00 | 228.93 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $16k | NEW | 144.00 | 109.92 |
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| Draftkings Com Cl A (DKNG) | 0.0 | $16k | +727% | 455.00 | 34.46 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $16k | +285% | 27.00 | 579.48 |
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| Procter & Gamble Company (PG) | 0.0 | $15k | +529% | 107.00 | 143.32 |
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| Spdr Index Shs Fds Euro Stoxx 50 (FEZ) | 0.0 | $15k | 237.00 | 64.39 |
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| Xcel Energy (XEL) | 0.0 | $15k | +1476% | 205.00 | 73.86 |
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| BP Sponsored Adr (BP) | 0.0 | $15k | +2025% | 425.00 | 34.73 |
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| Ishares Tr Core 80/20 Aggre (AOA) | 0.0 | $15k | NEW | 164.00 | 89.56 |
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| Merck & Co (MRK) | 0.0 | $14k | +1041% | 137.00 | 105.26 |
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| Broadcom (AVGO) | 0.0 | $14k | 41.00 | 346.12 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $14k | NEW | 78.00 | 181.22 |
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| CID Holdco (DAIC) | 0.0 | $14k | 31k | 0.45 |
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| Cummins (CMI) | 0.0 | $14k | +1250% | 27.00 | 510.48 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $14k | NEW | 38.00 | 360.13 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $14k | NEW | 94.00 | 143.98 |
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| Ishares Tr Global Tech Etf (IXN) | 0.0 | $13k | NEW | 127.00 | 105.00 |
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| Fs Specialty Lending Com Sh Ben Int (FSSL) | 0.0 | $13k | NEW | 940.00 | 14.14 |
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| Nextera Energy (NEE) | 0.0 | $13k | +1363% | 161.00 | 80.29 |
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| UnitedHealth (UNH) | 0.0 | $13k | +18% | 39.00 | 330.13 |
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $13k | NEW | 191.00 | 67.23 |
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| Ishares Tr Core 40/60 Moder (AOM) | 0.0 | $13k | NEW | 265.00 | 47.73 |
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| Southwest Airlines (LUV) | 0.0 | $13k | 306.00 | 41.33 |
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| Air Products & Chemicals (APD) | 0.0 | $12k | NEW | 50.00 | 247.02 |
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| Regeneron Pharmaceuticals (REGN) | 0.0 | $12k | +1500% | 16.00 | 771.88 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $12k | +2750% | 228.00 | 53.83 |
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| Vanguard World Extended Dur (EDV) | 0.0 | $12k | -24% | 184.00 | 65.01 |
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| Allstate Corporation (ALL) | 0.0 | $12k | +2750% | 57.00 | 208.16 |
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| Ishares Tr Glob Hlthcre Etf (IXJ) | 0.0 | $12k | +181% | 121.00 | 97.41 |
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| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.0 | $12k | NEW | 120.00 | 97.77 |
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| Ishares Us Power Infrast (POWR) | 0.0 | $12k | NEW | 497.00 | 23.53 |
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| Lowe's Companies (LOW) | 0.0 | $12k | +1100% | 48.00 | 241.17 |
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| EOG Resources (EOG) | 0.0 | $11k | +2000% | 105.00 | 105.02 |
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| Abbvie (ABBV) | 0.0 | $11k | +50% | 48.00 | 228.50 |
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| Pepsi (PEP) | 0.0 | $11k | +3700% | 76.00 | 143.53 |
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| Union Pacific Corporation (UNP) | 0.0 | $11k | +571% | 47.00 | 231.34 |
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| Deere & Company (DE) | 0.0 | $11k | 23.00 | 465.61 |
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| Public Storage (PSA) | 0.0 | $11k | 41.00 | 259.51 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $10k | 46.00 | 224.67 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.0 | $10k | -31% | 66.00 | 154.80 |
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| Coca-Cola Company (KO) | 0.0 | $10k | +440% | 146.00 | 69.91 |
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| Barclays Adr (BCS) | 0.0 | $10k | 400.00 | 25.45 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $9.8k | NEW | 205.00 | 47.75 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $9.7k | +35% | 46.00 | 211.80 |
|
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.0 | $9.7k | NEW | 187.00 | 51.77 |
|
| Spdr Series Trust State Street Spd (XSD) | 0.0 | $9.6k | NEW | 30.00 | 321.60 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.0 | $9.5k | -27% | 210.00 | 45.45 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF) | 0.0 | $9.3k | NEW | 119.00 | 78.50 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $9.3k | +1071% | 82.00 | 113.11 |
|
| Honeywell International (HON) | 0.0 | $9.2k | +2250% | 47.00 | 195.11 |
|
| American Intl Group Com New (AIG) | 0.0 | $9.2k | 107.00 | 85.55 |
|
|
| Fidelity Covington Trust Msci Indl Indx (FIDU) | 0.0 | $8.9k | 108.00 | 82.48 |
|
|
| Linde SHS (LIN) | 0.0 | $8.5k | 20.00 | 426.40 |
|
|
| Roblox Corp Cl A (RBLX) | 0.0 | $8.4k | 104.00 | 81.04 |
|
|
| Pennant Group (PNTG) | 0.0 | $8.3k | 295.00 | 28.15 |
|
|
| Figma Class A Com Stk (FIG) | 0.0 | $8.3k | 222.00 | 37.37 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $8.0k | NEW | 83.00 | 96.28 |
|
| National Grid Sponsored Adr Ne (NGG) | 0.0 | $7.9k | +168% | 102.00 | 77.35 |
|
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.0 | $7.8k | NEW | 38.00 | 204.87 |
|
| Mannkind Corp Com New (MNKD) | 0.0 | $7.6k | 1.3k | 5.67 |
|
|
| Amgen (AMGN) | 0.0 | $7.5k | +109% | 23.00 | 327.35 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.0 | $7.4k | NEW | 80.00 | 92.30 |
|
| Enbridge (ENB) | 0.0 | $7.3k | +181% | 152.00 | 47.84 |
|
| Totalenergies Se Act (TTE) | 0.0 | $7.3k | NEW | 111.00 | 65.42 |
|
| Gilead Sciences (GILD) | 0.0 | $7.2k | +28% | 59.00 | 122.75 |
|
| Philip Morris International (PM) | 0.0 | $7.2k | +87% | 45.00 | 160.40 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $7.2k | NEW | 120.00 | 59.93 |
|
| Southern Company (SO) | 0.0 | $7.2k | +720% | 82.00 | 87.21 |
|
| Pimco Etf Tr 25yr Zero U S (ZROZ) | 0.0 | $6.4k | NEW | 100.00 | 64.25 |
|
| Waste Management (WM) | 0.0 | $6.4k | 29.00 | 219.72 |
|
|
| Boston Scientific Corporation (BSX) | 0.0 | $6.3k | 66.00 | 95.36 |
|
|
| Old Dominion Freight Line (ODFL) | 0.0 | $6.3k | NEW | 40.00 | 156.80 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $6.0k | NEW | 36.00 | 167.94 |
|
| Bhp Group Sponsored Ads (BHP) | 0.0 | $6.0k | NEW | 100.00 | 60.37 |
|
| Prologis (PLD) | 0.0 | $5.9k | +318% | 46.00 | 127.67 |
|
| Zoom Communications Cl A (ZM) | 0.0 | $5.9k | 68.00 | 86.29 |
|
|
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $5.8k | NEW | 14.00 | 412.79 |
|
| McKesson Corporation (MCK) | 0.0 | $5.7k | 7.00 | 820.43 |
|
|
| First Tr Exchange Traded Tech Alphadex (FXL) | 0.0 | $5.7k | NEW | 34.00 | 168.29 |
|
| At&t (T) | 0.0 | $5.7k | +206% | 230.00 | 24.84 |
|
| Spdr Series Trust State Street Spd (DGT) | 0.0 | $5.7k | NEW | 34.00 | 166.71 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $5.7k | 10.00 | 566.40 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $5.7k | +2000% | 105.00 | 53.94 |
|
| PNC Financial Services (PNC) | 0.0 | $5.6k | +440% | 27.00 | 208.74 |
|
| Bigbear Ai Hldgs (BBAI) | 0.0 | $5.4k | 1.0k | 5.40 |
|
|
| Booking Holdings (BKNG) | 0.0 | $5.4k | 1.00 | 5356.00 |
|
|
| Us Bancorp Del Com New (USB) | 0.0 | $5.3k | +1314% | 99.00 | 53.36 |
|
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.0 | $5.1k | 67.00 | 75.91 |
|
|
| Ishares Msci Emrg Chn (EMXC) | 0.0 | $5.0k | 69.00 | 72.68 |
|
|
| Corning Incorporated (GLW) | 0.0 | $5.0k | +714% | 57.00 | 87.56 |
|
| Sprott Asset Management Physical Gold Tr (PHYS) | 0.0 | $5.0k | 150.00 | 33.02 |
|
|
| Visa Com Cl A (V) | 0.0 | $4.9k | 14.00 | 350.71 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $4.9k | -76% | 33.00 | 148.70 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $4.8k | NEW | 50.00 | 96.28 |
|
Past Filings by DecisionPoint Financial
SEC 13F filings are viewable for DecisionPoint Financial going back to 2023
- DecisionPoint Financial 2025 Q4 filed Jan. 29, 2026
- DecisionPoint Financial 2025 Q3 filed Nov. 10, 2025
- DecisionPoint Financial 2025 Q2 filed Aug. 14, 2025
- DecisionPoint Financial 2025 Q1 filed May 2, 2025
- DecisionPoint Financial 2024 Q4 filed Jan. 29, 2025
- DecisionPoint Financial 2024 Q3 filed Oct. 29, 2024
- DecisionPoint Financial 2024 Q2 filed Aug. 9, 2024
- DecisionPoint Financial 2024 Q1 filed April 30, 2024
- DecisionPoint Financial 2023 Q4 filed Jan. 31, 2024
- DecisionPoint Financial 2023 Q3 filed Oct. 26, 2023
- DecisionPoint Financial 2023 Q2 filed Sept. 26, 2023
- DecisionPoint Financial 2022 Q4 filed Sept. 26, 2023
- DecisionPoint Financial 2023 Q1 filed Sept. 26, 2023