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DecisionPoint Financial

Latest statistics and disclosures from DecisionPoint Financial's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAC, VCIT, DFIC, DFAS, DFCF, and represent 64.24% of DecisionPoint Financial's stock portfolio.
Added to shares of these 10 stocks: DFAC (+$6.9M), DFIC, VNQ, VCIT, DFAS, DFEM, SGOV, VTI, VCSH, DFCF.
Started 36 new stock positions in RIO, MUB, SNY, IQLT, JHX, BGIG, NGG, KOF, XLU, VTIP.
Reduced shares in these 10 stocks: MSFT, DFAI, SCHI, META, IWF, DFAE, SLQD, HOMB, TER, HACK.
Sold out of its positions in ALK, HACK, ANSS, CFLT, DOCN, HASI, HES, LQD, IJT, HYG. EFAV, James Hardie Industries SE, JNPR, NMAX, ON, PFE, SPYD, U, UPST, PPH, MGK, VOOG, VOE.
DecisionPoint Financial was a net buyer of stock by $18M.
DecisionPoint Financial has $429M in assets under management (AUM), dropping by 9.52%.
Central Index Key (CIK): 0001938514

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Portfolio Holdings for DecisionPoint Financial

DecisionPoint Financial holds 656 positions in its portfolio as reported in the September 2025 quarterly 13F filing

DecisionPoint Financial has 656 total positions. Only the first 250 positions are shown.

Sign up to view all of the DecisionPoint Financial Sept. 30, 2025 positions
Download the DecisionPoint Financial September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	31.9	$137M	+5%	3.5M	38.66	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	10.3	$44M	+4%	525k	84.07	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	9.6	$41M	+12%	1.3M	32.93	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	6.4	$27M	+7%	399k	68.66	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	6.0	$26M	+2%	602k	42.89	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	6.0	$26M	-3%	698k	36.58	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	5.0	$22M	+12%	235k	91.56	View chart
Home BancShares (HOMB)	4.4	$19M		663k	28.17	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	2.9	$13M	+10%	386k	32.32	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.6	$11M	+5%	138k	79.80	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	1.9	$8.2M		114k	72.09	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.9	$8.2M	-3%	257k	31.79	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	1.4	$5.8M		243k	23.89	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	1.1	$4.9M	-5%	97k	50.73	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$3.8M	+23%	12k	329.32	View chart
Microsoft Corporation (MSFT)	0.8	$3.3M	-24%	6.4k	519.70	View chart
Apple (AAPL)	0.7	$2.8M		11k	255.44	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.6	$2.6M	-12%	112k	23.07	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$2.2M		8.7k	254.96	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.4	$1.6M	+168%	16k	100.37	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$1.3M		2.2k	614.54	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$1.3M	+45%	17k	73.97	View chart
Marriott Intl Cl A (MAR)	0.3	$1.2M		4.7k	261.66	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$862k		33k	25.80	View chart
Amazon (AMZN)	0.2	$846k	+5%	3.8k	220.63	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$809k		15k	54.52	View chart
Republic Services (RSG)	0.2	$785k		3.5k	227.29	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$779k	+118%	11k	74.32	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$774k		13k	60.37	View chart
NVIDIA Corporation (NVDA)	0.1	$633k	+3%	3.4k	187.22	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$574k	-5%	18k	31.55	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$567k	-9%	12k	45.90	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$552k		21k	26.44	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$486k	+21%	9.8k	49.38	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.1	$483k		6.7k	72.08	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.1	$449k		9.3k	48.03	View chart
Meta Platforms Cl A (META)	0.1	$367k	-50%	511.00	718.03	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$320k	+76%	476.00	671.61	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$284k	-7%	2.0k	138.51	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$279k	+17%	4.2k	66.74	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$277k		1.1k	244.83	View chart
American Express Company (AXP)	0.1	$273k		830.00	328.58	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$255k	+676%	4.4k	58.72	View chart
Oracle Corporation (ORCL)	0.1	$228k		789.00	289.01	View chart
Ensign (ENSG)	0.1	$225k		1.3k	174.45	View chart
Regions Financial Corporation (RF)	0.0	$203k	-5%	7.7k	26.21	View chart
JPMorgan Chase & Co. (JPM)	0.0	$197k		634.00	310.71	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.0	$190k		382.00	498.20	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$178k	-66%	377.00	471.18	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$163k	+26%	217.00	752.52	View chart
Home Depot (HD)	0.0	$162k		407.00	397.02	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$161k		5.9k	27.53	View chart
Dimensional Etf Trust Emerging Mrktets (DEXC)	0.0	$146k		2.6k	57.10	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$141k		5.0k	27.94	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$136k		553.00	245.54	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$134k		455.00	293.46	View chart
Two Rds Shared Tr Anfield Us Equ (AESR)	0.0	$120k		5.8k	20.58	View chart
Soundhound Ai Class A Com (SOUN)	0.0	$110k		6.8k	16.15	View chart
Clean Harbors (CLH)	0.0	$106k		465.00	228.08	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.0	$106k	+34%	3.0k	35.79	View chart
Parker-Hannifin Corporation (PH)	0.0	$103k		136.00	755.22	View chart
ConocoPhillips (COP)	0.0	$97k		1.0k	95.46	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$92k	-20%	613.00	149.57	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$86k	+1000%	407.00	210.09	View chart
Boeing Company (BA)	0.0	$85k		397.00	215.20	View chart
CID Holdco (DAIC)	0.0	$80k		31k	2.60	View chart
Cisco Systems (CSCO)	0.0	$78k		1.1k	68.75	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$75k	+55%	1.6k	46.28	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$74k	NEW	1.5k	50.04	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)	0.0	$64k		915.00	69.60	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$58k	-57%	616.00	94.14	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.0	$58k		800.00	72.12	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.0	$56k	+91%	1.7k	32.10	View chart
Two Rds Shared Tr Anfield Unvl Etf (AFIF)	0.0	$53k		5.6k	9.42	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.0	$53k	NEW	727.00	72.67	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.0	$52k	+104%	1.6k	32.03	View chart
Tesla Motors (TSLA)	0.0	$50k		108.00	459.46	View chart
Consolidated Edison (ED)	0.0	$49k		502.00	98.17	View chart
Paychex (PAYX)	0.0	$49k		397.00	124.01	View chart
Chevron Corporation (CVX)	0.0	$48k		313.00	154.58	View chart
Intuit (INTU)	0.0	$48k	-32%	71.00	679.51	View chart
Nike CL B (NKE)	0.0	$48k		642.00	74.20	View chart
Northrim Ban (NRIM)	0.0	$43k	+300%	2.0k	21.43	View chart
General Mills (GIS)	0.0	$42k		836.00	50.70	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$42k		1.4k	29.78	View chart
Progressive Corporation (PGR)	0.0	$41k		168.00	246.46	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$41k		525.00	78.81	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.0	$40k		1.2k	32.87	View chart
Graphic Packaging Holding Company (GPK)	0.0	$37k		1.9k	19.57	View chart
Pure Storage Cl A (PSTG)	0.0	$35k	-64%	412.00	85.69	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.0	$35k		612.00	57.39	View chart
FedEx Corporation (FDX)	0.0	$35k		144.00	239.56	View chart
Royal Caribbean Cruises (RCL)	0.0	$34k		107.00	316.03	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$32k		265.00	121.23	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.0	$32k		1.0k	30.67	View chart
Yum! Brands (YUM)	0.0	$31k		202.00	153.19	View chart
Palantir Technologies Cl A (PLTR)	0.0	$31k	-5%	167.00	184.95	View chart
LKQ Corporation (LKQ)	0.0	$31k		988.00	31.13	View chart
Amcor Ord (AMCR)	0.0	$29k		3.6k	8.19	View chart
Starbucks Corporation (SBUX)	0.0	$28k		333.00	84.40	View chart
Select Sector Spdr Tr Indl (XLI)	0.0	$28k		180.00	153.80	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$28k		420.00	65.49	View chart
Qualys (QLYS)	0.0	$26k		200.00	131.37	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$26k		102.00	255.90	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$26k		214.00	119.18	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.0	$24k		101.00	241.15	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.0	$24k		486.00	48.28	View chart
Eli Lilly & Co. (LLY)	0.0	$23k		28.00	829.04	View chart
Crown Holdings (CCK)	0.0	$22k		229.00	96.74	View chart
Vanguard World Financials Etf (VFH)	0.0	$22k		169.00	130.05	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$22k	+1700%	180.00	121.22	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$20k		139.00	146.17	View chart
Kinder Morgan (KMI)	0.0	$20k		713.00	28.30	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.0	$18k	NEW	398.00	45.57	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$18k	+169%	97.00	186.88	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.0	$17k		135.00	126.93	View chart
Valero Energy Corporation (VLO)	0.0	$17k		102.00	167.68	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$17k		51.00	334.27	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$17k		81.00	207.04	View chart
Vanguard World Extended Dur (EDV)	0.0	$17k	NEW	243.00	67.82	View chart
Texas Instruments Incorporated (TXN)	0.0	$16k		89.00	180.39	View chart
Host Hotels & Resorts (HST)	0.0	$16k		935.00	17.05	View chart
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)	0.0	$15k		237.00	62.88	View chart
Pinnacle Financial Partners (PNFP)	0.0	$14k		152.00	93.32	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.0	$14k	+16%	21.00	668.48	View chart
Roblox Corp Cl A (RBLX)	0.0	$14k		104.00	134.08	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$14k	+88%	96.00	143.48	View chart
Broadcom (AVGO)	0.0	$14k		41.00	333.39	View chart
Johnson & Johnson (JNJ)	0.0	$13k	-78%	72.00	186.06	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.0	$13k	NEW	291.00	44.63	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$12k	-7%	25.00	481.88	View chart
Public Storage (PSA)	0.0	$12k		41.00	290.68	View chart
Rocket Lab Corp (RKLB)	0.0	$12k		247.00	47.97	View chart
UnitedHealth (UNH)	0.0	$12k	-25%	33.00	348.30	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$11k		128.00	87.91	View chart
Figma Class A Com Stk (FIG)	0.0	$11k	NEW	222.00	50.30	View chart
Spdr Series Trust Portfli Intrmdit (SPTI)	0.0	$11k	NEW	384.00	28.89	View chart
Walt Disney Company (DIS)	0.0	$11k		94.00	112.96	View chart
Deere & Company (DE)	0.0	$10k		23.00	451.74	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$10k	NEW	46.00	223.96	View chart
Southwest Airlines (LUV)	0.0	$9.9k		306.00	32.28	View chart
Caterpillar (CAT)	0.0	$9.6k		20.00	480.85	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$9.5k		39.00	242.51	View chart
Johnson Ctls Intl SHS (JCI)	0.0	$9.4k		86.00	108.90	View chart
Linde SHS (LIN)	0.0	$9.3k		20.00	466.85	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$9.2k		32.00	288.50	View chart
Fidelity Covington Trust Msci Indl Indx (FIDU)	0.0	$8.8k		108.00	81.93	View chart
Spdr Series Trust Portfolio Sh Tsr (SPTS)	0.0	$8.7k	NEW	296.00	29.26	View chart
American Intl Group Com New (AIG)	0.0	$8.5k		107.00	79.64	View chart
Barclays Adr (BCS)	0.0	$8.2k		400.00	20.60	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$8.2k		33.00	249.00	View chart
Abbvie (ABBV)	0.0	$7.8k		32.00	244.41	View chart
Pennant Group (PNTG)	0.0	$7.5k		295.00	25.40	View chart
Mannkind Corp Com New (MNKD)	0.0	$7.3k		1.3k	5.38	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$7.1k		34.00	209.50	View chart
Bigbear Ai Hldgs (BBAI)	0.0	$7.0k		1.0k	6.98	View chart
Abbott Laboratories (ABT)	0.0	$6.9k		52.00	133.48	View chart
General Dynamics Corporation (GD)	0.0	$6.6k		19.00	348.26	View chart
Waste Management (WM)	0.0	$6.4k		29.00	219.90	View chart
Boston Scientific Corporation (BSX)	0.0	$6.3k		66.00	95.86	View chart
Kratos Defense & Sec Solutio Com New (KTOS)	0.0	$6.2k		67.00	92.97	View chart
Lumen Technologies (LUMN)	0.0	$6.1k		1.0k	6.07	View chart
Netflix (NFLX)	0.0	$5.9k		5.00	1171.00	View chart
Snowflake Com Shs (SNOW)	0.0	$5.8k	-7%	25.00	230.56	View chart
Yum China Holdings (YUMC)	0.0	$5.7k	-33%	133.00	43.12	View chart
Zoom Communications Cl A (ZM)	0.0	$5.5k		68.00	81.29	View chart
McKesson Corporation (MCK)	0.0	$5.4k		7.00	765.14	View chart
Booking Holdings (BKNG)	0.0	$5.4k		1.00	5351.00	View chart
Danaher Corporation (DHR)	0.0	$5.3k		25.00	212.88	View chart
Snap-on Incorporated (SNA)	0.0	$5.2k		15.00	345.27	View chart
Gilead Sciences (GILD)	0.0	$5.1k		46.00	111.15	View chart
Visa Com Cl A (V)	0.0	$4.9k		14.00	347.86	View chart
Global X Fds Global X Uranium (URA)	0.0	$4.8k		100.00	48.26	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$4.7k	NEW	69.00	68.13	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.0	$4.6k	NEW	45.00	102.98	View chart
Sony Group Corp Sponsored Adr (SONY)	0.0	$4.6k		160.00	28.74	View chart
Mastercard Incorporated Cl A (MA)	0.0	$4.6k		8.00	573.88	View chart
CVS Caremark Corporation (CVS)	0.0	$4.5k		58.00	76.88	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.0	$4.5k		150.00	29.68	View chart
Intuitive Surgical Com New (ISRG)	0.0	$4.4k		10.00	438.10	View chart
Stryker Corporation (SYK)	0.0	$4.4k		12.00	364.17	View chart
AmerisourceBergen (COR)	0.0	$4.4k		14.00	311.79	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.0	$4.2k	-78%	30.00	140.00	View chart
Cibc Cad (CM)	0.0	$4.2k		52.00	80.44	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.0	$4.1k		308.00	13.41	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$4.0k		4.00	1003.50	View chart
Wal-Mart Stores (WMT)	0.0	$4.0k		39.00	101.97	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.0	$3.9k	NEW	43.00	91.72	View chart
Novo-nordisk A S Adr (NVO)	0.0	$3.9k		66.00	59.18	View chart
Stride (LRN)	0.0	$3.9k		27.00	144.56	View chart
Graniteshares Gold Tr Shs Ben Int (BAR)	0.0	$3.9k	NEW	102.00	38.14	View chart
Philip Morris International (PM)	0.0	$3.9k		24.00	160.88	View chart
Thermo Fisher Scientific (TMO)	0.0	$3.7k		7.00	530.86	View chart
Costco Wholesale Corporation (COST)	0.0	$3.7k		4.00	917.50	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$3.6k		9.00	404.22	View chart
Daqo New Energy Corp Spnsrd Ads New (DQ)	0.0	$3.6k		125.00	29.07	View chart
Ge Aerospace Com New (GE)	0.0	$3.6k		12.00	300.92	View chart
Applied Materials (AMAT)	0.0	$3.5k		16.00	217.75	View chart
Novartis Sponsored Adr (NVS)	0.0	$3.3k	NEW	25.00	131.72	View chart
Amgen (AMGN)	0.0	$3.3k		11.00	298.55	View chart
Columbia Banking System (COLB)	0.0	$3.3k		126.00	25.96	View chart
Aon Shs Cl A (AON)	0.0	$3.2k		9.00	360.22	View chart
Carnival Corp Unit 99/99/9999 (CCL)	0.0	$3.2k		114.00	28.37	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$3.2k	NEW	60.00	53.40	View chart
Etf Ser Solutions Bahl & Gaynor In (BGIG)	0.0	$3.1k	NEW	96.00	32.41	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$3.1k	NEW	29.00	106.41	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$3.0k		10.00	298.70	View chart
The Trade Desk Com Cl A (TTD)	0.0	$3.0k	+87%	60.00	49.33	View chart
British Amern Tob Sponsored Adr (BTI)	0.0	$2.9k	NEW	56.00	52.29	View chart
Micron Technology (MU)	0.0	$2.9k		16.00	182.19	View chart
Traeger Common Stock (COOK)	0.0	$2.9k	+94%	2.4k	1.21	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$2.9k		67.00	42.91	View chart
Exxon Mobil Corporation (XOM)	0.0	$2.8k		25.00	112.00	View chart
Advanced Micro Devices (AMD)	0.0	$2.8k	-37%	17.00	164.06	View chart
National Grid Sponsored Adr Ne (NGG)	0.0	$2.8k	NEW	38.00	72.87	View chart
Quest Diagnostics Incorporated (DGX)	0.0	$2.7k		15.00	182.13	View chart
Cardinal Health (CAH)	0.0	$2.7k		17.00	157.94	View chart
Enbridge (ENB)	0.0	$2.7k	NEW	54.00	49.59	View chart
Procter & Gamble Company (PG)	0.0	$2.6k	-90%	17.00	153.24	View chart
Select Sector Spdr Tr Communication (XLC)	0.0	$2.6k	NEW	22.00	116.73	View chart
Sprott Asset Management Physical Gold An (CEF)	0.0	$2.5k		68.00	36.94	View chart
Ase Technology Hldg Sponsored Ads (ASX)	0.0	$2.5k	NEW	225.00	11.13	View chart
Verra Mobility Corp Cl A Com Stk (VRRM)	0.0	$2.4k		100.00	24.32	View chart
Ishares Tr Glob Indstrl Etf (EXI)	0.0	$2.4k	NEW	14.00	173.07	View chart
Delta Air Lines Inc Del Com New (DAL)	0.0	$2.4k		43.00	56.12	View chart
Shell Spon Ads (SHEL)	0.0	$2.4k	+200%	33.00	72.45	View chart
Eni S P A Sponsored Adr (E)	0.0	$2.3k		67.00	35.07	View chart
Uber Technologies (UBER)	0.0	$2.3k		24.00	96.62	View chart
Lloyds Banking Group Sponsored Adr (LYG)	0.0	$2.3k		500.00	4.52	View chart
Kla Corp Com New (KLAC)	0.0	$2.3k		2.00	1129.00	View chart
Wells Fargo & Company (WFC)	0.0	$2.2k		27.00	80.89	View chart
Totalenergies Se Sponsored Ads (TTE)	0.0	$2.2k	+9%	36.00	60.47	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$2.2k	NEW	30.00	71.97	View chart
Williams Companies (WMB)	0.0	$2.1k		33.00	63.70	View chart
EQT Corporation (EQT)	0.0	$2.1k		37.00	56.16	View chart
At&t (T)	0.0	$2.1k		75.00	27.56	View chart
Adobe Systems Incorporated (ADBE)	0.0	$2.1k		6.00	343.83	View chart
Raytheon Technologies Corp (RTX)	0.0	$2.0k		12.00	167.25	View chart
Qualcomm (QCOM)	0.0	$2.0k		12.00	166.50	View chart
Coca-cola Europacific Partne SHS (CCEP)	0.0	$2.0k	NEW	22.00	90.05	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.0	$2.0k	NEW	25.00	78.28	View chart
Chipotle Mexican Grill (CMG)	0.0	$1.9k		50.00	38.98	View chart
Draftkings Com Cl A (DKNG)	0.0	$1.9k		55.00	35.16	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.0	$1.9k		25.00	77.16	View chart
United Rentals (URI)	0.0	$1.9k		2.00	963.00	View chart
Morgan Stanley Com New (MS)	0.0	$1.9k		12.00	156.92	View chart
Servicenow (NOW)	0.0	$1.8k		2.00	912.50	View chart
Ge Vernova (GEV)	0.0	$1.8k		3.00	606.33	View chart
Coca-Cola Company (KO)	0.0	$1.8k		27.00	66.81	View chart
McDonald's Corporation (MCD)	0.0	$1.8k		6.00	300.67	View chart

Past Filings by DecisionPoint Financial

SEC 13F filings are viewable for DecisionPoint Financial going back to 2023

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

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