Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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 65.72% of DecisionPoint Financial's stock portfolio.
Added to shares of these 10 stocks: DFAC (+$12M), DFIC (+$6.1M), VCIT, DFCF, VCSH, DFAS, VNQ, Lendingclub Corp, DFEM, AOA.
Started 801 new stock positions in DVYE, CLX, OI, MTX, INSW, FBIN, CPB, BALL, TDW, NDAQ.
Reduced shares in these 10 stocks: HOMB, DFAE, BNDX, VTI, MSFT, AESR, BND, DFAI, , DUSB.
Sold out of its positions in ANGI, ASX, AMT, AMPX, NLY, TEAM, AVB, BP, BBAI, BV.
DecisionPoint Financial was a net buyer of stock by $35M.
DecisionPoint Financial has $540M in assets under management (AUM), dropping by 16.38%.
Central Index Key (CIK): 0001938514

Tip: Access up to 7 years of quarterly data

Positions held by DecisionPoint Financial consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for DecisionPoint Financial

DecisionPoint Financial holds 1416 positions in its portfolio as reported in the June 2026 quarterly 13F filing

DecisionPoint Financial has 1416 total positions. Only the first 250 positions are shown.

Sign up to view all of the DecisionPoint Financial June 30, 2026 positions
Download the DecisionPoint Financial June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	33.3	$180M	+7%	4.1M	44.29	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	10.9	$59M	+11%	1.6M	37.19	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	9.2	$49M	+9%	601k	82.19	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	6.9	$37M	+6%	451k	82.07	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	5.5	$30M	+10%	702k	42.13	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	5.3	$28M	+8%	293k	96.82	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	5.2	$28M		681k	41.09	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	3.5	$19M	+8%	475k	39.70	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.7	$15M	+19%	188k	78.69	View chart
Home BancShares (HOMB)	2.6	$14M	-15%	489k	28.90	View chart
Dimensional Etf Trust Us Cor Equ 1 Etf (DCOR)	2.5	$14M		166k	81.97	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.7	$9.1M	-6%	232k	39.22	View chart
Dimensional Etf Trust Us Real Esta Etf (DFAR)	0.9	$5.1M		194k	26.24	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.9	$4.8M		96k	50.15	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.8	$4.5M	-3%	12k	369.28	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.7	$3.6M		161k	22.53	View chart
Apple (AAPL)	0.6	$3.4M		12k	294.38	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.6	$3.0M		10k	301.50	View chart
Microsoft Corporation (MSFT)	0.4	$2.4M	-4%	6.3k	384.26	View chart
Happen Com New	0.4	$2.1M	NEW	103k	20.54	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$1.7M		2.5k	685.40	View chart
Marriott Intl Cl A (MAR)	0.3	$1.7M		4.7k	368.32	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$1.6M		19k	84.53	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$1.3M	-5%	18k	73.06	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$966k		33k	28.91	View chart
Amazon (AMZN)	0.2	$933k		3.9k	241.70	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$858k		12k	70.36	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$841k		14k	59.22	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$798k	+13%	1.1k	749.16	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$756k	+2%	21k	36.50	View chart
Republic Services (RSG)	0.1	$721k		3.4k	214.71	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$718k		14k	51.61	View chart
NVIDIA Corporation (NVDA)	0.1	$701k	+25%	3.5k	197.56	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.1	$659k	-3%	8.0k	82.52	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.1	$616k		6.1k	100.40	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$564k		19k	29.39	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$487k	-2%	1.3k	361.18	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.1	$452k		9.3k	48.33	View chart
Ishares Tr Core 80 20 Etf (AOA)	0.1	$437k	NEW	4.5k	97.12	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$373k	+1150%	1.3k	298.67	View chart
Meta Platforms Cl A (META)	0.1	$357k	+2%	583.00	612.43	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$332k	+53%	927.00	358.05	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$320k		2.0k	156.12	View chart
American Express Company (AXP)	0.1	$292k		840.00	348.08	View chart
JPMorgan Chase & Co. (JPM)	0.1	$278k	+2%	831.00	333.91	View chart
Ensign (ENSG)	0.1	$270k		1.6k	164.82	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$252k		4.4k	58.02	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$247k	NEW	719.00	343.44	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$226k	-52%	4.7k	48.27	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.0	$211k		422.00	499.74	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$209k	+300%	2.6k	80.40	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$199k	+700%	1.7k	117.22	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$186k	NEW	300.00	620.46	View chart
Regions Financial Corporation (RF)	0.0	$186k	-21%	6.0k	30.80	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.0	$186k	+566%	1.0k	185.62	View chart
Dimensional Etf Trust Emerging Mrktets (DEXC)	0.0	$182k	-10%	2.3k	79.66	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$179k		5.0k	35.62	View chart
ConocoPhillips (COP)	0.0	$173k		1.7k	103.22	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$173k	+22%	5.4k	31.85	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$167k	+20%	1.7k	96.08	View chart
Cisco Systems (CSCO)	0.0	$162k		1.4k	117.01	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	0.0	$157k	+55%	4.1k	38.76	View chart
Stryker Corporation (SYK)	0.0	$152k	-9%	486.00	313.39	View chart
Home Depot (HD)	0.0	$151k		429.00	350.84	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.0	$147k		3.6k	40.33	View chart
Spdr Series Trust St Str Nyse Tech (XNTK)	0.0	$139k	NEW	370.00	376.77	View chart
Clean Harbors (CLH)	0.0	$136k		467.00	290.74	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	0.0	$135k	+25%	3.4k	39.53	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$133k		584.00	227.78	View chart
Parker-Hannifin Corporation (PH)	0.0	$132k		137.00	963.81	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$126k	-14%	3.7k	34.00	View chart
Horizon Fds Anfield Us Eqty	0.0	$119k	NEW	5.8k	20.35	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.0	$119k	NEW	2.3k	50.50	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$118k	+355%	538.00	218.87	View chart
Johnson & Johnson (JNJ)	0.0	$112k	+234%	442.00	253.98	View chart
Phillips 66 (PSX)	0.0	$110k		632.00	174.50	View chart
Oracle Corporation (ORCL)	0.0	$100k	+2%	702.00	142.50	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$98k	-2%	399.00	244.67	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$95k	+18%	316.00	299.32	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.0	$94k		1.2k	81.77	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$91k	+4000%	205.00	444.23	View chart
Chevron Corporation (CVX)	0.0	$90k	+5%	542.00	165.68	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$89k		1.7k	53.97	View chart
Boeing Company (BA)	0.0	$87k		399.00	218.58	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.0	$77k		1.8k	41.54	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$73k		1.5k	49.52	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.0	$71k	NEW	600.00	118.44	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$69k		891.00	77.62	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$69k	+4%	566.00	121.63	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$68k		313.00	217.38	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$65k	NEW	414.00	157.00	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.0	$65k		963.00	66.97	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)	0.0	$64k		939.00	68.22	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$64k		616.00	103.02	View chart
Palantir Technologies Cl A (PLTR)	0.0	$63k		500.00	125.73	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$58k	+48%	364.00	158.24	View chart
Consolidated Edison (ED)	0.0	$56k		504.00	110.95	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.0	$55k		800.00	68.88	View chart
Palo Alto Networks (PANW)	0.0	$55k		156.00	352.04	View chart
Horizon Fds Anfield Universl	0.0	$53k	NEW	5.6k	9.43	View chart
Tesla Motors (TSLA)	0.0	$52k	+13%	123.00	425.30	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$52k		1.4k	36.37	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$51k		346.00	147.54	View chart
Raytheon Technologies Corp (RTX)	0.0	$48k	+2%	251.00	191.78	View chart
General Dynamics Corporation (GD)	0.0	$48k	+2%	132.00	361.53	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.0	$47k		255.00	183.36	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.0	$46k	-18%	62.00	745.77	View chart
FedEx Corporation (FDX)	0.0	$46k		146.00	313.89	View chart
Spdr Series Trust St Str P500val (SPYV)	0.0	$46k		750.00	61.00	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$45k		121.00	370.60	View chart
Paychex (PAYX)	0.0	$41k		399.00	102.71	View chart
Caterpillar (CAT)	0.0	$39k	+11%	39.00	991.41	View chart
Soundhound Ai Class A Com (SOUN)	0.0	$39k	-14%	5.8k	6.68	View chart
Progressive Corporation (PGR)	0.0	$37k		166.00	225.30	View chart
Exxon Mobil Corporation (XOM)	0.0	$36k	+14%	267.00	136.28	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$36k		265.00	136.88	View chart
Flexshares Tr Intl Qltdv Idx (IQDF)	0.0	$36k	NEW	1.1k	34.07	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.0	$36k		1.1k	33.76	View chart
Procter & Gamble Company (PG)	0.0	$36k	+126%	242.00	147.43	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$35k	+4%	107.00	328.10	View chart
Royal Caribbean Cruises (RCL)	0.0	$35k	+4%	113.00	306.93	View chart
Eli Lilly & Co. (LLY)	0.0	$34k		28.00	1199.82	View chart
Yum! Brands (YUM)	0.0	$33k		205.00	161.59	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$32k		420.00	76.44	View chart
International Business Machines (IBM)	0.0	$32k	+5%	112.00	286.25	View chart
Everpure Cl A (P)	0.0	$32k		414.00	77.14	View chart
Amcor Com New (AMCR)	0.0	$31k		720.00	43.64	View chart
Alaska Air (ALK)	0.0	$29k	NEW	573.00	51.25	View chart
Qualys (QLYS)	0.0	$29k		201.00	143.44	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$29k	+11%	40.00	718.90	View chart
Valero Energy Corporation (VLO)	0.0	$29k	+3%	106.00	269.44	View chart
Flexshares Tr Qualt Divd Idx (QDF)	0.0	$28k	NEW	315.00	89.50	View chart
Texas Instruments Incorporated (TXN)	0.0	$28k	+5%	94.00	298.41	View chart
Nike CL B (NKE)	0.0	$28k		649.00	43.06	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$28k	+310%	324.00	86.17	View chart
Micron Technology (MU)	0.0	$27k	+62%	26.00	1032.31	View chart
McDonald's Corporation (MCD)	0.0	$27k	-3%	99.00	269.43	View chart
General Mills (GIS)	0.0	$27k		706.00	37.77	View chart
Wal-Mart Stores (WMT)	0.0	$26k	+9%	239.00	108.82	View chart
Crown Holdings (CCK)	0.0	$26k		233.00	111.37	View chart
Ishares Msci Cda Etf (EWC)	0.0	$26k		445.00	57.67	View chart
Vanguard World Extended Dur (EDV)	0.0	$25k	+117%	400.00	63.46	View chart
Eaton Corp SHS (ETN)	0.0	$25k	+3%	61.00	412.31	View chart
Rocket Lab Corp (RKLB)	0.0	$25k		249.00	100.07	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.0	$24k		202.00	118.09	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.0	$24k	NEW	151.00	157.54	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.0	$24k		135.00	175.74	View chart
Starbucks Corporation (SBUX)	0.0	$24k		229.00	103.39	View chart
Moonlake Immunotherapeutics Class A Ord (MLTX)	0.0	$23k		1.2k	19.13	View chart
Kinder Morgan (KMI)	0.0	$23k	+2%	734.00	31.72	View chart
Netflix (NFLX)	0.0	$23k	+4%	313.00	74.19	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	0.0	$23k	-63%	485.00	47.72	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$23k		181.00	126.54	View chart
Vanguard World Financials Etf (VFH)	0.0	$23k		169.00	134.35	View chart
Mastercard Incorporated Cl A (MA)	0.0	$23k	+10%	43.00	522.44	View chart
Host Hotels & Resorts (HST)	0.0	$22k		935.00	23.35	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.0	$21k		420.00	50.52	View chart
Bank of America Corporation (BAC)	0.0	$21k	+12%	358.00	58.36	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$21k	NEW	188.00	110.18	View chart
Cummins (CMI)	0.0	$20k	+7%	29.00	682.34	View chart
Broadcom (AVGO)	0.0	$19k	+26%	52.00	369.35	View chart
Northrop Grumman Corporation (NOC)	0.0	$19k		36.00	519.97	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$19k		87.00	213.41	View chart
Merck & Co (MRK)	0.0	$18k	+17%	143.00	125.37	View chart
UnitedHealth (UNH)	0.0	$18k	+7%	42.00	426.55	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	0.0	$18k		430.00	41.54	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	0.0	$18k		151.00	118.21	View chart
Medtronic SHS (MDT)	0.0	$17k	-3%	220.00	79.20	View chart
Franco-Nevada Corporation (FNV)	0.0	$17k		83.00	208.49	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$17k	-62%	138.00	123.02	View chart
Shell Spon Ads (SHEL)	0.0	$17k	-4%	217.00	76.57	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$17k		307.00	53.58	View chart
Spdr Index Shs Fds St Str Eu 50 Etf (FEZ)	0.0	$16k		237.00	67.90	View chart
Southwest Airlines (LUV)	0.0	$16k	+3%	318.00	50.47	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.0	$16k		147.00	108.86	View chart
Air Products & Chemicals (APD)	0.0	$16k	+4%	52.00	306.40	View chart
Deere & Company (DE)	0.0	$16k	+8%	25.00	627.64	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$16k		144.00	108.17	View chart
Capital One Financial (COF)	0.0	$15k	+5%	72.00	204.83	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.0	$15k		121.00	120.95	View chart
Spdr Series Trust St Str Sp400val (MDYV)	0.0	$15k		155.00	94.34	View chart
Allstate Corporation (ALL)	0.0	$15k	+5%	60.00	243.13	View chart
Nextera Energy (NEE)	0.0	$14k	+3%	166.00	86.37	View chart
Advanced Micro Devices (AMD)	0.0	$13k	+41%	24.00	540.92	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$13k		46.00	280.00	View chart
Ishares Em Mkts Div Etf (DVYE)	0.0	$13k	NEW	403.00	31.92	View chart
Union Pacific Corporation (UNP)	0.0	$13k	-2%	46.00	277.74	View chart
Spdr Series Trust ST STR SP400GRW (MDYG)	0.0	$13k		115.00	110.77	View chart
Xcel Energy (XEL)	0.0	$12k		155.00	79.70	View chart
Intuit (INTU)	0.0	$12k	-6%	45.00	267.09	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$12k		206.00	57.73	View chart
Abbott Laboratories (ABT)	0.0	$12k	-24%	126.00	92.18	View chart
Thermo Fisher Scientific (TMO)	0.0	$11k	-18%	22.00	513.36	View chart
Fedex Fght Hldg Common Stock (FDXF)	0.0	$11k	NEW	72.00	155.78	View chart
Pennant Group (PNTG)	0.0	$11k		295.00	37.36	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.0	$11k	NEW	271.00	40.64	View chart
Barclays Adr (BCS)	0.0	$11k		400.00	27.27	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.0	$11k	NEW	190.00	56.48	View chart
Fidelity Covington Trust Msci Indl Indx (FIDU)	0.0	$11k		108.00	98.27	View chart
Fs Specialty Lending Com Sh Ben Int (FSSL)	0.0	$11k		940.00	11.21	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.0	$10k		210.00	48.99	View chart
Lowe's Companies (LOW)	0.0	$10k	-4%	46.00	221.93	View chart
Regeneron Pharmaceuticals (REGN)	0.0	$10k		16.00	624.75	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$9.9k		27.00	365.89	View chart
Danaher Corporation (DHR)	0.0	$9.5k	-30%	49.00	193.73	View chart
Coca-Cola Company (KO)	0.0	$9.4k	-8%	116.00	81.29	View chart
Visa Com Cl A (V)	0.0	$9.1k	+85%	26.00	351.12	View chart
American Intl Group Com New (AIG)	0.0	$8.9k	+8%	116.00	76.59	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$8.6k		130.00	66.48	View chart
Lam Research Corp Com New (LRCX)	0.0	$8.6k	+120%	22.00	391.27	View chart
Linde SHS (LIN)	0.0	$8.5k	-20%	16.00	533.56	View chart
Kla Corp Com New (KLAC)	0.0	$8.5k	+1500%	32.00	266.22	View chart
Applied Materials (AMAT)	0.0	$8.5k	-18%	13.00	650.92	View chart
Western Digital (WDC)	0.0	$8.4k	+100%	14.00	598.43	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$8.3k		34.00	242.76	View chart
Bhp Billiton Sponsored Ads (BHP)	0.0	$8.2k		100.00	82.22	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$8.2k		108.00	76.02	View chart
New Era Helium (NUAI)	0.0	$7.8k		1.5k	5.20	View chart
Walt Disney Company (DIS)	0.0	$7.5k	-22%	78.00	95.72	View chart
Ge Healthcare Technologies I Common Stock (GEHC)	0.0	$7.0k	+500%	108.00	64.86	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$6.8k		69.00	98.54	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$6.7k		36.00	187.33	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$6.2k	+400%	70.00	87.91	View chart
Southern Company (SO)	0.0	$6.1k	-8%	64.00	95.12	View chart
Cibc Cad (CM)	0.0	$6.0k		52.00	116.08	View chart
Roblox Corp Cl A (RBLX)	0.0	$5.9k	-2%	101.00	57.95	View chart
CVS Caremark Corporation (CVS)	0.0	$5.8k	-5%	55.00	104.82	View chart
Honeywell Aerospace (HONA)	0.0	$5.7k	NEW	25.00	227.32	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.0	$5.7k	+17%	161.00	35.30	View chart
Ge Aerospace Com New (GE)	0.0	$5.6k	+25%	15.00	375.00	View chart
Waste Management (WM)	0.0	$5.6k	-13%	25.00	224.08	View chart
Honeywell International (HON)	0.0	$5.5k	NEW	25.00	221.76	View chart
Mannkind Corp Com New (MNKD)	0.0	$5.5k		1.3k	4.05	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$5.4k		33.00	164.03	View chart
Delta Air Lines Com New (DAL)	0.0	$5.3k	+32%	57.00	93.07	View chart
Philip Morris International (PM)	0.0	$5.2k	+20%	29.00	177.72	View chart
Booking Holdings (BKNG)	0.0	$5.1k	+2700%	28.00	182.64	View chart
Cid Holdco	0.0	$5.1k	NEW	2.7k	1.85	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.0	$4.9k		308.00	15.78	View chart
Cardinal Health (CAH)	0.0	$4.8k	+17%	20.00	237.75	View chart
Morgan Stanley Com New (MS)	0.0	$4.7k	+83%	22.00	211.86	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.0	$4.6k		30.00	153.03	View chart
Ge Vernova (GEV)	0.0	$4.5k	+33%	4.00	1134.50	View chart
United Rentals (URI)	0.0	$4.4k	+100%	4.00	1112.00	View chart
Columbia Banking System (COLB)	0.0	$4.4k	+6%	134.00	32.51	View chart
Global X Fds Global X Uranium (URA)	0.0	$4.3k		100.00	43.18	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.0	$4.2k	-7%	139.00	30.37	View chart
Qualcomm (QCOM)	0.0	$4.2k	+91%	23.00	181.96	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.0	$4.1k		92.00	44.87	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$4.1k	NEW	25.00	164.88	View chart

Past Filings by DecisionPoint Financial

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

DecisionPoint Financial 2026 Q2 filed Aug. 5, 2026
DecisionPoint Financial 2026 Q1 filed May 6, 2026
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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z