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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, DFIC, VCIT, DFAS, DFCF, and represent 64.64% of DecisionPoint Financial's stock portfolio.
Added to shares of these 10 stocks: DCOR, DFAC, SCHI, DFIC, VNQ, VCSH, BND, VCIT, DFAS, DFCF.
Started 17 new stock positions in PNFP, DUSB, SLYV, EEM, LCID, SLYG, AMCR, RSP, COOK, QS. RIVN, JMUB, MDYG, AMPX, DFAT, MDYV, EOSE.
Reduced shares in these 10 stocks: SGOV, HOMB, DFAI, IAU, SCHD, SCHX, VO, SLV, XLE, VEA.
Sold out of its positions in ARKK, ARKG, ARKW, PRNT, AGD, ATRO, BMO, BLNK, BTI, CRS.
DecisionPoint Financial was a net buyer of stock by $11M.
DecisionPoint Financial has $464M in assets under management (AUM), dropping by 2.07%.
Central Index Key (CIK): 0001938514

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Portfolio Holdings for DecisionPoint Financial

DecisionPoint Financial holds 679 positions in its portfolio as reported in the March 2026 quarterly 13F filing

DecisionPoint Financial has 679 total positions. Only the first 250 positions are shown.

Sign up to view all of the DecisionPoint Financial March 31, 2026 positions
Download the DecisionPoint Financial March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	31.8	$147M		3.8M	38.86	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	10.9	$50M	+2%	1.4M	35.53	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	9.8	$45M		547k	82.75	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	6.5	$30M		424k	71.13	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	5.8	$27M		632k	42.22	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	5.7	$27M		683k	38.96	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	5.2	$24M	+3%	270k	88.70	View chart
Home BancShares (HOMB)	3.4	$16M		582k	26.93	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	3.3	$15M		437k	34.55	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.7	$12M	+6%	157k	79.27	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	2.6	$12M	+43%	166k	72.08	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.8	$8.4M		248k	33.86	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	1.0	$4.9M	+2%	96k	50.49	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	1.0	$4.6M	+3%	194k	23.65	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$4.0M		12k	320.82	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.8	$3.7M	+46%	163k	22.68	View chart
Apple (AAPL)	0.6	$2.9M		11k	253.79	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.6	$2.7M	+15%	10k	261.92	View chart
Microsoft Corporation (MSFT)	0.5	$2.4M		6.5k	370.16	View chart
Marriott Intl Cl A (MAR)	0.3	$1.5M		4.7k	327.07	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$1.5M	+13%	2.5k	597.47	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$1.5M		19k	77.11	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$1.4M	+83%	19k	73.64	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$839k		33k	25.10	View chart
Amazon (AMZN)	0.2	$806k		3.9k	208.27	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$792k	-3%	12k	64.08	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$776k	-2%	14k	54.05	View chart
Republic Services (RSG)	0.2	$735k		3.4k	219.02	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$689k	+14%	20k	33.97	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$629k	+13%	14k	45.12	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$624k	-61%	6.2k	100.66	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$613k		938.00	653.22	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.1	$612k	+15%	8.3k	73.78	View chart
NVIDIA Corporation (NVDA)	0.1	$495k		2.8k	174.38	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$492k	-8%	19k	25.64	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$473k	-4%	9.8k	48.05	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.1	$448k		9.3k	47.93	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$396k		1.4k	287.48	View chart
Ensign (ENSG)	0.1	$330k	+27%	1.6k	201.50	View chart
Meta Platforms Cl A (META)	0.1	$326k	-2%	570.00	572.51	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$283k		2.0k	138.30	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$255k		4.4k	58.54	View chart
American Express Company (AXP)	0.1	$252k		833.00	302.31	View chart
JPMorgan Chase & Co. (JPM)	0.1	$238k		808.00	294.29	View chart
ConocoPhillips (COP)	0.0	$219k		1.7k	132.00	View chart
Regions Financial Corporation (RF)	0.0	$202k		7.7k	26.12	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.0	$200k		417.00	479.20	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$187k	-16%	650.00	287.18	View chart
Stryker Corporation (SYK)	0.0	$177k		538.00	328.59	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$173k		603.00	287.05	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$167k	+2%	4.3k	38.42	View chart
Dimensional Etf Trust Emerging Mrktets (DEXC)	0.0	$166k		2.6k	64.86	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$157k		367.00	426.40	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$148k	-5%	212.00	697.72	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$147k		5.0k	29.08	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.0	$142k	+20%	3.6k	39.44	View chart
Home Depot (HD)	0.0	$140k		427.00	328.89	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$136k	-24%	4.4k	30.68	View chart
Clean Harbors (CLH)	0.0	$133k		465.00	286.73	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$131k	-8%	1.4k	90.53	View chart
Parker-Hannifin Corporation (PH)	0.0	$122k		136.00	895.24	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$121k		573.00	211.15	View chart
Phillips 66 (PSX)	0.0	$114k		627.00	182.18	View chart
Chevron Corporation (CVX)	0.0	$106k	-19%	514.00	206.90	View chart
Cisco Systems (CSCO)	0.0	$105k		1.4k	77.59	View chart
Oracle Corporation (ORCL)	0.0	$101k		688.00	147.11	View chart
Two Rds Shared Tr Anfield Us Equ (AESR)	0.0	$98k		5.8k	16.73	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.0	$97k	+123%	2.7k	35.71	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.0	$91k	+50%	2.6k	35.04	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$86k		1.6k	52.79	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$84k		408.00	205.56	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.0	$82k		1.2k	70.89	View chart
Boeing Company (BA)	0.0	$79k		397.00	199.03	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$74k		1.5k	49.95	View chart
Palantir Technologies Cl A (PLTR)	0.0	$73k		497.00	146.28	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$70k		891.00	78.41	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$66k		267.00	248.00	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.0	$66k		1.8k	35.78	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$65k	-11%	544.00	118.62	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.0	$64k	+176%	1.3k	47.87	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)	0.0	$64k		939.00	68.35	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$61k		313.00	196.20	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$60k		616.00	97.13	View chart
Spdr Series Trust State Street Spd (SPMD)	0.0	$57k	+28%	963.00	59.22	View chart
Consolidated Edison (ED)	0.0	$57k		502.00	113.18	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$56k	-33%	920.00	61.27	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.0	$55k	NEW	1.1k	50.71	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.0	$54k		800.00	66.86	View chart
Two Rds Shared Tr Anfield Unvl Etf (AFIF)	0.0	$53k		5.6k	9.32	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$52k	+3%	121.00	430.30	View chart
FedEx Corporation (FDX)	0.0	$51k		144.00	356.18	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.0	$49k	+137%	76.00	650.34	View chart
Raytheon Technologies Corp (RTX)	0.0	$47k	-14%	245.00	192.90	View chart
Soundhound Ai Class A Com (SOUN)	0.0	$47k		6.8k	6.87	View chart
General Dynamics Corporation (GD)	0.0	$44k		129.00	344.50	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$44k		1.4k	30.96	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$43k		346.00	124.31	View chart
Spdr Series Trust State Street Spd (SPYV)	0.0	$42k	+118%	750.00	56.58	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.0	$41k	+41%	255.00	161.73	View chart
Tesla Motors (TSLA)	0.0	$40k		108.00	371.75	View chart
Exxon Mobil Corporation (XOM)	0.0	$40k	-12%	234.00	169.66	View chart
Paychex (PAYX)	0.0	$37k	-5%	397.00	92.12	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$36k	-19%	245.00	148.10	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$35k	+46%	79.00	436.80	View chart
Eos Energy Enterprises Com Cl A (EOSE)	0.0	$34k	NEW	6.9k	4.96	View chart
Nike CL B (NKE)	0.0	$34k		642.00	52.82	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.0	$34k		1.0k	32.22	View chart
Progressive Corporation (PGR)	0.0	$33k		168.00	198.24	View chart
Johnson & Johnson (JNJ)	0.0	$32k	-10%	132.00	244.45	View chart
McDonald's Corporation (MCD)	0.0	$32k		103.00	310.80	View chart
Yum! Brands (YUM)	0.0	$31k		202.00	155.48	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$30k		265.00	113.11	View chart
Royal Caribbean Cruises (RCL)	0.0	$30k		108.00	274.37	View chart
Netflix (NFLX)	0.0	$29k	+498%	299.00	96.15	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$28k		420.00	67.53	View chart
Amcor Com New (AMCR)	0.0	$28k	NEW	711.00	39.75	View chart
Wal-Mart Stores (WMT)	0.0	$27k		219.00	124.28	View chart
General Mills (GIS)	0.0	$26k		700.00	37.22	View chart
Eli Lilly & Co. (LLY)	0.0	$26k		28.00	925.32	View chart
International Business Machines (IBM)	0.0	$26k		106.00	242.40	View chart
Valero Energy Corporation (VLO)	0.0	$25k		102.00	247.09	View chart
Palo Alto Networks (PANW)	0.0	$25k	+3000%	155.00	160.32	View chart
Caterpillar (CAT)	0.0	$25k		35.00	708.49	View chart
Northrop Grumman Corporation (NOC)	0.0	$25k		36.00	682.25	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$25k	-42%	102.00	239.99	View chart
Ishares Msci Cda Etf (EWC)	0.0	$24k		445.00	54.79	View chart
Everpure Cl A (PSTG)	0.0	$24k		412.00	59.04	View chart
Kinder Morgan (KMI)	0.0	$24k		713.00	33.53	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$24k	+20%	100.00	238.26	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.0	$23k	NEW	371.00	62.40	View chart
Crown Holdings (CCK)	0.0	$23k		229.00	100.25	View chart
Moonlake Immunotherapeutics Class A Ord (MLTX)	0.0	$23k		1.2k	18.64	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$23k		118.00	191.81	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.0	$22k		202.00	108.98	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.0	$21k		135.00	158.59	View chart
Shell Spon Ads (SHEL)	0.0	$21k		228.00	93.00	View chart
Eaton Corp SHS (ETN)	0.0	$21k		59.00	357.68	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.0	$21k	NEW	420.00	49.99	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$21k	-63%	307.00	68.14	View chart
Starbucks Corporation (SBUX)	0.0	$21k		233.00	89.59	View chart
Intuit (INTU)	0.0	$21k	-32%	48.00	432.40	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$21k		36.00	571.64	View chart
Franco-Nevada Corporation (FNV)	0.0	$21k		83.00	247.06	View chart
Vanguard World Financials Etf (VFH)	0.0	$20k		169.00	120.81	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.0	$20k	+59%	150.00	132.90	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$20k	-12%	181.00	109.69	View chart
Medtronic SHS (MDT)	0.0	$20k		228.00	86.65	View chart
Mastercard Incorporated Cl A (MA)	0.0	$20k		39.00	499.67	View chart
Host Hotels & Resorts (HST)	0.0	$18k		935.00	19.16	View chart
Qualys (QLYS)	0.0	$18k		200.00	87.85	View chart
Texas Instruments Incorporated (TXN)	0.0	$17k	-8%	89.00	194.15	View chart
Abbott Laboratories (ABT)	0.0	$17k		167.00	102.67	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$17k	NEW	87.00	191.93	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$16k		144.00	110.36	View chart
Rocket Lab Corp (RKLB)	0.0	$16k	-47%	247.00	64.22	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.0	$16k		430.00	36.76	View chart
Bank of America Corporation (BAC)	0.0	$16k		318.00	48.75	View chart
Procter & Gamble Company (PG)	0.0	$16k		107.00	144.45	View chart
Nextera Energy (NEE)	0.0	$15k		161.00	92.88	View chart
Spdr Index Shs Fds State Street Spd (FEZ)	0.0	$15k		237.00	62.08	View chart
Merck & Co (MRK)	0.0	$15k	-10%	122.00	120.30	View chart
Spdr Series Trust State Street Spd (SLYG)	0.0	$15k	NEW	151.00	96.62	View chart
Cummins (CMI)	0.0	$15k		27.00	538.04	View chart
Air Products & Chemicals (APD)	0.0	$15k		50.00	290.50	View chart
Spdr Series Trust State Street Spd (SLYV)	0.0	$14k	NEW	147.00	94.58	View chart
Thermo Fisher Scientific (TMO)	0.0	$13k		27.00	491.56	View chart
Danaher Corporation (DHR)	0.0	$13k		70.00	189.60	View chart
Spdr Series Trust State Street Spd (MDYV)	0.0	$13k	NEW	155.00	85.15	View chart
Deere & Company (DE)	0.0	$13k		23.00	563.30	View chart
Broadcom (AVGO)	0.0	$13k		41.00	309.51	View chart
Xcel Energy (XEL)	0.0	$13k	-22%	158.00	79.44	View chart
Capital One Financial (COF)	0.0	$12k		68.00	182.44	View chart
Regeneron Pharmaceuticals (REGN)	0.0	$12k		16.00	772.69	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.0	$12k	-40%	121.00	100.17	View chart
Vanguard World Extended Dur (EDV)	0.0	$12k		184.00	64.95	View chart
Allstate Corporation (ALL)	0.0	$12k		57.00	207.35	View chart
Fs Specialty Lending Com Sh Ben Int (FSSL)	0.0	$12k		940.00	12.51	View chart
CID Holdco (DAIC)	0.0	$12k	+121%	68k	0.17	View chart
Southwest Airlines (LUV)	0.0	$12k		306.00	37.57	View chart
Union Pacific Corporation (UNP)	0.0	$11k		47.00	242.64	View chart
Lowe's Companies (LOW)	0.0	$11k		48.00	236.29	View chart
Spdr Series Trust State Street Spd (MDYG)	0.0	$11k	NEW	115.00	95.97	View chart
Honeywell International (HON)	0.0	$11k		47.00	226.04	View chart
UnitedHealth (UNH)	0.0	$11k		39.00	270.62	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$11k		206.00	50.85	View chart
Linde SHS (LIN)	0.0	$9.9k		20.00	495.80	View chart
Draftkings Com Cl A (DKNG)	0.0	$9.8k		455.00	21.62	View chart
Walt Disney Company (DIS)	0.0	$9.7k	-29%	101.00	96.39	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.0	$9.7k		210.00	46.23	View chart
Coca-Cola Company (KO)	0.0	$9.7k	-13%	127.00	76.06	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$9.6k		46.00	208.07	View chart
Fidelity Covington Trust Msci Indl Indx (FIDU)	0.0	$9.3k		108.00	86.53	View chart
Pennant Group (PNTG)	0.0	$9.0k		295.00	30.48	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$8.6k	-59%	27.00	318.07	View chart
Barclays Adr (BCS)	0.0	$8.5k		400.00	21.16	View chart
American Intl Group Com New (AIG)	0.0	$8.1k		107.00	75.25	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$7.6k	-58%	108.00	70.11	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.0	$7.5k	-22%	51.00	146.63	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$7.4k	-26%	34.00	217.26	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$7.4k	NEW	130.00	56.79	View chart
Bhp Billiton Sponsored Ads (BHP)	0.0	$7.3k		100.00	72.74	View chart
Pimco Etf Tr 25yr+ Zero U S (ZROZ)	0.0	$7.1k	+11%	111.00	64.02	View chart
Abbvie (ABBV)	0.0	$7.0k	-33%	32.00	217.50	View chart
Southern Company (SO)	0.0	$6.8k	-14%	70.00	96.53	View chart
Waste Management (WM)	0.0	$6.7k		29.00	229.79	View chart
Gilead Sciences (GILD)	0.0	$6.4k	-22%	46.00	139.39	View chart
New Era Helium (NUAI)	0.0	$6.1k		1.5k	4.06	View chart
McKesson Corporation (MCK)	0.0	$6.1k		7.00	865.43	View chart
Roblox Corp Cl A (RBLX)	0.0	$5.9k		104.00	56.57	View chart
Robinhood Mkts Com Cl A (HOOD)	0.0	$5.7k		82.00	69.30	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$5.6k		36.00	155.11	View chart
Applied Materials (AMAT)	0.0	$5.5k		16.00	341.81	View chart
Zoom Communications Cl A (ZM)	0.0	$5.5k		68.00	80.40	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$5.4k		69.00	78.67	View chart
Micron Technology (MU)	0.0	$5.4k		16.00	337.88	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.0	$5.3k		308.00	17.32	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.0	$5.3k		150.00	35.44	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$5.1k		14.00	367.50	View chart
Cibc Cad (CM)	0.0	$4.9k		52.00	94.75	View chart
Ase Technology Hldg Sponsored Ads (ASX)	0.0	$4.9k		225.00	21.68	View chart
Global X Fds Global X Uranium (URA)	0.0	$4.8k		100.00	48.43	View chart
Kratos Defense & Sec Solutio Com New (KTOS)	0.0	$4.7k		67.00	70.52	View chart
Graniteshares Gold Tr Shs Ben Int (BAR)	0.0	$4.7k		102.00	46.14	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$4.7k		33.00	142.45	View chart
Figma Class A Com Stk (FIG)	0.0	$4.7k		222.00	21.14	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.0	$4.6k		137.00	33.67	View chart
Intuitive Surgical Com New (ISRG)	0.0	$4.6k		10.00	461.00	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$4.5k	+11%	10.00	446.60	View chart
AmerisourceBergen (COR)	0.0	$4.4k		14.00	314.14	View chart
Spdr Series Trust State Street Spd (SDY)	0.0	$4.4k		30.00	145.97	View chart
Visa Com Cl A (V)	0.0	$4.2k		14.00	302.29	View chart
Booking Holdings (BKNG)	0.0	$4.2k		1.00	4211.00	View chart
CVS Caremark Corporation (CVS)	0.0	$4.2k		58.00	71.83	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.0	$4.2k		92.00	45.18	View chart
Boston Scientific Corporation (BSX)	0.0	$4.1k		66.00	62.76	View chart
Costco Wholesale Corporation (COST)	0.0	$4.0k		4.00	996.50	View chart
Philip Morris International (PM)	0.0	$4.0k	-46%	24.00	165.38	View chart
Amgen (AMGN)	0.0	$3.9k	-52%	11.00	351.91	View chart
Novartis Sponsored Adr (NVS)	0.0	$3.8k		25.00	152.76	View chart
Eni Spa Sponsored Adr (E)	0.0	$3.8k		67.00	56.61	View chart
Cardinal Health (CAH)	0.0	$3.6k		17.00	211.35	View chart
Bigbear Ai Hldgs (BBAI)	0.0	$3.5k		1.0k	3.52	View chart
Lumentum Hldgs (LITE)	0.0	$3.5k		5.00	702.80	View chart
Advanced Micro Devices (AMD)	0.0	$3.5k		17.00	203.47	View chart
Columbia Banking System (COLB)	0.0	$3.5k		126.00	27.44	View chart
Ge Aerospace Com New (GE)	0.0	$3.4k		12.00	283.83	View chart
Sony Group Corp Sponsored Adr (SONY)	0.0	$3.3k		160.00	20.70	View chart
Mannkind Corp Com New (MNKD)	0.0	$3.3k		1.3k	2.45	View chart
Sprott Asset Management Physical Gold An (CEF)	0.0	$3.2k		68.00	47.72	View chart
National Grid Sponsored Adr Ne (NGG)	0.0	$3.2k	-62%	38.00	84.61	View chart

Past Filings by DecisionPoint Financial

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

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

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