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CIK: 0001938514
Total reported value
$539.9M
$539.9M
263 檔
38.8%
The Q4 2024 SEC filing reveals that DecisionPoint Financial, LLC held a total portfolio value of $539.9M, covering 263 public equity positions.
During Q4 2024, DecisionPoint Financial, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 263 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 31.69% | +1.56% | +4.86% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 11.48% | -0.61% | +4.98% | |
| 3 | DFIC | Dimensional International Co | ETF-Other | 7.49% | +0.04% | +23.15% | |
| 4 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 6.85% | -0.29% | +6.85% | |
| 5 | HOMB | Home Bancshares Inc | Stock-Financials | 6.47% | -0.76% | -3.43% | |
| 6 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 6.32% | +0.37% | +6.20% | |
| 7 | DFAI | Dimensional International Co | ETF-Other | 5.98% | -0.55% | +3.67% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-Other | 5.13% | +0.10% | +4.43% | |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.87% | +0.06% | +13.25% | |
| 10 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.25% | +0.24% | +19.16% | |
| 11 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.68% | -0.12% | +5.18% | |
| 12 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 1.67% | -0.16% | +0.61% | |
| 13 | DFAR | Dimensional US Real Est ETF | ETF-Other | 1.34% | -0.05% | +4.90% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.07% | — | +26.88% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 0.97% | -0.07% | -0.16% | |
| 16 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 0.91% | -0.13% | +96.50% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.41% | -0.04% | -5.54% | |
| 18 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.41% | -0.01% | — | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.35% | -0.01% | +0.66% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.32% | — | +36.58% | |
| 21 | RSG | Republic Services Inc | Stock-Industrials | 0.21% | -0.03% | — | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.21% | -0.01% | -1.46% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.20% | -0.01% | -8.33% | |
| 24 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.18% | -0.02% | +145.12% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.17% | — | +1.04% | |
| 26 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.17% | -0.01% | +2.40% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.16% | -0.03% | — | |
| 28 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.15% | -0.01% | -2.85% | |
| 29 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.15% | -0.02% | — | |
| 30 | VB | Vanguard Small-cap ETF | ETF-Other | 0.14% | -0.02% | -0.78% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.12% | +0.02% | +2.86% | |
| 32 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.10% | -0.01% | +7.50% | |
| 33 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.09% | — | -5.64% | |
| 34 | C | Citigroup Inc | Stock-Financials | 0.09% | — | — | |
| 35 | RF | Regions Financial CORP | Stock-Financials | 0.08% | -0.01% | — | |
| 36 | AXP | American Express Co | Stock-Financials | 0.07% | — | — | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.07% | — | -14.19% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.07% | +0.02% | +39.18% | |
| 39 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.06% | — | +201.18% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.05% | — | +0.27% | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.05% | — | — | |
| 42 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.05% | -0.02% | — | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.04% | — | — | |
| 44 | SOUN | Soundhound Ai Inc-a | Stock-Tech | 0.04% | — | — | |
| 45 | ORCL | Oracle CORP | Stock-Tech | 0.04% | — | +28.80% | |
| 46 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 0.04% | -0.04% | +24.41% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.04% | — | +18.23% | |
| 48 | TER | Teradyne Inc | Stock-Tech | 0.04% | — | — | |
| 49 | HACK | Amplify Cybersecurity ETF | ETF-Other | 0.03% | — | — | |
| 50 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.03% | +0.01% | — |
According to official SEC Form 13F filings, DecisionPoint Financial, LLC reported a total U.S. public equity portfolio value of $539.9M across 263 disclosed positions in Q4 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, VCIT, DFIC) accounted for 38.8% of total reported equity market value during Q4 2024.
During Q4 2024, DecisionPoint Financial, LLC's top holdings by market value included DFAC (31.7%)、VCIT (11.5%)、DFIC (7.5%). The largest single position, DFAC, represented 31.7% of total portfolio value.
In Q4 2024, DecisionPoint Financial, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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