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CIK: 0001938514
Total reported value
$539.9M
$539.9M
255 檔
40.8%
In Q1 2025, DecisionPoint Financial, LLC's U.S. equity holdings reached a combined market value of $539.9M, distributed across 255 disclosed stock positions.
During Q1 2025, 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 255 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 30.57% | +1.56% | +6.51% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 11.52% | -0.61% | +3.81% | |
| 3 | DFIC | Dimensional International Co | ETF-Other | 8.72% | +0.04% | +14.12% | |
| 4 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 7.11% | -0.29% | +7.22% | |
| 5 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 6.03% | +0.37% | +9.45% | |
| 6 | HOMB | Home Bancshares Inc | Stock-Financials | 6.02% | -0.76% | -1.95% | |
| 7 | DFAI | Dimensional International Co | ETF-Other | 5.90% | -0.55% | -2.72% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-Other | 5.26% | +0.10% | +6.36% | |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.03% | +0.06% | +10.01% | |
| 10 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.66% | +0.24% | +22.95% | |
| 11 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.60% | -0.12% | -1.86% | |
| 12 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 1.53% | -0.16% | -4.17% | |
| 13 | DFAR | Dimensional US Real Est ETF | ETF-Other | 1.32% | -0.05% | +1.55% | |
| 14 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 0.95% | -0.13% | +7.83% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 0.89% | — | -0.75% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 0.89% | -0.07% | +7.72% | |
| 17 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 0.39% | -0.04% | +973.22% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.38% | -0.04% | +4.45% | |
| 19 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.33% | -0.01% | — | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.32% | -0.01% | -0.33% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.26% | — | -2.06% | |
| 22 | RSG | Republic Services Inc | Stock-Industrials | 0.24% | -0.03% | — | |
| 23 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.21% | — | — | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.20% | -0.01% | -0.80% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.20% | -0.01% | -1.98% | |
| 26 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.17% | -0.02% | — | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.16% | — | — | |
| 28 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.15% | -0.01% | — | |
| 29 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.15% | -0.01% | -0.08% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-Other | 0.14% | -0.02% | +15.37% | |
| 31 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.14% | -0.02% | — | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.14% | -0.03% | — | |
| 33 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.13% | -0.01% | +50824.39% | |
| 34 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.11% | -0.01% | +8.03% | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.09% | +0.02% | +1.08% | |
| 36 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.09% | — | — | |
| 37 | RF | Regions Financial CORP | Stock-Financials | 0.07% | -0.01% | — | |
| 38 | AXP | American Express Co | Stock-Financials | 0.06% | — | — | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.06% | +0.02% | — | |
| 40 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.06% | — | +0.30% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.06% | — | -0.27% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.05% | — | -7.80% | |
| 43 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.05% | +0.01% | +86.44% | |
| 44 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.05% | — | — | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.04% | — | — | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.04% | — | — | |
| 47 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.04% | -0.02% | — | |
| 48 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.04% | — | — | |
| 49 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.03% | — | — | |
| 50 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.03% | — | +949.38% |
According to official SEC Form 13F filings, DecisionPoint Financial, LLC reported a total U.S. public equity portfolio value of $539.9M across 255 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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 40.8% of total reported equity market value during Q1 2025.
During Q1 2025, DecisionPoint Financial, LLC's top holdings by market value included DFAC (30.6%)、VCIT (11.5%)、DFIC (8.7%). The largest single position, DFAC, represented 30.6% of total portfolio value.
In Q1 2025, 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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