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CIK: 0001938514
Total reported value
$539.9M
$539.9M
643 檔
45.8%
As reported in its official Q2 2025 Form 13F filing, DecisionPoint Financial, LLC's tracked investment portfolio stood at $539.9M with 643 total positions.
During Q2 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 643 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 30.95% | +1.56% | +5.27% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 10.59% | -0.61% | +3.40% | |
| 3 | DFIC | Dimensional International Co | ETF-Other | 8.85% | +0.04% | +3.13% | |
| 4 | DFAI | Dimensional International Co | ETF-Other | 6.38% | -0.55% | +11.04% | |
| 5 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 6.37% | -0.29% | +1.26% | |
| 6 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 6.16% | +0.37% | +7.28% | |
| 7 | HOMB | Home Bancshares Inc | Stock-Financials | 5.04% | -0.76% | -8.37% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-Other | 4.77% | +0.10% | +3.88% | |
| 9 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.66% | +0.24% | +1.18% | |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.66% | +0.06% | -0.65% | |
| 11 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.98% | -0.12% | +25.01% | |
| 12 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 1.95% | -0.04% | +415.23% | |
| 13 | DFAR | Dimensional US Real Est ETF | ETF-Other | 1.46% | -0.05% | +26.68% | |
| 14 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 1.32% | -0.16% | -2.59% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.06% | -0.07% | +3.61% | |
| 16 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 0.74% | -0.13% | -12.14% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.73% | -0.04% | +97.18% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 0.57% | — | -22.15% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-Other | 0.53% | -0.02% | +297.36% | |
| 20 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.34% | -0.01% | +0.06% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.32% | -0.01% | +4.21% | |
| 22 | RSG | Republic Services Inc | Stock-Industrials | 0.22% | -0.03% | +0.06% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.21% | — | -22.39% | |
| 24 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.21% | -0.02% | — | |
| 25 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.20% | — | — | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.19% | -0.01% | -2.56% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.19% | — | +5.44% | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.19% | -0.01% | -4.31% | |
| 29 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.15% | -0.02% | +1.00% | |
| 30 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.15% | -0.01% | +0.01% | |
| 31 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.14% | -0.01% | -0.54% | |
| 32 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.13% | -0.01% | — | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.13% | +0.02% | +12.75% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.12% | -0.03% | -13.30% | |
| 35 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.12% | -0.01% | +13.52% | |
| 36 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.11% | -0.02% | -7.47% | |
| 37 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.10% | -0.06% | +18683.72% | |
| 38 | BND | Vanguard Total Bond Market | ETF-Other | 0.09% | -0.06% | +218.22% | |
| 39 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.07% | — | -12.90% | |
| 40 | AXP | American Express Co | Stock-Financials | 0.07% | — | +0.48% | |
| 41 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.05% | -0.02% | +22.61% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.05% | — | -3.50% | |
| 43 | RF | Regions Financial CORP | Stock-Financials | 0.05% | -0.01% | -23.85% | |
| 44 | ENSG | Ensign Group Inc/the | Stock-Healthcare | 0.05% | -0.02% | — | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.05% | — | +4.66% | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.05% | — | +3.93% | |
| 47 | ORCL | Oracle CORP | Stock-Tech | 0.04% | — | -1.99% | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.04% | +0.02% | -27.88% | |
| 49 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.04% | — | — | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.04% | — | +1.75% |
According to official SEC Form 13F filings, DecisionPoint Financial, LLC reported a total U.S. public equity portfolio value of $539.9M across 643 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including DFAC, VCIT, DFIC) accounted for 45.8% of total reported equity market value during Q2 2025.
During Q2 2025, DecisionPoint Financial, LLC's top holdings by market value included DFAC (30.9%)、VCIT (10.6%)、DFIC (8.8%). The largest single position, DFAC, represented 30.9% of total portfolio value.
In Q2 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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