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CIK: 0001938514
Total reported value
$539.9M
$539.9M
656 檔
51.0%
At the close of Q3 2025, DecisionPoint Financial, LLC disclosed equity holdings valued at approximately $539.9M, spread across 656 reported holdings.
In Q3 2025, DecisionPoint Financial, LLC displayed an active expansion posture, initiating 5 new positions and adding to 25 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 656 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 31.92% | +1.56% | +5.31% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 10.28% | -0.61% | +4.46% | |
| 3 | DFIC | Dimensional International Co | ETF-Other | 9.62% | +0.04% | +12.24% | |
| 4 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 6.39% | +0.37% | +7.03% | |
| 5 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 6.02% | -0.29% | +2.10% | |
| 6 | DFAI | Dimensional International Co | ETF-Other | 5.96% | -0.55% | -3.48% | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-Other | 5.01% | +0.10% | +12.66% | |
| 8 | HOMB | Home Bancshares Inc | Stock-Financials | 4.36% | -0.76% | -1.41% | |
| 9 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.91% | +0.24% | +10.23% | |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.57% | +0.06% | +5.12% | |
| 11 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 1.91% | -0.04% | +0.08% | |
| 12 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.90% | -0.12% | -3.68% | |
| 13 | DFAR | Dimensional US Real Est ETF | ETF-Other | 1.35% | -0.05% | -0.11% | |
| 14 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 1.15% | -0.16% | -5.27% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.90% | -0.04% | +23.41% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 0.78% | -0.07% | -24.06% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 0.66% | — | +1.78% | |
| 18 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 0.60% | -0.13% | -12.77% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-Other | 0.52% | -0.02% | -0.18% | |
| 20 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.38% | -0.02% | +168.21% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.31% | -0.01% | -1.39% | |
| 22 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.29% | -0.02% | +45.62% | |
| 23 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.29% | -0.01% | -1.62% | |
| 24 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.20% | — | — | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.20% | — | +5.10% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.19% | -0.01% | -0.43% | |
| 27 | RSG | Republic Services Inc | Stock-Industrials | 0.18% | -0.03% | — | |
| 28 | BND | Vanguard Total Bond Market | ETF-Other | 0.18% | -0.06% | +118.95% | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.18% | -0.01% | -0.17% | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.15% | +0.02% | +3.14% | |
| 31 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.13% | -0.01% | -5.69% | |
| 32 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.13% | -0.01% | -9.17% | |
| 33 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.13% | -0.01% | +0.00% | |
| 34 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.11% | -0.06% | +21.88% | |
| 35 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.11% | -0.01% | -0.48% | |
| 36 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.10% | -0.02% | — | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.09% | — | -50.24% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.07% | +0.02% | +76.95% | |
| 39 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.07% | — | -7.58% | |
| 40 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.06% | -0.02% | +17.54% | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.06% | — | +0.09% | |
| 42 | AXP | American Express Co | Stock-Financials | 0.06% | — | +0.12% | |
| 43 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.06% | — | +676.79% | |
| 44 | ORCL | Oracle CORP | Stock-Tech | 0.05% | — | — | |
| 45 | ENSG | Ensign Group Inc/the | Stock-Healthcare | 0.05% | -0.02% | — | |
| 46 | RF | Regions Financial CORP | Stock-Financials | 0.05% | -0.01% | -5.26% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.05% | — | — | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.04% | — | — | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.04% | -0.03% | -66.75% | |
| 50 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.04% | +0.01% | +26.16% |
According to official SEC Form 13F filings, DecisionPoint Financial, LLC reported a total U.S. public equity portfolio value of $539.9M across 656 disclosed positions in Q3 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 51.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
VXUS
市值: $1.3M
Top Position Liquidated / Trimmed
HACK
前期市值: $107.7K
During Q3 2025, DecisionPoint Financial, LLC's top holdings by market value included DFAC (31.9%)、VCIT (10.3%)、DFIC (9.6%). The largest single position, DFAC, represented 31.9% of total portfolio value.
In Q3 2025, DecisionPoint Financial, LLC made 49 total portfolio adjustments, initiating 5 new buys, adding to 25 positions, trimming 16 holdings, and fully liquidating 3 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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